free masterclass training

How to Build an Automated Workflow from Scratch

Don’t leave room for a blank stare when it comes to booking. Make it seamless.

In this free 60 minute training you’ll learn:
+ What an automated workflow is and how it runs
+ Breaking down your client experience into workflow steps
+ How to make your workflow steps run on autopilot

"This has been so amazing. Dubsado has been on my list for over a year, and this was the kick in the butt to start diving in."

— Grace

What you'll get inside:

01

A 60-minute training replay covering my from-scratch process I use to build workflows

02

The tools I use to visually map workflows and funnels

03

Questions answered from the community

04

BONUS: Workflow Tracker & Audit Sheet for organizing and managing your workflows

word on the street

My preferred tool for tailor-made automation

Dubsado

Dubsado’s my one tool to rule them all. It allows us to dial in the customer experience within your brand, making it all pop. Think signing contracts, getting paid, questionnaires, and scheduling meetings — all in one place. Best of all, Dubsado is built to be completely customized for every step your business needs.

Hi, I'm Taylor.
You might know me as the "Dubsado Queen."

As a Certified Dubsado Specialist, I’ve created over 200 custom Dubsado accounts for businesses. After developing multiple sleek systems for powerhouse online experts, I now act as your elite, one-stop-shop for Dubsado integration, client experience, and workflow automation. Why should you spend time Googling and second guessing each step when we can walk through it together, giving you every tool you need to create your 5-star experience.