Your clients deserve a consistent experience every time.
. . . not just when you have time to make it happen.
No more manual follow-ups! Sending emails when you remember, check-ins that slip when you are busy, or life is life-ing. That is not a client experience; it's a gamble.
This course builds the automations that deliver consistency every time, whether you're head-down in client work or completely offline.
You didn't get into business to spend your days sending follow-up emails.
But that's what happens when your client service journey lives in your head instead of your CRM. You need to remember to:
Send the onboarding email
follow-up on the unfinished questionnaire
to check-in mid-project to level set
to ask for the review and referral at the end of the project B
Remembering all of that is exhausting!
And it means nothing is happening when you don't have the bandwidth to do it.
Automations fix that.
Once they're built, your client journey runs whether you're at your desk or not.
This course shows you how to build them, for the way your business and client journey
Here's how we build it together
Step 1: Plan
Before we touch a single workflow, we map your process. This is the step most people skip and the reason they end up rebuilding everything twice. We cover how automations work in Dubsado, the basic flow and functionality you need to understand before you build anything, and then we map your client journey so you know exactly what you're wiring together before you start.
Step 2: Prep
Now we build the assets your automations will actually use, your emails, schedulers, questionnaires, and forms, so everything is ready to drop into your workflows when we get there. Building the pieces first means the wiring goes smoothly instead of stopping every few minutes to create something you forgot.
This is where it comes together. We build the workflows that run your client journey from the moment someone books through to wrap-up.
Your onboarding workflow kicks things off the moment a client books, sending what they need, collecting what you need, and getting the relationship started without manual effort.
Your service fulfillment workflow (or workflows) handles the middle of the engagement.
Every business runs differently here; some fulfillment happens inside Dubsado, some happens outside in other spaces or in person, and that's completely fine. We build what makes sense for how your business actually works, not a one-size-fits-all template.
Your wrap-up workflow closes the engagement cleanly, whether that's a training session, a final delivery, a review request, or all of the above. And we time it for the moment when your client is most likely to say yes to leaving that review.
Throughout the build, I walk you through real examples across different service businesses, so you can see how the same workflow structure adapts to completely different industries and client journeys.
Step 4: Test
Before we're done you'll test your workflows so you know they fire correctly and your client journey runs exactly the way you built it. No crossing your fingers the first time a real client comes through.
Bonus:
The course also includes a bonus lesson on building your proposal booking workflow, the automation that fires the moment a client completes their proposal. It's a natural extension of everything you build in this course and a powerful addition to your Dubsado setup.
dubsado Quick Start
Automations that Run Your Client Journey
Here's what you get:
Plan your automation workflows
Create your supporting assets
Build your service workflows
Test your automations to ensure they work as desired
$47
"Meg is awesome"
"I feel like I'm very much well equipped to navigate Dubsado and update my automations. It has saved me a lot of time when it comes to working with my clients because I can focus more on giving support to them because everything is set now - my email automation, booking, calendars - you name it!" - Amber
Your Instructor
I'm Meg, and I've spent years building Dubsado systems for service-based businesses across every industry.
I know exactly where people get stuck because I've built through every confusing corner of this platform myself, and with countless clients.
This is a do-it-alongside-me course.
I've intentionally kept this course focused and practical, designed so you're building alongside me the whole way through, not just watching. You finish the course with working automations that run your client service journey, ready to go!
Ready to ditch "I have to do it manually" mindset and
serve your clients even when life gets in the way?
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