Here are our current DIY Dubsado Offerings! We are constantly updating, so check back regularly. Our workflows are flow charts and components needed to set up workflows, and we also have a tutorial on how to use the workflow functionality in Dubsado!

Why do we have the BEST DIY Solutions? 

That’s easy! Because we work with Dubsado DAILY – setting up the system, consulting, and just plain geeking out on how to make Dubsado work for a variety of businesses. Spending SO MUCH time “living” in Dubsado and applying it to a ton of different businesses makes us better equipped to create workflows for businesses like yours!

Take control of the power the Dubsado offers by getting the tools you need to set it up the RIGHT way!

How does it all work together? Here’s the scoop. Pick your business type and select the corresponding workflow flow chart. This will provide you with the flow chart and tell you what emails, forms, etc, you should have for your client flow. Then grab those canned emails and workflow walkthrough. Together, they all run $85.

This bundle will provide you with:

  • A video tutorial on how to set up workflows
  • A flowchart to help you understand how your clients should move through Dubsado
  • A list of what forms you need and where they go
  • 14 Canned Emails ready for you to tailor to your individual needs
  • A clear way to get your Dubsado account set up all on your own

Check out my post on How to Set Up Dubsado to get more information why all these pieces matter.

Need more help? Check out my Dubsado VIP Intensives and Implementation Services. Need more support like this for other systems? Check out Your Business Ecosystem.

LOVE OUR PRODUCTS? Become an Affiliate!

Questions? Please see our FAQ below!


What are the Workflow Products?

Workflows are essential aspects of setting up Dubsado for speed and to make it your kick-butt personal assistant. The workflow packages are 2 part – they are COLOR CODED and NUMBERED charts that help you visualize your business and how a lead MOVES through Dubsado – once they get into your system, how to get paid, and how to manage them with the automations in Dubsado:

The second part is how those colored and numbered boxes correlate to Dubsado. This is a list of items and some key details of what you need to have IN Dubsado for this fancy workflow to well, work:

This PDF is chock full of information that when properly implemented can make your system work like a dream. Or a virtual assistant for client management. Or just make it so you don’t freak out when someone wants information and you are sipping mai tais by the pool in the Caribbean. (Totally on my bucket list!)


If you are a Dubsado rockstar, skip right past this one. If you need a Video, Step By Step of how to set up a workflow in Dubsado, then the Dubsado Workflow Walkthough is for you! This is a video tutorial of what all those templates listed out in the Workflow Product are, and how the functions of Dubsado Workflows ACTUALLY work (what is the different between send email and send form? That is included in the video!)


There are some businesses that need a wide range of systems to get them going. But if your business is straightforward, you just need to track income and expenses, and you want to be sure your clients get the best experience POSSIBLE, then you can TOTALLY use Dubsado for everything. Including Bookkeeping. I teamed up with Tiffany of Bastian Accounting to create the Bookkeeping Primer on how to use Dubsado Bookkeeping. It not only includes a chart of accounts, but best practices when setting up Dubsado to track your business. There are also some great resources (like the Home Office Deduction Calculator!) included at the end of the package.


If this is all over your head, then there are a few things you can do! You can check out the HELP section of Dubsado. There are some fantastic resources there. You can join the Dubsado Community on Facebook – I am totally in there ALL THE TIME. You can check out some of my blog posts on Dubsado. You can ask a question if you want to see a tutorial on my site or on FB. You can hop on a consulting call with me. Or my team and I can just set it up for you!