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You will get a Dubsado Systems Set-Up in 1 Day (VIP Day)
Top Rated
Project details
One day dedicated to getting your Dubsado set up, running efficiently, and customized for your business.
What's included:
- A 90-minute strategy/planning call before the big day
- Checklist of everything I need from you to complete your project
- Communication throughout your VIP day via Slack for any questions or concerns regarding your project
- Form design template selection to be chosen before the start of the VIP Day.
- Recorded walkthrough of the completed project
- 2 weeks post-VIP Day Support for any questions regarding your project
What's included:
- A 90-minute strategy/planning call before the big day
- Checklist of everything I need from you to complete your project
- Communication throughout your VIP day via Slack for any questions or concerns regarding your project
- Form design template selection to be chosen before the start of the VIP Day.
- Recorded walkthrough of the completed project
- 2 weeks post-VIP Day Support for any questions regarding your project
What's included $1,500
These options are included with the project scope.
$1,500
- Delivery Time 1 day
- Number of Revisions 0
Optional add-ons
You can add these on the next page.
Additional 1/2 VIP Day
(+ 1 Day)
+$600
10 Days Additional Slack Support
(+ 10 Days)
+$200
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About Kate
No Code Process Specialist: ClickUp, Dubsado, Zapier, Airtable etc.
100%
Job Success
Morristown, United States - 12:41 am local time
I specialize in workflow automation, system implementation, and process optimization. Whether you're building from scratch or improving an existing setup, I help turn disorganized workflows into efficient, scalable systems.
If you're looking for an operations consultant, ClickUp expert, or automation specialist, you're in the right place.
What I Build
- ClickUp workspaces with advanced task flows, dashboards, and automations
- Client portals and dashboards with Dubsado and Honeybook
- Airtable databases, CRMs, interfaces, dashboards, and reports
- Automated workflows using Zapier and Make
- AI-enhanced tools for onboarding, content generation, and analysis
- Training materials and documentation for team onboarding and system adoption
I build tools that save time, reduce errors, and improve visibility across teams.
Do YOU need help?
I can help you map out and create systems that will have your business working for you - and not the other way around!
Let's work together!
✅ Clickup (certified power user and verified consultant)
✅ Airtable
✅ Dubsado (certified specialist)
✅ Honeybook
✅ Zapier (Solutions Partner) or Make Integrations
✅ many more...
👉🏻 Full or Partial System Setups
👉🏻 Adding systemization and automations using no code and AI tools.
👉🏻 System Audits
👉🏻 Strategy Audit Sessions / Consulting Calls
👉🏻 Misc (system cleanups, revamps, form design, and add-on workflows/automations)
Steps for completing your project
After purchasing the project, send requirements so Kate can start the project.
Delivery time starts when Kate receives requirements from you.
Kate works on your project following the steps below.
Revisions may occur after the delivery date.
Brief Discovery Call
Immediately after the purchase of the project, we will schedule a brief Discovery Call (20-30-minutes) to discuss the high-level needs of your Dubsado Set Up.
Client Completed Detailed Questionnaire
This detailed questionnaire is vital to gather all the information needed to complete your Dubsado Set Up.