Dubsado Offboarding Workflow for Service Providers

$27.00

Wrap up client projects with confidence and professionalism, leaving a lasting impression that encourages repeat business and referrals. The Dubsado Offboarding Workflow is your step-by-step guide to closing out projects smoothly, ensuring clients feel supported even after the work is done. This workflow includes all the tools you need to automate and streamline your offboarding process, so you can focus on what’s next!

What’s Included:

  • Email Swipes – Fully customizable and adaptable for different industries:

    • Project Wrap-Up Email: Includes placeholders for any final guides, files, or resources they need, plus an outline of what to expect moving forward.

    • Check-In Email: A friendly follow-up to see how everything is going with their new setup or service.

    • Testimonial Request: A polite, thoughtful ask for feedback and a testimonial.

    • Final Wrap-Up Email: Sent at the end of your support period, this email offers ways to stay connected (like newsletters) and invites them to consider future work together.

  • Testimonial & Case Study Templates – Two ready-to-use Google Form templates to gather glowing testimonials and insightful case study information from clients. Perfect for capturing success stories that attract new business.

  • Easy-to-Follow Instructions – A comprehensive Google Doc with detailed setup instructions, email swipes, and video tutorials to guide you through each part of the offboarding workflow.

With this offboarding package, you’ll create a smooth, professional exit for each client, leaving them delighted and more likely to recommend your services. Perfect for creative service providers looking to build lasting relationships, gather valuable feedback, and make future marketing easier.

★ 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, video tutorials, email swipes, and helpful screenshots to guide you through each step.

★ No custom form templates are included.

Wrap up client projects with confidence and professionalism, leaving a lasting impression that encourages repeat business and referrals. The Dubsado Offboarding Workflow is your step-by-step guide to closing out projects smoothly, ensuring clients feel supported even after the work is done. This workflow includes all the tools you need to automate and streamline your offboarding process, so you can focus on what’s next!

What’s Included:

  • Email Swipes – Fully customizable and adaptable for different industries:

    • Project Wrap-Up Email: Includes placeholders for any final guides, files, or resources they need, plus an outline of what to expect moving forward.

    • Check-In Email: A friendly follow-up to see how everything is going with their new setup or service.

    • Testimonial Request: A polite, thoughtful ask for feedback and a testimonial.

    • Final Wrap-Up Email: Sent at the end of your support period, this email offers ways to stay connected (like newsletters) and invites them to consider future work together.

  • Testimonial & Case Study Templates – Two ready-to-use Google Form templates to gather glowing testimonials and insightful case study information from clients. Perfect for capturing success stories that attract new business.

  • Easy-to-Follow Instructions – A comprehensive Google Doc with detailed setup instructions, email swipes, and video tutorials to guide you through each part of the offboarding workflow.

With this offboarding package, you’ll create a smooth, professional exit for each client, leaving them delighted and more likely to recommend your services. Perfect for creative service providers looking to build lasting relationships, gather valuable feedback, and make future marketing easier.

★ 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, video tutorials, email swipes, and helpful screenshots to guide you through each step.

★ No custom form templates are included.

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 onboarding and give you a stress-free start with every new client.

  • Nope! I have templates and swipes for content and walk you through each piece of the setup with video tutorials and step-by-step instructions. Even if you're new to Dubsado, you’ll be able to follow along and get everything set up without a hitch.

    If you’d like help setting up your account from scratch, I made a free setup guide.  Click HERE to grab it! 

  • 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.