csa 4.0 enrollment opens in december, 2022

Your gateway to becoming a sought-after Dubsado® set up pro.
All the roadmaps and tools for offering successful systems as a hot, high ticket offer. 

join the waitlist

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

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


You’ve got savvy.

Increase Your Bottom Line

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

The CRM Specialist Academy will:

Hand you 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



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. 

You’re ready to dial it in and here’s how to do it


"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. 🖤"


Your Dubsado® Systems Pro

Hey, I’m Taylor, Dubsado Certified Specialist and organizational expert. 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.

more about me

Meet the CRM Specialist Academy

A live, 6-week program handing you every tool to become a known Dubsado® set up expert.









Apply for paypal credit for 0% interest for 4 months →

5 live group training calls + everything included

Your Syllabus:

Professional Foundations

Professional Foundations

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 specialized 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 the scope of workflows, along with detailed troubleshooting.

week 3

Portfolio Performance

Optimize a mock brand’s account by designing and developing full workflows you can showcase during client consults to demonstrate the depth of what you can do for them. 

week 4

 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 5

Sell Your Genius

Take your 6 weeks of Dubsado knowledge and IMPLEMENT. Hear from a sales expert for a live guest training on how to sell your Dubsado services, gain confidence with showing up to sell, and methods to convert your leads with ease.

week 6

 Personal Review

Have your mock brand’s work privately reviewed with personalized feedback, so you can polish any underperforming elements and you're 100% ready to take your setup services live.



It’s the perfect safe space if you’ve ever wanted to dive into offering custom workflows but wanted to perfect your game before going public with this new offer!

there's even more:

high-Ticket Proposal framework

Get your hands on the exact ClickUp template we use for every setup client - to manage their setup and check off each step in the process.

Setup Checklist ClickUp Template

Get a copy of our high-converting proposal template.Plug n' play and start using to sell your Dubsado Specialist services ASAP.

high-Ticket Proposal framework

Get a copy of our high-converting proposal template.Plug n' play and start using to sell your Dubsado Specialist services ASAP.

Private 1:1 Coaching call

Get a private 1:1 coaching session with Taylor. 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.

Word on the street

Are you ready to become the go-to Dubsado Pro?









Apply for paypal credit for 0% interest for 4 months →

Frequently Asked Questions

How is this Dubsado education different from the free tutorials shared on the Dubsado website?

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 / trainings do i get access to?

The 6-week cohort includes 4 live training calls + 1 guest expert training call, covering a span of 6 weeks. Each call will be about 1.5-2 hours in length. Replays of all trainings/calls will be added to your program dashboard for lifetime access.

How can I ask questions and receive 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 portfolio feedback via a Loom video on week 6. If you have general questions as you progress, we have a dedicated Slack channel where you can chat with me and your fellow students!

when do the live calls take place?

We will 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 cohort?

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

Will the crm specialist academy 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 catch 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? We’ll answer any questions before you invest.
Email taylor@chanelandlee.com

let's chat

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

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| ALL RIGHTS RESERVEd | privay policy | terms + conditions

© 2022 Chanel & Lee Studios | ALL RIGHTS RESERVEd | Privacy Policy | terms + conditions