DUBSADO PACKAGES
We’ll handle the detail-heavy tasks so you can stay focused on the high-level strategy behind your Dubsado setups.
GET HELP WITH YOUR DUBSADO SETUPS, SO YOU CAN FOCUS ON STRATEGY AND SCALE FASTER
As a Systems Pro, you know the power of Dubsado - but that doesn’t mean you have the time (or desire) to handle every detail of the setup. From canned emails and workflow automation to custom form design and full system builds, The Ops Agency is here to take the backend setup off your plate.
Whether you need a simple data entry service or a full setup, we’ve got a package designed for you. Pick what you need - or let’s create a custom package that fits your exact requirements.
PRICES RANGING FROM £250-£450
Dubsado Data Entry Services
For Systems Pros who have the strategy mapped out and just need someone to handle the admin-heavy setup work.​
Our Data Entry packages take care of the small-but-mighty tasks - like creating project statuses and inputting canned emails - so you can stay focused on the big-picture strategy and form design.
We can even build and test your workflows for you. With our deep understanding of how Dubsado automations work, we’ll spot (and fix) any issues that might have slipped through the cracks - before your clients ever notice.
INCLUDES
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Update all general settings (brand, domain names, chart of accounts etc.)
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Create project statuses, tags, sources, custom mapped fields
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Input canned emails, edit default emails and create email signature
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Create packages & payment plans
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Create schedulers
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Client portal setup, and design of client portal banners
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Build core workflows per service (enquiry, booking, onboarding, delivery, and offboarding)
PRICES RANGING FROM £700-£1,300
Dubsado Full Setup Services
For Systems Pros who want a completely done-for-you Dubsado setup - from workflows to forms, all built to perfection.
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This Full Setup package takes care of everything during the setup phase of your project - yes, even designing all your forms.
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All you need to do is map out the strategy, then hand it over to us. From there, you can get back to doing what you love: showing up for your clients and bringing in even more of them!
INCLUDES
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Update all general settings (brand, domain names, chart of accounts etc.)
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Create project statuses, tags, sources, custom mapped fields
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Input canned emails, edit default emails and create email signature
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Create packages & payment plans
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Create schedulers
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Client portal setup, and design of client portal banners
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Design of all forms (code-free)
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Custom code can be added at an additional cost
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Build core workflows per service (enquiry, booking, onboarding, delivery, and offboarding)
WANT TO OFFER A SERVICE TO YOUR CLIENTS BUT DON'T WANT ANY PART IN PROVIDING IT?
Here at The Ops Agency we can take care of projects from start to finish, from strategy through to support, working directly with the client - all you need to do is pass on our info to your lead and then when they book a package with us, we’ll pass on a referral fee to you. Cold hard cash!
PRICES RANGING FROM £250-£850
Dubsado Form Design Services
For Systems Pros who want beautifully designed, high-converting proposals, contracts & client forms.
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We get it—not every systems pro is a designer. If that’s you, this package is made for you!​
We love designing forms - whether it's code-free or custom-coded, we’ll create beautiful, branded forms that align perfectly with your client’s visual identity. Every form is thoughtfully designed and formatted for a seamless, high-end client experience.
INCLUDES
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Branded, visually appealing & conversion-focused (code-free) forms
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One round of minor amendments
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Custom code can be added at an additional cost of £200+
PORTFOLIO
Check out some of the recent Dubsado forms that The Ops Agency have designed.
PRICES RANGING FROM £100-£250
Dubsado Email Writing
For Systems Pros who hate writing emails but need a polished, professional client communication system for their clients.​
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Let’s be honest - pretty much every Pro we work with hates writing canned emails. So let us handle it for you. No need to procrastinate on a task you don’t like doing!
We’ll write each email in your client’s brand voice, use the correct custom-mapped fields, and make sure every message is strategically crafted to support a polished, high-end client experience.
INCLUDES
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All emails will be prepared in a Google Doc
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Emails will be written using any templates that the Systems Pro provides and amended to suit the client’s brand tone of voice
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Emails will be written using all relevant smart fields/custom mapped fields
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One round of minor amendments
PRICES RANGING FROM £100-£300
Dubsado Support Tickets
For Systems Pros who need ongoing tweaks, fixes, and client-specific adjustments inside Dubsado during the clients’ support phase.​
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The support phase is crucial - it’s when your client learns how to actually use their new setup.
But let’s be real: answering questions, recording tutorials, and making small tweaks takes time. Let us take that off your plate.
We’ll handle client support, create clear video walkthroughs, and manage any post-setup adjustments. We can even help you set up a support ticket system to keep everything streamlined and stress-free.
INCLUDES
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Set up of a support ticketing system in either ClickUp or Airtable, if you do not already have one
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Up to 2 or 5 hours of support to answer any questions clients might have post-setup during their support period
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Creation of up to 5 client-facing training videos each month that can be added to a training library
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Priority responses within 24 hours (Monday-Friday)
FREQUENTLY ASKED QUESTIONS
