Dubsado setup & systems services

Stop the chaos with SYSTEMS that give you back time.

Buried in emails? Schedule a mess? Hectic client comms…and mistakes made? Let’s fix this by simplifying your systems—so you can get back to doing what you love.

book a free discovery call

Sticky notes and inbox chaos?

But between the endless emails, scattered tasks, and disorganized client processes, it’s no wonder you’re feeling stretched thin.

It’s too much. Wearing all those hats doesn't give you the freedom and income you’re aiming for.

You need an effortless, organized system that works for you—keeping everything running smoothly behind the scenes.

Dubsado ClickUp & CRM setup services for creatives in Montana & beyond

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It’s not just you—keeping a business organized is A LOT.

Stuck replying to emails and resending links instead of serving clients
Scheduling, invoicing, and communication = clunky and inconsistent
Tasks scattered everywhere with no real system
DIY’d your CRM or tools… but they never really stuck

Sound familiar?

Dubsado setup: testimonial

“She turned my messy, complicated process into something simple and automated.”

“Kimberly has the technical savvy, customer service orientation, and ingenuity to provide superior VA services to coaches. She broke down my complicated and custom processes into a manageable and automated system.”

– Kate - Life Coach

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But what if your business could feel calm, clear, and easy again?

You need a robust system to automate your busywork, so you can breathe again.

A client process that runs on autopilot—no dropped balls
Cut repetitive tasks and clear your mental load
Stay ahead instead of scrambling behind
Build the space and freedom your always dreamed of

If that sounds like what you need, you’re in the right place.

Let’s talk about systems set up for YOUR business that change everything

You’ve been drowning in emails, to-do lists, and DIY mode. But now you’ve had enough.

Imagine having a custom system built to the specific, individual needs of YOUR business so everything runs smoothly.

Dubsado, ClickUp, or 17hats—whatever you use, I build a streamlined, customized system that makes everything from your client experience to your daily admin effortless.

Systems setup package options

DUBSADO SETUP

Done-for-you client workflow setup, built to simplify your day-to-day.

Branded forms, contracts, and canned emails
Custom proposal and scheduler setup
Full client journey automation (lead to offboarding)
Project statuses & smart tagging for visibility
Internal task reminders and auto-assignments
One strategy call to map out your entire workflow
Post-setup support to make sure it actually works for you

Your Dubsado system should do the heavy lifting—without you lifting a finger. Whether starting fresh or refining what’s there, I’ll build a smooth, branded workflow that frees up your time, boosts efficiency, and helps you make more money doing what you love.

Starting at $2,500

book a free discovery call

17HATS SETUP

Smart, simple system setup for solopreneurs seeking greater ease and freedom.

Custom-branded forms, emails, and workflows
Seamless online scheduling and contracts
Lead capture automation and pipeline setup
Calendar, invoice, and task integration
Strategy call to walk through your process
Follow-up support to make sure you’re confident using it

If you’re using 17hats, you value simplicity—and this setup delivers. I’ll tailor your client workflows, forms, and calendar to give you a streamlined backend that doesn’t require tech know-how to keep running.

Starting at $,1500

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CLICKUP SETUP

Custom task management that works intuitively, ditching the overwhelm.

Consultation + Questionnaire
Planning Session
1 Workflow/Task List

including up to 15 tasks/subtasks

Recorded How-to Video
1 Month of Follow-up Support

ClickUp is only powerful if it’s built for your brain. I’ll design a setup that organizes your business tasks, streamlines team collaboration (if you have one), and keeps you focused without getting lost in notifications or nested lists.

Starting at $275

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For the solopreneur with 100 tabs open

Your business is thriving, but behind the scenes? Total chaos. Inbox overwhelm, missed follow-ups, and endless admin are draining your energy. It’s too much.

You’ve outgrown sticky notes and messy spreadsheets.

You want a client experience that feels seamless—for them and for YOU.

You’re not scared of tech, but you don’t want to spend hours wrestling with it.

You’re ready for structure, clarity, and a system that frees you up to do more of what you love in your business.

Interested? Here’s what to expect

1. Book your free discovery call

We’ll chat through where things feel messy, what’s slipping through the cracks, and which system (Dubsado, ClickUp, or 17hats) is right for you.

2. Get a custom plan

After our call, I’ll send over a personalized setup plan that outlines exactly what we’ll tackle—no cookie-cutter templates here.

3. Share your info

You’ll complete a detailed questionnaire and upload the materials I need to build your system. Don’t worry—it’s all clearly outlined and I’ll walk you through it.

4. I get to work

I’ll map out, organize, and build your system, making sure everything works smoothly and feels like you.

5. Wrap-up & walkthrough

Once everything’s done, we’ll hop on a call to go over how to use your system confidently. You’ll also get access to recorded trainings for reference.

Meet your Systems & Dubsado expert in Southwest Montana

Hi, I’m Kimberly—founder of Rabel Virtual Services.

After 20+ years in retail and office management, I traded clocking into someone else’s dream for helping women solopreneurs run theirs.

I love organizing systems, automating the messy stuff, and setting up backends that actually work—especially for founders, creatives, and solopreneurs who want to focus on what they do best.

Here’s what I know: when you focus on your zone of genius and hand over the time-consuming tasks to me, you clear the way for more business fulfillment, freedom… and money!.

I get it—and I get it done.

Learn more about me

FAQs about Dubsado setup, ClickUp, 17Hats & systems setup

I specialize in setting up Dubsado, ClickUp, and 17hats—powerful tools for organizing your backend, streamlining your client experience, and giving you more margin. Not sure which one’s right for you? We’ll figure that out together on your discovery call.
Absolutely. Many of my clients are photographers who are tired of losing track of leads, forgetting to follow up, or manually handling every step of their client journey. These setups are designed to simplify your workflow from inquiry to gallery delivery (and everything in between).
Most systems are ready to go within 2–4 weeks, depending on how quickly you provide your content and respond to feedback. I’ll give you a clear timeline during onboarding so you know exactly what to expect.
Yes! Every setup includes personalized training and walkthrough videos so you feel confident using your new system. My goal isn’t just to build it—it’s to make sure you can use it without stress.
Definitely. Whether you’re starting from scratch or your system is a little tangled, I can clean it up and make it work for how you actually run your business.

Still have questions? Let’s clear things up.

Nope. You bring the problems—I’ll bring the solutions. We’ll map out your client flow and business needs together before I start building. You don’t have to have it all figured out.
Yes! These setups are collaborative. You stay in control while I do the heavy lifting. You’ll have full access and ownership of your systems—nothing is hidden behind a tech curtain.
At this time, I focus on Dubsado, ClickUp, and 17hats—so I can go deep and deliver the best results. If you’re open to switching or unsure which platform would work best, I’m happy to guide you.
Pricing varies depending on the platform and complexity of your setup. You'll find detailed pricing under each service section on this page—and we can talk specifics on your free call.