Case Study: How Client B Reclaimed Her Time and Transformed Her Coaching Business with Dubsado

Running a business is no small task—especially when you’re juggling multiple offers, managing client relationships, and trying to stay on top of admin. For many service providers, systems like Dubsado (use code freedomcreative30 for 30% off your first month or annual subscription) should help streamline the day-to-day... but only if they’re set up to truly work for you.

This was exactly the case for Client B, a coach running a successful business that included 1:1 services, workshops, and networking events. She had set up Dubsado herself but still found herself overwhelmed by the admin.

Here’s how we turned things around and helped her reclaim her time, improve her client experience, and run her business with ease.

The Challenge Too Much Manual Work, Not Enough Support

When Client B first reached out to me, she was feeling stuck. She had taken the time to set up Dubsado, but it wasn’t working the way she needed it to. Her onboarding process felt clunky and time-consuming, and she was still manually:

• Sending invoices and reminders

• Scheduling calls

• Collecting forms and onboarding details

• Following up after events and sessions

With her growing list of responsibilities—coaching clients, hosting workshops, and running networking events—this manual admin work was taking a serious toll on her time and energy.

The Solution A Done-For-You Dubsado Setup That Works

We started with a Strategy Call to review every service she offered and identify the areas where automation could make the biggest impact. From there, I got to work designing a Dubsado system that would support her business—not slow it down.

Here’s what we implemented:

→ Automated Event Booking & Follow-ups 

From initial sign-up to post-event nurturing, every part of her networking events was handled automatically—including payments, reminders, and follow-up emails.

→ Streamlined Onboarding for Coaching Clients We set up a complete onboarding process that included scheduling, welcome guides, and intake questionnaires—taking hours of admin off her plate.

→ Smart Offboarding Workflows Not only did we build feedback forms into her process, we also created workflows that offered strategic upsell opportunities, encouraging clients to continue their journey with her.

→ Simplified Workshop Management Her workshop booking process now includes payment collection, automated reminders, and follow-ups to keep attendees engaged and informed.

→ Branded Client Experience Every step of the client journey—onboarding, offboarding, follow-ups—was fully branded and thoughtfully mapped out to provide a high-end experience her clients would rave about.

The Result More Time, Better Systems, and a Seamless Client Experience

Today, Client B uses Dubsado across every service she offers. The result? She’s spending significantly less time on admin and far more time doing what she loves—coaching. Her systems run in the background, supporting her client journey from enquiry to offboarding, without the stress or manual effort.

She’s no longer second-guessing whether things have been sent, chasing payments, or manually juggling schedules. And best of all? Her clients now enjoy a seamless, professional experience from start to finish.

What Made the Difference

✓ DIY setups can only take you so far. Having the tool is one thing—making it work for you is another. 

✓ Custom workflows = serious time savings. Automating the right tasks frees up hours every week. 

✓ A smooth client journey makes all the difference. Not just for your sanity, but for your reputation too. 

✓ Your systems should grow with your business. If they’re holding you back, it’s time for a change.

Want These Results in Your Own Business?

If you’re spending too much time on admin and not enough on the work you actually want to be doing, it’s time to let your systems do the heavy lifting.

My Done-For-You Dubsado Setup is designed to help you streamline, automate, and elevate your client experience, so you can grow your business with ease.

Click the link below to book a discovery call and let’s chat about building a system that works for you.

Book Discovery Call

P.S. You can get 30% off your first month or annual plan of Dubsado when you use my referral code: freedomcreative30

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Hi, I'm Betsan!

I'm a mum of 2 boys, from Wales (UK) and whenI'm not running to and from football games, I'm diving into the back end of my clients business, to implement systems that take you from overwhelmed and confused to working with ease!

At The Freedom Creative, I build streamlined and automated systems for Social Media Managers, helping them to deliver a professional client experience while gaining back hours of time in their day.

If you’re a Social Media Manager and need help to automate your client facing tasks, onboard your clients with ease and stop drowning in an ever growing to-do list, we should talk! 

It’s time to be present in your life and create the time freedom you so desperately crave. Click below to discover my services

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