Why Your Dubsado Workflows Keep Breaking (and It’s Not the Tech)

I see this all the time with new Dubsado users:

They sit down with a hot cuppa coffee 🍵 ready to take on the world of workflows. They start draggin’ and droppin’. Automating this! Auto-sending that! Trigger this form! Schedule that call!

And then…….

It breaks. OR WORSE – it “works”..but it doesn’t actually do what you want it to.

Suddenly, the tech feels glitchy. The client experience feels cold. Leads are ghosting. You’re manually fixing what was supposed to run itself. And you start wondering if Dubsado was a total and complete waste of time and money.

But here’s the kicker: Dubsado didn’t fail you.

Your process just wasn’t ready for automation.

Think of your workflow like taking a family road trip.

You might have the minivan gassed up and ready (yay, Dubsado!), but if you haven’t figured out where you’re going, what you need to pack, who’s sitting where, and how to keep the snacks within reach – you’re in for a chaotic ride ful lof meltdowns and missed turns.

Most “workflow problems” are really pre-workflow problems.

Like:

• You don’t have your packages clearly outlines, so your proposals aren’t “speaking to” your invoices or contracts.
• You haven’t written canned emails, so nothing is connected or sending.
• You don’t know what happens after someone books, so your onboarding is a mess of manual emails and sticky notes.
• You haven’t set up your scheduler, so you’re still sending Zoom links by hand (and forgetting half of the time).
• You’re using 27 project statuses but can’t tell who’s actually paid you.

✨Automation is only as smart as the process it’s built on.✨

If your back-end is fuzzy, your workflows will magnify that chaos – not clean it up.

So, how do you fix it?

Start with the foundation.

I put together a free checklist-style guide called:

10 Things You Must Set Up Before Workflows in Dubsado.

It covers the exact pieces you need to have in place before you ever touch the “Workflows” tab – think canned emails, schedulers, payment plans, and more.

It’s quick. It’s no-fluff. And it’s GOING to save you hours (and, dare I say, a little sanity, too).

Grab it here and get your system ready to actually work the way it’s supposed to.

🔗Download the Guide: 10 Things You Must Set Up Before Workflows in Dubsado.🔗