Running a business is a full-time job — and managing client workflows, contracts, invoices, and follow-ups can quickly become overwhelming. That’s where Dubsado comes in. 

As one of the most powerful CRMs for service-based entrepreneurs, Dubsado helps automate your client journey — from inquiry to invoice. But while it’s a fantastic tool, setting it up and managing it properly takes time, skill, and consistency. 

That’s exactly where a Dubsado Virtual Assistant (VA) can transform your business. 

At Vitalis Outsourcing, we provide trained virtual assistants who specialize in Dubsado — so you can focus on your clients while we handle the setup, automation, and backend organization that keeps your business running smoothly. 

 

What Is Dubsado and Why Do Businesses Love It? 

Dubsado is a client relationship management (CRM) platform designed for freelancers, coaches, photographers, agencies, and service providers. It helps you manage every part of your client journey — all in one place. 

With Dubsado, you can: 

• Create and send branded proposals, contracts, and invoices 

• Automate client onboarding and follow-ups 

• Schedule appointments and manage projects 

• Track leads and monitor your business performance 

The challenge? Many business owners don’t have the time to learn all of Dubsado’s features or to maintain the system consistently. That’s where a Dubsado Virtual Assistant becomes your secret weapon. 

 

How a Dubsado Virtual Assistant Can Help You 

Hiring a Virtual Assistant skilled in Dubsado gives you the freedom to work on your business, not in it. Here’s how they can help: 

1. Dubsado Setup & Customization 

Your VA can set up your Dubsado account from scratch or optimize your existing setup. This includes: 

• Customizing your branding, templates, and forms 

• Building automated workflows for leads, onboarding, and project management 

• Integrating Dubsado with email, Calendly, Zoom, or payment systems 

• Setting up smart fields and automations to reduce manual work 

2. Workflow Automation 

Automation is where Dubsado shines — and a trained VA knows exactly how to make it work for your business.
Your VA can: 

• Build automated follow-up sequences 

• Trigger tasks based on form submissions or payments 

• Send automated reminders and thank-you emails 

• Schedule contracts, proposals, and invoices automatically 

3. Template Creation and Management 

Instead of creating proposals or emails from scratch, your VA can build: 

• Pre-designed proposal and contract templates 

• Reusable email scripts for common client touchpoints 

• Questionnaires and onboarding forms for a seamless client experience 

4. Lead Management and Client Onboarding 

Your Dubsado VA can manage new leads and ensure every client gets a smooth, professional onboarding experience — automatically. They’ll: 

• Respond to new inquiries through Dubsado 

• Assign workflows and tasks 

• Keep client data organized and up-to-date 

5. System Maintenance & Reporting 

Your VA will regularly review your system to ensure: 

• Workflows are functioning correctly 

• Templates are updated with the latest branding or pricing 

• You’re receiving monthly reports on leads, projects, and revenue 

 

Why Hire a Dubsado Virtual Assistant from Vitalis Outsourcing? 

At Vitalis Outsourcing, we don’t just match you with a random VA. We connect you with highly trained professionals who understand both Dubsado’s backend and your business goals. 

Here’s what sets our VAs apart: 

• ✅ Experience with Dubsado setup, workflow automation, and client portals 

• ✅ Backgrounds in admin support, CRM management, and automation tools 

• ✅ Flexible part-time or full-time support 

• ✅ Affordable, scalable solutions that grow with your business 

Whether you’re a coach, creative, consultant, or agency owner, our Dubsado-trained virtual assistants help you reclaim your time and deliver an unforgettable client experience — without the tech headaches. 

 

Benefits of Hiring a Dubsado VA 

By outsourcing your Dubsado tasks, you can: 

• Save 10+ hours per week in admin time 

• Onboard clients faster with automated workflows 

• Ensure no leads or invoices slip through the cracks 

• Deliver a professional and consistent client journey 

• Free up time to focus on growth and strategy 

 

Get Started with a Dubsado Virtual Assistant Today 

If Dubsado feels overwhelming or you simply don’t have the time to manage it, we’ve got you covered. 

At Vitalis Outsourcing, we’ll match you with a skilled Dubsado Virtual Assistant who can take care of everything — from setup to automation to ongoing management. 

💡 Ready to streamline your business with Dubsado?
👉 Schedule a free consultation with Vitalis Outsourcing today and discover how a Dubsado VA can help you work smarter, not harder.