Your Dubsado should run your backend.
Not become another project you need to handle.
I build your complete Dubsado system so inquiries, onboarding, contracts, invoices and workflows all happen automatically.
You're paying for Dubsado...
but you're probably only using 20% of it.
You invested in Dubsado because you wanted to save time. But instead…
you’re still replying manually,
sending contracts yourself,
creating invoices one by one,
and trying to remember what every client needs next.
Your CRM exists.
It just isn’t doing the work for you.
You’re constantly manually replying to client inquiries, cause one missed could mean a month without money.
You got calendar notifications to write reminders on overdue invoices, and it's always stressful to send them.
Your client files are scattered across different tools, makign it impossible to have a real overview of your business.
As you take on more clients, your admin to-do list just keeps growing.
You’re backend tasks eat up most of your time, so you're stuck doing work even on weekends just to keep up with everything.
You're running at max capacity with no time to grow and take on more clients.
If this feels more like your everyday reality rather than the exception,
you’re losing time, energy, money, and ultimately your freedom — the whole reason why you started your creative business in the first place.
Everything Your Dubsado System Can Do
✓ Lead Capture
✓ Proposal
✓ Contracts
✓ Invoices
✓ Payment Plans
✓ Scheduling
✓ Automated Emails
✓ Workflows
✓ Client Portal
✓ Canned Emails
✓ Questionaire
✓ Integrations
Why Dubsado can take so much work off your plate
Dubsado isn’t just a CRM. It’s the system that takes repetitive admin off your plate.
By automating your client journey, from inquiry to onboarding, you’ll spend less time managing your business and more time doing the work you love.
Less admin. More clarity. More time. ✨
Why work with me?
✓ 10+ years in project management & operations in the creative industry
✓ Extensive hands-on experience with Dubsado workflows & automations
✓ Built around your existing client journey
✓ Designed to save you time long after the setup is complete
✓ Backend strategy before automation (because automating a messy process only creates a faster mess)
✓ I understand both the creative and operational side of running a business
✓ Focused on creating a smooth client experience from inquiry to offboarding
How to work together
Step 
Book your Discovery Call
You answer a few questions and book your Discovery Calls. If judging by your information I think we both align, I lock in our call.
Step 
Discovery Call
We’ll have a quick, no-obligation call to see how I can support you with a Dubsado setup and what working together could look like.
Step 
Proposal, Contract, Invoice
I’ll send you proposal that covers everything we’ve talked about. Once you accept the proposal, signed the contract & paid the invoice, we can get started.
Step 
Start of working together
We start the work looking at your client journey and map out all the assets that need to be created by me and information I need from you. Then I’ll create everything necessary & get your Dubsado properly set up.
The process is intentionally simple so you can get relief quickly, without creating more work for yourself.
Frequently Asked Questions
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By the time we start working together you should have the Dubsado Business subscription (necessary for workflows & automations). I can then help you get the account properly set up.
Absolutely. Whether you have an unfinished setup or one that’s become messy over time, I can improve and rebuild your workflows.
Yes. Templates are a great starting point, but I customize everything around your business and client journey.
Every business is different, but after our Discovery Call I’ll give you a clear timeline based on your needs.
Yes. Once your setup is complete, I’ll walk you through your workflows so you feel confident using them.
Get the support your business is missing right now by letting a system take over the manual tidbits.
Fill out this short inquiry and we’ll look at where Dubsado can take work off your plate.
The longer you wait, the longer these tasks stay on your plate — even though you could already be letting a system take care of them for you.
What you’ll leave the call with:
Whether we end up working together or not, you’ll leave with:
✓ A clear overview of where your current client process is slowing you down
✓ The biggest opportunities to automate your workflow
✓ Recommendations tailored to your business
✓ A roadmap for your Dubsado setup
✓ Honest advice on whether we’re the right fit
Copyright 2026 – Julie Karasch