THE DUBSADO SETUPYour creativity deserves a system that doesn’t suck.
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A custom-made Dubsado setup that makes you feel like you finally have your shit together.
This is the white-glove build where we map your entire client journey, design proposals that make people want to pay you, and automate the stuff that's been eating your time. You're done with scattered systems and ready for something that actually reflects the level of work you do.
You didn't start your business to become an admin assistant.
Let's make sure you never feel like one again.
Imagine this…
A lead easily books a discovery call through your scheduler. You wrap up the conversation, and within 5 minutes, they're staring at a beautiful, branded proposal that feels completely custom to them - even though it took you less time to send than it takes to make coffee.
Whilst you're walking your dog (or doom-scrolling, no judgment), you get the notification: signed contract, deposit paid.
You didn't chase. You didn't need to manually follow up seventeen times. You didn't wonder if you forgot to send something.
The system did it all for you.
90% ADMIN TASKS AUTOMATEDCLIENT RESULTS
1632% ROI IN 1 YEAR PERIOD160 HOURS SAVED ANNUALLY
“Hands down, an absolute game changer”
From the beginning, Devon has provided exceptional customer service which has exceeded my expectations. Her knowledge and ideas brought to the table have been exceptional. She has really brought our vision to life, building our Dubsado for our clients to convey our passion for our business through their overall client experience. The investment has already paid off within the first few weeks. I highly recommend engaging Devon and COS Studio.
PAIGE LOMAS, CO-FOUNDER OF HOME IMPROVEMENT COMPANY
Dubsado Build
Your client experience is the key to gaining and retaining clients who will enthusiastically shout your name from the rooftops. With the ClientRelationshipManager(CRM), Dubsado, your CX is powered by strategic automations and on-brand touchpoints, curating a seamless and unforgettable journey. Easily manage your leads, projects, and payments in one place and say goodbye to the platform-juggling chaos that crowds your browser (and your brain).
It’s time to take a backseat and let your systems handle the dirty work for you.
This is for the creative entrepreneur or agency owner who's confident in what they sell but exhausted by the manual chaos behind the scenes. You're ready for a complete system overhaul - full client experience strategy, custom-coded branded forms, automated workflows, and 1:1 support throughout the journey.
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The creative entrepreneur or agency owner who is confident in their offerings, but still executing manual processes throughout their service journey. Your haphazard systems may have gotten you this far, but it’s time to streamline.
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Process analysis and strategy sessions
Workflow mapping
Up to 3 workflows
Up to 8 custom coded forms
Copywriting for up to 30 canned emails
Setup for payment plans, packages, schedulers, and settings
Zapier automations
Feedback sessions
Live training hand-off session
Recordings of the calls
Training video tutorials
Access to OnlyCodez software
30-day post-delivery support via Slack
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4-6 weeks
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Starting at £1,800
Choose your tier
The Signature Dubsado Setup
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In our process analysis and strategy sessions, we deep dive and audit your current process, map your optimised client journey, and create a visual workflow mapping document.
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Custom-built workflow and automation strategy with full implementation.
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Beautiful, branded custom-coded forms for proposals, questionnaires, and lead capture.
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Custom brand-aligned communication for every client touchpoint, so your emails never sound like a robot.
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Full backend setup for payment plans, service packages, booking calendars, and system configurations.
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Integrations connecting your tools so information flows automatically between platforms.
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Check-ins at key project milestones to review progress, gather your feedback, and make sure everything's aligned before we move forward.
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An exclusive online portal of Dubsado trainings and custom-made tutorials for ongoing support
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A training hand-off session where we go through your entire system together with a Q&A, plus 30 days of 1:1 support as you settle into your new system.
TIMELINE: 6-8 WEEKS INVESTMENT: £2,400Our signature service built for creatives who want the full white-glove experience with a setup for 3 main offerings.
The Core Dubsado Setup
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In our process analysis and strategy sessions, we deep dive and audit your current process, map your optimised client journey, and create a visual workflow mapping document.
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Custom-built workflow and automation strategy with full implementation.
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Beautiful, branded custom-coded forms for proposals, questionnaires, and lead capture.
-
Custom brand-aligned communication for every client touchpoint, so your emails never sound like a robot.
-
Full backend setup for payment plans, service packages, booking calendars, and system configurations.
-
Integrations connecting your tools so information flows automatically between platforms.
-
Check-ins at key project milestones to review progress, gather your feedback, and make sure everything's aligned before we move forward.
-
An exclusive online portal of Dubsado trainings and custom-made tutorials for ongoing support
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A training hand-off session where we go through your entire system together with a Q&A, plus 30 days of 1:1 support as you settle into your new system.
TIMELINE: 4 WEEKS INVESTMENT: £1,500Our signature service built for creatives who want the full white-glove experience with a setup for 3 main offerings.
THE CHECKLISTYou know you’re ready if:
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Nothing's cohesive. Every client gets a slightly different experience, and none of it feels like you.
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You're drowning in client emails, enquiries, and the mental load of remembering who needs what and when.
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Your work is elite. Your behind-the-scenes? Held together with hope and sticky notes.
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You brought on help, but without clear systems, they're constantly asking questions - and you're still the one doing everything.
“Alex has completely transformed the way we work”
“Our processes were all over the place, and we didn’t have the systems to support our growth. Alex set up a custom ClickUp for us, and every feels so much simpler and easier for our team and how we manage our projects. He explained everything so clearly, and I felt confident every step of the way. If your systems and processes need an upgrade, I highly recommend their services!”
JUAN ANTONIO BIKORO, CEO OF INFLUENCER MARKETING AGENCYFrequently Asked Questions
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ClickUp: starts at $84 per year for the first user and $7 per user per month for additional team members.
Depending on your business needs and requirements for advanced features, you may need to consider a more premium plan.
Dubsado: Dubsado is $400 per year (or $40 month if you prefer monthly billing)
You'll receive 20% off your first year/month with the affiliate code "cos20".
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For the Dubsado/ClickUp build, you can pay in full at the start of the project, or you can split the payment into two instalments: one at the start and the remaining balance near the end of the project.
Please note that a deposit is required upon booking the service.
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No worries! You’ll receive 30 days of post-project support via Slack, ensuring you and your team are fully supported as you get up to speed.
Should you need to make adjustments to your systems after the project, we offer an hourly rate for ongoing support as your Dubsado or ClickUp expert.
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Whilst these are the platforms we specialise in, we’ve worked across a wide range of others and recognise that every business has its own unique requirements.
Get in touch to discuss your needs and explore the potential of a custom project.