Dubsado Onboarding Workflow for Service Providers
Ready to onboard new clients without the chaos? This Dubsado Onboarding Workflow is built for creative service providers who want a smooth, automated way to welcome clients, handle contracts, and get paid—all without the usual back-and-forth. Say goodbye to scattered emails and hello to a seamless onboarding experience.
This workflow has everything you need to impress clients from day one and keep your project on track:
Welcome Packet Template: A Canva template to send once a client is booked, setting the tone for a professional, organized experience.
Dubsado Template Help: How to access and customize Dubsado provided form templates.
Step-by-Step Onboarding Process: Learn how to onboard clients from start to finish, including signing contracts, setting up payment plans, scheduling a strategy session, and sending pre-work “homework” assignments.
Automated Email Swipes & Scheduler Setup: Get pre-written email templates for every onboarding step, along with instructions to set up a consultation scheduler that links right to your workflow.
Project Management Tips: I’ll show you my specific system for collecting homework and payments in a way that keeps the project on schedule and minimizes delays.
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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!
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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!
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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.
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’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.
This is the perfect solution for keeping your onboarding process smooth, stress-free, and on schedule, so you can focus on delivering amazing results to your clients!
★ This product is delivered as a PDF with a link to a Google Doc. Inside the Google Doc, you’ll find everything you need—direct links to your Dubsado form templates, step-by-step instructions, video tutorials, email swipes, and helpful screenshots to guide you through each step.
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.