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Dubsado Workflow Templates

Tired of wasting time trying to YouTube your way to some functioning Dubsado workflows?

Say YES to streamlining and automating your client management by downloading my suggested workflow workflow actions and triggers for use inside Dubsado.

You can track client progress and maintain consistency without pulling your hair out. If you are ready to stop manually crafting and sending client communications, click the buy now button below!

$197 USD

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Create all your essential workflows without worrying if they will work 😍

Automate Every Phase of Your Client Journey—Without Losing the Personal Touch

Early on in my business, I realized that creating a magical client experience wasn’t optional—it was everything. But juggling the different pieces of the process? That was a nightmare. I had inquiry emails in one app, contracts in another, and I was manually managing onboarding and delivery steps like it was 1999.

Spoiler alert: it wasn’t sustainable.

That’s why I created these Dubsado Workflow Templates—to simplify and automate every single phase of your client journey:

❤️ Inquiry: Capture leads and send automatic responses that make a killer first impression.

💛 Booking: Proposals, contracts, and invoices? Done. Easy. No stress.

💙 Onboarding: Wow your clients with a streamlined welcome process that feels personal but runs on autopilot.

💜 Delivery: Wrap up like a pro with gallery links, final invoices, and those oh-so-important review requests.

With a dedicated workflow for each phase, you’ll never wonder, “What comes next?” It’s all handled—efficiently, beautifully, and with that personal touch your clients will love.

Automation made simple

Crafted with intention, built to convert, made to streamline and automate your booking process.

What You'll get with these Dubsado workflow templates

Customizable Workflow Templates

Pre-built templates designed to simplify your process while keeping that personal connection.

Step-by-Step Tutorials

Clear instructions on how to implement your workflows in Dubsado (even if you're not techy).

The Workflow Magician for Dubsado (New Bonus!)

My exclusive AI tool that crafts personalized workflows in minutes. Just answer a few questions, and voila—your workflow magically appears!

Automation Without Losing the Personal Touch

Unlike other templates, mine are designed to work seamlessly while still feeling like you, thanks to my experience helping photographers and creative entrepreneurs.

HOW IT WORKS

Purchase & Download

Instant access to your templates and resources.

Work Your Magic

Use the Workflow Magician to personalize your workflows in minutes.

Automate Like a Pro

Follow my guided tutorials to implement the workflows in your Dubsado account and enjoy a client experience that’s seamless, stress-free, and uniquely yours.

Here are a few Touchpoints and Tasks Your Workflows Can Cover

A Consultation Scheduler

Tired of endless back-and-forth emails to decide on a meeting time? The Workflow Magician guides you to include a scheduler in your workflow, so clients can easily pick a time that works for them—no hassle required.

Automated Inquiry Responses

Make an incredible first impression with workflows that include automatic inquiry responses, complete with links to your pricing guide or FAQs.

5-Minute Booking Process

Proposal + Contract + Invoice included in your Booking workflow to streamline your booking process by including all the essentials in one workflow, guiding clients seamlessly from “I’m interested” to “I’m booked!”

Suggested Touchpoints

The Workflow Magician suggests the perfect touchpoints throughout your client journey—like when to send check-in emails, session prep tips, or gentle reminders—so your workflows feel personal and polished.

Session Reminder Emails

Never worry about no-shows again. Your workflows can include reminders for upcoming sessions, ensuring clients feel prepared and excited.

Delivery Email Steps

Close out your client experience with workflows that include delivery touchpoints, such as gallery links, final invoices, and review requests—without missing a beat.

Follow-Up Sequences

Keep clients on your calendar by including follow-up steps in your workflows—perfect for encouraging repeat bookings, referrals, or ongoing projects.

Review Requests

Include a step in your workflows for sending perfectly timed review requests, complete with direct links to make it easy for clients to share their feedback.

Emma F

"The proposal was particularly useful as it was super useful to get a cut and paste version to build on, to see how it worked and what could be included. … but all the canned templates are great, they saved me so much set up time - one click and they’re in, ready for you to customise and make your own with images and language to fit with your brand and voice. "

Sarah H.

"I save SO much time sending out all of the details in the proposal: what to expect the day of the session, styling tips, the invoice and contract... everything is in one spot. Makes it so easy and fast for clients to book and pay the session retainer."

Saskia A.

"I would never been able to understand Dubsado and create workflows that help me save so much time, keeps me more organised and it helps me give my clients a better service. "

OOHS & AHHS

What People Are Saying

Frequently Asked Questions

Don't see your question? Ask below!

01

What if I’ve never used workflows before?

Don’t worry! My tutorials will walk you through every step. Plus, the Workflow Magician makes creating workflows as easy as answering a few questions.

02

Can I customize the templates?

Absolutely! They’re designed to be flexible, so you can tweak them to match your brand and client journey.

03

Will these workflows work for non-photographers?

Absolutely! They’re written with photographers in mind, but designed to be flexible. so you can tweak them to match your brand and client journey.

04

Do I need to pay extra for the Workflow Magician?

Nope! It’s included as a bonus with your Dubsado Workflow Templates.

05

How long will it take to set up?

Creating and customizing the workflows can take just minutes with the Workflow Magician, but creating the required assets (emails, forms, schedulers, etc...) and then time to implement inside Dubsado is additional time. With the templates and Workflow Magician, you can be up and running in just a few hours.

06

Do the workflows include email templates?

The workflows don’t include email templates, but they provide clear guidance on when and how to use emails in your process, helping you maintain a consistent and polished client experience. There are email templates available inside the Systems Shop separately.

In just one-click, you can have a proposal inside Dubsado ready to customize!