Dubsado workflow template

Web Designer Dubsado Flow Kit

Web Designer Dubsado Workflow Kit

Automate your client journey from inquiry to delivery – without the overwhelm. The Web Design Flow Kit gives you ready-to-use workflows, beautiful forms, and personality-packed emails so you can save time, stay organized, and impress every client.

WHAT’S INSIDE
✔ 22 Workflow templates
✔ 9 Form templates
✔ 30 Email templates
✔ Step-by-step workflow implementation training
✔ Live Chat Support
✔ 2 Payment Plans
✔ Commercial License Available

$347-$447 | ADD TO CART

Seamless Workflows for Effortless Web Design Management

Automate client communication, design proofs, approvals, and payments – so you can focus on creating beautiful Websites, not managing logistics.

(01) Seamless Client Experience

(01) Seamless Client Experience

Clients can inquire, approve proofs, and complete payments effortlessly.

(02) Stress-Free Automation

(02) Stress-Free Automation

Let workflows manage design approvals, revisions, and invoicing while you focus on creativity.

(03) Revenue-Boosting Efficiency

(03) Revenue-Boosting Efficiency

A streamlined process designed to reduce delays and keep your projects moving forward.

From first inquiry and project proposals to feedback rounds and final launch, web design projects have a lot of moving parts. The Web Design Flow Kit streamlines it all with ready-to-use workflows, automated emails, and organized forms – so every step feels seamless for you and effortless for your clients.

Perfect for Web Designers who want to:

✔ Streamline client inquiries, proposals, contracts, and onboarding.

✔ Keep projects organized with strategic workflows that track every step.

✔ Deliver a polished, high-end client experience that builds trust.

✔ Reduce endless back-and-forth emails and approval delays.

✔ Stay on schedule and keep revenue flowing.

Designed to support every phase of a web design project.

Inquiry →

Capture leads and guide potential clients into a clear next step.

Onboarding →

Collect details, send agreements, and set expectations automatically.

Design →

Manage deliverables, timelines, and communication without manual follow-ups.

Approvals →

Streamline feedback and sign-offs so projects keep moving forward.

Launch

Wrap up the project smoothly with final delivery and payment handled.

Here’s what that looks like in practice.

Why You’ll Love It

Strategically Designed and Done for You

This isn’t just another workflow kit – Cait Potter, Dubsado expert and CEO of Forms & Flows, teamed up with Katelyn Dekle of Launch the Damn Thing®, a seasoned Squarespace designer and systems pro, to create the Web Design Flow Kit. Every workflow, form, and email template is built on proven best practices, helping web designers streamline their process, deliver a high-end client experience, and keep projects running smoothly from first inquiry to final launch.

419

Hours Saved Per year

$14,093

Dollars saved per year

345,004%

This kit’s Average return-on-investment

workflow templates

Dubsado Workflows automate emails, projects, and invoices. Our pre-built templates streamline your process, saving time and ensuring a seamless client experience.

















Payment Plan template(S)

Automate invoices, payment plans, and reminders with Dubsado’s Payments feature. This kit includes Payment Plan template(s) to keep payments seamless, organized, and on time.






Form Templates

Create a polished, on-brand proposal & contract in Dubsado - no coding needed. Customize effortlessly for a seamless, professional client experience.






dubsado scheduler Guidance

Streamline your booking process with Dubsado’s scheduling tools. This kit provides clear guidance on setting up the right appointment schedulers, saving you hours of manual coordination every year.






Email templates

Automate welcome messages, follow-ups, and reminders with these Dubsado smart field-powered email templates - ensuring a seamless, personalized client experience.






implementation course

This kit doesn't just give you all the content you need, but it walks you through all of the steps you need to go through in order to implement your final workflows. All you have to do is plug and play!


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Every Flow Kit Includes:

about the Flow collection

At Forms & Flows, we create Dubsado workflows that are both strategic and seamless. Designed for efficiency and ease, our workflows automate key processes while ensuring every client interaction feels smooth, professional, and effortlessly on-brand.






















about us

01

Learn the client journey

Understand all the best practices of the client experience, from inquiry to final delivery. Mapping out the journey ensures a seamless, professional process that keeps clients informed and engaged.


02

create content

Use the provided templates to quickly craft polished emails, forms, and communication pieces that reflect your brand while streamlining your workflow.


03

create workflows

Build structured, automated workflows that handle bookings, contracts, and follow-ups -giving you more time to focus on what you love, not admin tasks.


04

test to learn

Run your workflows in a test environment to fine-tune automation, identify gaps, and ensure everything runs smoothly before launching.


05

go live

With everything set, launch your new workflow and enjoy a seamless, stress-free client experience while your systems do the heavy lifting for you.







The Flow Kit Process

MORE QUESTIONS? Chat us.

Frequently Asked Questions

What’s included with this product?

01

Each product includes a thoughtfully built set of templates and resources designed to support a smooth, professional client experience. Depending on the offer, this may include workflows, forms, emails, training, or implementation guidance. The exact components included are outlined on the page so you can quickly see what’s inside and how it supports your process.

Are the templates ready to use?

02

Yes. All templates are delivered ready to be customized and implemented in your own business. You’ll be able to adjust language, branding, and settings to fit your services and tools. Any exclusions or limitations (such as third-party tools or legal language) are clearly noted so you know exactly what to expect before purchasing.

How long will it take to implement?

03

You should plan to spend at least a few hours going through all of the content and tutorials on installation. The time will increase as you focus more on customizing your form designs and client experience. It's wayyyyyyy faster than trying to figure it out on your own!

How customizable are the templates?

04

  • The form templates have been built so that they are robust and flexible. You can add and remove elements as you please. This means you're able to make it look completely your own!
  • The workflows are built to function as-is based on recommended best practices in your industry! If you want to customize the workflows, you'll have an opportunity to book a discounted Strategy Session so that they can be tweaked to your exact needs.


Can I use the templates in my clients' accounts?

05

All of our templates have the option to purchase a Commercial license. With that license, you can use them with as many clients as you like, however you may not resell them in any capacity and support is limited to personal use. 

Do you offer support?

06

If you encounter any issues or errors at all with installing the template, you'll be able to reach out to our team directly! We do not offer additional support for customizations or the creation of new workflows. 


Do I need to know how to code?

07

Nope! The form templates included are code-free, and none of the other templates require any CSS or coding at all. It will all be as simply as copy & paste!



Do you offer refunds?

08

Due to the instant nature of digital products, refunds are not available.




peronsal license

Commercial License

Limited Personal Use License

Ideal for business owners ready to streamline and elevate their Dubsado systems. This license grants you exclusive rights to use the included forms, emails, workflows, and payment plans within your own Dubsado account, creating a seamless and professional client experience. Designed for personal use only - redistribution, resale, or sharing is not permitted.
Read the full license details here.

Limited Commercial Use License

Perfect for service providers, designers, and consultants who set up Dubsado for clients. This license allows you to use the included forms, emails, workflows, and payment plans in both your own account and your clients’ accounts, ensuring a polished, streamlined experience. While resale and redistribution are not permitted, this license empowers you to create high-quality, automated systems across multiple accounts.
Read the full license details here.

peronsal license

Commercial License

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Web Designer Dubsado Flow Kit

Automate your client journey from inquiry to delivery – without the overwhelm. The Web Design Flow Kit gives you ready-to-use workflows, beautiful forms, and personality-packed emails so you can save time, stay organized, and impress every client.

WHAT’S INSIDE
✔ 22 Workflow templates
✔ 9 Form templates
✔ 30 Email templates
✔ Step-by-step workflow implementation training
✔ Live Chat Support
✔ 2 Payment Plans
✔ Commercial License Available

Web Designer Dubsado Workflow Kit

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