Transform your Dubsado into a business-boosting powerhouse
THE DUBSADO AUDIT
INTRODUCING
Your One-Day
Clarity Experience
Your systems deserve clarity too.
If your Dubsado has turned from a helpful tool into a source of overwhelm, it’s time for a reset. The Dubsado Audit is a focused, one-day experience designed to bring order, simplicity, and confidence back into your back-end systems and client experience.
This is a collaborative day, where we’ll work together to tackle your biggest, most important Dubsado challenges. By the end of the day, you’ll have a clear plan, a streamlined system, and the confidence to manage it with ease.
WHAT'S INCLUDED
TELL ME
After booking, you’ll complete a short, detailed questionnaire and join me for a 30–45 minute Clarity Call. Together, we’ll uncover what’s working, what’s not, and what matters most for your business. From there, we’ll create a personalized roadmap, which we’ll work from throughout your audit day using our shared Notion Hub.
ONLY 4 SPOT IN JANUARY AVAILABLE
THE CLARITY CALL
Here’s how our audit day will flow:
9:00am-10:00am: ☕️ Morning Coffee Chat (1 hour) — Quick check-in to review the roadmap and confirm priorities.
10:00am-12:00pm: 💻 Implementation Time (approx. 2 hours) — We’ll be actively working on your back-end systems and client experience together through our shared Notion workspace, where you can follow along, drop questions, and see updates in real time as we tackle your personalized roadmap.
12:00pm-12:30pm:🥪 Lunch Break (30 mins) — Take a moment to recharge.
12:30pm-1:00pm: ✅ Midday Check-In (15–30 mins) — Touch base to review progress or pivot as needed.
1:00pm-3:00pm: 💻 Implementation Time (approx. 2 hours) — Continue working together through your shared Notion Hub, making progress on key items from your roadmap.
3:00pm-3:30pm:🌙 Final Recap (30 mins) — A short wrap-up call or Loom video summarizing progress, wins, and next steps.
This is a true hands-on, collaborative experience, designed to leave you with a functional, streamlined system you understand and can maintain.
YOUR AUDIT DAY
At the end of your audit, you’ll receive an updated roadmap highlighting completed tasks, key takeaways, and actionable next steps — everything you need to keep your refreshed Dubsado system running smoothly.
