Done-for-You Dubsado & ClickUp Systems to Streamline Your Creative Business

WORKFLOWS & SYSTEMS

Smart systems. Seamless experience

 

Imagine your business flowing with ease, where admin is handled, your clients are impressed, and your time is finally your own. We specialise in workflow automation and Dubsado systems that are designed to scale with you, not slow you down.

From custom workflows to fully branded Dubsado setups, we build systems that support your service delivery and elevate your client experience. Think smoother operations, automated admin, and forms that look and feel like your brand. This is about working smarter, not harder, so you can focus on doing what you do best.

 

CLIENT EXPERIENCE

Client experience is your brand in action. Every step your client takes should look, feel, and flow like you.

We design behind-the-scenes systems that build trust, save time, and reflect the quality of your brand. Because thoughtful structure isn’t just about efficiency, it’s about freedom. Every workflow, every touchpoint, every automated moment is created with clarity, sustainability, and ease, so your business feels as good as it looks, and your clients feel it too.

Systems shape how your clients feel, not just what they see. That’s why we build them with intention, care, and your brand at the core.

CLIENT EXPERIENCE // CUSTOM WORKFLOWS // SUPPORT AND EDUCATION // PROCESS OPTIMISATION // SCALABLE STRUCTURE


We do more than organise systems. We build infrastructure that delivers a meaningful experience, tailored for your brand and the people you serve. Clear communication, confident onboarding, and thoughtful offboarding are all built for your goals, your clients, and your growth.

 

01/ Dubsado Done-For-You

Your client experience, automated and elevated.

This all-inclusive Dubsado setup is built for creative CEOs ready to streamline their service delivery without lifting a finger. We take your signature offer and turn it into a fully branded, fully automated client experience, designed to save you time, elevate your process, and support your next stage of growth. No tech stress, no templates, no guesswork. Just smart systems built beautifully and intentionally for how you work.

This is perfect for you if:

  • Have a signature service that’s thriving but manually managed

  • Want your client experience to feel aligned, elevated, and consistent

  • Are too busy growing your business to mess with workflows and tech

  • Care about design, clarity, and systems that scale

  • Are ready to hand it off and have it done right

what's included

  • 1 complete, custom Dubsado setup for your signature service

  • Workflow Mapping Session to refine and structure your client journey

  • Fully branded, code-free form design (proposal, contract, scheduler, etc.)

  • Canned emails written and loaded for each step of the journey

  • Smart automations for smooth, hands-free delivery

  • Branded client portal and email signature

  • Setup of project statuses, tags, and scheduler settings

  • Workflow recordings showing your view, your client’s, and the system’s

  • Custom offboarding guide with next steps and how-to’s

  • 60-minute post-launch walkthrough call

  • 4 weeks of post-launch support via email

project timeline

Estimated turnaround: 4 to 6 weeks from onboarding to handover

Dubsado DFY process
01/ Foundation + flow

We start with your Onboarding Questionnaire to understand your brand, services, and current systems. Then, we dive into a 3-hour Workflow Mapping Session to co-create your client experience—mapping every step, touchpoint, and behind-the-scenes detail into a clear, strategic blueprint.

02/ Build + implementation

Next, you’ll complete your Implementation Questionnaire and review your draft email templates. Once everything is approved, I begin the build. Your full Dubsado setup is created to reflect your signature service from first enquiry to final offboarding, complete with branded forms, workflows, automations, and content.

03/ Launch + support

Once your system is live, we’ll connect for a 60-minute walkthrough to guide you through it. You’ll also receive custom tutorial videos, a tailored offboarding guide, and 4 weeks of email support to ensure everything runs smoothly and confidently.

investment

Investment starts at $3500 for one complete signature service setup.

Your Dubsado build includes a fully customised system for one core service. If you offer multiple services that require distinct workflows, such as branding, web design, or corporate and private events, additional service setups can be added for $495 AUD each.This ensures every offer is supported by its own tailored, automated journey.

The standard payment plan is split 50/50 with 50% due upon signing the contract, and the remaining 50% due upon completion, before offboarding.

Extended payment plans are available. If accessibility is a concern, please feel free to reach out! We’re committed to creating solutions that support you.

02/ Dubsado Workflow Mapping Session

Map your client experience with expert eyes and a clear plan.

This 120-minute strategy session is designed to help you step back, see the full picture, and structure your service in a way that’s clear, efficient, and brand-aligned. Together, we walk through every stage of your client journey, identify gaps, and streamline the flow. You’ll leave with a complete workflow map and content plan, ready to implement or outsource with confidence.

This is perfect for you if you:

  • Know your service inside and out but want a more seamless delivery

  • Need a clear plan before building or hiring help

  • Want to elevate the client experience without guessing

  • Are confident in Dubsado but need strategic support

  • Aren’t ready for the full build, but want expert eyes on your systems

 

what's included

  • A 120-minute recorded Workflow Mapping Session via Google Meet

  • Expert audit and refinement of your current client journey

  • A custom Workflow Builder PDF outlining every step, trigger, and automation

  • A Content Directory with every form, canned email, scheduler, and status you’ll need

  • Suggestions for integrations and smart automations tailored to your business

investment

The Workflow Mapping Session is priced at $695 AUD and includes a 2-hour strategy call, complete workflow documentation, and a content plan tailored to your service.
Payment is made in full upon scheduling the session.

If you decide to move forward with a Done-For-You build within 90 days, the full amount will be credited toward your project.

 

03/ Dubsado Form Design

Branded forms that elevate your client experience from the very first click.

This is for creatives who don’t need a full system build but want their Dubsado forms to look and feel like their brand—intentional, cohesive, and client-ready. Whether you’re booking clients, sending proposals, or gathering feedback, your forms should reflect your aesthetic and make the process effortless for both sides.

This is perfect for you if you:

  • Use Dubsado mainly for forms, not full workflows

  • Want proposals, questionnaires, or contracts that feel polished and on-brand

  • Care deeply about design and want to impress from the start

  • Prefer a no-code, no-fuss setup that’s easy to edit and reuse

what's included

  • Custom design of 5 client-facing Dubsado forms (lead capture, proposal, questionnaire, contract, and sub-agreement)

  • Layout and styling built directly in Dubsado using your brand fonts, colours, and imagery

  • All links, copy, and visual elements added for a seamless client experience

  • One round of refinements to polish the final look

  • Final walkthrough video so you can confidently edit or replicate the design

project timeline

Your form designs will be completed within 3 weeks from your confirmed start date. This includes one round of refinements and final delivery with a walkthrough video.

investment

Form Design starts at $895 AUD for a set of five fully customised, client-facing Dubsado forms.
Payment is made in full upon booking. Custom quotes are available for more complex sets or additional form types.

04/ Dubsado Intensive Call

Your emergency hotline for Dubsado drama.

This one-hour session is perfect when something’s stuck, broken, or just won’t behave. Whether you're deep into a DIY build, need eyes on a specific workflow, or have a tech issue that’s costing time and sanity, this call is your shortcut to clarity.

We’ll screen share, troubleshoot, and fine-tune your setup live. No fluff, no overwhelm—just fast, focused, done-with-you support.

This is perfect for you if you:

  • Are mid-build and hitting roadblocks

  • Have a specific issue, bug, or automation that needs fixing

  • Want a second brain on your backend setup

  • Need help with advanced features, edge cases, or workflow logic

  • Prefer to talk through problems live instead of piecing together tutorials

 

what's included

  • A 60-minute recorded Google Meet call

  • Live screen sharing for real-time troubleshooting and walkthroughs

  • Expert guidance on workflows, automations, features, or bugs

  • Immediate fixes and step-by-step solutions where applicable

  • Follow-up email with notes, links, or mini-tutorials (if needed)

investment

The Dubsado Intensive Call is $225 AUD, paid in full upon booking.

 

05/ Dubsado Support Retainer

Ongoing support for systems that need a little TLC.

Perfect for creatives who already have a working Dubsado setup but want expert help to keep things up to date. Whether you’re launching a new offer, updating forms, or refining a workflow, this flexible retainer gives you reliable support—without the pressure of a full rebuild.

This is perfect for you if you:

  • Have a functional system but want to keep improving it

  • Need regular tweaks to workflows, forms, or client comms

  • Don’t want to dive into tech every time your business evolves

  • Value quick, professional help without reinventing your setup

  • Want a reliable expert on call for backend edits

what's included

  • 2 hours of hands-on Dubsado support per month (non-transferable)

  • Submit requests via a dedicated ClickUp form for clear task tracking

  • All edits made directly in your Dubsado account

  • Turnaround time of 3–5 business days from task submission

  • Additional hours billed at $165 AUD/hour, in 15-minute increments

  • 3-month minimum commitment to ensure consistency and results

investment

The Dubsado Support Retainer is $225 AUD/month, with a 3-month minimum commitment.

Payment is invoiced on the 23rd of the month prior, with the full amount due upfront to secure the next month’s support window.

This service is designed to maintain and optimise an existing Dubsado setup. If you don’t yet have custom workflows or branded forms in place, we recommend starting with a Workflow Mapping Session or Done-For-You Build first.

06/ ClickUp Done-For-You

Your business, fully mapped, streamlined, and stress-free.

This is a full-service ClickUp setup tailored specifically to creative entrepreneurs—like wedding planners, florists, brand designers, and educators—who are ready to bring order to their chaos.

We start by auditing your current tools, workflows, and goals. Then we design and build a ClickUp system that mirrors the way you actually work, not just how someone told you to. Whether it’s CEO HQ, Systems HQ, Client Management, or Project Delivery, every space is crafted to support your unique processes and give you back your time.

This is perfect for you if:

  • You’re juggling too many tools and want one central hub

  • ClickUp looks nice, but doesn’t actually reflect how you think or operate

  • You want less decision fatigue, more clarity, and real support behind the scenes

 

what's included

  • Custom ClickUp build based on your business needs

  • ClickUp Strategy Session to co-create your process map

  • Up to 5 custom-built spaces

  • Up to 5 folders per space

  • Up to 5 lists per folder

  • Up to 10 process templates and workflows

  • Up to 5 automations per space

  • Up to 5 dashboards for internal or client use

  • 60-minute offboarding and training session (recorded for future reference)

  • 3 weeks of follow-up support via email or Slack

  • 4–6 week turnaround from strategy session and asset collection

investment

ClickUp Done-For-You starts at $3500 AUD and includes one full system build based on your core business operations.

The standard payment plan is split 50/50 with 50% due upon signing the contract, and the remaining 50% due upon completion, before offboarding.

Extended payment plans are available. If accessibility is a concern, please feel free to reach out! We’re committed to creating solutions that support you.

 

CLIENT
LOVE

 
Testimonials
Frankie & Eve Designs

I absolutely loved working with Rebecca on my new Dubsado set up, from the start to the finish Rebecca was so knowledgeable and helpful. My workflows are now working seamlessly and I have more time to be creative in my business!

Thank you so much!

HARRIET JOHNSON

Orton’s

Rebecca was great, from the first meeting she grasped what our business required and was also able to adapt quickly to changes I wanted to see made. Definitely recommend for your Dubsado build.

JAMES ORTON

Rachel Yeung

Rebecca is so much more than an OBM. I booked a strategy session with her as I needed her expertise on how to streamline my workflows and use time more efficiently. We ended up going so much deeper than just talking about systems and I really appreciate that Rebecca asked such insightful questions. Through this call, I realised I’d been holding onto some offers in my business that weren’t giving me joy and didn’t want to admit before. Left the call feeling like my business had been given a new lease of life and I’m so excited to make some changes!

RACHEL YEUNG

Colourful Twist

Loved working with a Rebecca! Booking a time to meet with her was a simple and quick process! Me and my team jumped on a call and from the get go, I knew that Rebecca was a pro! She knew her stuff and I felt well looked after! She communicated really well with my assistants to implement a new workflow for my business and the process was seamless. Rebecca was available to answer any questions my team had and responded in a timely manner. Rebecca is certainly worth the investment.

RENEE EASSON

For Then

Rebecca is so lovely to work with - she clearly presents her expert knowledge in a way that can be implemented at your own pace. She makes the process easy and is so encouraging along the way.

AMBER HANKINS

Paula Tahhan Interiors

Rebecca is the queen of Dubsabo! She has been an absolute pleasure to work with. Her professional yet friendly approach made the whole process enjoyable and stress free. Rebecca's ability to understand the workings of my business and then translate this to Dubsabo was extremely impressive. Her support during and post completion definitely gave me the confidence to completely integrate this program, what a game changer. Thank you Rebecca.

PAULA TAHHAN

In the Firelight

With Rebecca's guidance, our team greatly improved our overall efficiency, communication, and work flows, enabling us to automate tasks so that we could focus more of our time and energy on the work we are truly passionate about! Rebecca is kind, supportive, positive, and knowledgable, and we highly recommend her! If you're feeling overwhelmed with the back-end details of your business, and trying to figure out whether working with Rebecca is the right thing for you, do it! You won't regret it.

EMILY PALMER

Green Socials

Rebecca and her team have done a fantastic job on the Green Socials' Dubsado build. As an online marketing agency owner, it can be quite tricky to communicate proposals to leads, send contracts, and send very similar emails over and over but to not have the proper templates in place to do so... As soon as Rebecca had completed the workflows and form templates, I was already using Dubsado and booking high-ticket clients in a matter of a few hours only (from the discovery call time). It has already saved me so much time and money!! It's crazy! Highly recommend Rebecca's services!

VALENTIEN AOUAD

Balance Tax Accountants

The training with Rebecca on Active Campaign was just what we needed to map out a plan for our automations and email marketing content. Rebecca was so helpful and patient to explain everything we asked, and we would definitely use her again and highly recommend her!

DIANA TODD

Studio Wednesday

Rebecca was an easy choice for our business when choosing someone to implement Dubsado. She came highly recommended and is extremely knowledgeable with the systems and processes' of the CRM. Her services are extremely thorough, and she helped set up our entire back end from start to finish, using our guidance along the way. She provides a month post implementation support which was *extremely* helpful and we're very grateful for all the time and effort she put into the process. Thanks again Rebecca!

GEORGIA FISHER

House of Toro

I’d be lost without Rebecca, before I found her I had no real streamlined process and was doing everything manually. I tried to set up dubsado myself and was confused and gave up. Fast forward to now, my process is automated with custom fields and built for my business! So thankful for Bec! Xx

JESS MAIDEN

H&Co. Floral Artisans

Rebecca is a fantastic Dubsado wizard! She’s patient and works with you; which is especially helpful if you’re someone like me, who doesn’t understand systems very well! I’m truly grateful for her time and expertise and would recommend her in a heartbeat! Thank you Rebecca!!

HEATHER FERGUSON

No. 13 Collective

Working with Rebecca was a dream. From our first phone call, through to the final bits and pieces, she was attentive, thorough and extremely clear. Rebecca is an absolutely Dubsado wiz, and I am so grateful to have her on my side!

KAITLIN VELESKI

Malisa Nguyen

Before I worked with Rebecca... I was at a point in my biz where I felt like it was time to systemize my workflow because everything felt really scattered. I wanted to create more space in my schedule to create and learn and Rebecca was able to help me out with that by automating my onboarding process to free up more time in my calendar. I love working with Rebecca cause she goes above and beyond to help you take your biz to the next level. If you’re thinking about working with Rebecca, trust and know that you're in good hands! She'll make sure you’re taken care of :)

MALISA NGUYEN

AgentSync

Rebecca and I did an hour session together as I had a lots of questions regarding ClickUp, ActiveCampaign and Dubsado all working together. Rebecca was really knowledgeable on all of these and provided her recommendations. She then provided a recording of the session and all of the links that will continue to help me. I found it great value for money and will definitely be coming back to Rebecca in the future. thank you ! x

JESS WHATMAN

Good Trips

Working with Rebecca to build and fine tune our Dubsado platform was a great decision and experience. We had some knowledge of working with the software and loved it, but had no idea how much it could work for us. We hired Rebecca to teach us the ins and outs of Dubsado, make recommendations, and perform audits. We now have a CRM that suits our needs and clients well, which is a massive time, effort, and stress relief. Rebecca is super skilled, professional, flexible, and fun to work with. She's our go-to for all things Dubsado. Highly recommended.

KATY HOOGERWERF

Connecting 2 Love

I enjoyed working with Rebecca. She was friendly, comfortable to talk to and asked all the right questions. Which produced an incredible workflow map that will save me so much time.

LATREASE NWOSU

ADHD-iD

Rebecca worked with me to design a Dubsado CRM for my coaching business. She took my vague ideas and existing processes and converted them into a series of workflows and tools within the Dubsado platform, and I'm thrilled to now be able to use and implement Dubsado for myself. I could not have covered all the strategic thinking and ground-work of setting up the new system by myself. Thank you Rebecca!

JODI GREEN

The Virtual Fairy Godmother

She graced my virtual doors and I haven't looked back! Rebecca has given me the time to focus on the project management and tasks I truly love to sink my marketing teeth into, all the while she is busy in the background ... introducing new systems to make my life a whole lot easier, always finding the smarter way to do things and taking the initiative to say, "Hey, how about we try it like this."... She has truly filled the gap that I had been looking for and has impacted my business in the most positive way.

NATALEIGH ELZEIN

The Textile Eye

Rebecca is very results-oriented and very efficient. She has a can-do attitude and a sharp mind—she can keep track of complex systems and problems and suggest good solutions. She has an extensive knowledge of time-saving apps. It's always a pleasure to meet with her and hear about progress on tasks at hand, as well as ideas to improve and streamline my business.

SAANA BAKER

BNL Media Consulting

Rebecca has helped streamline BNL's processes in ways I didn't even know could happen! When it comes to thinking about systemizing anything I go into complete freeze mode. However, even during times of overwhelm Rebecca always made sure that we kept moving forward and implementing the changes. Our Dubsado systems are flawless and now she is helping me set up SOPs across my entire business. She has become an integral part in setting up BNL's foundations for exponential scalability and I am so grateful for her bright, encouraging, and loving energy as we do all of the things needed in order to grow.

MEGAN SHALLOW

Katie Kirsopp

Working with Rebecca has been a game-changer. Having someone I can wholeheartedly trust with my business and my clients has been a game-changer. Someone who 'gets it' has been the most significant gift.

KATIE KIRSOPP

Hello Briana Consulting

I started working with Rebecca almost six months ago to get more organized and outsource more. From the time we hopped on an interview, Rebecca has been blowing my mind. Rebecca has helped me get more organized in my business, create a more consistent experience for my clients, get more organized with team members, build my team, and SO MUCH MORE!

BRIANA ROSS

 
 

all your questions, answered.

 
 

let’s work together!