Streamline with workflows that wow clients 🪄

Streamline with workflows

Deliver a premium experience without the premium effort. Create automated journeys that guide your clients from inquiry to completion.

Convert leads while living life

Don’t lose project momentum by missing your chance for a timely follow-up. Respond instantly to inquiries without being glued to your inbox.

  • Send personalized welcome packets immediately

  • Share pricing and proposals automatically

  • Follow up at the perfect moment

  • Start nurturing relationships instantly

Smart automations with perfect timing

Let your business respond automatically to every client milestone, so you can focus on your specialty.

  • 🔄 When you receive a lead inquiry: Send a welcome packet → schedule a follow-up meeting → deliver project pricing

  • 📝 When the client signs their contract: Generate an invoice → activate their client portal → onboarding begins

  • 💳 When payment clears: Send a status update → deliver resources → launch your project

  • And so much more

Automation with a human touch

Save time without sacrificing personalization using customizable messages and templates that reflect your brand identity and what you know about your clients.

  • Turn "Hi there" into "Hi Sarah"

  • "Your session" becomes "Your brand photoshoot"

  • "Your payment" shows an exact amount

  • Add project-specific details effortlessly

  • Include custom package information

Turn this…

Into this…

Stay in control of every message

When providing the best possible customer experience, every communication counts. You’ll never miss a chance to add your personal touch.

  • Review important emails before sending

  • Approve proposals pre-delivery

  • Check contract details

  • Customize critical messages

  • Add personal notes

“Dubsado workflows have completely changed the way I run my business & as a result created so much more mental capacity for me to enjoy life that little bit more.”

Toyah Spooner
Website & Systems Designer

“Dubsado workflows have not only completely changed my business but my life, too. Being able to automate so many tasks, like client onboarding, questionnaire reminders, scheduling calls, and more, has given my neurodivergent brain a level of support I never knew I needed.”

Fran Rescigno
Client Experience Architect

Replace manual tasks with time-saving workflows

Stop being trapped by your task list. Start your free trial and build automated systems that scale your success.