The done-for-you Dubsado setup that turns your backend into a flowing booking system that works.
An actual, finished, built-for-you Dubsado account, from the pers who built Dubsado's entire setup course.
ok yes, set it up for me âIf one more Dubsado tutorial was going to get your account finished, it would be finished by now.
So if not that...what will?
đ Perhaps a setup that...
- Doesn't depend on you finding a free weekend (or 6)
- Has inquiries getting your proposal, contract, and invoice out without you sending each one by hand
- Makes you look like the most put-together option they've talked to
- Has clients saying "YES" more than ever before
Because I know a girl who can build that for you.
(Spoiler: It's me. I'm the girl.)
And here's just one way it can work
A lead fills out the form on your site.
(branded to match, not Dubsado-default)
They get your proposal.
Dubsado sends the contract and invoice for you.
(no copy-pasting needed)
The workflow delivers every next step to their inbox.
(and your scheduler đ if you take calls)
You've spent years getting good at the work your clients hire you for.
With a better portfolio, a better process⌠better EVERYTHING.
And you were right to do that. Your clients are happier for it!
But you're tired of running the back end from memory and 5 different notebooks.
It's a lot to hold in your head, and now Dubsado is one more tab you're overwhelmed to open at all.
This is going to change that đ¤
Warning: I don't just build workflows and I don't just make forms look pretty.
I make each part of the setup flow for how you specifically book and serve clients, which is why this holds up better than a bunch of random tutorials you're piecing together.
I built Dubsado's own setup education.
Now, I build your account for you.
If we're being forreal, you're resourceful enough to sit down and claw your way to a Dubsado account that technically works.
But âtechnically worksâ isn't the same as a setup built for your packages, your clients, and your process.
Plus, there are a few annoying, random quirks between workflow triggers + payment plansâŚtrust.Â
From my clients
120 hours
Back every year
âYou've just saved me 120 hours of time- at least. BOOYAH.â
Photographer
Admin time cut down by 75%
$25k
Contract landed
âWe have booked every single proposal we've sent since switching to Dubsado.â
They landed a $25k auto group contract and were told their proposal and client experience made them stand out.
Videographer
Proposals booked since switching:Â all of them
$8,500
Proposal booked
âThey completed a $8500 proposal today for next year. We didn't even have to follow up with them!! You da real MVP!â
Event Coordinator
One call â two weeks â booked
âMorgan is the DUBSADO QUEEN!!! ... my life just got, push-of-a-button easy from book to deliver.â
Daedra
âI've had Dubsado for over 3 years and only NOW understand everything that it offers.â
âI've had SO much anxiety about switching my CRM to Dubsado... I am actually excited about switching my clients over now.â
â...no more past due payments.â
âI don't feel like I want to give up!!â
âIt's already changing my life! ... If not for yourself, DO IT FOR YOUR CLIENTS.â
Let me build the system you keep meaning to finish
Done-for-You Dubsado Setup
- One service built end to end, from inquiry to off-boarding
- Lead capture form, proposal, contract, and payment plan with automatic reminders
- Two questionnaires and your scheduler
- Canned emails written to sound like you
- Comprehensive workflow for your core service
- Forms branded to match your business
- A mapping call where you walk me through your process
- A walkthrough video you can refer back toÂ
- 14 days of support after handoff
⨠While Dubsado workflows are complex to create, I make them suuuuper easy to edit so you have full confidence in making changes yourself.
$1,950 one-week turnaround | 50% due to book
Need more than this? We can chat about it on your mapping call and I can send over an updated quote.
Snag Your Setup
Inquire here for your own one-week setup
Once you've booked your setupâŚ
đ
You'll pick a time for your mapping call
On this call:
âď¸ you'll walk me through how you book and serve clients
âď¸Â I'll know exactly what to automate, create, and get started on your setup asap.
(Not a call person? Let me know and I'll send a short questionnaire instead.)
đ
Quick account prep
I make sure your settings, payment processor, calendar, and email are properly connected and ready to go, if they aren't already connected.
đ§Ş
The build begins
I enter systems-gremlin mode and build your forms, emails, and workflows, with a special focus on making sure it all looks and sounds like you, so your clients won't get the ick from automation that sounds like a robot.
â
Final phase: feedback & testing
I send it over for a final green-light from you, then run a test client through the whole thing to make sure it's firing on all cylinders as intended.
This is your secret weapon if:
â You feel lost on how workflows, forms, and triggers fit together
â You want to focus on client work instead of admin
â You plan to eventually add services or bring on help
â And then ofc, there are those of you who'd rather reorganize your entire garage than deal with Dubsado yourself
This ain't the thing for you if:
đ ââď¸ You don't have a defined service to build around yet
đ ââď¸ You're married to the "I'll just email them myself" process
đ ââď¸ You're not planning to stay on Dubsado
đ ââď¸ You want to learn to build it all yourself. This is done for you, not a course
Frequently Asked Questions
How long does this take?
One week from our mapping call, once I have access to your account. You don't have to build anyyy of it, just give me access and review it at the checkpoints in my process before it goes live. Then I make any changes and updates you might want. I've been doing this long enough that my radar for what people want is pretty spot on.
Do I have to pay for Dubsado too?
Yes, your Dubsado subscription is separate from this setup. Automated workflows are only on Dubsado's Premier plan, so that's the one you'll need. (And it's soooo worth it. I can give you almost all of yout admin time back!!)
I don't have a Dubsado account yet. Does that matter?
That's not a problem at all. If you'd like, I can set it up from the get-go. So you'll just sign up and add me, and then pay for the subscription after we're done with the setup.
Do I need to give you access to my Dubsado?
Yes, I'll walk you through this process though. It's just a couple of steps where you add me as a user on your account. Suuuuper easy! We will dot his on the call.
Can I edit everything myself later?
Yes. The workflows are complex to start with if you don't understand automation, but I build them so they're easy to update, and you'll get a walkthrough video you can come back to anytime.
What if I have more than one service?
This setup covers one service end to end. If you want more built, tell me on the mapping call and I'll quote the add-on.
I don't want my emails to sound robotic...
Then you found the right person, because I write your canned emails in your voice and run them by you before anything is live, just to be 100%.
Who is this for?
Photographers, designers, coaches, and other service providers who book clients through inquiries, proposals, and contracts.
Hey hi! I'm Morgan Michelle.
Integrative business and systems strategistÂ
I've worked with Dubsado as a Dubsado Expert and team member, shot 53 weddings a year without delivering a single gallery late. Needless to say, I know the importance of a working CRM as a service provider! So I've spent the last decade building the behind-the-scenes systems for seven- and eight-figure online educators, plus clients like photographers, designers, planners, and even dentists, fitness coaches, pelvic floor therapists, and finance specialists.
Add yourself to this list đ
Book Your Setup â
One week from now, you'll be able to take a deep breath knowing your Dubsado is set up properly and workflows are taking care of all your admin.
No more laying down and thinking, "Dang, I gotta send that contract tonight."
No more leads slipping through the cracks.
Just a Dubsado account doubling as your extra set of hands, where even automated emails sound just like you so you can get back to the work your clients love you for.
$1,950 ¡ Built in one week ¡ Mapping call included ¡ 14 days of support
Book your Dubsado setup â