CRM-Ready Packages (Dubsado)
Branded. Defensible. Built for Clarity.
Rogue Raven’s Dubsado form systems are crafted for solo professionals and lean teams who need strategic, CRM-integrated workflows without the tech fatigue.
Every form is modular, mobile-friendly, and built to protect your time, energy, and brand—while leveraging Dubsado’s automation power.
What We Build
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Branded Intake Forms – With conditional logic, embedded disclaimers, and boundary-enforcing fields
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Client Onboarding Kits – Streamlined proposals, contracts, and questionnaires with premium service logic
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Escalation & Request Forms – For internal teams, contractors, or service upgrades
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Dubsado Dashboards – Auto-updated pipelines and status flags for client tracking
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Why Dubsado Works
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Built-in CRM, scheduler, and invoicing tools
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Seamless automation for onboarding, follow-ups, and reminders
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Fully customizable and brand-aligned
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Ideal for consultants, creatives, and service providers scaling premium client experiences
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Ready to Build?
Click below to request a setup, book a free 30-minute strategy session, or explore our specialty Dubsado packages.
[Request Setup] | [Free 30-Minute Strategy Session] | [Explore Dubsado Packages]
Disclaimer
All Dubsado systems are built using publicly available platform features.
While the software is accessible, the strategy, onboarding, and labor required to build a branded, defensible system are not.
Each setup includes custom logic mapping, brand-aligned copy, and strategic configuration tailored to your workflow.
Rogue Raven Marketing does not provide legal advice, guarantee platform uptime, or offer ongoing tech support beyond the initial setup and testing phase.
Clients are responsible for maintaining access, permissions, and backups.
Customizations beyond the scope of the selected package will be quoted separately.
What’s Not Included by Default
To prevent assumptions and protect your workflow, each package clearly states what’s included.
Unless explicitly listed, the following are not included:
CRM automation or workflow setup
Ongoing tech support or platform troubleshooting
Legal review or compliance guarantees
Unlimited revisions or exploratory calls
If you need help choosing the right package, we’ll guide you—but every upgrade is billed accordingly.
Starter Intake – Dubsado Lite
$75.00 Setup Fee | Total: $150.00
A lean, no-frills Dubsado intake form with up to 6 core questions—perfect for solo professionals and lean teams who need structure without complexity.
What’s Included:
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Clean, branded intake form (Dubsado only)
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Up to 6 strategic questions
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Simple delivery copy for client-facing clarity
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No workflows, automations, or CRM logic
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Setup Fee: $75 (required unless bundled with another package)
Total Investment: $150.00
Optional Add-Ons:
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🔧 Guided Setup via Access Grant — +$45 (Includes 1 round of revisions)
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🎨 Branded Header, Color Palette & Intro Copy — +$55 (Infuse your brand personality into the form)
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🚀 Custom Thank-You Message or Redirect — +$35 (Guide next steps or redirect to a branded page)
📆 Turnaround: 5–10 business days
Premium Onboarding Form
$325.00 (setup included)
A fully branded, boundary-driven onboarding experience built inside Dubsado—ideal for consultants, agencies, and creatives delivering premium service logic.
What’s Included:
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Branded Dubsado form setup with up to 12 strategic questions
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Conditional logic and embedded boundary language
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Branded layout, intro copy, and disclaimers
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Professional delivery email copy
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Optional client-facing PDF summary
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Includes 1 round of revisions
Total Investment: $325.00 (setup
included)
Optional Add-Ons:
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CRM Integration (Dubsado) — +$95
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(Connect your form to workflows, schedulers, or pipelines)
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Client Portal or Branded Folder Setup — +$65
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(Organize assets and intake materials in a branded space)
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📧 Follow-Up Email Sequence — +$85
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(Automated or manual emails to reinforce next steps and boundaries)
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📆 Turnaround: 7–12 business days
Essential Onboarding – Dubsado Edition
$220.00 (includes setup)
A polished, boundary-enforcing Dubsado intake form with up to 8 essential questions—designed to document scope, set expectations, and elevate your onboarding experience.
What’s Included:
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Branded Dubsado form setup
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Up to 8 strategic, boundary-driven questions
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Conditional logic and embedded disclaimers
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Professional delivery email copy (client-facing)
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No workflows, automations, or CRM logic
Total Investment: $220.00 (setup included)
Optional Add-Ons:
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Branded Header, Color Palette & Intro Copy — +$55 (Infuse your brand personality into the form interface)
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Custom Thank-You Message or Redirect — +$35 (Guide next steps or redirect to a branded page)
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Client-Facing PDF Summary — +$65 (Summarize submitted responses for clarity and documentation)
📆 Turnaround: 5–10 business days
Why It’s Worth the Investment
This isn’t just a form—it’s a strategic onboarding system.
Built with conditional logic, embedded boundaries, and professional delivery copy, it’s designed to:
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Prevent scope creep and off-channel requests
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Document expectations and protect your IP
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Reinforce your brand voice and premium service logic
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Save hours of back-and-forth communication
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Create a seamless, mobile-friendly client experience
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Every field is intentional.
Every word is strategic.
That’s why it’s priced to reflect the value it delivers.
Inboarding Forms
Offboarding Forms
Setup Fee: $65 (covers branded form build, logic mapping, and Workspace integration)
Starter Offboarding – Dubsado Lite
Essential Offboarding – Dubsado Edition
Why Offboarding Costs More Than Intake
$185.00
A lean, no-frills intake form with up to 6 core questions. Ideal for solo professionals who need structure without complexity.
Includes:
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Branded Dubsado form setup
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Up to 6 strategic questions
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Simple delivery copy
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No workflows or CRM logic
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Setup fee included
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📆 Turnaround: 5–10 business days
$265.00
A professionally designed offboarding form with up to 8 strategic questions, crafted to document final deliverables, reinforce boundaries, and close out projects with clarity and brand integrity.
What’s Included:
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✅ Conditional logic to guide responses and prevent scope creep
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✅ Embedded disclaimers to reinforce policies and protect your time
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✅ Branded layout and polished delivery email copy
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🚫 No CRM automation included
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💳 Setup fee built into pricing
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📆 Turnaround: 5–10 business da
Premium Offboarding – Dubsado Edition
$390.00
A fully branded, boundary-aware offboarding form with up to 12 curated questions—built to guide clients, document scope, and uphold your premium service logic.
Perfect for consultants, agencies, and creatives who lead with clarity.
What’s Included:
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Branded layout, intro copy, and embedded disclaimers
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Conditional logic and strategic field mapping for seamless routing
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Professional delivery email + optional PDF summary for client records
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One round of revisions included
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Setup fee built into pricing
📆 Turnaround: 7–12 business days
Intake forms are about welcoming a client into your ecosystem. Offboarding forms are about protecting it when they leave.
While both are strategic, offboarding forms carry higher operational risk, require more complex logic, and demand legal precision to ensure your brand, data, and boundaries remain intact.
Here’s why offboarding is priced at a premium:
Higher Stakes
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Offboarding involves access revocation, IP protection, and final deliverables—all of which must be documented and defensible.
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A misstep here can lead to scope creep, data leaks, or reputation damage.
More Complex Logic
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Offboarding forms often include conditional triggers, role-based protocols, and system reassignment workflows.
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Intake forms are typically linear; offboarding forms are multi-path and compliance-driven.
Legal & Operational Safeguards
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Offboarding forms embed disclaimers, confidentiality reaffirmations, and digital asset release language.
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These aren’t just niceties—they’re risk management tools that protect your business long after the contract ends.
Workspace Integration
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Offboarding forms often require Google Workspace audits, CRM archival, and file ownership reassignment.
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These backend tasks are technical, time-consuming, and critical to maintaining operational hygiene.
Brand Reputation
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A clean, professional offboarding experience reinforces your brand’s premium logic, even at the exit.
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It sets the tone for future re-engagement, referrals, and reputation management.
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Bottom Line: Offboarding isn’t just a form—it’s a strategic exit protocol. It’s priced to reflect the complexity, risk, and protection it delivers.
Guest Intake Forms
Strategic onboarding for featured guests, collaborators, and contributors—built in Google Workspace.
This modular intake system is designed to vet, onboard, and manage guest contributors with clarity, professionalism, and brand-aligned boundaries.
Whether you're fielding cold pitches, coordinating interviews, or spotlighting invited experts, each form is built to protect your time, streamline prep, and reinforce your premium voice.
All packages are built in Dubsado, fully integrated with your Workspace tools.
Includes branded copy, conditional logic, and optional CRM/calendar sync instructions.
What Our Clients Say
