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Dubsado Audit

​A comprehensive audit to determine your Dubsado's health (and next steps!)

  • Have you been using Dubsado for a while, but now find yourself spending more and more time making changes to your system? And the automation is, kind of, not working anymore!?

  • You know Dubsado can do so much more than just sending proposals and creating invoices, but aren't sure if you're using ALL of Dubsado's best features?

  • It's been a while since you last revamped your system, but you're facing operational hiccups every now and then, and aren't sure if it's a Dubsado concern or something else.

  • You aren't sure if you really need to invest in a complete Dubsado revamp, or should a VIP Day be enough for you? Or need help determining the next step?

Listen, I get you.


Dubsado System Audit

1. Complete System Audit

A comprehensive 360° analysis and audit of your Dubsado account covering 102 areas under 5 categories

2. Audit Report

A Google Sheet Audit Report with detailed remarks on each area with scores that you can refer to while making updates/changes yourself


3. Summary and Suggested Steps

A summary of what needs your immediate attention and what's working fine, with suggestions on what to do next

4. Price Adjusted in Next Service

If/when you decide to hire me, the cost of the audit gets applied to the cost of a DFY Setup or to a VIP Day

How does it work?

#1 Apply and Answer the Audit Questionnaire

Make the deposit to book your System Audit and answer the Audit Questionnaire that asks for basic information like your client journey, brand colors and fonts, challenges are you currently facing, etc. to help me understand how you run your business.

#2 System Audit

I get into your Dubsado and analyze each and every area of your account and prepare a comprehensive Report that explains what's working and what's not, with ratings and remarks.

#3 Audit Report and Next Steps

I send you a detailed Audit Report with a summary and suggested next steps that help you serve your clients better and faster, and to make the most out of your Dubsado.


$300 USD
What can you can expect
  • A thorough AUDIT REPORT analyzing all areas of your Dubsado account (102 sections under 5 different categories) prepared by a Dubsado expert

  • Knowledge of how efficiently your Dusbado system is working and what more could be done to leverage all of its features and/with more automation

  • Clear, exact steps to take next to upgrade your Dubsado account without second-guessing a huge investment

  • Showing up more confidently in your business and serving clients at premium prices

  • Taking up more projects without the overwhelm by added admin tasks

And also a glimpse at what working with me looks like before making the 4-figure investment!


  • What parts of my business can I take up and automate in Dubsado?
    Dubsado can streamline and automate a lot of your business processes like: Lead Capture + Follow-Ups Sending Proposals + Contracts with Digital Signatures Invoicing (including recurring invoices) New Client Onboarding Sending Email Communications, Confirmations & Reminders Handover and Offboarding New Team Member Onboarding Calendar Management Bookkeeping Data tracking and analysis
  • Will this automate 100% of my workflows?
    Dubsado has the capability to streamline and automate 100% of your workflows, however, there are certain steps which business owners prefer to take control of (for example, approving a lead). These steps, however, are very quick and can be completed under 2 minutes.
  • How long does the complete Dubsado Setup take?
    After I have received the resources from the client, the complete Dubsado Setup usually takes around 2 weeks (depending upon the number of services and the complexity of the workflows).
  • What would I be helped with during the 30-days support period?
    During the support support period, I hang around and assist you with any technical hiccups, answering questions related to workflows, actions, forms, etc., training you on things you need further support with. The aim of the Live Handover and Extended Support Period is to help you become a PRO yourself for your Dubsado system!
  • What are the Pre-Requisites before Dubsado Setup?
    A functional Dubsado Account Clearly defined services, packages and prices A basic picture of what your current client journey is and how you wish it to look like. In case you don't have a Dubsado account yet, you can avail 20% discount using my affiliate code: SAINI
  • What would be the mode of payment?
    For easy and quick online payments, I offer 3 payment modes: Stripe (default), Wise and Bank Transfer.
  • Can I make more changes/updates after Workflow Mapping Call?
    ONE workflow mapping call (2-3 hours long) is complimentary and sufficient to convey your business process, audit, prepare the roadmap and fill in the gaps. However, if you decide to change the business process/roadmap AFTER our call, we can schedule another PAID Workflow Mapping Call to fit in the new requirements. I suggest coming in prepared and fully participating during our call to avoid re-work .
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