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Done-for-You Custom Design System Setup

Revolutionize the way you manage custom jewelry projects.

From client inquiry to final delivery, this professional, streamlined, and semi-automated system will take the headache out of managing your design projects. Contracts, design proofs, invoicing, email templates and more are created for you.

Managing a custom jewelry design business can be a juggling act.

Between client inquiries, design approvals, and keeping projects on track, it’s easy to get overwhelmed by the administrative burden.

 

Our tailored Dubsado setup service helps you take back control.

We create a streamlined, semi-automated process that allows you to focus on what you love—creating stunning, custom jewelry—while we handle the rest.

 

With a professional system in place, you’ll save time, reduce stress, and deliver an exceptional experience for every client.

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You'll walk away with:

  1. Set up of your Dubsado account.

  2. Branded customization of all of your forms created in Dubsado.

    1. Lead Capture/Inquiry form

    2. Design Specification Notes

    3. Consultation meeting recap 

    4. Custom Design Contract

    5. Stone Selection Form

    6. Stone Intake Form

    7. Initial design Proof

    8. Final design Proof

    9. Invoices

  3. Creation of scheduler templates so clients can book calls and meetings with you. 

  4. Creation of email templates for your entire process (usually between 20 - 25 emails total)

  5. Email content suggestions. 

  6. Build workflows for your entire process with all necessary components.

  7. Email and Loom videos to keep you updated throughout the project. 

  8. Access to my Dubsado Training Materials Library

  9. One month of support

What to Expect:

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Your Investment
$3,500

50% due to start and 50% due before training

Our Clients Say

Hilary Finck, owner of Hilary Finck Jewerly, testimonial
“I love working with Kelly because she's organized, knowledgeable, efficient, and direct. Our meetings were always useful and we accomplished a lot in a short period of time.
 
She helped me to streamline my process with custom orders in terms of communication with clients and contracts. I would highly recommend her services!”

Hilary Finck, Hilary Finck Jewelry

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