Dubsado Inquiry Workflow for Service Providers

$27.00

Ready to stop missing leads and make your inquiry process run on autopilot? This Dubsado Inquiry Workflow is designed to help creative service providers organize, automate, and optimize their client intake process—no more digging through emails or scrambling to respond to potential clients.

With this workflow, you’ll have everything you need to create and link together your inquiry process seamlessly. Here’s what you get:

  • Lead Capture Form Setup: How to access and customize the Dubsado form templates.

  • Automated Email Templates: Pre-written emails that are easy to customize, allowing you to send personalized responses automatically without lifting a finger.

  • Consultation Scheduler Setup: Step-by-step instructions on how to create and connect a consultation scheduler to your form, so clients can book directly without back-and-forth.

  • Website Integration: Clear instructions on how to add everything to your website and link it all up for a truly automated system.

Stop wasting time on repetitive tasks and ensure you never miss a lead again. This is the perfect first step toward a streamlined, automated business that lets you focus on what you do best!

★ This product is delivered as a PDF with a link to a Google Doc. Inside the Google Doc, you’ll find everything you need—including step-by-step instructions, email swipes, and helpful screenshots to guide you through each step.

★ No custom form templates are included.

Ready to stop missing leads and make your inquiry process run on autopilot? This Dubsado Inquiry Workflow is designed to help creative service providers organize, automate, and optimize their client intake process—no more digging through emails or scrambling to respond to potential clients.

With this workflow, you’ll have everything you need to create and link together your inquiry process seamlessly. Here’s what you get:

  • Lead Capture Form Setup: How to access and customize the Dubsado form templates.

  • Automated Email Templates: Pre-written emails that are easy to customize, allowing you to send personalized responses automatically without lifting a finger.

  • Consultation Scheduler Setup: Step-by-step instructions on how to create and connect a consultation scheduler to your form, so clients can book directly without back-and-forth.

  • Website Integration: Clear instructions on how to add everything to your website and link it all up for a truly automated system.

Stop wasting time on repetitive tasks and ensure you never miss a lead again. This is the perfect first step toward a streamlined, automated business that lets you focus on what you do best!

★ This product is delivered as a PDF with a link to a Google Doc. Inside the Google Doc, you’ll find everything you need—including step-by-step instructions, email swipes, and helpful screenshots to guide you through each step.

★ No custom form templates are included.

Dubsado Onboarding Workflow for Service Providers
Dubsado Onboarding Workflow for Service Providers
$87.00
Dubsado Offboarding Workflow for Service Providers
Dubsado Offboarding Workflow for Service Providers
$27.00

Hey! Megan here—just a quick note about why I made this. As a Certified Dubsado Specialist, I've spent years working with creative service providers like interior designers, web designers, wedding photographers, professional organizers, and virtual assistant agencies, helping them streamline their client journeys with custom setups and professionally designed Dubsado forms. I created this product based on my own experience working 1:1 with clients, so you can have the same pro-level process without the custom price tag.

Rest easy knowing you’re in good hands—this workflow is built to take the guesswork out of the inquiry process and give you a stress-free start with every new client.

  • Your forms and schedulers can be embedded on any website, or shared via link anywhere you’d like.  

    But yes, you’ll need a Dubsado account to make the most of these workflows. If you’re new to Dubsado, you can start with their free plan, which gives you access to try things out. However, to fully automate your processes long-term, you’ll need to upgrade to a Premier plan. 

    As a little bonus, you can use the code PARADISE to get 30% off your first payment when you sign up!

  • Due to the digital nature of these templates, all sales are final, and I’m unable to offer refunds once the purchase is complete. Please make sure these workflows are a good fit for your needs before purchasing.

    You can review the full Terms of Purchase for more details.

  • I’m here to help! If you have any questions while setting up your templates, I offer email support and Google Chat during office hours. 

    If you’re not sure about whether this is what you need, email me at megan@made-in-paradise.com.

  • These templates are made with creative service providers in mind, but they’re flexible enough to work for any creative, service based industry.

    Whether you're a web designer, interior designer, photographer, virtual assistant, or any service-based business owner, these workflows can be easily customized to fit your brand and unique client process.