It’s how the experience is stitched together that will actually sell a brand.
Do you want to learn how to craft and sell client experiences as a business?
Are you craving supporting other business owners and helping them thrive?
Do you have a mind for systematic thinking and want to blend that with your entrepreneurial spirit?
Aesthetics only take us so far...
MEET
"taking this program was the best thing for me when i started my business. was it a big investment? yes. but did I make it back immediately? also yes."
- phoebe palmer
Business owners crave guidance on how to build out an automated client experience. Trust me... they want to pay an expert to help them.
You’ve got savvy. Now? You’re ready for the roadmap. Learn how to sell and streamline customized Dubsado systems as the organizational ace you are. You deserve to niche down and elevate your business by building Dubsado systems for clients that want to channel your organizational genius.
Raise your hand if…
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, and you want to learn from a pro who has built custom accounts for over 200 businesses.
You thrive thinking through problems and looking for solutions, but want bigger support and insights into the industry.
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. You're ready to dial it in, and here's how to do it.
Meet the one and only
An 8-week group coaching program covering 8 modules that walk you through the skills and business acumen you need to become a superior client experience pro with Dubsado. To ensure personalized coaching and support, Dubsado Pro Academy is limited to just 10 participants. This intimate setting allows for tailored guidance and a close-knit community experience.
program breakdown:
The Making of Your Mindset
Hone your psychological outlook on high level services, and gain an understanding of what Dubsado is currently offering and where they are headed with their software.
module 1
Dubsado
Basics
Understand what Dubsado is capable of through the lens of client experience. Solidify the fundamentals with a detailed breakdown that equips you with solid expertise.
module 2
Dubsado
Intermediate
Learn how Dubsado can uplevel automation. Debrief on specialized tips & tricks that are particularly helpful for a client experience.
module 3
Dubsado
Expert
Pull all your freshly absorbed Dubsado knowledge together and synthesize how each process or element can create an unlimited number of customizations for a client workflow.
module 4
Portfolio
Performance
Craft your own mock workflow to showcase when talking with prospective clients so you can demonstrate your expertise. Walk through critiques with Taylor to understand where you can finesse your workflow further.
module 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.
module 6
Setup
Savvy
Pull everything together and actively create your own process for your services, so you are set up to sell well and create a 5-star experience in your own business.
module 7
SELL YOUR GENIUS
Get confident selling your Dubsado services without feeling salesy. I’ll show you how to position your offer, communicate your value, and book clients with ease—all based on what’s worked inside my own business.
module 8
Personal 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.
bonus
Did you think I'd hold anything back?
The High-Ticket Proposal Framework: Get a copy of my one-click Dubsado proposal template. Plug n' play and start using to sell your 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.
For Pay-in-Full Enrollees: Receive the Commercial Rights Dubsado Proposal Template, a one-click install template you can use for your clients' setups.
Exclusive C&L Discount: Enjoy a 30% discount on all templates and resources available in the Chanel & Lee shop.
word on the street
Hi, I'm Taylor. Your personal Dubsado mentor.
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.
Why Dubsado?
Dubsado isn’t just a tool—it’s an opportunity. Mastering this CRM means you can offer high-value services like Dubsado setup, workflow automation, and client management to businesses that need it. With its powerful features and your expertise, you’ll deliver results clients are eager to pay for.
How is this education different from the free tutorials and courses provided by Dubsado?
Dubsado Pro 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?
As a member of Dubsado Pro Academy, you’ll get access to 6 live trainings with the group, awelcome/kickoff call to get you onboarded and focused, and 2 live office hour sessions for personalized support. Every call is live and taught in real-time, with replays provided in case you can’t make it. This cohort model is designed to give you hands-on guidance as you build, implement, and refine your Dubsado service offer—no more flying solo.
How can I ask questions and get feedback during the cohort?
You’ll have direct access to our private Slack channel, where you can ask questions anytime, connect with other students, and DM me directly when you need extra support. You'll also have the chance to get real-time feedback during our live trainings and submit personalized questions during office hours. This isn’t a DIY course—it’s a collaborative experience where you can actually get answers and clarity when you need it.
When do the live trainings take place?
Live trainings and office hours are scheduled on set days and times throughout the cohort. The full training calendar will be released before enrollment opens so you can plan ahead and make space for it. Everything is structured to help you show up, stay on track, and confidently move through the program without falling behind.
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. I do recommend diving into some of Dubsado's courses if you are completely new to the platform. This will give you a head start before we get to the more dense material.
Will this program 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.
Where can I access course resources and templates?
All of your course materials will live inside the Dubsado Pro Academy Hub, which unlocks content week by week as we move through the program. This is where you’ll find training replays, DFY (done-for-you) templates, exclusive swipe files + resources. module-by-module breakdowns, and any bonus content that drops during the cohort. You’ll also have access to our private Slack channel for real-time questions and support—but the DPA Hub is your go-to spot for all things training, implementation, and downloadables.
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 taylor@chanelandlee.com
