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Aisé Consulting Logo - Orange
AboutServicesDubsado Templates
Services
See all services
The Complete
Dubsado Set-up
The Complete
ClickUp Set-up
The Overhaul
(Dubsado + ClickUp)
The Consulting Call
Portfolio
Resources
See all blog posts
The Benefits of Business Process Automation
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Templates
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Dubsado Templates
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The Nola
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The Florence
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start your project

Design Studio

Barcelona, Spain

The Complete Dubsado Set-up

Studio Nika is a Design Studio for Real Estate, Interior Design, Architecture, & Hospitality Brands. They are a full-service studio specializing in Branding, Websites, & Social Media Management. When Studio Nika hired us for their Dubsado setup, they were ready to scale. The only problem was that their systems didn't allow them to do that. With a growing team, a business relocation around the corner, and client work piling up by the hour, we needed to build a tech ecosystem that worked for this agency's unique client processes.

Goal for the project

The goal for this Dubsado setup was clear. We needed to create a system that helped them deliver a consistent, purposeful and enjoyable experience for clients + a system to help the founder, Natalia, better manage inquires and convert leads. Natalia was ready to step into a role as CEO and take her hands out of every single detail of the client's projects. She wanted to take a lead/head designer role, and allow her team to seamlessly step in and support her clients in a way that reflects the high quality work Studio Nika is known for.

The Experience

We started out the project by building 6 workflows, broken up into phases, for Studio Nika's unique client process. They have 3 different services that cater to sometimes the same, but sometimes different clients, so we needed something that worked for everyone coming through those pipelines. Natalia and Jess worked closely together throughout the first week to finalize a strategy that was a complete reflection of their process - both combining automatic and approval actions for the touchpoints. The Aisé team then spent two weeks writing all of the workflow emails, custom coding + wireframing the forms, setting up the account, and building the workflows ahead of final approval. Once final approval was given, we finalized the account, activated all workflows, Natalia was trained on how to use the system, and her 30 day support period with the Aisé team was activated.

The outcome

In total, we created 84 automations, built 11 forms, wrote 57 emails, and set up an entire system for Natalia and her team to now work with clients out of. Studio Nika went from doing everything manually, to leaning into manual work only when necessary. They are now using automation to support the creative work they do with their clients, and converting more leads than ever before.

See the Dubsado Proposal we created for this client
Disclaimer: with permission, the client has allowed us to use her exact Dubsado proposal design. The copy and package details have been changed for privacy.
Design Studio
Design Studio
Design Studio

Natalia, CEO of Studio Nika said it best:

I think that beyond the Dubsado set up, this process forced me to sit down and actually organize the inner workings of my business. I had to do my brandbook LOL nail down my packages and refine my processes which was such a necessity that I hadn't done before because I was procrastinating it thinking there were more pressing things to do than this. I just feel more in control and excited instead of panicky when a new lead comes in because I just need to press a button and BAM.

For starters I don't have to overthink the freaking proposals on indesign. GAME FREAKING CHANGER. If I were to tell someone looking to hire a Dubsado specialist, I'd tell them that:

1- If you want to go from freelancer to studio owner and have a team and multiple clients you need this to keep your sanity.
2- The knowledge, unmatched. The support amazing. The result mindblowing.
3- Jess makes a HUGE effort to know your business inside down to do something that works FOR YOU not implementing something cookie cutter.
4- The branded forms & proposals, need I say more?

Jess is a godsend for your business. A GAME CHANGER I TELL YOU.

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