• Does signing a new client stress you out?

  • Are you losing money due to forgotten invoices?

  • You have Dubsado but never got around to setting it up?

  • Gave up when you just couldn't get workflows to work/

  • Spent hours googling and still feel stuck?

If so, you're in the right place!

How does this work?

Allocate about one hour each day to watch that day’s video and follow along, setting up your Dubsado as I set up mine.

Content will be locked until you have completed the tasks for each day.

I want you to get to day five with a fully functioning and automated client management system.

This introduction to Dubsado will get you started and more confident about using Dubsado.

  • Basic details and brand details

  • Setting up your region and currency

  • How to receive payments

  • How to set up emails

  • Using canned emails

  • How to add your contract

  • How to set up your scheduler

  • How to add your packages & send a proposal


Who is this challenge for?

It's for anyone who provides services to clients. Like copywriters, coaches, consultants, virtual assistants and more!

How long will it take?

The challenge is spread over five days and you should be able to have a basic Dubsado setup at the end of the five days.

Do I need a paid Dubsado account?

Not straight away! You can test Dubsado for free with up to three clients. Get 30% off here!

How long do I have access for to this challenge?

For the lifetime of this challenge! If I do decide to retire it, I will contact you and give you at least a months notice.

Do you offer refunds?

Due to the digital nature of this course, we do not offer refunds for change of mind.

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Holistic Systems Consultancy

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