DWY Dubsado
and ClickUp Setup
You’ve devoted countless hours researching Dubsado and ClickUp, bingeing endless YouTube videos.
But Dubsado still sends out emails it shouldn’t, and ClickUp operates like a glorified to-do list.
You’re starting to question if your design studio will ever be able to deliver professional and consistent experiences that wow your clients.
But Dubsado still sends out emails it shouldn’t, and ClickUp operates like a glorified to-do list.
You’ve devoted countless hours researching Dubsado and ClickUp, bingeing endless YouTube videos.
Despite all your efforts, you’re stuck with unreliable automations and disorganised project management.
It’s draining to keep learning new things, only to realise you have to go back and fix your previous Dubsado forms yet again, or reorganise the folders and spaces you’ve just created in ClickUp.
How can you commit to delivering exceptional designs when:
You're mentally overloaded by the relentless chaos of navigating Dubsado, ClickUp, Notebooks, post-its, and other random papers to remember what you need to do that day.
You’re exhausted by all the repetitive tasks you’re manually handling, that could be automated
You're trapped in a cycle of guilt and anxiety because you’re not getting tasks done in the time you thought it should take creating a vicious cycle of feeling overwhelmed and constantly behind.
Ultimately, you simply want to spend more time designing.
You dream of a design studio where your process is seamless and every client leaves as a raving fan.
With the right systems in place and some expert advice and personalised support, your business can operate smoothly, giving you more time to focus on your creative work and less time on admin because…
01
You're efficiently managing projects because ClickUp organises your tasks and timelines, transforming from a glorified to-do list into a comprehensive project management tool.
02
You have reliable automations in place as Dubsado sends the right emails at the right time, guiding clients through projects & keeping communication consistent.
03
You've created consistent client experiences where every client interaction is professional and seamless, leading to higher client satisfaction and more referrals.
04
You feel confident in your systems because you know that your workflows are optimised and running smoothly and understand how to update them if needed.
Don’t become one of the businesses ...
“...that lose 20 to 30 % in revenue every year due to inefficient processes”
Instead, listen to the ladies of The Home Edit:
“Organisation isn't about perfection; it's about efficiency, reducing stress and clutter, saving time and money and improving your overall quality of life.”
WHICH IS WHY I CREATED A PERSONALISED
Done-with-You set-up Programme for ClickUp & Dubsado
K
A 1-on-1 collaborative experience that will help you map out your client and/or business processes and teach you how to translate these into a ClickUp or Dubsado set-up that works for you.
You'll not only have streamlined processes and your system built out as a pro would have (without the price tag), but you'll also know exactly how the system works and how to apply adjustments.
A 1-on-1 collaborative experience that will help you map out your client and/or business processes and teach you how to translate these into a ClickUp or Dubsado set-up that works for you.
You'll not only have streamlined processes and your system built out as a pro would have (without the price tag), but you'll also know exactly how the system works and how to apply adjustments.
Ready to streamline? Book your free call now!→
Not sure if you need the Dubsado or ClickUp Done-With-You Programme? Or both?
Want to elevate your client process?
You need Dubsado
There is no limit to how many services or workflows we can build out in your Dubsado like there often is with a done-for-you package.
Here’s what we will be working on in our bi-weekly sessions;
Workflow Mapping Calls to define your client processes (as many as you need)
Contracts (as supplied by client) uploaded + optimised with smart fields
Branded no-code form design (like lead captures, proposals & questionnaires)
Guidance on what to include in your lead captures, proposals & questionnaires
Appointment Schedulers set up with confirmation & reminder emails
Package and payment schedule creation to easily add to your proposals and contracts
Copywriting instructions (& templates) for your emails
Workflow implementation
Need to streamline your internal client process?
You need ClickUp
There is no limit to the number of spaces or automations we can build out in your ClickUp like there often is with a done-for-you package.
Here’s what we will be working on in our bi-weekly sessions;
Workflow Mapping Calls to define your client processes (as many as you need)
Built out your design project templates. Keep track of timelines, and scope, and easily see progress & approval status.
If needed; create custom spaces based on defined business processes. This could, for example, look like this;
Business Hub for goal setting, service overviews, brand messaging, testimonials, platform management, revenue overviews
Brand Awareness Hub with marketing plans and content creation processes
Sales & Lead Generation Hub with lead overviews, sales targets & launch plans
Creating automations for recurring processes
Dashboard creation to manage daily business tasks and client projects
You could always hire a systems strategist to have your Dubsado or ClickUp set-up done for you.
Custom setups are worth it – when you already have a proven client experience & know all the nuts-and-bolts of these two systems but simply don’t have the time to streamline your set-up.
But if you can not give me a heck-yeah on both, a Done-for-You systems set-up isn’t going to give you the system, client experience, confidence and skills you need.
^^ and no, I'm not simply teaching from my own experience.
How to efficiently manage projects with ease, keeping timelines and scopes in check. With clear workflows in place, you’ll no longer have to play catch-up or chase deadlines—everything will be in sync, and you’ll always know what comes next in the process.
How to set up reliable automations that actually do what you need them to. We'll make sure that every automation is designed to save you time, eliminate repetitive tasks, and reduce errors, so you can trust your system to do the heavy lifting.
How to create consistent client experiences that leave your clients raving, without the chaos of reinventing your process every time. You’ll develop consistent processes that are easy to follow but flexible enough to meet clients' unique needs, ensuring they feel valued and well-taken care of from start to finish.
The investment?
2 x 60-minute implementation sessions per month to give us enough time to catch up, ask questions, give feedback on the assignments, and tackle a new topic
Email support in between the weekly calls to ask questions or feedback to keep you moving forward
As much support as you need to map out your elevated client process including what to put in your emails, proposals and questionnaires.
Assignments for in between the calls so that you see progress straight away
BOOK YOUR free call today →
The Done-With-You (DWY) Setup Programs are all about practical, hands-on implementation. The best way to achieve this? It’s by taking immediate action on what we discuss during each session.
At the end of every call, we’ll pinpoint the exact tasks for you to focus on before our next session. This keeps your progress consistent and ensures you’re never left wondering what the next step is.
Don’t worry if you hit a roadblock or feel uncertain—I'm here to guide you through it. That’s where the email support comes in handy, allowing you to ask questions and seek clarification whenever needed, so you’re never stuck for long.
I’ll be right alongside you, both during our sessions and in between, offering guidance and encouragement as we build out your client experience systems using Dubsado or ClickUp.
There is no limit to the number of services or workflows in your Dubsado or to the number of spaces, folders, lists or automations that we can build out in your ClickUp.
As the tangible progress is made between the sessions, the more time you have for implementation the quicker you can complete your set-up. From experience, I can say that most clients take between 3 to 4 months to set up either ClickUp or Dubsado.
This might sound long if you’re not starting from scratch. Similar to a rebrand or website redesign still taking the same amount of time, there is no such thing as a partial ClickUp or Dubsado setup.
Therefore, to set the right expectations, there is a minimum term of 3 months. After the initial 3 months, you can stay on for as long as you like for 2 calls per month or cancel anytime.
What's included?
£300/Month
Most clients need 3 to 4 months per system
Is the Done-with-You systems set-up programme right for you?
If you haven't mapped out your processes.
If you need to start your set-up from scratch.
If you've started using Dubsado or ClickUp but stalled out, unsure of what to set up next to make it work
If you’ve tried setting them up in the past but were not unsuccessful and started to bypass ClickUp or Dubsado.
If you’re already using Dubsado or ClickUp but know there's more you can do.
If you’ve taken a course or received (done-for-you) support but still struggle to fully implement Dubsado/ClickUp or are afraid to apply changes.
It does not matter ...
If you’ve taken a course or received (done-for-you) support but still struggle to fully implement Dubsado/ClickUp or are afraid to apply changes.
^^ You would not be my first client with this...
^^ You would not be my first client with this problem
That's why these are Done-with-You programs, where I'll guide you every step of the way. But let's take a closer look ...
This is for you if ...
You crave live interaction. Through the bi-weekly calls with me, you’ll get personalised support until your Dubsado or ClickUp set-up is flawless.
You need help mapping processes. Don’t stress about having your processes perfectly defined before we start. We’ll map out your workflows, ensuring they’re tailor-made.
You want to automate repetitive tasks without losing the personal touch: We’ll create customised templates, automated emails, and streamlined processes that maintain a personal feel while saving you time.
You value ongoing feedback. From day one, I’ve got your back. I’ll guide you through everything—from process mapping to refining proposals, reviewing your emails, and building your Dubsado or ClickUp.
You appreciate email support. Stuck or have questions? Email support between sessions keeps you moving forward with confidence.
This is not for you if ...
You prefer taking a course: While I have resources to help you map out your processes, what to include in your proposals or which questions to ask during a consultation call, this isn’t a pre-made course you need to walk through on your own.
You’re in a rush: Dubsado set-up in 4 weeks? If you have no clients at all, maybe, but I don’t believe this process should be rushed. That’s why there is a 3-month minimum for the DWY programme
You want someone else to do the work: Systems set-up can be overwhelming so it can be tempting to let someone else handle it for you. But the no. 1 problem with done-for-you setups? Not feeling confident in the use of the system and struggling to apply changes.
You don’t mind spending several thousand on a set-up. Typical done-for-you systems set-up starts at £3000 and often caps the number of services/workflows. With my done-with-you programme, your investment is between £900-£1200 for 3 to 4 months without limitations.
The result? Your studio gets streamlined processes and a professional-grade system, all without breaking the bank. Plus, you’ll know exactly how the systems work and how to apply adjustments in the future.
Frequently asked questions
How long does A DWY setup take?
As the tangible progress is made between the sessions, the more time you have for implementation the quicker you can complete your set-up. From experience, I can say that most clients take between 3 to 4 months to set up either ClickUp or Dubsado. We break the setup down into bi-weekly sessions, covering everything from mapping out your processes, to initial setup, automation and then final testing.
What is a Done-With-You (DWY) setup & how is it different from Done-For-You?
- DFY systems setup is too expensive for most designers.
- Designers often don't feel comfortable giving the setup process out of hand, as they like to be in control.
- They want to understand how the systems works so that they'll be able to make adjustments when needed and this doesn’t happen with a done-for-you setup
- They also need support with mapping out their processes.
With my Done-with-You program, I will be guiding you every step of the way. From mapping out your processes to what to include in your proposals, reviewing your emails and the build.
This is what makes this program different from done-for-you setups or other done-with-you programs where you need to walk through a course on your own.
There is also email support in between the sessions, so you can ask questions or feedback about what you've been working on so that you can keep on moving forward.
can we start immediately?
Before we begin, we’ll have a complimentary strategy call to help you understand what it’s like to work together. After that, we’ll schedule a “work with me” call to talk through logistics of the program and finalise the start date. To provide the best service and outcomes, I limit the number of clients I serve simultaneously to 6 per month, so the start date will depend on current availability.
I’m new to Dubsado/ClickUp. Will I need prior experience for this setup?
No prior experience with Dubsado or ClickUp is necessary! This program is designed to be beginner-friendly, guiding you through each step of the process. However, you should have some experience serving clients, as this will help us effectively map out your processes and workflows. We’ll start from the basics and build your knowledge as we go, with clear instructions and resources tailored to various learning styles. My goal is to empower you to confidently manage your workflows and client interactions moving forward, regardless of your familiarity with the tools.
How much customisation is possible in Dubsado and ClickUp?
Both tools are highly customisable. We’ll tailor every detail—from forms to email templates to automated workflows—so that the system works perfectly for your business.
Can I see a sample of what the final setup will look like?
Yes! During our strategy session, I can show you a sample setup to give you a clear idea of what we’ll aim for.
As the tangible progress is made between the sessions, the more time you have for implementation the quicker you can complete your set-up.
From experience, I can say that most clients take between 3 to 4 months to set up either ClickUp or Dubsado.
We break the setup down into bi-weekly sessions, covering everything from mapping out your processes, to initial setup, automation and then final testing.
How long does A DWY setup take?
- DFY systems setup is too expensive for most designers.
- Designers often don't feel comfortable giving the setup process out of hand, as they like to be in control.
- They want to understand how the systems works so that they'll be able to make adjustments when needed and this doesn’t happen with a done-for-you setup
- They also need support with mapping out their processes.
What is a Done-With-You (DWY) setup & how is it different from Done-For-You? | Pt1
This is what makes this program different from done-for-you setups or other done-with-you programs where you need to walk through a course on your own.
There is also email support in between the sessions, so you can ask questions or feedback about what you've been working on so that you can keep on moving forward.
What is a Done-With-You (DWY) setup & how is it different from Done-For-You? | Pt2
After that, we’ll schedule a “work with me” call to talk through logistics of the program and finalise the start date.
To provide the best service and outcomes, I limit the number of clients I serve simultaneously to 6 per month, so the start date will depend on current availability.
can we start immediately?
However, you should have some experience serving clients, as this will help us effectively map out your processes and workflows.
We’ll start from the basics and build your knowledge as we go, with clear instructions and resources tailored to various learning styles. My goal is to empower you to confidently manage your workflows and client interactions moving forward, regardless of your familiarity with the tools.
I’m new to Dubsado/ClickUp. Will I need prior experience for this?
How much customisation is possible in Dubsado and ClickUp?
Can I see a sample of what the final setup will look like?
Ready for systemised workflows so you can spend less time on admin tasks?
Let’s get started — book your free systems call now→
created with designers in mind
Don’t leave without sprinkling your design studio with some organisational dust today with these free resources
01
Are you tired of staring at a blank screen, agonising over how to word that client email just right?
GET THE TEMPLATE →
02
Are you tired of design project timelines going from 6-weeks to 3-months?
START CREATING TIMELINES →
03
Are you tired of wondering if you have got all your bases covered during your client onboarding?
GET THE CHECKLIST→
don't just take my word for it
“I was using Dubsado but not to its full capacity and rather than save time I was spreading tasks across different platforms and it was confusing and frustrating.”
I've had lots of compliments for how organised and streamlined my group programme onboarding is since working on it with Stephanie. I also feel great in terms of how confident and supported I feel by my new systems and workflows. It's such a time saver and means I no longer have to worry about dropping balls or forgetting things.
Caroline Leon- Business Coach