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stop spending hours doing all the things, let Dubsado do them for you

Dubsado is the #1 tool I use in my own stationery business. It helps run and automate almost 85% of my day to day items in my business so I have more time freed up. It is one of the most powerful CRM tools on the market.

This 9-part course will walk you step-by-step on setting up your own Dubsado account to help run your stationery business. A guided tour to set up your brand, contract, questionnaires, proofing and more! 

In addition to this full Dubsado training for your stationery business you will also receive my full template library AND canned email swipe copy that I use in my own stationery business.

How to set up Dubsado for your stationery business course

courses and masterclasses

*By purchasing this masterclass, you are agreeing to our course terms and conditions.

Learn the set up a lead and a job for your projects and how to structure and organize them in a way that makes sense for the stationery process. 

project management overview

One of my favorite features that I use as stationer within Dubsado. Setting up forms to allow for a quick and easy way for your clients to proof their projects.

how to use dubsado for client proofing

Get all of your products set up in Dubsado so you can quickly whip up a proposal in no time flat. Gone are the days of take 1-2 weeks to get a proposal to a client.

putting together packages for your products

Gone are the days for paying for multiple services to be able to use an online scheduler. Set up Dubsado's to get consults booked seamlessly. 

how to use the scheduler for appointments

Automate your process like a boss and your client doesn't even realize it! Set up workflows for your client process to save you time and headache.

setting up workflows for your process

One of the most time saving aspects of Dubsado. How to set up your canned emails and use them (plus bonus swipe copy from my own canned emails!)

Creating and using canned emails

How to set up the backbones of your CRM. The contracts, sub-agreements and questionnaire forms you will be using on a daily basis. 

Setting up contracts
and questionnaires

How to get your lead capture form designed and embedded into your website so the new leads can start flowing in

Creating a lead capture form

What you need to do first when getting started with Dubsado and making sure all of your connections and integrations are ready to go.

Dubsado overview + setting up your brand

Why it is so important to have a CRM and why Dubsado is the best one.

using dubsado as a stationer

topics we will cover

Dubsado is changing my life! I was out of the office all last week and two leads were converted to jobs while I was GONE! I have no idea how I was functioning before. I can't thank you enough for your insight and for laying the groundwork for me to succeed. I now get excited when a new inquiry comes in, rather than dreading the hours of quoting that I used to do by hand!! Thank you for equipping me and helping me with such an integral piece that I didn't even know I was missing. My business will never be the same!!

cat, beautifully noted

I am implementing some really great things now to protect my business and provide a better and even higher level customer experience, like refining the proofing processes and mockups, and streamlining my workflow to uplevel my client experience and justify higher prices. Chatting with you during our coaching call was invaluable, plus all of your canned emails were a great resource as well! The course was very well put together and very thorough leaving no stone unturned.

ashley elizabeth designs

When I first signed into the course I was blown away by the amount of content and helpful downloads! Heather literally takes you step by step! I love how everything is broken into sections. I have been a stationery designer for 6 years now but I know learning from others is so helpful. I'm so excited to make a list of everything I want to implement into my business now. Thank you, Heather, for sharing your gift with others!!!

andi's invites

*By purchasing this masterclass, you are agreeing to our course terms and conditions.

You're ready to work smarter and not harder and want to take control of your business instead of the other way around.

03

You're a stationer who still manually sends all of your own emails, questionnaires, and proofs are ready to free up some time.

02

You've paid for Dubsado and it just sits there collecting dust because you have no clue how to get it set up.

01

The Dubsado setup course is for you if...

the stationery business roadmap

A 12-module course to walk you through setting up and running a successful stationery business that you love!

enrollment closes THIS WEDNESDAY, June 24!

enrollment now open!