Set It and Forget it? Not So Fast, Friend.

You’ve probably heard this advice: “Just set it and forget it!“

It sounds amazing in theory. Like, “Oh wow, a self-sustaining client system that takes care of everything while I sip hot coffee and conquer the world? Yes please!”

But here’s the part they forget to mention:

Set what, exactly?

Forget what, exactly?

Because when it comes to Dubsado, the whole “set it and forget it” approach only works after you’ve done the super unsexy but absolutely essential strategic groundwork.

Otherwise? You’re not setting and forgetting. You’re guessing and ghosting.

Here’s what most people do:

• Sign up for Dubsado
• Watch a few YouTube videos
• Piece together a few workflows from a blog or a Facebook comment
• Toss in some random canned emails (or worse – leave them blank)
• Maybe slap a proposal together on the fly

And then…they expect magic. They expect all the things that Dubsado promises on their website and all the things they’ve heard on the Facebook groups.

But Dubsado doesn’t make your process.

It reflects the one you already have.

So, if your services are unclear, if you’ve never written down your actual client journey, if you don’t know when things should feel personal vs. automated – your system will show it.

Actually, it will SHOUT it.

Strategy before automation. Always!

If you’re hoping Dubsado is gonna “just work” without prep…you’re in for a bumpy ride.

The secret to making it actually save you time (instead of sucking your soul)

Start with the foundational pieces that make workflows worth running.

Like:

• Outlining your services and pricing your packages (don’t get stuck here – they can still be customized for every client/project)
• Defining what your client journey looks like from inquiry to offboarding
• Writing your core canned emails and labeling them clearly
• Setting up payment plans, schedulers and forms
• Updating your brand settings so it doesn’t look like a janky template

There are a handful of must-dos that turn Dubsado from “meh” into magic .✨

And I pulled them all together into one free resource: 🔗10 Things You Must Set Up Before Workflows in Dubsado🔗

It’s a straight-shooting, checklist-style guide that’ll walk you through exactly what to set up (and in what order) before you even think about building workflows.

Because you don’t need more automation. You need a smarter system.

Grab the guide and get your brain outta your back-end!