The Dubsado + ClickUp Overhaul
This service combines our Complete Dubsado Setup with Level 2 of the ClickUp Setup to create a seamless system for managing clients and projects. Get branded proposals, automated follow-ups, organized tasks, and custom dashboards–keeping everything on track so you can deliver a standout client experience—effortlessly.
Ready to scale? First, get your systems under control with the Dubsado + ClickUp Overhaul
Managing client communication, tracking tasks, and meeting deadlines can feel like a juggling act. Without the right systems, things slip, and your client experience suffers.
Dubsado automates proposals, follow-ups, and client interactions, while ClickUp organizes your projects, timelines, and team tasks.
Stop patching up your processes with duct tape—it's time to face the fact that your current setup isn’t measuring up.
You’re overworked and stressed, and the only way to scale without burning out is to invest in a complete system that keeps your business running smoothly and sustainably.
Get organized and stay on track
We’ll design custom workflows that bring order to your business, eliminating the mess and keeping your operations running smoothly day in and day out.
Deliver a seamless experience for you, your team, and your clients
Our customized Dubsado and ClickUp setups create smooth, professional workflows that keep your team aligned and projects on track, helping you scale your business confidently and effortlessly.
Automate to free up your time
The overhaul streamlines your workflow by automating client communications, follow-ups, and payment plans in Dubsado, along with tasks and reminders in ClickUp. You'll save time on repetitive work and focus more on strategic tasks that grow your business.
Overhaul Your Dubsado + ClickUp In Eight Weeks
With each step, we make sure your Dubsado + ClickUp work seamlessly together, giving you a streamlined, efficient system that makes running your business a breeze.
Weeks 1-2: Strategy and Setup
Hop on a strategy call with Jess to map out your processes, making sure everything aligns with your business needs. While Jess refines your workflow our team gets to work on your Dubsado forms and optimizes your account, setting up schedulers, packages, payment plans, and crafting on-brand canned emails to streamline client communications.
Weeks 3-4: Review and ClickUp Integration
You review your Dubsado emails and forms, and we refine them based on your feedback. Once finalized, we build your Dubsado workflows and move on to ClickUp, laying the foundation for a project management system that connects client management and task workflows.
Weeks 5-6: ClickUp Build and Customization
We create your ClickUp framework by setting up lists, spaces, and folders tailored to your needs. Next, we customize with additional task lists, recurring tasks, custom fields, and dashboards that give clear insights into your projects, making sure everything matches your workflow.
Weeks 7-8: Refinement, Automation, and Handoff
We refine your ClickUp setup, adjust dashboards and custom fields, and set up automations to streamline routine tasks. You receive a training walkthrough to guide you through your new system. Our final review call addresses any last tweaks, leaving you with a fully integrated and efficient Dubsado and ClickUp setup that supports your business as you grow.
What's included
The Overhaul (Dubsado + ClickUp)
Dubsado Deliverables
Up to 3 Workflows Built
90 minute workflow mapping (visual mapping) strategy session
Figma strategy mapping
Up to 30 workflow emails written for you
Complete Dubsado setup
Client Portal Customization in Dubsado (banner not included)
Creation of up to 8 Dubsado forms using custom CSS and HTML code (wireframe, development, and testing all included)
1 round of form revisions
1 round of email revisions
Up to 3 single Zapier integrations
Recorded walkthrough training of your newly optimized account
90-minute off-boarding live training call for both ClickUp & Dubsado review (recording delivered post-call)
Slack Support throughout the project
30-day extended Slack support period
Level 2 ClickUp Deliverables
(1) 60 minute revision call #1
(1) 60 minute revision call #2
(1) Final Handoff Call (see Dubsado section for details)
(1) optional 45 minute Q&A call 1 week after the project end date
Recordings of all calls
Development of up to 5 workspaces
Development of up to 5 folders within each workspace
Development of up to 8 documents (subpages excl.) within each workspace
Development of up to 5 lists within each space
Creation of up to 10 automations within each list
Optimization of the account for up to 5 team members
Creation of ClickUp list SOPs for team use
Creation of dashboards for up to 5 team members
Creation of up to 10 single (or multi if you have a premium account) zaps for integrating other platforms
(1) round of small refinements post project end date. (Small refinements include color changes, the addition of extra automations, and text changes to custom fields) – Available for up to one week after the project end date
(1) round of larger refinements post project end date. (Large refinements include the addition of extra lists, folders, documents, and spaces) – Available for up to one week after the project end date
Additional Offerings
Level up your Dubsado setup with our add-on services like:
Additional custom forms and emails
Personalized Dubsado portal banners
Domain mapping setup
Dubsado form copywriting by Acorn Digital Strategy
These extras help you create a fully branded, seamless experience for your clients from start to finish.
They have grown with Aisé, and so can you
"The clients who have gone through my process love it because they feel always in the loop and receive emails right away."
“Having these processes in place now allows me to focus on everything I love doing because I no longer have to manually send proposals or handle all that backend stuff. Everything is automated, which saves me time and provides my clients with a seamless experience. So, there’s value on both ends: it saves me time and improves the client experience."
"This was a big investment, but it was the best one I could have made for my business."
“I couldn't have scaled further and maintained my sanity without Jess organizing everything. It truly catapulted the business and laid a strong foundation for the future."
Take the Next Step
Your business deserves better. Transform your Dubsado + ClickUp into a seamless, efficient system that makes scaling easy? Fill out the form below, and let's make it happen.
Dive into the Dubsado Setup
Explore the ClickUp Setup
