Software Setup and Implementation
You’re ready to start using Dubsado to make managing your clients easier, but you need some help getting things set up.
Maybe you’re migrating from another software/system or Dubsado is the first client management system you’ve signed up for.
Either way, if you’re looking for someone who can take a look at your business and make a well-informed assessment on how to use Dubsado to make working with your clients and your team easier and more efficient then…
ACTUALLY SET EVERYTHING UP FOR YOU.
You’re in the right place.
“I loved Kathleen’s demeanor and professionalism. She implemented Dubsado and ConvertKit for me and was very thorough and patient in the process. Kathleen also recorded instructional videos on how to use the systems for my business, which have been extremely useful.”
OUR CLIENTS ARE
Accountants
Architects + Builders
Coaches
Consultants
Creative Agencies
Designers
Developers
DJs + Musicians
Event + Wedding Planners
Financial Advisors
Interior Designers
Marketing Agencies
Photographers
Professional Organizers
Real Estate Agents
HOW WE CAN WORK TOGETHER
Workday Intensive
Collaborative, workshop-style intensive where we will work together to get your Dubsado system up and running.
(Learn More)
Strategy + Implementation
Done-for-you setup and implementation where the Simple Ops team will set up your Dubsado system.
(Keep Reading)
STRATEGY + IMPLEMENTATION
HOW IT WORKS
Step #1
MAP PROCESS
Before we begin your implementation, we’ll hop on a 60-90 min Roadmapping Session to map out each of your processes, how they are going to work in Dubsado, and what templates (proposals, emails, schedulers, forms, etc.) we’ll need from you to get the system set up to meet the needs of your business.
Step #2
SETUP DUBSADO
Once we’ve received all of the necessary information from you, we will build out your Dubsado system to meet the specifications established during the Roadmapping Session. This includes configuring the system, setting up templates, and building and testing workflows/automation, etc.
Step #3
PROVIDE TRAINING
Finally, we’ll provide a series of training videos along with follow-up support so you can feel confident using Dubsado going forward. These videos will focus on using the system to support your specific business processes and using the features and templates we’ve configured during your implementation.
WHAT TO EXPECT
To kick off your project, we’ll send you a questionnaire so we can learn more about you, your team, and your business, and what you're looking to accomplish in Dubsado
Then, we’ll have a 60-90 minute Roadmapping (planning/strategy) session to map out your business processes and exactly what we will be setting up in your Dubsado system
Next, we’ll send you an outline of the processes we discussed plus an implementation checklist to help you prepare everything we’ll need to get your system up and running
After we’ve received the information needed, we’ll get your account set up to the specifications we established during the Roadmapping session
Once the setup is complete, we’ll send you a series of training videos that will show you how to test and use your newly set up Dubsado system
We’ll give you a few days to review the training videos and test the system, then we’ll hop on an implementation Q&A call to discuss any questions you have about the training materials or moving forward using Dubsado
After the Q&A call, we’ll provide an additional two weeks of email support to answer any other questions that may come up as you start to use the system on a daily basis
We recognize each business has a unique set of problems they are trying to solve with Dubsado, so we provide a custom quote for each client.
Hi there!
I’m Kathleen, the owner of Simple Ops Consulting and a Dubsado Certified Specialist.
At Simple Ops, we specialize in helping businesses leverage technology to automate and streamline their operations and administrative processes.
We know that incorporating new technology into your business can often feel like more of a hindrance than a help, so we practice a process-first approach that ensures we are able to build solutions that our clients find genuinely helpful.
If you’d like some help getting Dubsado up and running, I’d love to chat!
Frequently Asked Questions (FAQs)
+ What is Dubsado?
Dubsado is an all-in-one business management tool for service-based businesses like photographers, designers, developers, coaches, copywriters, strategists, consultants, etc.
It allows you to create proposals, send contracts, collect invoice payments, and automate many of the tedious administrative tasks you to keep your business running.
+ How long does the Dubsado setup take?
Our Dubsado setup/implementation process usually takes 2 weeks. Most of our clients book their planning/strategy call within a week of signing up to work with us.
Then, the setup and testing is usually completed within 1-2 weeks of receiving the info outlined on our planning/strategy call.
+ What's included?
Make sure you've checked out the "How it works" and "What to expect" sections for more details, but here are the highlights:
- A questionnaire before the Roadmapping Session so we can learn more about you, your team, and your business, and what you're looking to accomplish in Dubsado
- A 60-90 minute Roadmapping (planning/strategy) session to map out exactly what we will be setting up in your Dubsado system
- A copy of the Roadmapping document and implementation checklist to help you prepare everything we’ll need to get your system up and running
- A series of training videos on how to use your newly set up Dubsado system
- A week of email support to answer any follow-up questions you may have
+ I'm switching from another CRM or all-in-one tool, can you help me?
Absolutely! We know switching from one platform to another can get a little overwhelming, so we'd love to make the process easier for you.
We'll review your current CRM to make sure Dubsado can accommodate your current processes or make recommendations on how to optimize your processes/workflows for Dubsado.
Additionally, we can help you move your data from one system to another, but we recommend that you check out Dubsado's White Glove Migration service first. Right now, there is not much information that can be imported from our side of the platform, but they have tools on their end that can speed up the process.
HOW I CAN HELP
SETUP
Forms
Proposal Templates
Contract Templates
Workflows
New Projects
Packages
Canned Emails
Scheduler
MIGRATE
Existing Projects
Client Data
Invoices and Expenses
Signed Contracts
Payment Schedules
Appointment Types
Scheduler Forms
INTEGRATE
Email
Quickbooks
Payment Processors
Zapier
Calendar
Video Conferencing
Dubsado is an all-in-one business management suite for business owners like designers, developers, coaches, copywriters, strategists, consultants, and more.
If you would like 30% off of your first month or year, you can sign up with the code SIMPLEOPS or follow this referral link.
In case you missed it...
Two of our brand values here at Simple Ops are transparency and trust. So, in case you missed these offers on the Dubsado website, we want to let you know that Dubsado offers free 20-minute support calls to answer questions and help you get your account setup. Additionally, if you have a paid account, they offer a free white glove migration service to help their customers move certain data and information from your existing CRM into Dubsado.
That being said, we would still LOVE to work with you! Maybe you're looking for more assistance with optimizing your workflows, getting your account up and running, or just like our style. We're here to help! Reach out to us below to get started.
"I'm an idea person and have a million of them... Kathleen is the one who actually masterminds all of my ideas and helps me bring them to life!
Breaking down large projects into manageable pieces was daunting along with the technology curve I faced when taking my business online. There were challenges I would have never made it through without having her on my team, and having someone to call on for help and to keep my business moving forward is my favorite thing about working with her. The amount of time she saves me so that I can focus on what I do best is invaluable!"
Anita Nall Richesson
Health & Wellness Coach for Teen Athletes and Corporate High-Performers
anitanall.com
"If you need someone to help you organize the chaos of launching a new project, Kathleen is your girl.
When I launched my new service, I wanted to do everything in my power to ensure the right people found it, but I struggled to prioritize #allthethings. I didn't know where to focus my time and energy.
Kathleen created a blueprint for my launch which helped me know exactly what I needed to prepare ahead of time so I wasn't creating new content while I was launching. I was able to book 10 of the 12 spots I opened up for my new service!
If you need someone to help you organize the chaos of launching a new project, Kathleen is your girl. She simplifies every part of the process, including the little details like what to write in each email and which tags to create to keep track of who's interested along the way."
Devan Danielle
Brand Strategist
devandanielle.com
