You will get a fully customized Dubsado setup with workflows, automations and forms
Top Rated
Project details
This Dubsado setup service is built for service-based businesses that want a smooth, professional, and automated client experience, without spending hours managing admin.
I’ll design a custom Dubsado CRM system that handles your client journey from inquiry to onboarding, contracts, payments, and follow-ups, all aligned with how you actually work.
What’s included in this setup:
• Pre-setup questionnaire to understand your services, goals, and client flow
• Workflow mapping call to design a clear, automated client journey
• Branded Dubsado templates (forms, proposals, contracts, schedulers, packages, and payment plans)
• Lead capture and onboarding forms tailored to your business
• Automated emails and workflows to reduce manual follow-ups
• Fully tested, error-proof workflows to ensure a smooth client experience
• 1:1 Zoom training session + recorded walkthroughs for future reference
This setup is ideal if you want to save time, look more professional, and create a client experience that runs smoothly in the background.
I’ll design a custom Dubsado CRM system that handles your client journey from inquiry to onboarding, contracts, payments, and follow-ups, all aligned with how you actually work.
What’s included in this setup:
• Pre-setup questionnaire to understand your services, goals, and client flow
• Workflow mapping call to design a clear, automated client journey
• Branded Dubsado templates (forms, proposals, contracts, schedulers, packages, and payment plans)
• Lead capture and onboarding forms tailored to your business
• Automated emails and workflows to reduce manual follow-ups
• Fully tested, error-proof workflows to ensure a smooth client experience
• 1:1 Zoom training session + recorded walkthroughs for future reference
This setup is ideal if you want to save time, look more professional, and create a client experience that runs smoothly in the background.
Project Type
OtherWhat's included $1,000
These options are included with the project scope.
$1,000
- Delivery Time 14 days
- Number of Revisions 2
Optional add-ons
You can add these on the next page.
Fast 10 Days Delivery
+$100
Additional Revision
+$50Frequently asked questions
92 reviews
(87)
(2)
(2)
(1)
(0)
EM
Erin M.
Oct 26, 2022
Kanika is lovely and working with her was wonderful! She was extremely patient and walked me through each step of setting up Dubsado. She also provided great advice when I wasn't sure how to set up some specific sequences. I highly recommend hiring her!
MP
Manny P.
Feb 10, 2026
ClickUp Operations System – Phase 1 Foundation Build
⭐️⭐️⭐️⭐️⭐️ Outstanding – exceeded expectations in every way
Kanika has been an absolute game-changer for our business.
She came in with a deep, strategic understanding of SOPs, operations, and business process design, and immediately grasped the complexity of how our company runs across multiple services. Her ability to break down workflows, identify gaps, and structure everything logically was genuinely next-level.
Her ClickUp knowledge is exceptional. These platforms are powerful, but without someone like Kanika, setting them up properly would have been a complete nightmare and easily months of trial and error. She not only built everything quickly and cleanly, but also ensured it was intuitive, scalable, and actually usable day-to-day.
What really stood out was her dedication, attention to detail, and speed. She turned things around incredibly fast without ever compromising on quality, and consistently thought several steps ahead to future-proof our systems.
Kanika far exceeded our expectations and has laid the foundations that will allow us to scale and systemise our business properly going forward. If you’re serious about operations, SOPs, and building systems the right way, I honestly can’t recommend her highly enough.
An absolute asset.
Kanika has been an absolute game-changer for our business.
She came in with a deep, strategic understanding of SOPs, operations, and business process design, and immediately grasped the complexity of how our company runs across multiple services. Her ability to break down workflows, identify gaps, and structure everything logically was genuinely next-level.
Her ClickUp knowledge is exceptional. These platforms are powerful, but without someone like Kanika, setting them up properly would have been a complete nightmare and easily months of trial and error. She not only built everything quickly and cleanly, but also ensured it was intuitive, scalable, and actually usable day-to-day.
What really stood out was her dedication, attention to detail, and speed. She turned things around incredibly fast without ever compromising on quality, and consistently thought several steps ahead to future-proof our systems.
Kanika far exceeded our expectations and has laid the foundations that will allow us to scale and systemise our business properly going forward. If you’re serious about operations, SOPs, and building systems the right way, I honestly can’t recommend her highly enough.
An absolute asset.
RA
Ramzi A.
Feb 8, 2026
Click Up_Recruitment Pipeline Set-Up
Kanika delivered excellent work and was very professional throughout the project. She demonstrated strong skills, attention to detail, and clear communication. Although the project was ultimately canceled by management, Kanika handled everything efficiently and proactively. I would gladly work with her again for future projects. Highly recommended!
YM
Yan M.
Jan 21, 2026
ClickUp Expert for Project Management System Design
Kanika’s working style is simple, straightforward, and pragmatic. She was able to guide our team toward a ClickUp project management design that aligned closely with what we hoped to achieve. Her commitment to delivering the best possible service really showed, and she was focused on practical outcomes rather than overcomplicating things. Overall, it was a positive and dependable experience.
PB
Parth B.
Dec 5, 2025
30 minute consultation
EA
Eihab A.
Sep 15, 2025
ClickUp Setup Expert Needed for Custom Briefing Templates
Will always recommend Kanika for a ClickUp expert. She is brilliant!
About Kanika
Verified ClickUp Consultant | Project Management & Workflow Automation
100%
Job Success
Udaipur, India - 8:24 pm local time
Maybe your projects live across too many tools, your team is stretched thin, or decision-making feels heavier than it should. You want your operations to feel calm, clear, and human and not like a constant race against time.
📌 I help purpose-driven founders and teams create operational systems that feel alive and aligned.
Through thoughtful workflow design, documentation, and strategic process refinement, I help you turn daily chaos into clarity. My clients experience smoother collaboration, improved accountability, and more spacious workdays, all while staying true to their values.
📌 I bring over 7 years of experience building and optimizing systems for creative studios, consultants, and small businesses.
My background blends business operations, digital project management, and strategic consulting, allowing me to connect the dots between people, tools, and purpose.
📌 I’m Kanika, an Operations Consultant who believes that operations should feel like breath i.e.e steady, supportive, and in rhythm with life.
If you’re ready to build a business that runs with intention and flow, I’d love to help you design operations that work for you and everyone you serve.
Steps for completing your project
After purchasing the project, send requirements so Kanika can start the project.
Delivery time starts when Kanika receives requirements from you.
Kanika works on your project following the steps below.
Revisions may occur after the delivery date.
Pre Setup Questionnaire
Fill the pre-setup questionnaire as the first step to share all the details that I will need to set up your account.
Workflow Mapping Call
Get on a call to map the workflows for each service or each possible combination of steps that your clients can take to automate the process.