the dubsado vip experience

Ready for Dubsado demystified and done for you?

Meet the full-service system setup

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Organization and flow for your clients. Zero DIY for you. 

You’re ready to jump ship from a CRM system that doesn’t cut it but you have zero time to learn a new platform.

You’re ready to switch out of Google Sheets and Apple Notes for project management but have no idea where to start with translating your mind map into a system.

You’re not here to fumble around in new software, you want this customized and explained for your business.

hands raised if this is you

Inbox Overwhelm

You're constantly checking your email to answer new leads and send client communication. It's bogging you down daily.

Piecey Process

Your process isn't matching the level of service you want to give your clients. It's not giving that top-tier, lux experience you dream of.

Ready to Level Up

You know you're ready to take your business up a notch and your backend tech is the one thing holding you back.

"Taylor is incredible! I hired her on to take over and set up my Dubsado and she was incredibly efficient, helpful, and detail oriented."

— Eden Strader, Photographer & Business Coach



Let’s sync up a system that allows you to focus less on pesky, repeating tasks and more on strategy for your clients’ goals.

room to scale

Let’s set you up with tailored workflows that support your communication needs and are built to scale with you.

5-star client experience

Let’s create a workflow that leaves your clients with a ⭐️⭐️⭐️⭐️⭐️ experience and renewing their contracts.

Picture this...

You jump off the phone with an inquiry who easily booked a time to chat in your schedule.

They’re so excited to have 1:1 support and learn from you, they cannot wait to see your proposal. You pop in their inbox just 15 minutes later with a beautifully tailored presentation of their options, leading them to book your biggest package. As you grab your coconut chai latte from Starbucks, you get a notification that they’ve signed their contract and paid in full. You’re not stressing about sending out the onboarding materials ASAP while you’re running errands, you know they’re already on the way to your new client’s inbox.

sound like a dream?

That's just the start of the freedom you'll feel.

Give Me Freedom


Your New Digital BFF

Dubsado is an all-in-one client management system that takes the load off you, so you can focus on doing what you do best. It's basically your digital VA wrapped up in one shiny system.

The Process

no. 01


We'll take a deep-dive into your current processes and client journey, so we can nail down your workflows and automations for each service.

no. 02


Using our strategy, I'll optimize your account, build your workflows, and ensure every moving piece is on-brand and in place.

no. 03


In our training call, I'll walk you through the entire system and your new workflows so you're 100% confident using it ASAP with your clients.

so, what's all included?



Initial Strategy Call: 60 Min. Call Mapping out your goals and needs for your entire client journey


Custom Workflows: Reverse engineering your processes and automating them.


Integration of All Contracts & Forms: Infusing your brand experience in everything your client experiences


Organization of Projects & Job Funnels: Knowing where your clients are at every stage in your business


90-Min. Live, Recorded Training Call: Teaching you how to use this customized experience

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14 Days of Follow-Up Support: Get your questions answered when you feel stuck or hit a roadblock

success stories

sarah becker, financial coach

"Taylor was absolutely incredible and went above and beyond.

After purchasing Dubsado, I was SO overwhelmed with the setup! From the moment she completed the setup, it was ready to use! She got on a demo call with me to show me all the ins and outs and my confidence went from 0% to 100%. Can't recommend her enough."

chelsea albright, interior designer

"Taylor went beyond just a Dubsado setup, she helped us map out our process which was invaluable.

Her copywriting add-on is the icing on the cake and takes care of all your canned email copy. I'm no longer afraid of workflows & was able to start using them right away. I truly understand how Dubsado can work to save me time and keep us organized now. This was game changing for my business!"

emily saenz, wedding photographer

"Taylor was such a personable, encouraging, powerhouse.

I LOVED working with her. The process felt streamlined and organized. I  can tell she's really an expert in this and I felt totally confident putting my workflows in her hands."

I’ve dished up over 400 custom workflows for entrepreneurs. After developing multiple sleek systems for powerhouse online experts, I now act as your elite, one stop shop for Dubsado integration and customization. Why should you spend time Googling and second guessing each click when you can focus on what you do best while I build out your sleek, branded system?

More About Me

A Client Relationship Management System that works will unlock results for you.

Time freedom. An elevated customer journey. Clear business insights. You’re full steam ahead, let’s give you a system that matches your pace.

Give It To Me

Work with a pro vetted by Dubsado themselves.

As a Certified Specialist, I've spent my time and resources to pass the Dubsado certification program –  making me a vetted expert you can trust. 

I've built custom Dubsado systems for 125+ entrepreneurs in over 35 industries...

K. Hancock Events

Wedding Florist & Planner

Jessica Hawks

Virtual Assistant Coach

Eden Strader

Photographer & Business Coach

Moon Advisory

Tax & Business Advisor

Hair Stylist

Elizabeth Carberry

Creative Director & Planner

Interior Design Studio

Hayle Creative Co.

Social Media Marketing Agency

Brand & Web Designer

Happy Teams

Teams Consultant

Interior Design Studio


Personality Copywriter

Packages & Pricing with one click

You’re on the go – make sure I'm the best fit for your investment and schedule a consult, all with one click.

kind words

"I am SO happy that I made the decision to hire Taylor to revamp my Dubsado.

I have used Dubsado for years but never to its full potential. Hiring Taylor really helped me see what I was missing, and now I have a more streamlined process. She was great to work with - fast & thorough. I really appreciate the beautifully designed documents and valuable insight she provided where and when needed in regards to design and workflow implementation. I couldn't have tackled this without her!'

- jen harvey, wedding photographer

kind words

“I didn't think it would be worth it. It was. I didn't think it would work for me. It did. I didn't think I'd be *that* success story. I am. ”

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Want to take a peek before you commit?

I get it. Signing up for another business system can seem a little sketch before you've had a chance to take a look first. You can sign up for an unlimited, free trial of Dubsado (no strings attached). Don't pay for a thing until you're ready to use it.


 I have answers.

I don’t really have a workflow for clients, is this an issue?

You’d be surprised at the little routines we’ll uncover in our time together but don’t worry, I’ll provide tailored suggestions for upleveling your client experience along the way.

How do I know I'm ready to work with you?

You have a clear vision and understanding of your goals / where you want you and your business to go. You’re also busy enough that you truly don’t have time to do this yourself and your business is feeling choked without good systems.

Is there anything I need before I book the VIP?

You need a Dubsado subscription, our recommended system for Customer Relationship Management (also known as a CRM in entrepreneur lingo). It’s free for the first three clients and then $35/month. Use my code CHANELANDLEE for 30% off your first month or year.

How long does the process take?

After our first workflow strategy call, your Dubsado setup will be complete and ready for demo within 14 business days as long as we have all necessary items from you to get started!

Time to make the backend of biz epic.

If you're ready for the magic, just click the button below to apply.

Apply Now