Dubsado, But Simple
Want to create a super-smooth onboarding experience that impresses your clients even before you start designing? Borrow my simple Dubsado setup to work faster and smarter.
Want to create a super-smooth onboarding experience that impresses your clients even before you start designing? Borrow my simple Dubsado setup to work faster and smarter.
Want to create a super-smooth onboarding experience that impresses your clients even before you start designing? Borrow my simple Dubsado setup to work faster and smarter.
About this course
Super practical, no-fluff tutorials designed for busy web designers
You’ve spent months ensuring that your portfolio website looks polished to make a strong impression on your clients.
Now it’s time to create a seamless onboarding process that shows your clients they made the right call when they chose you as their web designer.
“Now I save about an hour’s worth of admin for each client I onboard, which means more time chilling with the kiddos or binging Bridgerton 🙌
Dubsado has always felt overwhelming to me, but Danbee really helped me wrap my head around how to use it in an easy way.
I purchased this course after working with someone to set up Dubsado and realising a few things never worked the way they were meant to. I was wasting time trying to figure it out on my own, but didn’t want to hire someone again after the issues I had.
I found Danbee's course at exactly the right time and was able to smooth everything out and get it working the way I wanted!”
— Jessica Haines
Web Designer, Australia
Who this is for
This course is for you if you…
Offer services that require contracts and multiple invoices (e.g., because clients pay a total sum split into unequal payments or because they pay a fixed recurring fee each month) 💸
Want to decide if Dubsado is for you without committing to setting everything up and learning through trial and error 🤔
Signed up for Dubsado a while ago but haven't done anything with it yet, and think it might be time to set it up to work for your business 📆
Want to learn Dubsado best practices but do not have the time or patience for their official 4-hour beginner course ⏰
Want to see what the experience looks like from your client's perspective so you can be sure that everything works well (instead of simply hoping) 🤞
Know that lots of people use and love Dubsado and are curious about how I use it with my web design and copywriting clients 💁🏻♀️
Already use Dubsado and want ideas for tidying up and streamlining your existing setup (or simply the reassurance that what you're doing makes sense for you) 💡
This course is not for you if you’re looking for…
Comprehensive information about everything Dubsado can do (I focus only on what’s relevant for web designers onboarding 1 to 5 new clients every month)
Tutorials on these Dubsado features/tools: client portal, appointment scheduler, automated workflows (I do not mention these features in this course)
What you’ll learn
We will cover how to:
Send a single link to your client that leads them through their proposal, contract, and invoice
Create invoices for (equal or unequal) split payments for a project
Create invoices for monthly recurring payments
Set up your account with minimal effort, doing only what you need and ignoring the rest
Create templates for proposals, contracts, and packages that you'll actually use over and over again
Set up automated emails to be sent from your business email address
Set up automated payment reminders (much better for your mental health than having to psych yourself up to send reminders manually)
Use smart fields to avoid manually typing in (and making mistakes with) details like your pricing and payment plan information, client info, etc.
What you get
Here is what’s included
Short and sweet video tutorials
These 21 screen-share videos get straight to the point and most are under 3 minutes. I’m here to save you time, not to take more away from you!
Templates for automated emails
I provide all the words you need to keep your clients happy and informed. I’ll also show you how to free up mental energy and avoid mistakes by using Dubsado smart fields.
Closed captions and transcripts
Every video comes with manually confirmed closed captions and transcripts to make the course content more accessible and easier to understand.
Lifetime access and future updates
Take your time and work through the course at your own pace — you get lifetime access to the course. Once you are in, you also get all future course updates for free.
Community access
This course includes an invitation to Cafe Danbee, my private community for customers, students, and friends. Here, you can ask questions and get support as you work through the course.
About Danbee
Who am I to teach you about Dubsado and simplifying your operations?
Hey, I'm Danbee. I've been running my own web design business since 2019.
Before that, I was a professional project manager. In the advertising tech industry, I integrated machine-learning platforms together to run high-performance advertising campaigns. In the construction and engineering industry, I installed high-tech elevators in skyscrapers.
The point is — my superpower is breaking down complex systems and making them simple.
I love getting stuff done using the simplest processes and the most efficient tools. This is how I used to run profitable projects for my employers, and it's how I've grown my business over the last couple of years.
Dubsado is central to my business operations today. Even after checking out alternatives — like Bonsai, HoneyBook, PandaDoc, Paperbell, Basecamp, etc. — I've always come back to Dubsado.
Dubsado can be overly complicated — but I've made it simple for you with Dubsado, But Simple.
“I’d put off using Dubsado because I heard how complicated it was, but your course made it so easy, and now I have it all set up.
The course content is very easy to understand and I like that you created short step-by-step videos.
I’m so happy I found your course!”
— Susanne Oltmanns
Web Designer, Australia
Find Your Answers Here
Frequently Asked Questions
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Not at all. I demonstrate everything in this course using a free account. You can use Dubsado for free for your first 3 clients (every new contract counts as a client).
When you upgrade to a paid account, you’ll just need the Starter plan, which is the cheaper of the two pricing options.
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I use my business as an example, so the hypothetical scenarios covered in the course involve web design offers.
But the same setup and processes translate directly to any kind of services, including coaching, copywriting, systems implementation, and graphic design.
If you’re not sure this course is for you, send me an email (hello@danbeeshin.com) and tell me a little about what you sell. I’ll help you decide.
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As long as you like. When you sign up, you get lifetime access to the course, so you can work through the content at your own pace.
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This course comes with manually confirmed closed captions and transcripts.
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Inside the course area, you’ll find your invitation to join Cafe Danbee, my private community for customers and friends. This is the best place to get all of your questions answered.
There are also informative and entertaining discussions about online business, inclusion, travel, and cute puppies!
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Sometimes things don't work out! If you feel like you didn't learn anything new or useful, let me know via email within 14 days of your purchase and I'll give you a full refund.
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Use the chat box at the bottom right corner of this page to send me a message! I’ll get back to you as soon as I can.
Let’s do this
Cut out hours of admin for all your future client projects.
Grab Dubsado, But Simple and let me help you set up your Dubsado account. Soon, it’ll be taking the annoying, time-consuming, error-prone work off your plate for good.
