Too Many Tools and Manual Work?
Not Enough Structure?
Your business shouldn’t feel harder the more clients you book. But when your backend isn’t built intentionally, growth creates chaos instead of freedom.
If this sounds familiar, you’re in the right place:
- You’re drowning in tech but still doing everything manually
- Your client experience feels inconsistent or messy
- You know things could be automated — you just don’t know where to start
- You’ve heard of Dubsado… maybe even opened it — and felt instantly overwhelmed
Polished & Prosperous designs streamlined systems that eliminate operational chaos and create seamless, professional client experiences — without overcomplicating your business.
This is about building a backend that supports you now and as you scale.
SERVICES BREAKDOWN
The Signature Systems Setup
You don’t need more tools — you need fewer decisions.
This service is designed for service-based business owners who are ready to stop duct-taping their operations together and want a clean, automated system they can actually trust.
We take Dubsado from “overwhelming software” to the central engine of your business.
What This Solves
- Eliminates manual follow-ups and admin overload
- Creates a polished, consistent client experience
- Saves hours each week through automation
- Removes guesswork around workflows and processes
- Gives you clarity, confidence, and control behind the scenes
What’s Included
- Client Journey Blueprint Session
- Automation Architecture (Up to 3 Workflows)
- Custom Email Suite, Branded Forms, Proposals & Contracts
- Command-Center Dashboard Setup
- Recorded System Walkthrough and 30-Day Post-Build Support
Investment
$2,400 (4 Installments of $600)
After Pay and Klarna available at checkout.
Pay-in-full incentive available.
Polished Systems Retainer
Ongoing CRM Maintenance & Light Support
Designed for businesses needing light, ongoing CRM support.
This retainer is for established service-based businesses who already have their core systems built and simply need them maintained, updated, and kept running smoothly.
Investment
$179 per month
3 month initial commitment (Following the Initial 3 Month Term, the membership continues on a month-to-month basis unless canceled).
This is a fit for you if...
- Your Dubsado is already set up and working, but needs occasional tweaks
- You want light, ongoing support without a full rebuild
- You need small updates handled consistently instead of piling up
- You’re comfortable managing your business — you just don’t want to be the one inside the CRM every time something changes
- You value clean systems and want to protect the investment you’ve already made
This Is NOT For You If:
You need a full CRM rebuild, major migrations, or hands-on operational management beyond light system maintenance.
Prosperous Operations Retainer
Ongoing Operations, Systems & Admin Support Designed for small businesses needing ongoing operational and admin systems support
This retainer is for growing businesses who want their operations and systems actively supported, optimized, and managed as they scale.
Investment
$997 per month
3 month initial commitment (Following the Initial 3 Month Term, the membership continues on a month-to-month basis unless canceled).
This is a fit for you if...
- You’re a full-build client who wants continued strategic and technical support
- Your business is evolving and your systems need to evolve with it
- You want progress and proactive updates — not reactive fixes
- You’re ready to offload backend operations without handing over inboxes or personal tasks
- You need someone who understands how your systems connect and can maintain alignment across your client journey
This Is NOT For You If:
You’re looking for a VA, inbox manager, or personal task support.
Compare Support Levels Here
Still Not Sure What Is The Best Option?
FAQS
What if I’m not “tech-savvy”?
You don’t need to be.
Our job is to simplify, not overwhelm. Everything we build is designed to be usable, maintainable, and easy to understand — and we walk you through it so you feel confident using your systems moving forward.
Will I be able to manage things on my own afterward?
Yes.
We don’t build systems you’re afraid to touch. Everything is designed so you can confidently run your business — with the option for ongoing support if and when you need it.
What if my systems are a mess or half-set up?
That’s more common than not.
During the inquiry process, we assess what’s working, what’s salvageable, and what needs to be rebuilt or refined. From there, we’ll recommend the right level of support — not force you into something that isn’t a fit.
Do I need to already be using Dubsado?
No.
If you’re brand new to Dubsado, we’ll guide you through the right starting point. If you’re already using it, we’ll meet you where you are and determine whether optimization, maintenance, or ongoing support makes the most sense.
You don’t need to have it “figured out” before reaching out.
What if I’m unsure which service or retainer is right for me?
That’s exactly what the inquiry process is for.
We’ll review your current setup, talk through your goals, and recommend the most appropriate option — even if that means telling you to start smaller.
Is this only for certain types of businesses?
We work best with service-based businesses that value structure, professionalism, and long-term scalability.
If your business relies on client inquiries, proposals, contracts, onboarding, or workflows — this applies to you.
How long does it take to get started?
Once you inquire, we’ll review your needs and guide you through the next steps.
Start timelines depend on the level of service selected, but clarity comes quickly — no long, drawn-out back-and-forth.
Is ongoing support required?
No.
Some clients need a one-time build or optimization, while others prefer ongoing support. We’ll help you decide what makes sense based on your business, workload, and growth goals.
Do you offer inbox or personal task management?
No.
Our work is focused on systems, operations, and admin within your CRM and business tools — not inbox management, scheduling personal tasks, or acting as a traditional virtual assistant.
We have a list of preferred partners for any other needs that we don;t cover!