Karen of Clay & Vine had been using Dubsado for years, but like many business owners, was only scratching the surface of what the platform could actually do. Her forms and templates weren’t branded, automations hadn’t been implemented, and all of her client processes still relied on manual follow-up. We transformed her Dubsado into a cohesive, fully-branded client experience that showcases her design eye, alongside strategic automation to finally let the software carry the weight it was meant to.