- Platforms
- Dubsado
Dubsado setup and implementation services
Sage Kite configures Dubsado around the way your business actually wins, onboards and serves clients: lead capture, proposals, contracts, payments, scheduling and automated workflows. We map the process first, then build the system to match it.
- Branding, email and calendar connected Settings
- Lead capture form on your site Forms
- Packages, proposal, contract and invoice Booking
- Scheduler and appointment reminders Calendar
- Statuses and tags that match your stages Tracking
- Workflows built, tested and handed over Automation
Dubsado implementation for businesses
that want the system built properly.
You have chosen the platform and want it built around your services, not a generic template.
Dubsado is in use, but forms, templates and workflows have grown messy or half-finished.
Enquiries, proposals and onboarding currently run on inboxes, documents and memory.
Workflows exist, but the wrong emails send, steps stall or nothing triggers at all.
Every client should get the same experience, whoever on the team handles them.
The account works, but only one person understands it and nothing is documented.
When your client process runs on memory, inboxes and manual follow-up.
- Follow-up happens when someone remembers
- Enquiry, proposal and onboarding steps live in different places
- Onboarding is different every time
- Most of Dubsado is paid for and unused
- Workflows do not match how the work actually happens
- Only one person understands the setup
Dubsado can handle most of these steps. The difficult part is configuring it around the way your business really works, which is where implementations usually stall.
We build the system around the business, not the other way around.
Dubsado’s own setup guidance recommends mapping your client journey before configuring anything. That is where we start: the real steps between an enquiry arriving and a project finishing, then the account built to match.
- LeadCapture form
- QualificationStatus and tags
- ConsultationScheduler
- ProposalPackages
- ContractSignature
- PaymentInvoice plan
- SchedulingKick-off
- OnboardingForms, emails
- DeliveryYour team
- Follow-upFeedback, repeat
We configure Dubsado so the right steps happen at the right time, and leave the parts that genuinely need judgement with the people who should be making it.
What Dubsado setup services cover.
Account setup
Branding, account settings, email and calendar connections, project statuses and tags that reflect your real stages.
Lead capture
Lead capture forms for your site, with the enquiry routed into the right project and workflow from the start.
Proposals
Packages and proposal forms so a client can select what they want and move straight into contract and payment.
Contracts
Contract templates with electronic signature, connected to the proposal and the rest of the booking sequence.
Invoicing and payments
Invoice templates, payment schedules and reminders, set up with your payment processor.
Scheduling
Schedulers and appointment types, connected to your calendar with confirmations and reminders.
Forms and templates
Questionnaires, canned emails and client-facing documents, written to match the tone your business already uses.
Workflows and automation
Workflow sequences with triggers and actions such as sending forms and emails, creating tasks and changing status when a contract is signed, a form is completed or a payment is made.
Testing and handover
Test client journeys run end to end, issues corrected, then training for your team and documentation of what was built.
Starting fresh, or improving an existing Dubsado account.
New Dubsado setup
We map your client journey, build the templates and content it needs, then configure the account and workflows around that process.
- Process mapped service by service
- Forms, packages, proposals, contracts and emails built
- Workflows created and tested before launch
- Training and handover for your team
Existing account audit and clean-up
We review what is already there, find where the setup and the real process have drifted apart, and rebuild the parts that are holding you back.
- Review of templates, forms and workflows in use
- Duplicate and unused content removed or consolidated
- Workflow triggers and actions corrected
- Unused features introduced where they earn their place
Why hire a
Dubsado specialist?
Dubsado is learnable. The cost is usually the weeks spent learning it, and the rebuild that follows when the first version does not match how you work.
- 01Process design first. The mapping work is the part most setups skip, and the part that decides whether the automation helps.
- 02Fewer configuration mistakes. Triggers, timings and conditions behave in specific ways; knowing them avoids workflows that fire at the wrong moment.
- 03Built and tested before clients see it. Test journeys run end to end, so errors are found internally rather than by a client.
- 04Less manual administration. Follow-ups, reminders and status changes happen through the system rather than through someone’s memory.
- 05Clear handover. Your team is trained on what was built and how to change it, with documentation of the structure.
- 06Support after launch. Maintenance and further implementation when your services or process change.
A Dubsado service partner, not a one-off setup.
If you already know Dubsado is the right platform, Sage Kite can handle the implementation: process mapping, configuration, workflow automation, testing and handover. And because Sage Kite is a business growth consultancy, the same team can help with what sits around the platform, from marketing that fills it to the specialists who run it day to day.
Sage Kite is an independent implementation partner. Dubsado is a trademark of its owner, and Sage Kite is not affiliated with or certified by Dubsado.
How a Dubsado implementation runs.
Discovery
Your services, current process, team and constraints, and whether we are the right fit.
Process mapping
The journey from enquiry to completion, written down service by service.
Build
Account settings, forms, packages, proposals, contracts, invoices and schedulers configured.
Automate
Workflows built around the agreed process, with triggers and actions set deliberately.
Test
Representative client journeys run end to end and corrected before launch.
Handover
Team training and documentation of what has been built and why.
Ongoing support
Maintenance and further implementation as your services change.
At handover.
- A configured Dubsado account, matched to your process
- Your client journey mapped and documented
- Lead capture forms, questionnaires and canned emails
- Packages, proposals and contract templates
- Invoice, payment schedule and scheduler configuration
- Workflows, tested end to end
- Training for the people who will run it
- Documentation of the build, and optional maintenance
The platform is one part of the growth system.
- Consultancy
- Dubsado and CRM
- Marketing
- AI and automation
- People
- Execution
- Growth
Sage Kite is a business growth consultancy. Dubsado is one of the systems we implement, alongside the consultancy that decides what to change, the marketing that creates demand and the specialists who operate the system once it is live.
Frequently asked questions
What are Dubsado setup services?
Dubsado setup services configure Dubsado around your client process: account settings and branding, lead capture forms, packages and proposals, contracts, invoices and payment schedules, schedulers, questionnaires, canned emails and automated workflows. Sage Kite maps the process first, then builds and tests the system before handover.
What does a Dubsado specialist do?
A Dubsado specialist designs the client process, configures the account to match it and builds the workflows that automate the repetitive steps. The work is as much process design as platform configuration, which is why two accounts with the same features can perform very differently.
Can Sage Kite set up Dubsado from scratch?
Yes. A new setup starts with mapping your journey from enquiry to completion, then building the templates and content that process needs, then the workflows, then testing before anything goes live.
Can you fix or improve an existing Dubsado account?
Yes. We review the templates, forms and workflows in use, find where the setup and the real process have drifted apart, remove duplicates, correct workflow triggers and rebuild the parts causing problems.
Can Sage Kite build Dubsado workflows?
Yes. Workflows are sequences of automated actions such as sending a form or email, creating a task or changing a project status, triggered by events like a lead capture form being completed, a contract being signed, an appointment happening or a payment being made. We build them around the mapped process rather than a template.
Can you configure proposals and contracts?
Yes. Proposals can present your packages so a client selects what they want and moves straight into the contract and invoice. Contracts use Dubsado's electronic signature and connect to the rest of the booking sequence.
Can you configure payments and scheduling?
Yes. That covers invoice templates, payment schedules and reminders with your payment processor connected, plus schedulers and appointment types linked to your calendar with confirmations and reminders.
Which parts stay manual?
Whatever genuinely needs judgement. Consultations, delivery and difficult conversations stay with your team. Automation is used for the predictable steps around them: acknowledgements, reminders, status changes and standard onboarding.
Can Sage Kite help migrate from another CRM?
Sometimes. Migrations depend on what the current system can export and what Dubsado can accept, so feasibility is confirmed in discovery before anything is scoped or promised.
How does a Dubsado implementation work?
Seven stages: discovery, process mapping, build, automation, testing, handover, and ongoing support where it is wanted. Scope, exclusions, acceptance criteria and a fixed project price are agreed in the proposal before the build starts.
Who should hire a Dubsado expert?
Businesses that have chosen Dubsado but do not have the time to learn it properly, teams whose setup no longer matches how they work, and businesses that want one consistent client experience rather than a process that varies by whoever is handling it.
How does Sage Kite test Dubsado workflows?
By running representative client journeys through the account before launch: submitting the lead capture form, moving through proposal, contract and payment, and checking that each workflow action fires at the right point. Issues are corrected before real clients see anything.
Will my team receive training?
Yes. Handover includes training for the people who will run the account day to day, plus documentation of what was built and how to change it.
What happens after implementation?
You own the account and can run it. Where it helps, Sage Kite offers maintenance with a defined support scope, further implementation as your services change, and specialists who can operate the system alongside your team.
Is Sage Kite only a Dubsado agency?
No. Sage Kite is a business growth consultancy. Dubsado is one of the platforms we implement, alongside consultancy, marketing, automation and specialist staffing, so the platform work can connect to the rest of how the business grows.
Get your Dubsado built around your process.
Tell us how enquiries arrive today and what happens next. We will tell you what we would map first, what the build would involve and whether Sage Kite is the right fit.