Stacie the owner of Merrow Creative, a luxury stationery designer, was spending countless hours trying to learn Dubsado on her own before deciding to bring me in to help. She needed a system that would not only streamline her workflow but also make it easy to present designs to clients and collect feedback. We focused on creating a setup that reflected her brand while ensuring every step of the process—from initial inquiries to final production—was seamless and efficient.

One of the biggest priorities was making client communication effortless. We built custom-coded forms that matched her brand beautifully, allowing her to send stunning proposals and sub-agreements. To keep her projects organized, we developed structured workflows that guide her through each design phase, helping her track progress at every stage. Now, she can easily send custom quotes, gather client input, and move smoothly from design to production without getting lost in administrative tasks.