Setting up your Dubsado account in a DIY fashion doesn’t have to feel like a #pinterestfail.

It’s time to put “FUN” back in FUNdamentals by using the resources that give your business the boost it needs to succeed. 


We took the questions that we’ve been asked over-and-over again and created FIVE easy-to-follow resources that are guaranteed to supercharge your client operations.

The guide is delivered to you in a “choose your own adventure” mini-course format with extra goodies that unlock as you make progress. Do the work and check your inbox for surprises that will help take your systems to the next level.

Say bye-bye to the days of losing PDF downloads in your inbox. Just save the link to our subscriber hub and log-in to binge the content when YOU’RE READY.


Here is what we’ve included in the Dubsado Setup Guide: 



The Dubsado Roadmap to Setup P.E.R.F.E.C.T.I.O.N.

This is a comprehensive masterclass that gives you the order for setting up each piece of the Dubsado puzzle along with other pro tips. Dubsado Checklist included. 


3 Easy Steps to Capture Leads Automatically

Be ready to staret taking inquries and impress their socks of with an automated workflow in 20 minutes or less. Template files included.

Exercise: Client Workflow Mapping

The methodology you find in this activity will help you map out the processes for your service offers and create an action plan for setting up Dubsado. PLUS Setup Planner Workbook

Dubsado Integrations Toolkit

Wondering if your other tools will talk nicely with Dubsado or if you can eliminate them entirely? We’re going to talk about your tech stack and how it can be added seemlessly.

Wait, Dubsado does that?!?!

Stop asking yourself, “Can Dubsado do this?” and come check out the bite-size gems we’ve put together about the features that are highly underutilized.

Your one-stop-shop for Dubsado resources with a supportive tribe that gets you is only a click away…

This workshop was awesome! Jamie’s expertise helped me re-think my onboarding process and how I can save myself time while also providing more value for my customers. Thanks Jamie!

Katie Price

Website Designer

Jamie is an excellent teacher! She not only explains the set up well, she gives step by step instructions that helped me so much! She is amazing!! Thank you so much 🙂

Monique Horb

Professional Organizer

Hey there lady! 

I’m Jamie, a business strategist who fell head-over-heels in love with all things Dubsado (shhhh, don’t tell my husband).

Over the past three years, I have helped countless service-based businesses set up their Dubsado accounts and streamline their operations. 

Now I’m putting all of my energy into working with a community of rockstar creatives who are dedicated to starting, managing, and scaling their business with a high level of excellence (uh hem, that’s you!).

I can’t wait to see how you change your business once you realize the power automation has in your life.

Kolbe Index: 8-7-3-3

Enneagram: 6w5

Gretchen Rubin’s Four Tendencies: Obliger

Favorite Dubsado Feature: The ability to combine the proposal/contract/invoice in one step

Never Have I Ever: Been on a cruise or outside the U.S.

Shameless Indulgence: Brownie Bites