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Dubsado Services and Templates
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DUBSADO CLIENT

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DUBSADO CLIENT

J. ASHLEY

INNOVATIONS

brand + showit web designer

Jordan is a talented brand and web designer who already had a solid handle on Dubsado but she needed her systems to grow with her. We originally connected on Threads, booked a call, and immediately hit it off. With a new service offering and a team to support, Jordan was ready to elevate her backend so it matched the elevated brand experience she provides to her clients.


Together, we refined her existing workflows and created a new one from the ground up. We reorganized everything into clear phases, eliminated cluttered communication, and built systems that do the heavy lifting—without sacrificing personal touch. Now her onboarding feels seamless, her proposals have clear deadlines, and her client portal is a central hub for delivering everything with ease.

WHAT WE ACCOMPLISHED

Built a new workflow to support a new service and white label team

Streamlined existing workflows and organized them into clear phases

Added expiration dates to proposals to protect her time and availability

Edited her onboarding to eliminate extra emails and clearly outline client homework

Set up her client portal as a central place for onboarding and offboarding materials

Updated images and embedded code to align with her current brand

Simplified service delivery across all offers for a consistent client experience

DUBSADO TIMELINE
​& PROCESS

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DUBSADO
WORKFLOW

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CANNED

EMAILS

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