
the Dubsado
difference
Join the Dubsado Club!
Yes, it's amazing.
Yes, it does nearly everything.
Yes, it's user-friendly.
Yes, it's intricate and time-consuming as hell to set up. Enter Katharine!
What I Do
01
DUBSADO BUILDOUTS
02
CRM & MONTHLY RETAINERS
03
WEBSITES

Dubsado build out
crm/dubsado build
Service includes:
- Lead form, proposals, contracts, sub-contracts
- Workflows
- Your custom brand throughout the program
- Artwork (headers, footers, etc.) creation (note: not logo/brand creation)
- Custom automated emails
- Calendar, payment and website integration
- Team integration
- 1 month of Voxer support
- Loom video support
Level 1 - Starts at $1,250
Perfect for the new business, we'll get your CRM system started so that it can grow with you. This is for you if: you have a handful of offerings, a growing client base, 1-3 revenue streams in your business.
Level 2 - Starts at $2,500
Ask yourself, how many "if.... then...." scenarios there are when you work with your clients? If it's more than two, you likely need this level of support. This is for you if you offer multiple services that have varied steps: forms to complete, assorted contracts, various packages and more to present to clients.
monthly retainer
10, 15 or 20 HOURS+ | YOU DECIDE
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Custom management for your needs
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Successfully execute your systems and processes
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Daily, weekly, monthly and quarterly tasks management and tracking
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Check-in calls, Voxer and email support
systems & processes
Working with you to create custom systems for your business. We'll tackle your needs including:
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Day-to-Day Operations
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Billing & Invoicing
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Projects
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Event Planning
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Product Launches
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Email Campaigns
& more
client & vendor relations
Your clients, your words, your standards and your methods - all off your plate.
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Customer Service
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CRM
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Calendar Management
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Website Management
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Graphic Design
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Email Responses
& more
WEBSITES
Keep It Simple.
Let your website be a representation of you and your business without all the extra fluff. My approach is a functional website that is user-friendly, beautiful and easy for you to make edits as your services change.
These buildouts are perfect for small businesses and entrepreneurs who have a straightforward offering.
Click the images at the right to see the websites!







