5 ways to save time with Dubsado

Apps and Processes

Is it time you started using Dubsado?

There comes a point in almost every business owner’s journey when overwhelm sets in. Leads are flying in, invoices need sending out and client work is stacking up. We’ve all been there, believe me. 

If you’ve found yourself looking around and wondering how other service-based businesses cope with it all, I’m going to let you into a secret. Chances are they are using a business management tool like Dubsado. It’s a firm favourite here at The Assistant Quarters and something we use on a daily basis to deliver a consistent experience for our clients.

What is Dubsado?

Dubsado is a customer relationship management (CRM) platform that allows you to send proposals, contracts, forms and invoices, onboard new clients, track your time and send schedulers. All in one place.

But the real magic lies in its ability to create automated workflows. Setting up workflows and templates means that you can send emails, forms, invoices and so much more without lifting a finger.

How to save time with Dubsado

Take a moment to think about how much time you spend following up with new leads and onboarding new clients. Probably about 3 hours per lead.

Time spent onboarding new clients without Dubsado

Here’s how Dubsado can help.

1. Lead Capture

In Dubsado, you can create tailored lead capture forms and embed them seamlessly onto your website. This will ensure you capture all the details you need from new leads at the very start of the process. This information will sit neatly in Dubsado, ready for you to review when you have time. No more digging around in emails trying to find information.

2. Proposals, Contracts and Forms

One of the best things about Dubsado is the ability to create beautiful templates for your proposals, forms and contracts. That means that you never have to start from scratch again.

To top it off, these templates can be styled to match your branding, ensuring that your fonts and colours all match your website.

3. Canned Emails

Make typing out the same email again and again a thing of the past with canned emails. Dubsado utilises smart fields so that a client’s details are pulled through and pre-populated on all emails. It’s a real game-changer!

4. Scheduler

Eliminate diary ping pong by using Dubsado’s scheduler templates. By synching your diary with Dubsado, clients can simply choose the best day and time for them, and they will receive a confirmation email with a Zoom link as well as a reminder email closer to the time. Not only that, but the appointment will also automatically be added to your diary.

5. Workflows

This is where things get interesting. Workflows allow you to automate large chunks of your process, saving you hours of admin.

Imagine the scene…

A potential client lands on your website and fills out your contact form.

  • Their details automatically fly over to Dubsado where a project is created.
  • The new lead receives a thank you email with a link to your brochure and a link to your scheduler so they can book in a discovery call
  • They schedule a call and receive a confirmation email
  • Following the call, you select one of your proposal templates which also includes a contract and invoice should they wish to move forward
  • You send the proposal using one of your canned emails
  • The potential client selects the package they need from the proposal, signs the contract and pays the invoice
  • Your new client automatically receives a confirmation email which includes your welcome pack and next steps.

The result? A seamless process that saves you hours of time and seriously impresses your new client.

The details

Dubsado offers a free trial so you can try the platform out for yourself. Once you hit three clients, they offer two plans: 

  • Starter for $20 p/m – this includes unlimited projects and clients, invoicing and payment plans and forms and email templates.
  • Premier for $40 p/m – this includes everything in the starter plan plus scheduling, automated workflows, proposals, lead capture forms and Zapier integration.

Need help setting up Dubsado?

We will be honest, Dubsado does take an investment of time to set up. But it will probably eliminate the need for at least 2-3 tools in your business that you currently use – goodbye Acuity, HelloSign and then some! It will also save you that all important time we mentioned!

If however you’d prefer to call in the troops to get you setup, The Assistant Quarters has a team of Certified Dubsado Specialists on hand to help get your Dubsado account all singing and dancing!

We start off with a detailed process mapping meeting to plan out your ideal client experience and then the team go away and build the system for you. Once everything has been implemented, we follow up with a detailed offboarding call and provide 14 days of support to help iron out any glitches and provide any further training needed.

Find out more about our fees here. Alternatively, get in contact if you would like to hear more about this service.

P.S. If you’d like to give Dubsado a try, sign up here to receive 20% off your first month or year – starting with that free trial. Yes this is an affiliate link but we truly LOVE Dubsado and use it every day. We are only affiliates for tools we love and use in our own businesses and with clients.

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