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CRM Setup
Your client list is a spreadsheet. Your follow up system is a prayer.
It's time to streamline your business & elevate your client experience
What can Dubsado do for your business?
Dubsado is designed to help you streamline your operations, create repeatable processes, and deliver the best client experience.
Get Paid & Grow
Capture leads straight from your website, send invoices automatically, take payments with ease, and keep a clear eye on how your business is performing.
No more chasing. No more manual invoicing. Just a system that handles the money stuff so you don't have to.
Send the right thing at the right time
Questionnaires, proposals and contracts all go out automatically the moment they're needed.
Your client gets a seamless, professional experience and you don't lift a finger.
Onboard & Serve Clients Beautifully
Your clients book calls directly into your scheduler, access everything they need through their own client portal, and receive automated touchpoints throughout their journey with you.
Every piece of their information lives in one place. Tidy, organised and always at your fingertips.
Lets say goodbye to...
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Spending your creative hours doing admin
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Manually doing the same tasks over and over
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Leads and follow ups falling through the cracks
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Feeling drained before you've even started the work you love
Not sure where to start with Dubsado?
That's exactly why Productive exists. You don't need to be tech-savvy. You just need to hand it over to someone who is.
Take a look at the packages below and let's get your business running the way it should.
Starter Dubsado Setup
You took the leap. You signed up to Dubsado. And now you're staring at it wondering what on earth to do next.
Or maybe you've had it for a while but it's sitting there half-finished, doing a fraction of what it could be doing for your business.
Either way, this is where we start.
The Starter Setup gets the foundations in place. One clean, professional client journey that works from the moment someone enquires, without you having to think about it.
What's included:
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Discovery call
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Process mapping session
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x1 Lead capture form
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x1 Designed proposal
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x1 Styled contract
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x1 Scheduler for calls
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Review and refine
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Offboarding guide and call
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7 days of support
Investment Starting
From £895
Full Dubsado Setup
Your business is busy. Clients are coming in, work is flowing, and on the surface things look great.
But behind the scenes? It's a different story. Enquiries coming in from everywhere, multiple services to manage, and a client journey that looks different every single time because you're building it from scratch on the fly.
You don't have time to stop and fix it. That's where we come in.
The Full Setup builds a complete, automated client experience across three of your services. From the moment someone lands in your inbox to the moment you offboard them, everything runs through one clean, professional system. Without you holding it together.
What's included:
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Discovery call
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Process mapping session (up to 2 hours)
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Set up of your payment schedulers
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Contracts and form creation
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Client portal design
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Custom workflows for 3 of your services
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Review and refine
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Training and handover
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Offboarding call
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30 days of ongoing support
Investment Starting
From £1800
