Virtual Assistants
CERTIFIED DUBSADO SPECIALIST DIRECTORY
Looking for a Dubsado specialist? You found one!
As a small business owner, we know you've got a lot on your plate. Our Certified Dubsado Specialists are here to help you tackle the automation set up process so that you can start using your Dubsado account to its full potential.
Available experts only
Specialist Since 2021
⚙️ Cait Potter ⚡️
Accepting new clients

⚙️ Cait Potter ⚡️

You’ll find my morning routine to be just as efficient as your experience working with me. I’m obsessed with Taylor Swift, Indian food, my label maker, and certifiably INSANE Google Spreadsheets. I live each day with an obnoxiously stubborn belief that absolutely everything I want (to automate) is possible. MY passion is helping badass powerhouse women like you go from burnt out to ON FIRE, lighting up the world around you with YOUR passion. BY THE NUMBERS 🦩 5+ years as a System Strategist ❤️‍🔥 150+ happy clients (and counting!) ⏳ 384 hours saved annually per client on admin tasks 💰 $8,850 saved per client annually on admin expenses HOW IT WORKS 1. Contact me & book a discovery call. This is where we can get to know each other to make sure we're the best fit. 2. Onboarding Questionnaire: You will fill out your Onboarding Questionnaire prior to our Process Mapping Session. This questionnaire collects basic information about your business that does not change often, like your branding information, accounting categories, social media links, and more. No detail is too small! 3. Process Mapping: LET THE MAGIC BEGIN! Our Process Mapping Session is where we will officially kick off your Setup. This is when we will map out your DREAM client experience and back-end business process! We will leave this meeting with a step-by-step plan for a COMPLETE system setup of your business. 4. Implementation Questionnaire: After the Process Mapping Session, I will customize a SECOND questionnaire for you. This questionnaire is all about the assets we determine that you will need in your system- a comprehensive list we will create together during process mapping. Once you work through this one, you’ll be on easy streets until the setup is done! 5. Time to Automate: Starting here, I do ALLLLLLLL (and I do mean *all*) of the work to get all of your customized material and content loaded into your system and as many automations created as the system allows. So sit back and enjoy your glass of wine. I’ve got this under control. 6. Offboarding & Follow-Up Support: Once the work is complete, we’ll hop on a live Zoom to go through the entire process behind bringing your dream client experience to life! After the call, I stick around for THIRTY DAYS to support you in Slack with questions, bugs, and additional training. PLUS I provide you with an exclusive Next Steps Guide and training library. ⏱️ Your Total Time Commitment: 12-18 hours over 8 weeks. STOP PUTTING THIS ON THE BACKBURNER. LET'S START AUTOMATING TODAY.
5.0 (27)
Specialist Since 2021
Keren | The Workflow Boss
Accepting new clients

Keren | The Workflow Boss

As a Process Management Expert turned Dubsado Specialist, I've developed this expertise for you so you don't have to waste time doing trial-and-error for your biz (coz honestly, who has the time & energy for that?). If there’s any business lesson that I would never dare forget, it’s that the back-end should never sit on the back burner. Because when you’re in it for the long haul.. • You know the importance of the foundation phase. • You grow with a system in place. • You let success come through. • You let your workflows work for you. Multiple 6 figures. Time freedom. Unrivaled confidence. Biz owners talking about YOUR brag-worthy VIP client experience. I know you’re ready for it all. And that's where I come in. Ready to regain your time and sanity and let Dubsado take over? Here's how I can help! 1. FULL DONE-FOR-YOU DUBSADO SETUP (starts at US$ 3997) - Get ready to run your business even without you. We’re automating the most necessary (normally tedious) processes and workflows so you’ll never have to worry about admin tasks again. Ever. 2. DUBSADO SYSTEM AUDIT (US$ 295) - Certified DIY-er but need some guidance? Consider me your Dubsado doctor who’ll diagnose your account's overall health and prescribe your next actionable steps. 3. DUBSADO IN A DAY (US$ 1850) - Big things can happen in one day (a full Dubsado setup for your signature offer included!) 4. DATA MIGRATION (depends on scope) - Migrating your data to Dubsado and don't have the time & energy to manually move everything? Let my team do the dirty work for you! LET'S DO THIS!
5.0 (22)
Specialist Since 2021
Ema Katiraee
Accepting new clients

Ema Katiraee

Welcome! I help small business owners save time and reduce overwhelm by automating tasks with Dubsado. As a mom and a business owner myself, I understand that time is valuable and something we don’t always have a lot of. So why spend so much of it on repetitive backend tasks, when you could be working with more clients? I have 12 years of corporate experience at a Fortune 500 company in R&D, Engineering and Project Management. The skills I acquired have helped me understand systems and processes, which I use to streamline and simplify client processes and build them out in Dubsado. I live in Belleville, Ontario, Canada and I'm a wife, a mom to 2 amazing kids, and a dog-mom to the cutest little jack-chi. I'm fluent in Spanish having grown up in Venezuela. Services I offer: ✨ Done For You Dubsado Setups | starting from $3500 CAD (approx. $2600 USD) Take advantage of all the features and benefits that Dubsado has to offer, without the headache of setting it up yourself. I'll set up your Dubsado account quickly and easily to automate tasks and free up your time, so you can focus on working with clients and growing your business. ✨ DIY Dubsado Templates | $13-$99 CAD (approx. $9-$73 USD) These templates are designed to help you save time and create a client experience you’re proud to share. All templates are code free, mobile friendly and can be added to your Dubsado account with a single click. They all include video tutorials to help you easily customize them to your brand and business. ✨ Dubsado Support Sessions | $150 CAD (approx. $110 USD) Got questions about using Dubsado? I got answers! Whether you need personalized guidance, want to troubleshoot issues, or optimize your Dubsado setup, I'm here for you with these 60 minute one-on-one support sessions.
5.0 (21)
Specialist Since 2021
Amy Hart | Hart Virtual Services
Accepting new clients

Amy Hart | Hart Virtual Services

⚡️ Savvy Systems to Streamline Your Business ⚡️ Helping you create seamless client journeys with your processes set on autopilot so you finally have time to do the things you love. With strategy and support, I set you up with the right tools, systems and tech that will simplify your processes, free up your time and create a more seamless customer experience that leaves your clients totally in awe.
5.0 (20)
Specialist Since 2021
Colie James
Accepting new clients

Colie James

Hey y'all, I'm Colie, your very own Dubsado fairy godmother! I am also a Disney-loving family filmmaker, Workflow & Automations Guru, and the host of the Business-First Creatives podcast. I love helping photographers & creative service providers automate their systems, reclaim their time and get back to living! With 10+ years in the creative space, Colie believes every creative deserves to build a business that is sustainable and profitable, and no one should quit their 9 to 5 only to work 24/7 [in their business]. The truth—automated systems can save us all from being overworked and overwhelmed. When I'm not building killer workflows and automations, you can find her spending some much needed time with my husband, James, daughter Chloe, or [you guessed it] at Disneyland. I've got resources [free and paid] to help you implement time-saving strategies inside your business using Dubsado. One-click proposal forms, workflow and email templates, and step-by-step trainings to book more clients are a few of the popular items inside my DIY Systems Shop. If you want full strategy, my course CRM Blueprint for Creatives walks you through my signature system with all the templates you need to implement in less than 10 days. Or... if you are the kind of business owner that wants to have someone else FULLY implement, I'm your girl ❤️
5.0 (18)
Specialist Since 2022
The Passions Collective
Accepting new clients

The Passions Collective

Hi! I'm Fran — Client Experience Architect, neurodivergent entrepreneur & cat mom (to name just a few!) and I specialize in creating immersive, custom + automated client experiences. My passion lies in helping create sustainability in my client's business', not only through automations that provide peace-of-mind and take things off your to-do list, but through client experiences that increase referrals and client retention. I believe that you should never have to choose between living your life and growing your business (because you can do both), and strive to help create businesses that allow you to be fully present in your life. If you're looking for a business partner who can take your current processes and create (+ implement) a plan to improve them in a way that not only supports your clients—but supports you in a way that makes sense to your brain and for your unique business: I'm here when you're ready! 🫶
5.0 (16)
Specialist Since 2022
Streamlined by Martine
Accepting new clients

Streamlined by Martine

I’m Martine! Certified Dubsado Specialist & Client Experience Expert. I help designers, copywriters and photographers gain more time and financial freedom with personalized systems coaching and Dubsado VIP Experience setups. What makes me different? My VIP Dubsado setups start with 1:1 coaching so we can streamline your processes AND build a seamless client experience. After your custom Dubsado setup, you’ll also walk away with personalized training videos so you can confidently use your new workflows. If you’re still running most of your business manually, it's time to take something off of your plate - that is what I do best. A Dubsado system setup just for you + in under ONE WEEK. The numbers speak for themselves 👩🏻‍💻 3+ years as a System Specialist ✨ 40+ happy clients 💵 $10,000 saved per client per year with automation Want to get started? Book a free, no-obligation call or fill out an inquiry form on my website.
5.0 (16)
Specialist Since 2021
Chanel & Lee
Accepting new clients

Chanel & Lee

Tailor-Made Automation Education & Dubsado Setups As a certified Dubsado specialist with 5 years in the game, I bring a unique blend of automation expertise and personal touch to your business. Trusted by brands like The Social Bungalow and Eden Strader, I've transformed over 150+ Dubsado accounts, creating workflows that leave a lasting impression. Whether you're just starting or a seasoned pro, I’m here to help you design your own box of solutions, blending automation with your unique brand essence. Who Are My Services For? • Dubsado VIP Setups: Perfect for the busy entrepreneur ready to elevate their client experience but lacking the time or desire to deep-dive into Dubsado. I handle the heavy lifting, crafting a fully customized system that lets you focus on what you do best. • Dubsado Consulting & Power Hours: Ideal for those who need targeted advice or specific problem-solving in their Dubsado setup. It’s a quick, intensive boost to refine your existing processes. • One-Click Dubsado Templates, Forms, and Canned Emails: Suited for DIYers who want a professional touch. Easily implement these tools for an instant upgrade in efficiency and style. • Form Design & Team Trainings: For businesses looking to enhance their internal processes and team capability in using Dubsado effectively. • Additional Consulting & Mentorship: Tailored for entrepreneurs seeking ongoing support and strategic insights to continually evolve their business operations. Ready to Transform Your Business? Here's How: 1. Book a Discovery Call: Let’s chat about your business needs and how I can help. It’s a no-pressure conversation focused on your goals and potential solutions. 2. Proposal & Strategy: Post-call, you’ll receive a tailored proposal outlining the strategy and scope of our work together. 3. Transform & Thrive: With a clear plan in place, we dive in. I’ll be with you every step of the way as we implement a system that streamlines your operations and elevates your client experience. Ready to make your business operations as remarkable as your brand? Let’s create something incredible together ✨
5.0 (13)
Specialist Since 2021
Solution Integrators
Accepting new clients

Solution Integrators

With over 10+ years of experience in Project Management and Business Analysis, I create custom systems & strategies to grow your business in a way that allows you to do more of what you love (aka serving your dream clients!). I’ve set up over 700 workflows & automations and one thing I have seen with my clients is that they are spending way too much time doing the things their processes + tech should be able to do (or simplify) FOR them. ➡️ I like to focus on helping you explore + create your dream process steps. If money, time, and talent weren't an issue, how would you choose to deliver your services? What would your ideal client experience look like? And thennnn we can set up Dubsado and other tools to help support and enable that dream process! I believe there's no such thing as an all-in-one tool (and that's ok!) so I'm well versed in ClickUp, Asana, Airtable, Zapier, and a host of other tools that we can integrate with Dubsado to do the heavy lifting for you. I offer: ✅ 90-minute Systems Strategy Sessions for on-demand support ✅ Custom Dubsado workflow + implementation + design projects with no cap on workflows, forms or emails. Pricing is for your signature service offering. ✅ Backpocket Project Manager and Implementer support for the scaling business! No matter where you are in your journey, I'd love to meet to learn more about you and your business, and how I can help you simplify your systems! What happens after I contact you? Once you complete the contact form, you'll receive an email from connect@solutionintegrators.us with additional details of my services and the option to either schedule a 20-minute decision call or ask your questions via DM! After your questions have been answered, you'll receive a custom proposal with clear start dates to secure your project!
5.0 (12)
Specialist Since 2022
Devin Lee, Systems Strategist
Accepting new clients

Devin Lee, Systems Strategist

👋 Hi, I’m Devin Lee! Officially, I’m a Systems Strategist. I design and build custom systems for quickly growing businesses. I work with folks who are exiting their scrappy phase of business and are moving towards the next phase that might involve a team or just onboarding a whole buncha new clients. Unofficially, I’m the high-energy hype woman who’ll bring a calm oasis to your business. When I’m not creating exceptional systems, you can find me trying to cut my own bangs, reading up on the latest celeb gossip, planning my next international trip, and studying the Enneagram (I'm a type 7!)
5.0 (11)
Specialist Since 2021
Kelly McCracken, for Wedding Pros & Photographers
Accepting new clients

Kelly McCracken, for Wedding Pros & Photographers

Welcome wedding pros and photographers! I am obsessed with helping you save time, create an amazing client experience, and personalize Dubsado for you! I am a mom to a baby girl, wife, Peloton rider, yogi, coffee lover, and dog mom. I want you to create a sustainable business you love while maintaining a work-life balance. No more late nights and weekends spending hours on admin tasks! I come from a family of small business owners. For my entire childhood, I watched both of my parents (just the two of them!) run their party rental company for over 20 years. They did everything manually for so so many years - it was brutal! I have a great understanding of what it takes day in and day out to keep up with all of the tasks you need to do. Services: Done-for-You Setup Starting at $3,000 | Dubsado Coaching Session $400 Let's get started! 1. Book a discovery call - This is where we can get to know each other to make sure we're the best fit! I learn more about your business and tell you more about the process! We will see what services are the right fit for you and determine your custom pricing based on your needs! 2. Complete a Questionnaire - You will complete a questionnaire to give me all of the nitty-gritty details of your business that I need to know to complete your account, which we don't necessarily need to talk about. This includes things like your branding, links for calls, packages, contracts, and more! 3. Workflow Mapping - Together we spend approximately 2 hours mapping out your client process from start to finish! We will plan out every step in Dubsado so that it is completely personal to you and your business! I offer advice, tips, and tricks to help you get the most out of Dubsado's automation. 4. Sit back and relax! - I will now take our plan and put it into action! I do all the work to get your account set up including creating proposals, inputting packages, writing emails, creating all of your workflows - everything! I work on one client account at a time and my goal is to complete everything in 4 weeks or less. 5. Offboarding & Follow-Up Support: Once your account is complete we will Zoom to go through the entire process! I will show you how everything works and review everything in your account. After the call, you will have 30 days of follow-up support! I provided you with a week-by-week guide to learning your account and unlimited email support to ask questions. I am the queen of screen-share videos to answer your questions!
5.0 (10)
Specialist Since 2020
HQ Virtual Solutions
Accepting new clients

HQ Virtual Solutions

Hi there — I'm Heather — the beauty and brains behind HQ Virtual Solutions. Think of me as your Operations and Systems Queen. The one who helps you organize, simplify and, ultimately, gets your business running on autopilot. I truly believe there's always a better — and easier — way to work. Forget just saving you time — I take the time to tell Dubsado to do those mundane tasks for you!
5.0 (9)
Specialist Since 2021
Hey Rachael Consulting
Accepting new clients

Hey Rachael Consulting

Hey there, Rachael here! Virtual COO for service-based CEOs + founders - Helping you banish the overwhelm and take back control of your time, for good. Ready to feel more organized and efficient? It's time to stop putting out fires every single day. Whether you’re looking to integrate systems for the first time, or level up your organization to scale - we gotcha covered! When I'm not helping visionary entrepreneurs banish overwhelm and streamline their businesses, you can find me in the kitchen whipping up a new recipe, or traveling the globe with my partner. I'm a firm believer that there is never "too much" guacamole, and that life is better after petting a furry friend! OUR PROCESS - 🕒 After inquiring, you can expect a real-life human response within 48 hours, during our normal office hours M-Th, 11am-5pm PST We'll hop on a call to chat more about you and your business, and discuss what we can do together. 📝 For a faster response, pop on over to our website and fill out our contact form to reach out directly - HeyRachael.com
5.0 (8)
Specialist Since 2022
Alina Scarcella
Accepting new clients

Alina Scarcella

Hey there, I'm Alina! In my business world, efficiency is the name of the game. I'm an online business strategist and automation nerd who is passionate about helping entrepreneurs streamline their back-office and make their biggest impact in the online space. Many entrepreneurs are hesitant to automate parts of their processes and communications because they fear that they'll be delivering an impersonal, robotic, cookie-cutter experience. My approach is the exact opposite - the centerpiece of your system is you! My priority is to implement a branded and personalized experience, integrate 'surprise & delight' moments, and ensure that every client who knocks on your virtual door gets treated like royalty, without you having to lift a finger. In my 8 years of being a full-time solopreneur, I've seen it all, and I've been in your position too! Growing a business (especially on your own) is no easy feat, to say the least, and your decision to upgrade your systems and processes can pull you in a million directions. That's why I'm passionate about getting my clients out of analysis paralysis, normalizing the struggles of making a decision when there are infinite answers to the same question, and leading them to a place of confidence and automated assurance that their polished processes match the high-touch level of service they're known to deliver. Let's chat over coffee (my treat!) and see if we're a good match to collaborate. Head to alinascarcella.com/virtual-coffee to find a convenient day and time.
5.0 (7)
Specialist Since 2021
The Creative's Companion LLC
Accepting new clients

The Creative's Companion LLC

I help photographers build stunning business forms and processes that serve their clients well, increase automation in their business, and have the life and business that they truly want. As a photographer myself, I believe firmly in the ability to have a client process that allows clients to feel at ease and taken care of, without sacrificing more of my free time. Working with me, we will build top-notch workflows that are not only specific to the photography industry but also for your business as a whole. I Offer: • Data Migration • Portrait Photography Workflows • Wedding Photography Workflows • Photographer System Builds • Photographer Proposal Templates • Photography Wedding Questionnaires • 1-1 Strategy Sessions for Photographers
5.0 (6)
Specialist Since 2021
Brittany Furgerson
Accepting new clients

Brittany Furgerson

Hello, I'm Brittany. I am a small business owner like you, a mom, and Systems Strategist! I understand the value of time and having that ideal work/life balance, so I love finding better and more efficient ways to get things done. As a Systems Strategist, I help small business owners strategize and automate their business processes, save time, and build lasting client relationships. I enjoy working with a wide variety of industries but have a special place in my heart for the pet industries. Services I Offer: ➡️Total System Buildouts ➡️Strategy & Mapping Sessions ➡️System Audits ➡️VIP Day services You should be focusing on your calling. I'll handle streamlining your processes and delivering you a system that is ready to rock. Let’s save you time and get you the tools needed to scale your business.
5.0 (6)
Specialist Since 2024
More You
Accepting new clients

More You

Reclaiming your time starts with letting go. It’s finally time to feel supported in your entrepreneurship and stop trying to do everything yourself. What if you let it be easy? Ways we can help! 1. The Most You: Full CRM implementation: Includes guiding you through setting up your Dubsado account as well as executing the proven More You method for workflow implementation outlined below. [Investment: $2500 USD] 2. More You: Workflow implementation: Includes all of your workflow implementation following the proven More You method outlined below. *This is for clients who are already set up in Dubsado. [Investment: $2000 USD] 3. A Little More You: Strategy Call: A 90-minute strategy call to discuss how to utilize Dubsado for your business so you have a game plan to move forward on your own. If you decide to choose one of the services above afterward, the full amount will go toward it. [Investment: $175 USD] 4. Are you a repeat More You client? Contact us for a discounted rate for more support! We believe in you. We believe in your work. We believe in the power of meaningful human connection. And, by helping you achieve your dream business (and life), we also manifest our own fulfillment. Contact us at connect@moreyouagency.com to set up your free 30-minute consult to see if we are the right partners for you! Can't wait to talk to you soon!
5.0 (6)
Specialist Since 2022
Kendra Courtney
Accepting new clients

Kendra Courtney

Hi, I'm Kendra! My love for systems began when I started working as a photographer back in 2017. I discovered the need for time-and-energy-saving systems when I found myself spending more time doing admin than taking photos and speaking to real people. Since then, I've been streamlining admin and automating anything a human doesn’t really need to be doing manually (we start our businesses for people, not paperwork!) When I'm not working, I'm serving in my church and running races with my husband! - SERVICES BREAKDOWN ⬇️ Done For You Dubsado Set Up - Starting at $3500 USD Let me handle all of the workflow strategy and tech set up for you! Available for any service-based business COURSE: Dubsado Decoded: A Bookkeeper's Guide to Client Management - Starting at $750 USD (Over 40 students enrolled!)
5.0 (5)
Specialist Since 2021
Arranged by Amber
Accepting new clients

Arranged by Amber

Hey there, I'm Amber! While formally recognized as a systems and workflow strategist, many know me as "the organizer for organizers" because I help Pro. Organizers streamline, systemize, and automate their businesses. Having been a professional organizer myself, I deeply understand the challenges faced within the industry, and my goal is to help organizers grow and scale their businesses with ease. Nothing beats the joy of seeing fellow organizers thrive and make their dreams a reality and it is something I truly LOVE supporting them with. Today, I've had the honor of working with more than 100 organizers to translate the inner workings of their businesses into efficient and effective workflows to optimize their back-office operations and unlock their full earning potential.
5.0 (4)
Specialist Since 2021
Double Shot Studio
Accepting new clients

Double Shot Studio

Hi I'm Kaysi 👋🏼 Your go-to systems problem solver and small biz advocate With equal left and right brain skills (BaEng & DipApDesign), I can organise your business for streamlining and efficiency while making things beautiful. Let's get your business caffeinated like it's two coffees deep on a Monday morning! Servicing clients worldwide.
5.0 (4)
Specialist Since 2021
Shanti Ray & Co.
Accepting new clients

Shanti Ray & Co.

If you’re ready to craft good systems in both biz and life, elevate your client experience, and cultivate the work-life balance you desire, let’s chat! Hey there, I’m Shanti, Business Systems Strategist, Certified Dubsado Specialist, Tech Integrator, multi-passionate entrepreneur, creative, introvert, and planner addict who understands the power of having efficient systems in both business and life. With a keen eye for identifying gaps in processes, my #1 goal is to provide my clients with systems strategy, implementation, and support tailored to their unique needs so that they can grow and scale with ease. Whether you prefer DFY, DWY, or DIY services, I have a solution to meet you where you are and fit your desired systems goals. How We Can Work Together: 🔥1:1 Consult (60 minutes): Ideal for those who need clarity on how to optimize their system, better structure their day-to-day, or simply need tips on how to elevate your client experience. 🔥Strategy & Implementation: Ideal for those who are ready to streamline, simplify, and implement systems tailored to their unique needs. 🔥Support: Ideal for those who need on-demand or ongoing high-level support for your projects and/or maintenance on their existing systems. Not sure which offer is best for you, let’s schedule a discovery call to see if we’re a good fit to work together!
5.0 (4)
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