Dubsado, But Simple
Create a super-smooth onboarding experience that impresses your clients even before you start designing. Borrow my simple Dubsado setup to work faster and smarter.
Dubsado, but Simple is a series of super practical, no-fluff tutorials designed for busy web designers.
This course is for you if you…
Offer services that require contracts and multiple invoices (e.g. because clients pay a total sum split into unequal payments, or because they pay a fixed recurring fee each month) 💸
Want to decide if Dubsado is for you without making the commitment of setting everything up and learning through trial and error 🤔
Signed up for Dubsado a while ago but haven't done anything with it yet and think it might be time to set it up to work for your business 📆
Want to learn Dubsado best practices but do not have the time or patience for their official 4-hour beginner course ⏰
Want to see what the experience looks like from your client's perspective, so you can be sure that everything works well (instead of simply hoping) 🤞
Know that lots of people use and love Dubsado and are curious about how I use it with my web design and copywriting clients 💁🏻♀️
Already use Dubsado and want ideas for tidying up and streamlining your existing setup (or simply the reassurance that what you're doing makes sense for you) 💡
This is not for you if you're looking for…
Comprehensive information about everything Dubsado can do
Tutorials on these Dubsado features/tools: client portal, appointment scheduler, automated workflows (I do NOT even mention these features in this course)
You’ll learn how to…
Send a single link to your client that leads them through their proposal, contract, and invoice
Create invoices for (equal or unequal) split payments for a project
Create invoices for monthly recurring payments
Set up your account with minimal effort, doing only what you need and ignoring the rest
Create templates for proposals, contracts, and packages, that you'll actually use over and over again
Set up automated emails to be sent from your business email address
Set up automated payment reminders (much better for your mental health than having to psych yourself up to send reminders manually)
Use smart fields to avoid manually typing in (and making mistakes with) details like your pricing and payment plan information, client info, etc.
What’s included
Short and sweet video tutorials
These 21 screen-share videos get straight to the point and most are under 3 minutes.
Templates for automated emails
All the words you need to keep your clients informed — Dubsado smart fields included.
Lifetime access to the course
Work through the content at your own pace and come back to rewatch specific videos when you need them. You also get free access to all future updates.
Community Access
Joining Dubsado, But Simple also gives you access to Cafe Danbee, my private community for clients and customers. Ask questions and get support as you work through the course.
Why should you learn from me?
Hey, I'm Danbee. I've been running my own web design business since 2019.
Before that, I was a professional project manager. In the advertising tech industry, I integrated machine-learning platforms together to run high-performance advertising campaigns. In the construction and engineering industry, I installed high-tech elevators in skyscrapers.
The point is — my super power is breaking down complex systems and making them simple.
I love getting shit done using the simplest processes and the most efficient tools. This is how I used to run profitable projects for my employers, and it's how I've grown my business over the last couple of years.
Dubsado is central to my business operations today. Even after checking out alternatives — like Bonsai, HoneyBook, PandaDoc, Paperbell, Basecamp, etc. — I've always come back to Dubsado.
Dubsado can be overly complicated — but I've made it simple for you with Dubsado, But Simple.
“I’d put off using Dubsado because I heard how complicated it was, but your course made it so easy, and now I have it all set up. I'm so happy I found your course!
The course content is very easy to understand and I like that you created short step-by-step videos.”
— Susanne Oltmanns
Web designer, Australia
“Dubsado has always felt overwhelming to me, but Danbee really helped me wrap my head around how to use it in an easy way. Now I save about an hours worth of admin for each client I onboard, which means more time chilling with the kiddos or binging Bridgerton 🙌
I purchased Dubsado, But Simple after working with someone to set up Dubsado and realising a few things never worked the way they were meant to. I was wasting time trying to figure it out on my own, but didn’t want to hire someone again after the issues I had. I found Danbee's course at exactly the right time and was able to smooth everything out and get it working the way I wanted!”
— Jessica Haines
Web designer, Australia
FAQ
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Not at all. Everything I show you in this course, I demonstrate using a free account. You can use Dubsado for free for your first 3 clients. When you do upgrade to a paid account, you'll be able to do everything I cover in the course using the cheaper Starter plan.
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I use my own business as an example, so the hypothetical scenarios covered in the course all involve web design offers.
But the same setup and processes translate directly to any kind of services, including coaching, copywriting, systems implementation, and graphic design.
If you're not sure this course is for you, email and tell me a little about what you sell (hello@danbeeshin.com) and I'll help you decide.
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As long as you like. When you sign up, you get lifetime access to the course, so you can work through the content at your own pace.
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This course comes with manually confirmed closed captions and transcripts.
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Inside the course area, you’ll find your invitation to join Cafe Danbee, my private community for customers and friends. This is the best place to get all of your questions answered.
There are also informative and entertaining discussions about online business, inclusion, travel, and cute puppies!
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Sometimes things don't work out! If you feel like you didn't learn anything new or useful, let me know via email within 14 days of your purchase and I'll give you a full refund.
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Use the chat box at the bottom right corner of this page to send me a message! I’ll get back to you as soon as I can.
Cut out hours of admin for all your future client projects.
Grab Dubsado, But Simple and let me help you set up your Dubsado account — soon, it’ll be taking the annoying, time-consuming, error-prone work off your plate for good.
