Dubsado BuildYour client experience shouldn't live in your head.
Introducing the Client Experience Build
A done-for-you Dubsado setup that takes care of your entire client journey from the moment someone inquires, to the moment they refer you to a friend.
For established small business whose backend doesn't yet match the quality of what they deliver.
Starting at $3,000 CAD
You look polished on the outside.
Behind the scenes is a different story.
You didn't start your business to spend your Tuesday afternoons manually sending the same onboarding email, chasing signed contracts, or re-explaining your process to a new client for the hundredth time. it's costing you time, energy, and the premium experience your clients deserve.
SOUND FAMILIAR?
You're manually doing things you know should be automated
Your onboarding feels pieced together — and you can feel it every time a new client says yes
Clients are falling through the cracks after the project ends
You look put-together on the outside but behind the scenes it's chaos
You're spending more time on admin than on actual client work
i’m Amy, I'VE BEEN THE OVERWHELMED FOUNDER MYSELF, AND I'VE SPENT YEARS SINCE WORKING ALONGSIDE OTHER BUSINESS OWNERS ON THE OPERATIONS, STRATEGY, AND LEADERSHIP THAT LET A BUSINESS RUN WITHOUT THEM HOLDING IT ALL TOGETHER.
What I discovered through my own journey and through sitting alongside so many others is that most business owners don't need more hustle, more tools, or more advice. They need someone who can see their whole business clearly, hold both the strategic and the human picture at once, and help them move forward from a place of clarity instead of chaos.
That's exactly why I created the Dubsado Client Experience Build. It starts with a real diagnosis of how your business actually runs so what we build is a system your business can stand on, whether or not you're the one running it that day.
It's the first step toward reclaiming your time, your options, and a business that works with you instead of because of you.
THE SOLUTION
The Client Experience Build
Your entire client journey built, automated, and branded inside Dubsado. Every touchpoint from first inquiry to final offboarding is designed around how your business actually works. No templates, no copy-paste. Everything built specifically for you.
WHAT WE BUILD
Everything included in your Client Experience Build
Inquiry & Lead Management — automated responses, intake forms, polished first impression
Onboarding — welcome sequence, contracts, invoices, questionnaires, all automated
Offer & Package Setup — proposals ready to send in seconds
Client Delivery Workflows — task reminders, check-ins, communications automated throughout
Offboarding — testimonial requests, referral prompts, warm endings built in
Follow-Up Sequences — past clients stay warm and come back
Branded Templates — every touchpoint in your colours, tone, and voice
Handover & Training + 30 Days of Post-Launch Support
What This Actually Solves
Founder Dependency Right now, you're the thread holding client relationships together. This build pulls that knowledge out of your head and into a system your team or a future you've hired to replace you can actually run.
Inconsistent Experience When the process lives in your head, it changes a little every time. A documented, automated client experience means every client gets the version of you at your best not whatever version you had bandwidth for that week.
Transferability Whether you're thinking about hiring, delegating, taking real time off, or eventually selling a business someone else can step into is worth more than one that only works with you inside it. This is one of the operational foundations that makes that possible.
INVESTMENT
Starting at $3,000 CAD
"Thanks sooo much again for all your help Amy! This was one of the easiest transactions I've ever made and I am so satisfied with your work, efficiency, attention to details and support you've given us!"
— Joline, BRX Mortgages
*****
“Amy was exceptionally organized, diligent, and dedicated—always one step ahead during our Dubsado build.Coordinating meeting times was effortless, and she consistently made herself available over several months to support us throughout the entire refresh process.
We're incredibly grateful for Amy’s support, expertise, and her remarkable ability to clearly communicate and teach us the tools and knowledge we need to maintain growth and organization long after her involvement ends.
Her strategic approach was thoughtful and comprehensive. She skillfully broke down what could have been an overwhelming, multi-layered process into manageable steps, making everything feel clear and approachable.
Overall, we are very satisfied with the process & with our results. Now we just have to use the wonderful workflows that Amy set up for us!”
-Kristina + Maria, Social Snippet/ High Vibe Women
FAQ’S
Questions? Here are some answers.
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No — if you don't have an account yet, I'll walk you through setting one up as part of the process. If you already have Dubsado and want to clean up or rebuild, we can work with what you have.
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Most builds are completed within 4–8 weeks from the strategy call, depending on complexity. I'll give you a more specific timeline once I understand your needs.
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Ideally a clear sense of your services, packages, and pricing, and an idea of your existing client journey — even if it's messy. We'll get into the detail together on the strategy call.