This isn't about pointing fingers at how it was built. Your business grew. Your Dubsado didn't keep up. And somewhere along the way, you stopped trusting it.
THINK ABOUT IT
When did you last fully trust your Dubsado to handle things without you?
Because if you're anything like the business owners I work with, it's been a while.
Right now you're logging in to double-check whether automations triggered. Sending things yourself that should go automatically. Running your whole client process from memory.
Patching things together the same way you did before you had a Dubsado at all.
You should be focusing on your clients. Not wondering if your workflows actually fired.
Sick of logging in to double check whether automations actually triggered, because you're not 100% sure they did.
Sending things yourself that should be going out automatically.
Finding out something's been missed only when a client mentions it.
You're done paying for a tool you're not fully using and feeling a bit guilty about it.
You know something's off but not having the headspace to work out what.
You're not back at square one.But you deserve a setup that actually keeps up with you.
Your Dubsado was built for an earlier version of you. When your services looked different. Your process looked different. Your clients looked different.
As your business has grown, things have been updated in bits. A workflow tweaked here. A new form added quickly. Something duplicated when you weren't sure if you'd need the original.
And it genuinely doesn't matter how your setup got to where it is.
Some business owners come to me having built everything themselves. Some had it set up by a specialist who's no longer around. Some have had different people in and out of their account over the years. All of it is normal. None of it is the point, the point is where things are now, and what needs to change.
WHAT THE AUDIT ACTUALLY IS
Expert eyes on your setup. The whole thing.
Not a surface-level look, a thorough review of how everything is actually functioning right now, against how your business is actually running right now.
Workflows + Automation, what's fiting, what isn't, what overlapping
Forms, questionnaires and client touchpoints
Where you're creating unnecessary manual work
Lead capture and scheduler setup
Where things feel disconnected or duplicated
Where your client experience has gaps you don't even know are there
WHAT YOU RECIEVE
Clarity, a clear plan and no more guessing.
Not generic advice. Actual recommendations based on your business and how you work.
DELIVERABLE 01
Personalised Audit Report
A full breakdown of what's working, what isn't, and what to prioritise first, written specifically for your account, not a template with your name on it.
DELIVERABLE 02
30 MIN REVIEW CALL
We jump on a call to walk through the findings together. Sometimes hearing "here's what's actually causing this and here's exactly what I'd do about it" makes everything click far faster than reading it alone.
In a different timezone? No problem, I can provide a recorded walkthrough instead.
BONNIE - WORDS BY BONNIE
Betsan is fantastic!
Copywriter
"Betsan has been thorough, flexible, communicative, and so helpful throughout working with her. She revamped my existing Dubsado system and made the whole thing work really well again. Her knowledge of Dubsado is excellent. I've already recommended her to people in my network and I'd absolutely work with her again in the future."
A Dubsado Audit is for you if...
You're already using Dubsado but know it's not working the way it should
You've stopped trusting your workflows to just handle things without you
Your services have changed and your Dubsado hasn't kept up
Someone else built your setup and you're not confident it's working properly
You want to understand what's going on before investing in a done for you setup
HOW IT WORKS
Simple. Straightforward. No faff.
01
BOOK YOUR AUDIT
Secure your spot and complete payment.
02
COMPLETE YOUR QUESTIONNAIRE
So I can properly understand your business and current setup before I start reviewing.
03
I AUDIT YOUR SETUP
The whole thing... not just the obvious bits.
04
YOU RECEIVE YOUR REPORT
Your personalised audit report lands in your inbox
before your review call.
05
REVIEW CALL
We walk through the findings, so you leave knowing exactly what needs to change and where to start.
Betsan is such an asset to my business. She has helped me so much with the running of my business. She has set up the whole back end of my business, which makes the on onboarding experience for me and my clients so much easier and a lot more professional.
Holly - Media Matters
Social Media Manager
