Ready-To-Go Workflows
A pre-made Client Onboarding workflow for Dubsado that takes the guesswork out of creating effective workflows.

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Dubsado Setup Checklist

$9 (Normally $27)
You just signed up to Dubsado and are overwhelmed with how to even begin to set it up? 

This checklist will guide you through the steps I take when setting up my client's Dubsado's account, in order, so you can make sure you do it the right way. 

Format: ClickUp & Google Docs

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All the videos included in this course have closed captions and transcriptions available

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Plug N' Play Onboarding Workflow

Step-By-Step Instructions

Email Templates

Form Templates

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  • 1xReady To Go Workflows$47

All prices in USD

Hi! I'm Julie Herco

your friendly neighborhood Certified Dubsado Specialist and tech aficionado.

As a fellow Dubsado user, I’ve walked in your shoes and experienced the struggles of crafting the perfect workflows 

I’ve been working with clients for 3+ years helping them set up their own Dubsado account and creating custom workflows. 

I know each business is unique, but we all need to start somewhere right? 

After collaborating with numerous clients across various industries, I’ve discovered the sweet spot—a universal onboarding process that can work for (almost) everyone.
  • What's the format of this course?
    The course is separated into modules and lessons for easy navigation. Some of the lessons are in written form, while others have videos. All the videos have closed captions available.
    The email and workflow templates are in Google Docs, and the Dubsado Form templates can be imported directly to your Dubsado account with one click.
  • What's the flow of the workflow? How do I know if it will work for me?
    Please refer to this page for workflow details: