Dubsado Flow Enquiry Template
A free set of Dubsado workflows, emails and setup tools to help you manage your enquiry-to-discovery-call process.
A clearer way to manage new enquiries in Dubsado.
You don’t need to personally manage every step between someone enquiring and getting a call booked.
The Dubsado Flow Enquiry Template gives you a ready made starting point for handling new leads, booking discovery calls and following up with the people who aren’t ready to book straight away.
So there’s less for you to remember and every enquiry has a clear next step.
If your enquiry process mostly lives in your head...
Maybe someone enquires and you know you need to reply.
→ Then send your booking link.
→ Then check whether they booked.
→ Then remember to follow up if they didn’t.
And work out what happens if you’re unavailable, they’re not quite the right fit, or they want to come back later.
None of those things are particularly complicated on their own.
But when every enquiry relies on you remembering what happens next, they create a lot of unnecessary faff.
That’s exactly what this template is designed to help with.
WHAT YOU'LL GET
A ready made Dubsado enquiry flow you can adapt around your business.
Inside, you’ll get...
Two Discovery Call Workflow Templates
Choose the version that makes the most sense for the way you handle enquiries.
Not Available + Not a Good Fit Workflows
So you’ve got a thoughtful process for the enquiries that aren’t moving forward right now.
Long Term Follow-Up Workflow
Including follow-up points at 30 days, 3 months and 6 months.
Plug-and-Play Email Templates
A starting point for the emails your enquiry workflows need.
Pre-Built Notion Workspace
Keep everything organised while you set up and customise your flows.
Setup Checklists
So you know what needs to be added to Dubsado and in what order.
30% off your first month or year of Dubsado
If you’re setting up a new account.
THE POINT ISN’T TO AUTOMATE EVERY CONVERSATION.
It’s to stop every enquiry depending on you remembering what happens next.
Your enquiry experience can still feel warm and personal.
You’re simply giving the repeatable parts a proper process behind the scenes.
Use the templates as your starting point, customise them around the way you sell and keep the personal touch where it actually matters.
READY TO SORT YOUR ENQUIRY FLOW?
Get the free Dubsado Flow Enquiry Template.
Add your details below and I’ll send everything straight to your inbox.
© 2026 Betsan Coleman. All rights reserved.