The CRM                     Academy


Your gateway to becoming a sought-after Dubsado setup pro.

All the roadmaps and tools for offering successful systems as a hot, high ticket offer. 

enroll now

Your clients are waiting for a personalized CRM experience, and they want to pay for it.

You’ve got savvy.

Now? You’re ready for the roadmap. Learn how to sell and streamline customized Dubsado systems as the specialist you are.

You deserve to niche down and elevate your business by building Dubsado® systems for clients that want to channel your organizational genius.


hands raised if you can relate:

You enjoy working in Dubsado and have a knack for client experience and operations, but you're not sure if you're qualified to offer setups. 

You're ready to learn how to sell Dubsado services in your business, but you have no idea how to package or price them. You feel stuck.

You're looking to add a high-level service to your offer suite to increase your bottom line; your clients need this expertise from you.

"The CSA program was exactly what I needed to finally feel confident about adding Dubsado services to my offer suite."

— Lisa Mede

This program will help you...

Get the high-level knowledge and operational expertise to build a completely custom Dubsado system tailored to a client's needs

Inform your current marketing and sales practice with up-to-date and direct ways to book out your Dubsado setup skills

Infuse you with the confidence and tools you need to take the next step in becoming a sought after systems specialist.

Envision this...

You jump off the phone with a client who is dying to book you.

They’re completely ready to have your insight and organization in their Dubsado workflows; they want to sign you on the spot. Thanks to your strategic and clear pricing, they see the lasting value of your services and have zero hesitations. You live in your zone of genius as you design and streamline their systems, leaving no client touchpoint behind. It's the systems-specific work you love, at the rates you deserve. Say goodbye to being a jack of all trades and hello to being the known specialist of ONE. 

sound like a dream?

You're ready to dial it in, and here's how to do it.

i need this

The CRM                     Academy






A live, 8-week group program including 6 live training calls and everything you need to become a Dubsado set up expert.

program breakdown:

Professional Foundations

Understand Dubsado's robust capabilities through the lens of a systems expert. From the fundamentals to specialized tips & tricks, you'll receive a detailed breakdown that equips you with solid expertise.

week 1

Dubsado Dexterity

With the guidance of a Dubsado Certified Specialist, gain proficiency in using all of Dubsado's offerings so you feel completely confident and capable with any client request.

week 2

Workflow Virtuoso

Understand how to take all of Dubsado's tools and transform them into sleek actions oriented around your client's goals. Learn my proprietary method for building workflows and implementing them in Dubsado.

week 3


Get access to my proven methods for prepping, managing, and successfully optimizing Dubsado setups. You'll get an implementable backend process and know how to serve your clients at each step of the way.

week 4

Portfolio Performance

Test your knowledge by optimizing a mock brand setup. You'll design and develop full workflows you can showcase during client consults to demonstrate the depth of what you can do for them. 

week 5

Perfect Your Packages

The market research has been done for you, learn the most profitable industries to serve, hone your booking approach and packages, gain insight on valuable upsell opportunities, and hear about becoming a Dubsado Certified Specialist.

week 6

Sell Your Genius

Take your 7 weeks of Dubsado knowledge and IMPLEMENT. Hear from a guest sales expert for a live training on how to sell your Dubsado services, gain confidence in showing up to sell, and methods to convert your leads with ease.

week 7

say less

Mock Setup Critique

Flex your skills by completing a full mock Dubsado setup from start to finish and receive a private review from me with personalized feedback, so you can polish any underperforming elements. You'll feel even more confident to take your setup services live.


"I definitely found the mockup the most beneficial. It was initially scary, but throwing us into it was the perfect situation in order to boost my confidence and make me feel like I can now provide this service!"

— Fiona Larkin

The results?


A new, in-demand offer to add to your offer suite


Expert knowledge giving you the Dubsado Pro title


A strategic and tested Dubsado setup process, ensuring your service's success


Confidence to kick the imposter syndrome in the booty and step into your workflow genius

give it to me

Did you think I'd hold anything back?

The High-Ticket Proposal Framework: Get a copy of my high-converting proposal template. Plug n' play and start using to sell your Dubsado Pro services ASAP.

Setup Checklist ClickUp Template: Get your hands on the exact ClickUp template I use for every Dubsado client to manage their setup and check off each step in the process.

Private 1:1 Consulting Call: Get a bonus 1:1 call with me. Ask your unique questions and get personalized feedback on your Dubsado approach and packaging from the pro.

Guest Expert Training: During week six, hear from a live guest expert on our group call. Get niche-specific training on sales and marketing.

enroll now

more bonuses

success stories


"The CSA program was exactly what I needed to finally feel confident about adding Dubsado services to my offer suite.

I had been using it in my own business and had set it up for a few clients, but I was always questioning if I was actually getting it right. The way you taught the material inside CSA was both reassuring and enlightening. I also LOVED that you incorporated the hands-on component and gave such detailed feedback. You are the ultimate Dubsado badass. I can't thank you enough for the wisdom you shared AND for your genuine support."

- fiona larkin, virtual assistant

"Where do I start.... this program was amazing!!

I had a tiny tiny amount of knowledge before starting this course, but Taylor was amazing! She made sure I felt comfortable with my services, and she provided me with outstanding knowledge that I can now hopefully provide my new clients."

As a sought-after expert working with online service providers and entrepreneurs on custom workflows, I became driven to lift others up by teaching this skill set I’ve thoughtfully perfected because the world needs more powerhouse systems experts. Why should you spend time reinventing the wheel when you can grab this one?

Offering this custom systems experience enabled me to book six figures worth of clients and the results repeat themselves for any business ready to lean into specializing in systems.


A community for your growth

Dubsado is ever-changing, and so are your needs.

Along with your program enrollment, you'll get discounted, lifetime access to the @dubsadodiaries membership. This accessible membership gives you the ongoing support you need as you release your Dubsado services into the world. The membership includes weekly Dubsado trainings, the Dubsado Hotline, hot seat Q&A, and more.


Have the high-level knowledge to build client processes and workflows from scratch with ease.

Understand how to sell Dubsado services to solve various needs and business challenges. 

Have a clear actionable strategy in place for selling your Dubsado setup service. 

Have the tools and framework you need to perform a Dubsado setup from start to finish.

Know how to approach selling and relationship-building on Instagram.

Be able to attract top-tier clients you've dreamed of working with.

i can help because i've been there

Three years ago I was a burnt out virtual assistant looking for my next pivot. 

In 2019, I started my VA business and quickly scaled to 6-figures in just a year. Although I was killing it, I was tired of being the jack-of-all-trades for everyone. I realized I had more to offer and began incorporating Dubsado setups into my offer suite. I did the research myself, and after many trials and errors later, I discovered how to sell Dubsado services and offer it to my dream clients. I've done the hard work, so you don't have to.

but nowI know how to help!

sounds perf

word on the street

get private, personalized feedback

learn from a certified specialist


Follow a proven roadmap

This program includes

The research is done. The framework is proven. The support is real. If you're ready to offer high-level Dubsado setups and workflow automation for your clients, you're in the right place.


you need

to become a pro

enroll now

This      for you if:



YOU'RE INTERESTED in selling dubsado services as an expert


It's probably        for you if...





I have answers.

How is this education different from the free tutorials and courses provided by Dubsado?

The CRM Specialist Academy teaches specifically through the lens of building expert systems for other businesses. While I won’t be teaching Dubsado tools that cannot be found within their robust technical tutorials, I will be teaching the exact tool-specific organizational methods so you not only know how to use Dubsado with the prowess of an expert, but you understand how to weave Dubsado’s features into 5-star custom workflows.

How many calls and trainings do I get access to?

The 6-week cohort includes 5 live training calls + 1 guest expert training call, covering a span of 7 weeks. Each call will be about 1.5-2 hours in length. Replays of all trainings/calls will be added to your member dashboard for lifetime access.

How can I ask questions and get feedback during the cohort?

Learning together as a group, each training call will have time for personalized, hot-seat Q&A. You will receive detailed, 1:1 setup feedback via a Loom video and every student gets 1 private, bonus call. If you have general questions as you progress, we have a dedicated Slack channel where you can chat with me privately and your fellow students!

When do the live calls take place?

Before the program begins, we will collectively choose a set day/time that works best for the cohort for our weekly calls. Options for calls will be for Tues-Thurs from 9am-2pm CST. 

What level of knowledge do I need to join this program?

None! You don’t need to learn Dubsado prior to joining, we will cover the software from the ground up.

Will CSA make me a Dubsado Certified Specialist?

This course isn’t affiliated with Dubsado and won’t certify you, but it will help prepare you for their exam if you’re interested in taking that step because you’ll gain so much knowledge. If you want to become certified, you can view Dubsado’s process here.

Can I watch the trainings later if I can't make them live?

Yes! All students will have lifetime access to the replays.

What's your refund policy?

Like most online courses and education, this program doesn’t offer refunds. Not sure if it’s right for you? I'll answer any questions before you invest. Just shoot me an email at

Are you the next Dubsado pro?

Want to make sure this program is the right fit for you? Book a call now to chat with me. No strings attached.


Get on the waitlist.

CSA launches four times per year. Get on the list to be the first one notified when enrollment opens.