What Can You Automate with Dubsado?
If you are an online service provider, you will know that automation allows you to have:
✅More clients on your books
✅More time in your day
✅A smooth and slick client journey
✅The ability to scale
And who doesn’t want that?
Step forward – Dubsado- But what can you automate with Dubsado?
When I started my business in 2020, I saw many service business owners making fundamental errors when running their business, from no contracts to poorly planned client journeys – they needed to implement effective systems but didn’t know where to start.
I would always introduce them to the powerful tool that is Dubsado.
Dubsado is a client relationship management tool that is software designed to track and manage your leads and clients in one place.
Dubsado does the heavy lifting in your business while you sit back and let it all happen with their clever workflows.
You see, it’s not ALL about branded forms and automated workflows. By implementing the right systems for your business, you unlock the next level- client retention & referrals. This is the holy grail of business- clients start knocking on YOUR door and suddenly you no longer have to spend hours on your marketing each week. In fact, the return on investment is so huge, that you could reduce your marketing costs and at the same time use that time to take on another client! Talk about profits! This one is a no brainer.
Client Experience
Client experience is essential in any business, from creating that all-important first impression to caring for existing clients.
If your client experience is clunky and clients are constantly waiting on yet another e-mail, you will be leaving money on the table.
When thinking of your client experience, from the very moment a potential client finds you, you want to make it easy for them to understand what you do, and how you do it and guide them through each stage. All while making a great impression.
If they need to book a call, can they do that easily? or do they need to fill in your contact form or pay an invoice?
Now they’re ready to sign a contract – are you manually sending your emails, and then later with questionnaires, or can this be done automatically at a time that suits them?
Client experience is a delicate balance between what makes the client feel like they’re in safe hands, that they’re investing in the right business, but at the same time, the process needs to fulfil your own requirements without making the client feel like they’re got 100 documents to work through.
The devil is in the detail. And once you’ve worked out what your own client journey looks and feels like, Dubsado is the place to build it all out.
Automating
Dubsado allows you to automate – with ease, and with its many integrations and business solutions, you will never need to use other systems. From emailing, appointments, invoices, reminders, contracts, proposals and so much more, you really do need this system in your service business.
Here are 4 of my favourite ways to automate with Dubsado:
👉🏻Appointments. Integrate your video conferencing account with your Dubsado and never raise a manual meeting again.
👉🏻Reminders. Set reminders on your proposal, payment plans, and recurring invoices by fixed or relative date.
👉🏻Contract & Invoices. If built into a workflow, you can send contracts and invoices without lifting a finger. No more 4 am panic that you forgot to send it (again) – just a smooth client journey.
👉🏻Feedback & Testimonials – Create branded feedback forms that automatically get sent out when your project is complete – an easily forgotten step but crucial for your marketing and business development.
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!
Or code bonjour if you already have an account.
My top tip, sign up for free, have a play around and add my Dubsado discount code so when you’re ready to upgrade you’ll get a hefty discount.
