Done-For-You Dubsado Set Up

Your time is already so limited, stop wasting it completing repetitive lead and client management tasks and automate them. One of the most comprehensive Customer Relationship Management (CRM) tools for small business owners is Dubsado. Let me set up this system to automate your lead capture forms, consultation requests, questionnaires, invoicing, contracts and proposal process.

Handle More Business Without a Team


We all have the same 24 hours in a day, and that time is best served to be productive for your business. It allows you to manage leads, customers, contracts, scheduling, email communication (not to be confused with email marketing), workflows, invoicing, contact forms, projects, and questionnaires. The CRM that I highly recommend for all of these tasks is Dubsado.

As amazing as all these tasks are, setting them up is time-consuming. First, you have to set up your payment processor(s), connect calendars, payment schedules, Quickbooks and set up branding. That’s not even including the time it takes to actually set up workflows and email templates. That’s why I set up all of this for you!

How Does Dubsado Setup Services Work?

You will no longer have to waste time doing the tedious and time-consuming task of setting up your account. Also, gone are the days of watching countless training videos to piece together an understanding of yet another business application! I do the setup for you and train you before you’re let loose on the program. You’ll be a Dubsado pro without lifting a finger.


I start Dubsado set up with the basic tasks of adding your domain, your business branding, and your basic business information. More importantly, we’ll add your Quickbooks, sync your calendar, add your payment processor and setup your project statuses.

Templates & Autoamtion

You’ll have all your contracts, questionnaires, lead capture forms, and proposals ready at a click of a button. After all templates are complete, I’ll create your workflows. All your business processes will be mapped out and automated.


Don’t think I’m going to leave you to figure the system out on your own. Not only will I provide you access to my full library of private Dubsado training videos in Loom, but I’ll also record custom training videos that are unique to your business.

Save 20% off your first month or first year with the promo code LATESHALYNCHDESIGNS

Ready to Get Your Dubsado Setup? Pick an Option Below to Get Started.

Undecided: Let's Talk About It

Are you still considering the switch from another customer relationship management tool or thinking of getting your first tool? Let’s talk about it and see if Dubsado is best for you!

READY? Purchase Dubsado Setup

Have you already decided you want to try Dubsado, switch to Dubsado or just ready to for a customer relationship management tool? Let’s get this (CRM) party started! Head over to my shop now.