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Smita is an Investment coach for South Asian women. In her 9 to 5 job, she is an Associate Director at a Fortune 500 pharmaceutical company and a Pharma professor at Soller University. She started her coaching journey alongside her corporate job with a vision to help women secure their retirement and build generational wealth while working their 9-5 job.


A few months into it, Smita had a raving clientele of women, ranging from multi 6-figure business owners to corporate professionals. She understood her business was growing rapidly and decided to bring in a system to manage and serve her clients effectively, without the overwhelm of the admin work for her coaching business alongside a demanding full-time job.

With Dubsado DFY Setup, we automated the entire client journey of Smita's coaching program in LESS THAN 2 weeks, covering processes from inquiry to onboarding, the 10 weeks of coaching and offboarding! She said it has changed her life and taken the administrative workload off her plate.


8+ hours

saved per client

$235+ USD

saved per client


apps replaced by Dubsado

Client Testimonial

"I needed my platform up and running immediately and Deepti made it happen. I only had to have a call with her three times (less than 5 hours in total) and she completely understood what I needed and delivered on time. Her communication too was in a timely manner. I probably asked her many questions but she answered them all!

(Dubsado setup) has changed my life and taken the administrative workload off my plate. All business owners need this platform to make their life easier. Now I can see all my client's progress, payment, and feedback in one place. I am absolutely happy with my results!"

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It's time to say GOODBYE to chaos with a custom Dubsado setup.

Book a no-pressure discovery call today and let's see if we are the right fit for each other!

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