Sometimes one conversation changes everything.
Four ways to work together, built for business owners wherever their business is right now.
The Clarity Session
A focused, expert look at what’s working, what’s not, and what’s quietly costing you time and bookings.
You’re already using CRM, but you’re not confident it’s actually working for you. This session uncovers inefficiencies you didn’t know existed, and confirms what you’re already doing right.
Timeline: One live call. One week, start to finish.
Not the right fit if: You are just starting your business.
Investment $497
WHAT’S INCLUDED
Client Experience Deep-Dive
A 60-minute client experience intensive to review your current client journey and identify bottlenecks
Full Backend Assessment
A full audit of your brand, backend, tools, workflows, and team operations
Clarity Roadmap
A clear breakdown of what's working, what's creating friction, and what's slowing you down, plus a roadmap you can DIY
Follow-Up Support
7 days of follow-up support as you take your first steps
THIS IS RIGHT FOR YOU IF
- Your already on CRM who want an honest, expert view their current setup.
- You want expert eyes on your backend before making any significant changes
- You're considering a CRM overhaul but aren't sure where to start
- You want a clear plan before investing in a larger engagement
The Refinement
Hands-on fixes to the specific workflows and templates costing you the most time.
You already know, maybe from a Clarity Session, maybe from your own gut, that a few things in your system are broken. You don’t need a full rebuild. You need those pieces fixed by someone who knows what they’re doing.
Timeline: Three calls plus up to two weeks of build time.
Not the right fit if: You’re starting from zero, or your entire system needs an overhaul (that’s The Signature Build).
Investment $1450
WHAT'S INCLUDED
Client Experience Deep-Dive
A client experience intensive, or a strategy call to map your full workflow, from new lead to project offboarding
Workflow Rebuild
A complete rebuild of your workflows and email templates using smart logic and automation
Offboarding Call
A recorded call so you know how everything works
30-Day Support
Continued support as you settle in
THIS IS RIGHT FOR YOU IF
- Businesses with an existing Dubsado account whose signature service workflows or templates need rebuilding.
- You've grown fast and your operations haven't kept up
The Signature Build
A full, done-for-you system built from the ground up, so you can run your business instead of configuring software.
You’re new to Dubsado, or you’ve used it a while but never taken full advantage of it because setup always felt daunting. You need the whole thing built out right, from day one.
Timeline: Up to six weeks, fully done-for-you with live calls at each milestone.
Not the right fit if: You just need a few small tweaks, that’s what The Refinement is for.
Investment $3000
WHAT’S INCLUDED
Full Mapping Session
A session to design your ideal client workflow, turned into a step-by-step flowchart
Complete Build-Out
Branded forms, workflows, contracts, invoices, scheduler, canned emails, and a branded client portal, all connected
Custom Automation
Workflows tailored specifically to your process
Training & Handoff
Two recorded calls so you know how everything works
30-Day Support
Email support as you get comfortable
THIS IS RIGHT FOR YOU IF
- New business owners onboarding into Dubsado
- You have DIY attempt left them short on time
- You know you are needing a complete overhaul
Elevar Managed
Ongoing, hands-on management, so your systems stay running without you having to think about them.
A great system doesn’t stay great on its own. Once nobody’s actively minding it, inboxes go unanswered, proposals stall, and workflows quietly break down. This is the “someone’s got it handled” option.
Timeline: Ongoing, billed monthly, with a set weekly hour block.
Not the right fit if: You don’t have a system yet, start with The Clarity Session or The Signature Build first.
Starting at $450/month
WHAT’S INCLUDED
Inbox Management
Inquiry management and response
Proposal Support
Creation and follow-up
Workflow Troubleshooting
Ongoing optimization
Check-Ins
Monthly or weekly, depending on tier
3 Monthly Tiers
- Essentials: 10 hours a month
- Core: 15 hours a month
- Elevated: 20 hours a month
- Custom Solutions: 20+ hours a month
Not sure which one is right for you?
Start with a free 20-minute call. You'll leave knowing exactly where to start.