Dubsado workflow template
Web Designer 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.
$347-$447
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
Seamless Workflows for Effortless Web Design Management
Clients can inquire, approve proofs, and complete payments effortlessly.
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Seamless client Experience
Let workflows manage design approvals, revisions, and invoicing while you focus on creativity.
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Stress-free automation
A streamlined process designed to reduce delays and keep your projects moving forward.
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revenue-boosting efficiency
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.
Automate client communication, design proofs, approvals, and payments—so you can focus on creating beautiful Websites, not managing logistics.
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.
WHY YOU'LL LOVE IT
Strategically Designed and Done for You
This isn’t just another workflow kit—Cait Potter, Dubsado expert and founder 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.
Hours saved per year
Dollars saved per year
This kit's Average return-on-investment
419
$14,093
345,004%
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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what You Get
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.
create content
Use the provided templates to quickly craft polished emails, forms, and communication pieces that reflect your brand while streamlining your workflow.
create workflows
Build structured, automated workflows that handle bookings, contracts, and follow-ups—giving you more time to focus on photography, not admin tasks.
test to learn
Run your workflows in a test environment to fine-tune automation, identify gaps, and ensure everything runs smoothly before launching.
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
- Zinnia Code Free Proposal Template
- Zinnia Contract Design Template
- Website Lead Capture
- Zinnia Client Portal Guide
- Brand Questionnaire
- Zinnia Approval Form
- Launch Prep & Support
- VIP Day Onboarding
- VIP Day Deliverables
- 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.
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.
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