Ready to Work Smarter, Not Harder?

Streamline your client onboarding process and take your business to the next level with a ready-to-go client onboarding workflow

You know Dubsado has the potential to simplify your business

But chances are, that you are still doing a bunch of things manually that you know could be automated!

Does this seem familiar?

It can be wayyy easier than that 👀

I’m so excited to introduce you to:

Ready-To-Go Workflows

A pre-made Client Onboarding workflow that takes the guesswork out of creating effective workflows, providing you with ready-to-use email sequences, forms, and step-by-step instructions to make your Dubsado experience a breeze

I believe that tech should make your life easier, not complicate it.

Hi, I'm Julie!

your friendly neighborhood Certified Dubsado Specialist and tech aficionado.

As a fellow Dubsado user, I’ve walked in your shoes and experienced the struggles of crafting the perfect workflows

I’ve been working with clients for 3+ years helping them set up their own Dubsado account and creating custom workflows.

I know each business is unique, but we all need to start somewhere right?

After collaborating with numerous clients across various industries, I’ve discovered the sweet spot—a universal onboarding process that can work for (almost) everyone.

With Ready-To-Go Workflows you’ll finally be able to...

What you get inside Ready-To-Go Workflows:

Plug n' Play Onboarding Workflow

The star of the show. I will give you a full client onboarding workflow ready to be added to your Dubsado account. Click here to see what the steps look like to make sure it will be a good fit for you

Step-By-Step instructions

Don’t worry, I will not just send you a PDF and leave you to figure out everything for yourself. You will get access to a course platform with step by step instructions on how to set up every component that will make up your workflow (and in what order!)

Email Templates

Every single email you will need in this workflow, it’s yours.
I know one of the most time-consuming aspects of setting up a workflow can be writing every email. So I wrote them for you! Update them to match your brand and voice, and you’re ready to go!

Form Templates

A Proposal and Client Welcome Packet template that you can import into your account with just one click. 

Change the colors to match your brand and update the sections however you’d like but the template is yours!

Workflow Overview

I get that before going for a workflow template, we need to know what the process will look like right? So here’s a summary of what the finished onboarding workflow looks like:

To start off, you need to decide how you would like the workflow to be triggered.

  • Option #1: Your lead books a discovery call directly from your website
  • Option #2: Your lead fills out a form, then Dubsado notifies you of a new lead. You review the form, and if it’s a good fit, you invite them to book a discovery Call with you.

After the discovery call, you will be prompted to customize the proposal (yes, you can create a custom quote for each client!), and when you’re ready, Dubsado will send it to the client.

The proposal will have the contract and Invoice attached to it.

There are built-in follow-ups to send to the client if they do not complete the proposal, or if they complete the proposal but don’t pay the invoice.

(Note: This workflow is designed for a Pay-In-Full payment plan. You can learn more in the FAQs)

Your leads will be considered clients the moment they pay their initial invoice in full. Dubsado will then send them a welcome pack (which you also have the option to customize before it goes out) which includes an onboarding questionnaire. 

There is also a built-in follow-up at this stage in case they do not complete the questionnaire within your expected timeframe.

Once they complete the questionnaire, they will get an email to schedule a kick-off call.

After the kick-off call, Dubsado will prompt you to customize the kick-off recap email based on what you discussed during your initial call, and will then send it out to the client.

More of a visual person? Click on the image to view it in full size

Amazing right? Here’s how to join:

Option 1: Do It Yourself
for only



Option 2: Done For You
for only



Limited availability

Got Questions? I have answers...

The end result for both pricing options are exactly the same. You will get a pre-made onboarding workflow with its components. The difference is in the installation.

In the DIY version, I will give you step-by-step instructions on how to set everything up yourself. I will not be accessing your Dubsado account at all.

In the Done-For-You version, I will go into your Dubsado account and set up all the templates for you. The delivery time for this option is 5 business days.

If you need additional workflows or extensive customization tailored to your unique business needs, I offer full custom build service and strategy sessions

Ready-To-Go Workflows is a pre-made workflow template and no customization is included in the price.

If you have any questions feel free to contact me!

This onboarding workflow is designed to work for all industries, as long as you offer a service.

Please read carefully the workflow overview section to make sure it will fit your needs.

This course is NOT a Dubsado 101 course. I will give you instructions on how to set up the different components of the workflow, but a basic understanding of Dubsado is recommended.

Dubsado does have a free course you can go through if you’d like to learn more on how to use the system. You can sign up for free here.

You will need Dubsado’s premier plan to be able to have workflows. You can sign up now using this link to get 30% off your first month or year.

At Herco Business Solutions we are committed to equity, diversity, and inclusion across race, gender, sexual orientation, ability, age, religion, and experience. We know we are not perfect and we are committed to continue learning and improving ourselves, our business, and our offerings for all.

Copyright © 2023 HerCo. Business Solutions