The Simplest Dubsado Workflow Setup That Actually Works

Still manually sending every email to your clients in Dubsado? It's time to set up your very first workflow — and I'm going to show you exactly how to do it without the overwhelm. In this video, I'm walking you through how to build your first Dubsado inquiry workflow step by step — including canned emails, scheduler setup, and automation flows — in both Dubsado 2.0 AND 3.0. This is especially helpful if you're a photographer, designer, or service-based creative who keeps opening Dubsado and closing it right back out again because you don't know where to start. ✨ WHAT YOU'LL LEARN: The 4 key phases of your client journey to automate in Dubsado How to write the canned emails you need before building any workflow How to set up your discovery call scheduler with automated reminders How to build and test your inquiry workflow in both Dubsado 2.0 and 3.0 ————————————————————— 🔗 LINKS MENTIONED IN THIS VIDEO: 📧 Free Email Signature Template → https://smartercreative.myflodesk.com... 💰 Get 30% off your first month or year of Dubsado: https://dubsado.com/?c=smartercreative ————————————————————— ✨ Does your creative small business need help getting organized? Schedule a clarity call with me and see how the Smarter Creative can help you get your business in order! https://www.thesmartercreative.com/call ✨ JOIN THE SOCIETY: https://society.thesmartercreative.com/ ————————————————————— Join me on Instagram -   / thesmartercreative   ————————————————————— 🎵 Epidemic Sound share.epidemicsound.com/zxp7k14 ————————————————————— 📌 TABLE OF CONTENTS: 00:00 Intro — Stop Doing It Manually 00:48 4 Phases of Your Client Journey 01:36 Planning Your Inquiry Flow 03:27 Writing Your Canned Emails (Dubsado 2.0) 06:32 Setting Up Your Scheduler (2.0) 09:10 Building Your Workflow (2.0) 12:40 Switching to Dubsado 3.0 16:00 Forms & Scheduler Setup (3.0) 18:07 Building Your Flow (3.0) 20:30 Embedding on Your Website 22:00 Testing Your Workflow 23:58 Wrap Up & Next Steps ————————————————————— WORK WITH LAUREN: 🛒 Shop templates & resources → https://thesmartercreative.com/shop 📞 Book a free clarity call → https://thesmartercreative.com/clarit... 📝 Read the blog → https://thesmartercreative.com/blog ▶️ Subscribe for more →    / @thesmartercreative   ————————————————————— #dubsado #dubsadoworkflow #thesmartercreative #creativebusiness #businesssystems #businessorganization