elevate your client experience

Dubsado Form Template Bundle

These four templates target each arena of your client journey from lead and booking to onboarding and offboarding. 

Forms for each phase of the client journey.


what's included

How you communicate, share, and receive information with your client is a crucial part to your overall client experience. This template bundle includes the main forms needed for your journey from start to finish.

✓ Four Templates
✓ Code-free design using Dubsado's native form builder
✓ Add to your account with One-Click
✓ Ready to customize and infuse with your brand
✓ Video lesson on how to use and edit

Signature Dubsado Proposal

Lead Capture Form

Onboarding Form

Testimonial Form


Once purchased, you'll get access to your member dashboard where you can access the one-click templates. The templates will allow you to copy it directly to your Dubsado account. This template cannot be used with other CRMs.


The templates are formatted to include easy to edit or remove sections, allowing you to quickly add in your relevant details directly from Dubsado including images, text, and packages.


The templates can be used for any industry looking to uplevel their client experience with branded, efficient forms.

bonus alert



The 10-minute bonus training reviews my signature proposal framework –  dishing what to include in your proposals and my secret sauce to WOW your clients with a touch of personalization.

your forms are a1. Now add the copy to go with it.

Canned Email Templates

Use this text to describe what goes here. You can either manually link products / brands / items OR embed a like to know it grid! Duplicate this section as many times as you want.

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I'm taylor

I'm here to scale your profit, and I won’t take no for an answer.

Chanel & Lee is a systems consultant and Dubsado® Certified Specialist focused on elevating your client experience by offering backend tech installation, launch support, and systems education for the modern, multi-passionate CEO.

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If you're into real life moments, honest entrepreneurship, and plenty of manhattan recipes,  you've come to the right place. 

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