Deliver a Seamless Client Experience - Without the Back-and-Forth
BOOK CLIENTS WITH EASE
Sip & Set Up is a done-for-you Dubsado Micro Build that automates your inquiry, booking, and onboarding flow — so you can show up like the creative pro you are (without getting stuck in your inbox).
BOOK YOUR
BUILD
Make your Dubsado work for you
Because your client experience should feel as thoughtful as your work.
You didn’t start your business to be a full-time email responder.
But right now?
→ New inquiries = inbox overwhelm
→ Booking a client = 12 tabs open
→ Proposals and contracts = late-night admin marathons
→ Onboarding? Kinda happens… eventually
Let’s fix that.
STAYING UP LATE SENDING EMAILS?
Built by your fairy biz-mother
A Dubsado Micro Build that takes new inquiries and turns them into booked, onboarded clients — automatically.
In just 3 weeks from the day you complete your pre-work, you’ll have a fully styled system that:
→ Sends your proposal instantly
→ Collects signatures and payments
→ Delivers a polished welcome experience
→ Looks and feels like your brand from start to finish
You book your build, complete a short prep process, and I take care of the rest.
Get Started Now
That’s where
Sip & Set Up
comes in.
This is perfect for the business owner who is ready to streamline their client experience but isn't quite ready to invest in a full system build.
✔ Private Walkthrough Video
Know exactly how your system works (without the guesswork).
✔ 2 Weeks of Direct Support Post-Launch
Ask questions, get tweaks, and feel fully supported as you roll out your new system.
✔ Optional 30-Minute Q&A Call
For final questions, strategy talk, or just to nerd out about automations.
✔ Custom Dubsado Workflow for Your Signature Service
Your full inquiry-to-booking flow — automated and branded to your voice, visuals, and process.
✔ Branded Proposal, Contract & Payment Flow
Styled to feel like you, making it effortless for clients to say yes.
✔ Personalized Client Portal + Welcome Guide
An elevated space that shares next steps and sets expectations.
Timeline:
3 Weeks
$1,800
investment:
Inside Sip & Set Up, You’ll Get:
Care about how things look and function
Are ready for ease, flow, and that “ahhh finally” feeling
Want a beautiful, done-for-you system
Are manually piecing together their booking process
Have a signature offer that books on repeat
Sip & Set Up is made for CREATIVE service providers who:
The
Details
This is the front-end of your client experience:
Inquiry → Proposal → Contract → Payment → Welcome
It does not include full delivery workflows like project management, call schedulers, or questionnaires.
Need that? That’s where my Systems Express Full Dubsado Build comes in. And the best part? You can upgrade within 12 months and apply your Sip & Set Up investment toward it.
What THIS Is — and Isn’t
→ Book clients without the back-and-forth
→ Have an onboarding flow that feels elevated
→ Save hours on admin every month
→ Look & feel like the pro you are
→ Feel confident in your Dubsado system
After Sip & Set Up, you’ll:
$1800 Pay in Full
or 4 Payments of $450
or 2 Payments of $900
Your 3-week build begins when your pre-work is submitted.
→ Upgrade to Systems Express Full Dubsado Build anytime within 12 months — and your investment here applies.
INVESTMENT
BOOK YOUR BUILD
You can always upgrade to Systems Express Full Dubsado Build within 12 months and apply your payment from Sip & Set Up toward it.
What if I need more later?
You must have a paid Premier Dubsado account for the Sip & Set Up process to be done. You can upgrade using my LINK and save 30% on your first month or year!
CAN I WAIT TO UPGRADE MY DUBSADO?
This is designed for 1 signature service — or a general flow you can tweak manually.
Can I use this for more than one offer?
Your build takes 3 weeks after your pre-work is submitted. You’ll receive clear instructions to make it easy.
How long does it take?
Frequently Asked Q's
Let’s Get You Set Up
Click below to book your micro build — you’ll get immediate access to your pre-work so we can hit the ground running.
Ready to Automate Your Booking Process?
CONTACT
I believe that magic happens when your business flows effortlessly. Let's craft custom workflows that give you the freedom to focus on what truly matters – creating exceptional experiences for your clients while finding time for what lights you up.
