You will get Dubsado VIP Week – Full Setup & Workflow Automation

Project details
If your Dubsado is half-set-up or just plain overwhelming, this VIP Week is designed to fix that—fast. I’ll take your messy or manual client process and turn it into a seamless experience with smart workflows, automated emails, branded forms, and everything you need to stop doing it all by hand.
What sets this offer apart? It’s not just tech setup—it’s backed by strategy. I combine my years of experience helping online business owners simplify their backend with a calm, efficient approach that puts your client experience first.
You’ll get a fully customized Dubsado system built around your business, delivered in just 4 days—with a kickoff call, a step-by-step training video, and post-project support included.
Let’s turn your Dubsado into a tool that actually works for you—so you can get back to the work you love.
What sets this offer apart? It’s not just tech setup—it’s backed by strategy. I combine my years of experience helping online business owners simplify their backend with a calm, efficient approach that puts your client experience first.
You’ll get a fully customized Dubsado system built around your business, delivered in just 4 days—with a kickoff call, a step-by-step training video, and post-project support included.
Let’s turn your Dubsado into a tool that actually works for you—so you can get back to the work you love.
Project Type
Virtual Assistance, Customer SupportWhat's included $2,497
These options are included with the project scope.
$2,497
- Delivery Time 7 days
- Number of Revisions 0
Frequently asked questions
20 reviews
(20)
(0)
(0)
(0)
(0)
This project doesn't have any reviews.
PK
Patricia K.
Jan 20, 2026
Dubsado Expert Needed
MB
Makisha B.
May 3, 2023
Dubsado Set Up and Automation
RB
Rachel B.
Feb 21, 2023
Tweak DUBSADO flows for law firm
EW
Erin W.
Jan 5, 2023
Dubsado Set-Up
Lynda was a huge help in getting our Dubsado set up. Highly recommend her.
LN
Loren N.
Dec 1, 2022
Monthly support needed for Dubsado (CRM), graphic design and video editing
About Lynda
Certified Dubsado Specialist | Tech & Systems Strategist
100%
Job Success
Lake Placid, United States - 3:21 am local time
I help coaches, consultants, and service providers simplify and optimize their operations with systems that actually make life easier. Whether you’re just getting started or scaling to your next level, I’ll help you reclaim your time, impress your clients, and stop the chaos behind the scenes.
🔹 What I Do Best:
– Dubsado setup & automation (including forms, schedulers, workflows, and smart client journeys)
– VIP intensives focused on client experience & backend optimization
– Project Management Tool implementation for client and task management (Trello, Asana)
– Tech implementation for lead magnets, email automation, and digital product delivery
– Clarity-focused strategy sessions to map out your systems before building
🔹 Why Clients Love Working With Me:
– Clear communication and easy-to-follow guidance
– Strategy + implementation (so you don’t just get pretty systems, you get ones that work)
– Flexible options: VIP weeks, one-off tech setup, or ongoing hourly support
Let’s make your business feel lighter, faster, and more aligned... with systems that serve you.
💬 Ready to hand off the tech and breathe easier? Send me a message or invite me to your job post.
PS. If you're a personality assessments type, My Kolbe A Index is 9-6-1-5, my Enneagram is 1w2, I'm a ESFJ-A and my top Clifton Strengths are: Achiever, Learner, Responsibility, Consistency, Input.
Steps for completing your project
After purchasing the project, send requirements so Lynda can start the project.
Delivery time starts when Lynda receives requirements from you.
Lynda works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff Call & Asset Review
We’ll start with a 60-minute kickoff call to clarify goals, map your client journey, and review your submitted materials.
Strategy + Setup (Behind the Scenes)
I’ll build out your full Dubsado system over the course of the week, including workflows, schedulers, forms, canned emails, and automations—tailored to your specific business model.