How Dubsado Specialist studio Chanel & Lee scaled to $1M while serving 300+ clients
As a new mom building a business from home, Taylor Hedden of Chanel & Lee needed a way to manage leads, contracts, and onboarding without being glued to her laptop. Dubsado's customizable workflows and automated client journeys became her foundation for a scalable consulting studio.
Taylor wanted the infrastructure to keep her business running even after she clocked out.
Workflows were scattered across disconnected tools
Limited time made manual admin unsustainable
Without automation, growth meant overwhelm
Dubsado offered powerful customization without unnecessary complexity... or an out-of-reach price point.
As a Dubsado Certified Specialist, Taylor found that it was flexible enough to design detailed workflows and intuitive enough for small business owners to implement with confidence - no steep learning curves or budget-breaking investment.
“It’s not the kind of platform that you have to ditch because it can no longer support a certain level of business... Seven years later, I have hundreds of clients going through the system and hundreds of leads flowing through those processes every year - and it still supports everything we’re doing.”
How Dubsado gives Chanel & Lee (and their clients) an advanced system that scales with each business:
Easy scheduling that keeps leads moving
Taylor uses Dubsado’s scheduler to let potential clients book calls instantly, without email back-and-forth. Every inquiry flows directly into her system, and proposals are ready to send within minutes after each call.
Workflows that handle the follow-ups
From proposals to contracts to invoices, Taylor has built processes that move clients forward without relying on manual effort. Every completed step triggers the next, even when she’s offline.
One place to track clients, payments, and progress
Instead of juggling spreadsheets and separate tools, Taylor can see what’s signed, what’s paid, and what’s next - all in one dashboard. No digging through emails or notes, even when multiple clients are onboarding at once.
"A website designer told me her conversion rate
was 80% higher after we implemented her
booking process with Dubsado workflows. Leads
fill out a form, she clicks a button to approve it,
and the whole process - booking, proposal,
onboarding, contract, invoice - just runs."What results has Chanel & Lee achieved using Dubsado?
$1,000,000 in revenue processed
300+ clients served in the last 7 years
Up to 80% higher conversions for clients
"Hearing clients say, ‘I want to book more, I want to grow, but I don’t have the capacity,’ and then seeing that light bulb go off when they realize they don’t have to be burned out to scale - that’s the biggest change."
Enjoy running your business—without letting it run you.
Dial in your admin processes, so you can flex your creative process. And focus on what's most rewarding about your job.
Use code chanelandlee for 30% off your first month or year.