If you’re a seasoned pro looking to outsource creating a professional flow from inquiry to offboarding, or simply curious about Dubsado. There’s something for everyone. Let’s make a statement with your (business) style.
You didn’t start your business to chase down invoices or write the same email 17 times. You’re here to deliver exceptional work, and we’re here to build the client experience that makes it feel as effortless as it looks.
Whether you’re ready to fully offload your Dubsado setup or need help making sense of your process, we’ll help you stop second-guessing and start showing up like the pro you already are.
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Your work is distinct. Your client experience should be too. At Chanel & Lee, we build backend flows that are as bold, elevated, and intentional as the brand you’ve worked so hard to build.
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You’re the visionary, the talent, the face of the brand. That doesn’t mean you should be buried in admin hell or reinventing your onboarding process every week. That’s not sustainable, and frankly, it’s beneath you.
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We specialize in making your business feel as powerful behind-the-scenes as it looks online. We’re here to make sure you never second-guess your systems again.
"You can tell Taylor genuinely cares about her customers' success. She is incredibly efficient, helpful, and detail-oriented. Worth every penny."
— EDEN STRADER, photographer & coach
"Taylor wants the best for her clients, and her amazing work and quick turnaround are a testament to that. Couldn't recommend more!"
— steph powell, wedding photographer
"Taylor took the time to dig in and understand me, my business, and how I like to work. The only thing I think about now is why I didn't do this sooner!"
— andria tobey, pro hair stylist
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Custom everything for your clients. Zero DIY for you.
Meet the all-encompassing VIP handoff, where everything from your client flow to custom proposals is strategically built for your business. This is our signature service designed for those starting from scratch, switching to Dubsado, or finally ready to use it the way it was meant to be used. Whether you’re brand new to CRMs or ready to finally make the most of Dubsado, this one’s built for you.
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Done-with-you implementation to boost your client experience.
You don’t need a full rebuild, you just need a blueprint and someone to walk you through it. This is a done-with-you working session that helps you map out your full client experience, clarify your process, and define exactly how to use Dubsado (or any tool) to support it. Perfect for founders who want strategy without the full white-glove setup. We’ll untangle, streamline, and leave you with a crystal-clear action plan.
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For the ones who want “Dubsado Pro” in their bio.
Our signature 8-week program for aspiring Dubsado specialists, service providers, or in-house ops pros. Learn how to build, customize, and sell Dubsado services with confidence—plus get the tools, templates, and support you actually need to do it well (and get paid for it).
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Ongoing support from someone who’s been inside 300+ accounts.
This low-lift membership is your monthly pass to expert eyes on your Dubsado, client questions answered fast, and a rotating mix of monthly office hours, expert tips, and behind-the-scenes advice. Built for those who have worked with us before or just want a Dubsado expert in their back pocket.
TAKE IT FROM THEM
Working with Taylor was a breeze! I love how her brain works.
She mapped out every piece of my business workflow for me in a easy to understand visual map. She helped me with the content of my workflow emails, she built me out the most gorgeous forms and proposals (all fitting my brand). Seriously cannot recommend her enough for your Dubsado (and other) needs!
— katy padilla, wedding planner
I’ve dished up thousands of custom workflows for entrepreneurs. spanning over 45 industries across the world (literally). 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?
Looking for deeper business strategy?
🤎 WHY YOU'LL LOVE IT:
This is where we go beyond Dubsado. Get personalized support around how you lead, sell, and build a business that actually fits.
If you’re navigating a growth season, refining your role, or reworking how you lead, head to my personal consulting brand. That’s where I work directly with founders to sharpen their communication, leadership, and operations so the business they’re building actually fits.
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