We started with a Systems Audit across the whole stack, and it turned up good news early. Dubsado wasn't underbuilt, it was under-activated: the templates and workflows already existed. Most of the fix was switching things on and connecting them properly From there we activated Dubsado's onboarding, offboarding and priced packages, made ClickUp the delivery system with a standard client template and six automations, and moved intake to a ClickUp Form so data is entered once. ClickUp timesheets now feeds Xero, the long-term client's three inboxes sort themselves, and a Claude Team account plus an SOP library and AI HQ mean the studio's knowledge belongs to the business., not rebuilding.