Have you heard people talking about client management systems? 

Do you nod your head, whilst wondering why you would need one?

Do you want to know how using one will boost your business to another level?

I’m talking about AUTOMATION, baby!

Keep reading…

What is a Client Management System?

It’s a piece of software that enables you to track and manage your clients from one place. 

When you’re ready to level up from a spreadsheet or folder in your inbox, then it’s time to invest in a systems that will do the heavy lifting for you. 

By using a dedicated tool, you can offload all of that information that you carry around in your head and be able to see which stage your clients are at, simply by viewing a screen.

A good client management system includes features such as:

• booking calendars
• onboarding functionality such as sending proposals, contracts and invoices
• email integrations
• Workflows and automations
• Team tasks and reminders

They make the world of difference to a busy business owner like you! It’s like having an administrator working alongside you, sending documents and managing clients whilst you sleep!

I’m an online service provider- which platform is right for me?

Dubsado is my favourite. 

If you work 1:1 with your clients then you HAVE to consider this option. I’d hate for you to invest time and money in to a platform you’re going to grow out of in 12 months.

You can dispose of your current booking procedures (email ping-pong with clients, or even Calendly or Acuity) because Dubsado has its own appointment scheduler. 

You can level up even further by adding a scheduler to your workflows to boost your client management.

For example, as part of your automated workflow, you can have your kick-off call scheduler automatically sent to your client once the contract has been paid in full. And then a welcome pack sent to your client only once they’ve booked their kick-off call!

All this is being taken care of whilst you have a cup of tea, walk with your family or join a networking meeting to find more clients…

Dubsado has all the features you need, plus a Client Portal where you can provide a secure login and share documents, links and clients have access to all their forms, contracts and invoices in one place.

Every client touch point can be branded on Dubsado, meaning that you can provide a consistent brand experience throughout your working relationship. 

How much does a Dubsado subscription cost?

Dubsado starts from $200 per year or $20 per month.

If you use my affiliate code you get a discount off either payment option!

Use this link

Or code bonjour if you already have an account.