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Automate the day-to-day “office work” of your business with Dubsado

So you can work ON the business instead of IN the business

With a combination of training, coaching and tech support, together we will build the critical systems to make your business efficient and productive.

Using my favorite platform:

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Easy-to-pay online invoices

Manage client appointments

Customizable form templates

Legally binding Contracts

Client Database & Portal

Personalized Automations

Done WITH You Training

Basic Set Up

Best for brand new businesses.

$1,299

  • Billing CRM
  • Scheduling System Set Up
  • Email Marketing Set Up
  • Map your client’s journey
  • Four weeks of video training
  • Four one-on-one recorded implementation meetings
  • Unlimited email communication and support videos for 60 days after your setup.

Done WITH You Training

More Than Basic Set Up

Best for established businesses.

$1,999

  • Invoicing System Set Up
  • Scheduling System Set Up
  • Forms & Contracts Set Up
  • 3rd Party Integrations OR Training
  • Map your client’s journey
  • Six weeks of video training
  • Six one-on-one recorded implementation meetings
  • Unlimited email communication and support videos for 60 days after your setup.
Done FOR You Training

Complete Set Up

Best for businesses looking to scale and stay organized.

$4,999

  • Automated Workflows!
  • Invoicing System Set Up
  • Scheduling System Set Up
  • Forms & Contracts Set Up
  • 3rd Party Integrations OR Training
  • Map your client’s journey
  • Weekly strategy meetings
  • Unlimited email communication and support videos for 90 days after your setup.

Invoicing System Set Up

Scheduling System Set Up

Email Marketing Set Up

Map your client's journey

Four Weeks of Video Training

Four One-on-one Recorded Implementation Meetings

Unlimited email communication and support videos for 60 days after your setup.

Invoicing System Set Up

Scheduling System Set Up

Forms & Contracts Set Up

3rd Party Integrations OR Training

Map your client's journey

Six Weeks of Video Training

Six One-on-one Recorded Implementation Meetings

Unlimited email communication and support videos for 60 days after your setup.

Automated workflows

Invoicing System Set Up

Scheduling System Set Up

Forms & Contracts Set Up

3rd Party Integrations OR Training

Map your client's journey

Weekly Strategy Meetings

Unlimited email communication and support videos for 90 days after your setup.

Who is this for?

  • New business owners
  • Coaches
  • Photographers
  • Consultants
  • Podcasters with Guests
  • Event Planners
  • Anyone who books appointments with clients
  • and SO many other types of businesses

What is Dubsado & why do I love it?

Dubsado is my favorite business management system and it’s what I use myself. It will allow you to grow and manage your clients at every phase of your business.

Dubsado shines with their all-in-one system that includes invoicing, scheduling, forms and contracts, client portals, and automations. Bonus: Their founder is a woman!

“I would not consider myself to be a “techy” person. I found Jackie when I scared, lost, and starting my own coaching business. She made what felt overwhelming and sometimes impossible easy and simple. With her support I am proud of how my business operates and I know that I am completely supported. Jackie is truly an expert in so many things but she’s also a really good person. I love working with Jackie and I feel so blessed to have her on my team. “

Robin Breckenridge Robin Breckenridge Coaching
Robin Breckenridge

“Jackie has taken the fear out of tech for me! In the past, I would get overwhelmed and was totally intimidated by tech – and by working with anyone that could help me. Honestly, many times I was made to feel like an idiot by people I was paying to help get my tech issues straightened out. Jackie was so approachable, and explained everything in such an easy-to-understand way. I never felt judged – only helped. I learned so much from her that I use daily. Once she knew what my business entailed and what tech stack it took – she made phenomenal suggestions that have streamlined my work, made me much more productive and efficient, and actually saved me money. She breaks everything down into bite-sized pieces and make sure I understand it before we progress. Step-by-step, tech-by-tech. Jackie is my own IT department! She is an integral part of my business.”

Kathy Regan

“Jackie Zimmerman is OUTSTANDING and I would highly recommend her and her services.  She is very knowledgeable on many online platforms and has helped me with business organizational strategies, organize client appointments, work projects & team projects, website design, and so much more. Jackie is very professional, a great communicator and would get back to me promptly. She was able to help me with solving problems I was having and put me at ease. Jackie made it so easy for me by navigating all those things that I don’t have very much experience in and was very patient with me. I  appreciate that she made great use of our time & she tailored things to my needs and budget.  I am continually impressed with her expertise in so many of these things. She is a true treasure of knowledge!”

Gina S.  
Gina S.

“I came to Jackie with basically a blank slate and a marketing system I did not even know how to log into! In a short amount of time she helped me set up my client journey- start to finish, set up email signature and settings, social media content, and so much more! I felt very comfortable launching my new business. The work flow has worked seamlessly and made it very easy for me to focus on my new business and not the back end of things so much. I can not recommend Jackie enough!! She is a genius and fun to work with.”

Katie P.

Book a call to see Dubsado can support your business!

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