Feel-good system setups from an expert team
yes, we’re those Dubsado and Clickup connoisseurs.
We see you, busy business owner
Our System Setups are perfect for those who are…
/ Feeling stuck
Looking to grow in their business but are spending too much time doing client admin… and not loving it (which is okay!).
/ ready to relax
Want the freedom to actually relax, and know that their clients are receiving the white-glove service they’re looking for.
/ just confused
Searching for a seasoned systems expert to design their perfect client system and process–and make it pretty to look at, too.
We do it all–design your hierarchy, forms, input your emails, set up all your packages, schedulers, statuses, specific payment schedulers, and all the other nitty-gritty details, so all you have to do is focus on your passion. We’re well-versed in the ways of many systems–Dubsado, ClickUp, you name it.
You desperately want to provide that five-star client experience, but you feel stuck.
You’re spending hours (yes, hours) of your day rewriting emails for each new client.
You’re confused by where clients are in your process or when you last followed up with them–do you often leave clients hanging simply because they get lost in your inbox?
You already have a CRM system set up, but it isn’t meeting your needs for customization and automation.
You’re having a hard time keeping up with task management during a client project.
Never Feeling In Control of Your To-Do’s.
Customized Processes & Workflows
Imagine how good it would feel to have a system that saves you time and just works.
Personalized Dubsado and ClickUp setups to help you delegate tasks to your team and scale.
Systems that pretty much work on auto-pilot, so you can sit back and relax as your business runs smoothly.
Tailor-made system solutions that work for you and your business, not the other way around.
Just imagine–saving hours every week and finally having the freedom to do whatever you want!
where we come in
Introducing Our System Services
Full systems setups, strategy calls, and workflow builds to truly make your systems your own.
System Setups
The one with the top-to-bottom system setup that’s easy on the eyes, too.
Let our Dubsado expertise speak for itself with our full setup. Dubsado is our #1 recommended software for client relationship management, allowing you to send invoices, get contracts e-signed, create workflows, share client portals —all the things.
We’ll start with strategizing and defining your client processes, then build out all of the assets we've crafted into your client journey within your account. At the end of our project together, you’ll have a new system set up and ready to use with new leads and clients.
Let our Dubsado expertise speak for itself with our full setup.
Dubsado is our #1 recommended software for client relationship management, allowing you to send invoices, get contracts e-signed, create workflows, share client portals, all the things.
We’ll start with strategizing and defining your client processes, then build out all of the assets we've crafted into your client journey within your account.
At the end of our project together, you’ll have a new system set up and ready to use with new leads and clients.
- Fully customized and implemented Dubsado Setup.
- Onboarding questionnaire, visual process mapping call, implementation questionnaire, done-for-you set-up and implementation, wrap-up call, and four weeks of follow-up support.
- Canned emails that save time (while still sounding like you).
- Built-for-you proposals and contracts.
- Appointment schedulers set up to automate your workflows and avoid double bookings or manual scheduling.
- Effortless workflows infused with automation.
- Organization of projects and job funnels.
- Client portal branding.
- 4 Weeks of Follow-Up Support & Guidance: To help you get used to your new setup and start working in your new system. You can also ask us questions over email while you get the hang of using your new workflows.
What This Includes:
Starting from $3,699
Discovery Call & Quote
Here's what happens (and when):
We’ll learn more about your business, services, and pain points so we can start developing a plan to lighten your load.
Onboarding Questionnaire
This is where we get a full overview of your ideal client experience and journey.
Two-Hour Visual PROCESS Planning Call
Taking what we’ve learned from your questionnaire, we'll create visual maps of your workflows.
Implementation Questionnaire
This hefty doc is for you to send us all the info and copy we need for your proposals, emails, schedulers, and any other forms.
Setting It Up
Once you’ve sent through the Implementation Questionnaire, we’ll do a deep dive into your account and start setting things up!
Wrap-Up Call
This hefty doc is for you to send us all the info and copy we need for your proposals, emails, schedulers, and any other forms.
Four Weeks of Follow-up Support
Still have questions? Not to worry. You’ve got four weeks of support.
Only for full Dubsado setups, our team will manage your Dubsado white-glove migration and update your projects within Dubsado so that you can get started in your new system with your current clients and projects easily. Please note you’ll need to ensure your Honeybook projects are all up to date so that the transfer goes as seamlessly as possible.
Honeybook Transfer Add-on
CSS Form Design Add-on
Add CSS Coding to your forms to brand your Dubsado setup from top to bottom. Have your forms blend seamlessly from your website into your system. This coding can include form fields, buttons, headers, footers, and other miscellaneous design elements, too.
Investment: Custom
Investment: Starting from $200 per form
The one with the super-fast systems build that speaks to your aesthetics.
This system setup is done in two weeks, though it’s not technically a full setup. You get to design the forms yourself and input your own emails. Creatives, this is great for those of you who want full control of your visuals and don’t mind taking the time to design things. Our team builds the structure; you do the final implementation. Talk about a winning partnership.
This specific workflow build is created for those who want to design everything themselves but are still seeking tech and client experience expertise. All you need to do is design, fill things in and relink. This is the go-to choice for creatives, giving you more control and freedom over the visual side of your setup, coupled with our strategy and tech know-how.
What This Includes:
- Fully customized and implemented workflows.
- Appointment schedulers set up to automate into your workflows and avoid double bookings or manual scheduling.
- Effortless workflows infused with automation–reverse engineering your processes and automating them.
- Organization of projects and job funnels, knowing where your clients are at every stage in your business.
- 90-Min. live, recorded demo call, helping you get familiarized with this customized experience.
- A helpful Implementation Guide walking you through your next steps to finalize your build
Investment: $2,199
Discovery Call & Quote
We’ll learn more about your business, services, and pain points so we can start developing a plan to lighten your load.
Onboarding Questionnaire
This is where we get a full overview of your ideal client experience and journey.
Two-Hour Visual PROCESS Planning Call
This two-hour call goes into the nitty gritty of your workflows.
framework build
After our Process Planning Call, we'll send you a Details Questionnaire so we can get all the final info we need, due within 2 days.
Offboarding & Implementation Guidance
We’ll hop on your offboarding walkthrough call to review your skeleton-built workflows.
Timeline & Process:
The one setup to streamline your back-end system – and fast.
Our ClickUp Build Sprints are perfect for service providers who not only want to streamline their back-end structure but also to up-level their client project management and delivery systems, too.
Our project will start with strategizing and defining your client project workflows and establishing your other internal departments. Then, we'll translate this vision into the ClickUp ecosystem with a customized Project Delivery space.
What This Includes:
- Strategizing and defining your client project workflows and establishing your other internal departments.
- Translating this vision into the ClickUp ecosystem with a customized project delivery space.
- Building out the rest of your workspace with spaces dedicated to your internal operations and marketing departments.
- A comprehensive view of the internal workings of your projects and business.
Starting from $2,499
Questionnaire & Audit
Timeline & Process
We get to know your business and the systems you’re using to manage your client projects and other tasks.
Strategy Planning Call
This two-hour call is where we determine the roadmap of what we’re building.
Implementation + Review
We’ll take it from here and build your ClickUp workspace based on the developed strategy.
Offboarding + Training
We’ll hop on an offboarding call to review the final setup and any questions you may have.
System Strategy
The Art of Dub Session
The Art of Dub Session
dubsado strategy session
The one with the 90-min strategy sesh with Taylor.
This is a 90-min 1:1 strategy session where we’ll work together to establish your ideal client experience to keep your business running at its best. This is perfect for creatives who want guidance and direction on the back end of their business to then take and implement themselves.
This collaborative sprint is designed to give you quick clarity and action steps to move the needle forward with your client experience. You get to pick Taylor’s brain and transfer your biz goals into the Dubsado “universe.”
What This Includes:
- 1:1 strategy session with Taylor that’s up to 90 minutes long.
- Mapping out your workflows and answering any Dubsado questions.
- Plug & play map of the Dubsado workflows we discussed.
- A thorough implementation guide on everything you need to do to set up your workflows yourself.
- And of course, a video recording of the call for your future reference.
Investment: $397
the dub deep-dive
all systems add-on
Already working in Dubsado, but feel like you could be better utilizing its features? This one’s for you. This comprehensive audit is designed to give you quick clarity and actionable steps to improve your account. Here, we’ll review 88+ criteria across your account, diving into what you’re doing well and what you could do better to leverage the platform’s capabilities.
At the end of our time together, you’ll receive a PDF of the audit report outlining the modifications that can be made to your account. We’ll also give you an overall grade for your account and recommendations for your next steps.
The one where we review your account and give you a grade.
Dubsado Account Audit
The Dub Deep-Dive
- Reviewing 88+ criteria across your current Dubsado account.
- Homework prep questionnaire, uncovering everything about your Dubsado account that’s working (or not working).
- PDF report audit complete with lots of helpful insights and next steps
What this includes:
The Art of Dub Session
all systems add-on
Investment: $199
All Systems Strategy Session
The Art of Dub Session
all systems add-on
Turn your 90-min 1:1 strategy call into a two-hour full systems strategy call with this add-on offer. This isn’t strictly Dubsado-specific but will still include your personalized Dubsado strategy and tips. We’ll prioritize your client experience and how that works within Dubsado, while also looking at the other tools to tie with your processes and workflows. We'll look at how we can integrate the many areas of your business with clear, cohesive, and streamlined systems to set you up for growth.
This is perfect for those seeking clarity across their entire business but are on a budget and/or want to set things up themselves. It’s also ideal for those who aren’t in a position to hire help now but want to ensure their business is set up for growth.
For the one who’s ready to optimize their client journey.
All Systems Strategy Session
What This Includes:
- Strategize your current client experience within Dubsado while digging into the other systems within your business that need to be streamlined.
- Comprehensive homework questionnaire with all the juicy questions.
- Deep-dive into your internal project management of client projects, featuring all the nitty gritty details.
- In addition to your Dubsado workflow plug-and-play map, you’ll also receive a systems flowchart on the different systems we recommend.
Investment: $200
The Art of Dub Session
This is a 90-min 1:1 strategy session where we’ll work together to establish your ideal client experience to keep your business running at its best. This is perfect for creatives who want guidance and direction on the back end of their business to then take and implement themselves.
This collaborative sprint is designed to give you quick clarity and action steps to move the needle forward with your client experience. You get to pick Taylor’s brain and transfer your biz goals into the Dubsado “universe.”
The one with the 90-min strategy sesh with Taylor.
dubsado strategy session
The Art of Dub Session
- 1:1 strategy session with Taylor that’s up to 90 minutes long.
- Mapping out your workflows and answering any Dubsado questions.
- Plug & play map of the Dubsado workflows we discussed.
- A thorough implementation guide on everything you need to do to set up your workflows yourself.
- And of course, a video recording of the call for your future reference.
What This Includes:
Investment: $397
The Art of Dub Session
the dub deep-dive
Already working in Dubsado, but feel like you could be better utilizing its features? This one’s for you. This comprehensive audit is designed to give you quick clarity and actionable steps to improve your account. Here, we’ll review 88+ criteria across your account, diving into what you’re doing well and what you could do better to leverage the platform’s capabilities.
At the end of our time together, you’ll receive a PDF of the audit report outlining the modifications that can be made to your account. We’ll also give you an overall grade for your account and recommendations for your next steps.
The one where we review your account and give you a grade.
Dubsado Account Audit
The Dub Deep-Dive
- Reviewing 88+ criteria across your current Dubsado account.
- Homework prep questionnaire, uncovering everything about your Dubsado account that’s working (or not working).
- PDF report audit complete with lots of helpful insights and next steps
What this includes:
Investment: $199
The Art of Dub Session
the dub deep-dive
all systems add-on
All Systems Strategy Session
Turn your 90-min 1:1 strategy call into a two-hour full systems strategy call with this add-on offer. This isn’t strictly Dubsado-specific but will still include your personalized Dubsado strategy and tips. We’ll prioritize your client experience and how that works within Dubsado, while also looking at the other tools to tie with your processes and workflows. We'll look at how we can integrate the many areas of your business with clear, cohesive, and streamlined systems to set you up for growth.
This is perfect for those seeking clarity across their entire business but are on a budget and/or want to set things up themselves. It’s also ideal for those who aren’t in a position to hire help now but want to ensure their business is set up for growth.
For the one who’s ready to optimize their client journey.
All Systems Strategy Session
- Strategize your current client experience within Dubsado while digging into the other systems within your business that need to be streamlined.
- Comprehensive homework questionnaire with all the juicy questions.
- Deep-dive into your internal project management of client projects, featuring all the nitty gritty details.
- In addition to your Dubsado workflow plug-and-play map, you’ll also receive a systems flowchart on the different systems we recommend.
What This Includes:
Investment: $200
The Art of Dub Session
all systems add-on
This is a 90-min 1:1 strategy session where we’ll work together to establish your ideal client experience to keep your business running at its best. This is perfect for creatives who want guidance and direction on the back end of their business to then take and implement themselves.
This collaborative sprint is designed to give you quick clarity and action steps to move the needle forward with your client experience. You get to pick Taylor’s brain and transfer your biz goals into the Dubsado “universe.”
The one with the 90-min strategy sesh with Taylor.
dubsado strategy session
The Art of Dub Session
- 1:1 strategy session with Taylor that’s up to 90 minutes long.
- Mapping out your workflows and answering any Dubsado questions.
- Plug & play map of the Dubsado workflows we discussed.
- A thorough implementation guide on everything you need to do to set up your workflows yourself.
- And of course, a video recording of the call for your future reference.
What This Includes:
Investment: $397
Investment: $397
- 1:1 strategy session with Taylor that’s up to 90 minutes long.
- Mapping out your workflows and answering any Dubsado questions.
- Plug & play map of the Dubsado workflows we discussed.
- A thorough implementation guide on everything you need to do to set up your workflows yourself.
- And of course, a video recording of the call for your future reference.
What This Includes:
This is a 90-min 1:1 strategy session where we’ll work together to establish your ideal client experience to keep your business running at its best. This is perfect for creatives who want guidance and direction on the back end of their business to then take and implement themselves.
This collaborative sprint is designed to give you quick clarity and action steps to move the needle forward with your client experience. You get to pick Taylor’s brain and transfer your biz goals into the Dubsado “universe.”
The one with the 90-min strategy sesh with Taylor.
dubsado strategy session
Dubsado Account Audit
The one where we review your account and give you a grade.
Already working in Dubsado, but feel like you could be better utilizing its features? This one’s for you. This comprehensive audit is designed to give you quick clarity and actionable steps to improve your account. Here, we’ll review 88+ criteria across your account, diving into what you’re doing well and what you could do better to leverage the platform’s capabilities. At the end of our time together, you’ll receive a PDF of the audit report outlining the modifications that can be made to your account. We’ll also give you an overall grade for your account and recommendations for your next steps.
What This Includes:
- Reviewing 88+ criteria across your current Dubsado account.
- Homework prep questionnaire, uncovering everything about your Dubsado account that’s working (or not working).
- PDF report audit complete with lots of helpful insights and next steps.
Investment: $199
Investment: $200
- Strategize your current client experience within Dubsado while digging into the other systems within your business that need to be streamlined.
- Comprehensive homework questionnaire with all the juicy questions.
- Deep-dive into your internal project management of client projects, featuring all the nitty gritty details.
- In addition to your Dubsado workflow plug-and-play map, you’ll also receive a systems flowchart on the different systems we recommend.
What This Includes:
Turn your 90-min 1:1 strategy call into a two-hour full systems strategy call with this add-on offer. This isn’t strictly Dubsado-specific but will still include your personalized Dubsado strategy and tips. We’ll prioritize your client experience and how that works within Dubsado, while also looking at the other tools to tie with your processes and workflows. We'll look at how we can integrate the many areas of your business with clear, cohesive, and streamlined systems to set you up for growth.
This is perfect for those seeking clarity across their entire business but are on a budget and/or want to set things up themselves. It’s also ideal for those who aren’t in a position to hire help now but want to ensure their business is set up for growth.
For the one who’s ready to optimize their client journey.
ALL SYSTEMS STRATEGY SESSION
Meet Our Founder - taylor monroe
Systems aficionado and hype woman–cheering you on from behind the scenes.
Taylor specializes in systems and automations. It’s kind of her thing. The good news? She’s super passionate about sharing her wealth of knowledge with fellow creatives! Growing up with so many creative interests, Taylor never knew which direction to take. The constant in her life? Organization. Through photography, sales, and the high-end event space in London, Taylor’s passion for precision and efficiency carried her through. From New York City to London to Toronto, Taylor’s set on serving the artistic community she knows and loves.
When she first started her business, she knew she wanted everything to be systemized from the start. Implementing these systems early on allowed her to stay organized and manage her growing client base. They’re so valuable because of the time it saves while still knowing that her clients are receiving a high-end, high-touch experience (whether she’s online or not!).
"As Taylor helped me migrate from HoneyBook to Dubsado, her perspective was crucial to locking in the stellar experience my clients rave about. Taylor has undoubtedly mastered Dubsado, bringing brevity and clarity to complicated workflows that make all the difference when serving clients as a service provider."
-Olivia, Copywriter
My clients have already noticed how much more organized my bookings are and how much easier it is to reach me with any questions they have. I’ve also received countless compliments for the forms they designed - the level up in my services and online presence is obvious!
-Rachael, Photographer
How long do the setups typically take?
Generally, you can expect full setups to be completed within 4 weeks of onboarding and workflow builds to be completed within 2 weeks. Specifically for full setups, if you complete your questionnaires on time, your build will be completed within 1-2 weeks of submitting your Implementation Questionnaire. If you do not complete your questionnaires on time, your due date may be affected, and additional fees may apply.
PREV
NEXT
I’m pretty particular about my business and visuals, will this work for me?
For sure! This is why we’ve created the Framework Build. You get all of our knowledge of client experience and Dubsado (plus the skeleton build of it all within your account), and all you need to do is design your forms however you like, input how you want to communicate into the blank canned emails we've created and update your workflows! You get the best of both worlds, full control over your content and visuals, but with the bonus of strategic Dubsado workflows, built for your business.
PREV
NEXT
How much Dubsado Training is provided?
During the Project Planning Call, we'll talk in-depth about which Dubsado features we'll be using for your custom build. At offboarding, we’ll show you every step of each of the workflows we’ve set up and how they work. This call will be recorded so you can return to it as needed. We will also provide you with a detailed Next Steps Guide and Workflow Overview guide. We highly recommend you complete Dubsado’s own Education to understand the program and feel confident using it in your business.
PREV
NEXT
I’m a new business–is this recommended for me?
Absolutely! So long as you have an idea of what you want your client experience to look like, and are ready to do the work, setting up your client systems early on in your business will only help set you up for success. During your time together, we’ll also be able uncover the routines of your process, and provide tailored recommendations for up-leveling your client journey. With your new setup, you’ll be able to focus more on your client work, and growing your business, able to take on more work, and fine-tune your processes as you go.
PREV
NEXT
How do I know if I’m ready to start work with you?
You have a clear vision of your business goals and where you want you and your busy to go. You’re also busy enough that you really don’t have the time to take this on yourself, and your business growth is being throttled without having streamlined systems and processes in place.
PREV
NEXT
NEXT
PREV
You will need a Dubsado subscription before you get started. It’s free for your first three clients (which is great for when you’re starting your setup and getting used to the system!), and then it’s $35/month. We’re all about discounts, so you can use our code TAYLORMONROE for 30% off your first month or year (we recommend a year for the biggest savings!).
We also recommend you have an idea of your Process for your client experience, your Branding, Copy for your emails, proposals, and questionnaires, and your Contract ready to go. This will help your implementation go as smoothly as possible (whether in your full setups or you DIY-ing it)!
What do I need to prepare before I start this project?
NEXT
PREV
Generally, we expect your ClickUp setups to be completed within 2-3 weeks of your onboarding. However, this also depends on your input. If you complete your questionnaires on time and provide them with timely feedback during the review stage, your build will be completed within that timeline. If you are delayed, your timeline may be affected, and additional fees may apply.
How long do the setups typically take?
NEXT
PREV
Absolutely! So long as you have an idea of what you want your project delivery process to look like and are ready to do the work, setting up your back-end systems early on in your business will only help set you up for success.
During our time together, we’ll also be able to uncover your process's routines and will provide tailored recommendations for up-leveling your client journey and internal business structure. With your new setup, you’ll be able to focus more on your client projects and growing your business - able to take on more work and fine-tune your processes as you go.
I’m a new business, is this recommended for me?
NEXT
PREV
For ClickUp Builds, you'll need a ClickUp plan before you get started. An unlimited plan is required due to the number of custom fields we use to customize your build, though we highly recommend the Business Plan to be able to fully utilize all that ClickUp offers.
We also recommend you clearly understand your process and workflow for client projects that we can start from and optimize, as well as an idea of the other tasks and departments within your business. Having this knowledge ahead of your build will help us create a custom system that works for you.
What do I need to prepare before I start this project?
NEXT
PREV
During the strategy call, we'll go through all of the ClickUp features we’ll be using for your custom build, and at offboarding, we’ll show you each department space, folder, and list that we’ve set up and how they work. This call will be recorded so you can return to it as needed. We’ll also provide you with a detailed Training Guide (saved as a ClickUp Doc in your workspace) that includes written descriptions and Looms for each portion of your build.
ClickUp also has its own university mini-courses (we recommend the Introduction to ClickUp learning path!) that you can go through in order to understand the program and feel confident using it in your business.
How much ClickUp training is provided?
Ask Away
Dubsado Systems Questions
01 | How long do your setups typically take?
02 | I’m pretty particular about my business and visuals, will this work for me?
03 | How much Dubsado Training do you provide?
04 | I’m a new business, do you recommend this for me?
05 | How do I know if I’m ready to work with you?
06 | What do I need to prepare before I start this project?
ClickUp-Specific Questions
01 | How long do your setups typically take?
02 | I’m a new business, do you recommend this for me?
03 | What do I need to prepare before I start this project?
04 | How much ClickUp Training do you provide?
Generally, you can expect full setups to be completed within 4 weeks of onboarding and workflow builds to be completed within 2 weeks. Specifically for full setups, if you complete your questionnaires on time, your build will be completed within 1-2 weeks of submitting your Implementation Questionnaire. If you do not complete your questionnaires on time, your due date may be affected, and additional fees may apply.
How long do the setups typically take?
For sure! This is why they’ve created the Framework Build. You get all of their knowledge of client experience and Dubsado (plus the skeleton build of it all within your account), and all you need to do is design your forms however you like, input how you want to communicate into the blank canned emails they’ve created and update your workflows! You get the best of both worlds, full control over your content and visuals, but with the bonus of strategic Dubsado workflows, built for your business.
I’m pretty particular about my business and visuals, will this work for me?
During the Project Planning Call, they’ll talk in-depth about which Dubsado features they’ll be using for your custom build. At offboarding, they’ll show you every step of each of the workflows they’ve set up and how they work. This call will be recorded so you can return to it as needed. They will also provide you with a detailed Next Steps Guide and Workflow Overview guide. They highly recommend you complete Dubsado’s own Education to understand the program and feel confident using it in your business.
How much Dubsado Training is provided?
Absolutely! So long as you have an idea of what you want your client experience to look like, and are ready to do the work, setting up your client systems early on in your business will only help set you up for success. During your time together, they’ll also be able uncover the routines of your process, and provide tailored recommendations for up-leveling your client journey. With your new setup, you’ll be able to focus more on your client work, and growing your business, able to take on more work, and fine-tune your processes as you go.
I’m a new business–is this recommended for me?
You have a clear vision of your business goals and where you want you and your busy to go. You’re also busy enough that you really don’t have the time to take this on yourself, and your business growth is being throttled without having streamlined systems and processes in place.
How do I know if I’m ready to start work with you?
You will need a Dubsado subscription before you get started. It’s free for your first three clients (which is great for when you’re starting your setup and getting used to the system!), and then it’s $35/month. They’re all about discounts, so you can use our code TAYLORMONROE for 30% off your first month or year (we recommend a year for the biggest savings!).
They also recommend you have an idea of your Process for your client experience, your Branding, Copy for your emails, proposals, and questionnaires, and your Contract ready to go. This will help your implementation go as smoothly as possible (whether in your full setups or you DIY-ing it)!
What do I need to prepare before I start this project?
Generally, they expect your ClickUp setups to be completed within 2-3 weeks of your onboarding. However, this also depends on your input. If you complete your questionnaires on time and provide them with timely feedback during the review stage, your build will be completed within that timeline. If you are delayed, your timeline may be affected, and additional fees may apply.
How long do the setups typically take?
Absolutely! So long as you have an idea of what you want your project delivery process to look like and are ready to do the work, setting up your back-end systems early on in your business will only help set you up for success.
During your time together, they’ll also be able to uncover your process's routines and will provide tailored recommendations for up-leveling your client journey and internal business structure. With your new setup, you’ll be able to focus more on your client projects and growing your business - able to take on more work and fine-tune your processes as you go.
I’m a new business, is this recommended for me?
For ClickUp Builds, you'll need a ClickUp plan before you get started. An unlimited plan is required due to the number of custom fields they use to customize your build, though they highly recommend the Business Plan to be able to fully utilize all that ClickUp offers.
They also recommend you clearly understand your process and workflow for client projects that they can start from and optimize, as well as an idea of the other tasks and departments within your business. Having this knowledge ahead of your build will help them create a custom system that works for you.
What do I need to prepare before I start this project?
During the strategy call, they’ll go through all of the ClickUp features they’ll be using for your custom build, and at offboarding, they’ll show you each department space, folder, and list that they’ve set up and how they work. This call will be recorded so you can return to it as needed. They’ll also provide you with a detailed Training Guide (saved as a ClickUp Doc in your workspace) that includes written descriptions and Looms for each portion of your build.
ClickUp also has its own university mini-courses (they recommend the Introduction to ClickUp learning path!) that you can go through in order to understand the program and feel confident using it in your business.
How much ClickUp training is provided?
NEXT
PREV
04 | How much ClickUp Training do you provide?
03 | What do I need to prepare before I start this project?
02 | I’m a new business, do you recommend this for me?
01 | How long do your setups typically take?
ClickUp-Specific Questions
06 | What do I need to prepare before I start this project?
05 | How do I know if I’m ready to work with you?
04 | I’m a new business, do you recommend this for me?
03 | How much Dubsado Training do you provide?
02 | I’m pretty particular about my business and visuals, will this work for me?
01 | How long do your setups typically take?
Dubsado Systems Questions
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Generally, you can expect full setups to be completed within 4 weeks of onboarding and workflow builds to be completed within 2 weeks. Specifically for full setups, if you complete your questionnaires on time, your build will be completed within 1-2 weeks of submitting your Implementation Questionnaire. If you do not complete your questionnaires on time, your due date may be affected, and additional fees may apply.
How long do the setups typically take?
For sure! This is why they’ve created the Framework Build. You get all of their knowledge of client experience and Dubsado (plus the skeleton build of it all within your account), and all you need to do is design your forms however you like, input how you want to communicate into the blank canned emails they’ve created and update your workflows! You get the best of both worlds, full control over your content and visuals, but with the bonus of strategic Dubsado workflows, built for your business.
I’m pretty particular about my business and visuals, will this work for me?
During the Project Planning Call, they’ll talk in-depth about which Dubsado features they’ll be using for your custom build. At offboarding, they’ll show you every step of each of the workflows they’ve set up and how they work. This call will be recorded so you can return to it as needed. They will also provide you with a detailed Next Steps Guide and Workflow Overview guide. They highly recommend you complete Dubsado’s own Education to understand the program and feel confident using it in your business.
How much Dubsado Training is provided?
Absolutely! So long as you have an idea of what you want your client experience to look like, and are ready to do the work, setting up your client systems early on in your business will only help set you up for success. During your time together, they’ll also be able uncover the routines of your process, and provide tailored recommendations for up-leveling your client journey. With your new setup, you’ll be able to focus more on your client work, and growing your business, able to take on more work, and fine-tune your processes as you go.
I’m a new business–is this recommended for me?
You have a clear vision of your business goals and where you want you and your busy to go. You’re also busy enough that you really don’t have the time to take this on yourself, and your business growth is being throttled without having streamlined systems and processes in place.
How do I know if I’m ready to start work with you?
You will need a Dubsado subscription before you get started. It’s free for your first three clients (which is great for when you’re starting your setup and getting used to the system!), and then it’s $35/month. They’re all about discounts, so you can use our code TAYLORMONROE for 30% off your first month or year (we recommend a year for the biggest savings!).
They also recommend you have an idea of your Process for your client experience, your Branding, Copy for your emails, proposals, and questionnaires, and your Contract ready to go. This will help your implementation go as smoothly as possible (whether in your full setups or you DIY-ing it)!
What do I need to prepare before I start this project?
Generally, they expect your ClickUp setups to be completed within 2-3 weeks of your onboarding. However, this also depends on your input. If you complete your questionnaires on time and provide them with timely feedback during the review stage, your build will be completed within that timeline. If you are delayed, your timeline may be affected, and additional fees may apply.
How long do the setups typically take?
Absolutely! So long as you have an idea of what you want your project delivery process to look like and are ready to do the work, setting up your back-end systems early on in your business will only help set you up for success.
During your time together, they’ll also be able to uncover your process's routines and will provide tailored recommendations for up-leveling your client journey and internal business structure. With your new setup, you’ll be able to focus more on your client projects and growing your business - able to take on more work and fine-tune your processes as you go.
I’m a new business, is this recommended for me?
For ClickUp Builds, you'll need a ClickUp plan before you get started. An unlimited plan is required due to the number of custom fields they use to customize your build, though they highly recommend the Business Plan to be able to fully utilize all that ClickUp offers.
They also recommend you clearly understand your process and workflow for client projects that they can start from and optimize, as well as an idea of the other tasks and departments within your business. Having this knowledge ahead of your build will help them create a custom system that works for you.
What do I need to prepare before I start this project?
During the strategy call, they’ll go through all of the ClickUp features they’ll be using for your custom build, and at offboarding, they’ll show you each department space, folder, and list that they’ve set up and how they work. This call will be recorded so you can return to it as needed. They’ll also provide you with a detailed Training Guide (saved as a ClickUp Doc in your workspace) that includes written descriptions and Looms for each portion of your build.
ClickUp also has its own university mini-courses (they recommend the Introduction to ClickUp learning path!) that you can go through in order to understand the program and feel confident using it in your business.
How much ClickUp training is provided?
