Are you tired of chasing down client emails, manually sending invoices, or juggling proposal files across platforms? Imagine logging into one system that handles your inquiries, proposals, contracts, canned emails, scheduling, and payments — all with your personal touch, but without the daily repetition.

In this two-day intensive, you'll go from a blank Dubsado account to a fully customized, semi-automated system designed specifically for editorial workflows. Whether you’re brand new to Dubsado or you've opened an account and never touched it again, this workshop will walk you through everything — step by step.

• Collect client details, project specs, and manuscript files using streamlined intake forms
• Onboard new authors with clarity and consistency using reusable proposals, contracts, and canned emails
• Automate scheduling, invoicing, and payment reminders to save time and avoid back-and-forth
• Create a smooth, repeatable process for every project stage from inquiry to final payment

You’ll receive pre-workshop worksheets to prep your content in advance, so during our live Zoom sessions, you can focus on inputting your unique materials, getting real-time help, and walking away with your system ready to go. By the end of the weekend, you’ll have a polished Dubsado setup you can confidently use to manage clients, book projects, and get paid — without the busywork.

Amber Helt (she/her) is a professional editor, writing instructor, and editor coach with over 10 years of experience working with traditional publishers and independent authors. She is the owner and managing editor of Rooted in Writing, an editorial agency that works with speculative fiction authors of all publishing paths to help their novels flourish in their competitive markets. Her editorial agency prides itself on strong client relationships and gardener-minded editing, where writers leave with not just a pruned manuscript but seeds to grow as authors in their next project. Amber was the chapter coordinator for the EFA's North Texas chapter for five years and loves sharing her knowledge with fellow editors. Amber has a BA in English creative writing with a certificate in historical linguistics.