A while back I changed my services and decided to offer Dubsado Setup, workflows and form building, one of the reasons I wanted to offer these services was due to not only spending a long time learning to use the platform well but using Dubsado has made such a huge difference to my business. Before I found onboarding new clients so time-consuming plus I was using so many different platforms and forever struggling to remember if I had sent out all the information needed. It was a mess, to be honest, so I needed to find somewhere to keep everything in one platform and I found Dubsado was just what I needed so I thought would share with you why I love Dubsado as well as why I think it would help your business too.
Firstly Let me explain what Dubsado is
I say the name Dubsado to some people to get a blank stare back because they are wondering.. what on earth is she talking about LOL so I will start by explaining a bit about it.
Dubsado is basically a business management platform, a CRM (Client Relationship Management) program. It gives you the power to manage projects, build client relationships, schedule appointments, invoice and create workflows to automate the entire client process and you can do this all in one program, great eh...
This is what sold the platform to me because I was looking for one system to help me capture leads, build my packages, send out proposals, get my contracts signed and onboard my clients. I was sick of having to pay for loads of different platforms to give my clients a first-class professional experience. Plus, found onboarding clients so time-consuming, I was having to do it in the evening or the weekend so I had to make a change.
Lead Capturing.
This was something that I struggled to keep track of prior to using Dubsado, but now it is super easy.
Now I have a lead capture form attached to my scheduler so when a potential client books a call with me they complete my lead capture form which will then create a client record in my Dubsado account, which is super brilliant. Included in that form I have a question which asks me where the client heard of my business once they answer this is added to a chart in Dudsado, and then at a glance, I can view a chart of where my clients are coming from so I know which platform is working the best for me.
Branding your account.
You can make your forms, and documents look truly amazing in Dubsado, I cannot tell you much I love how all my documents now look. I have even added my domain to Dubsado so the client portal has my domain attached to it which is added to my own website. I have used my Canva skills to make my questionnaires, proposal, and welcome pack look just stunning. You can even use some coding for that extra special form building so that you can have your Dubsado forms styles like a website. Having all my forms, documents etc. all in my brand colours, and fonts really does add something special to your client's experience.
Automated Workflows.
This has to be my favourite thing about Dubsado, it lets you create automated workflows that do all the annoying time consuming repetitive tasks for you. You can set up a workflow to send out emails, and send your contract out for signature. Your whole onboarding experience can be added to a workflow so you can make sure your client has all the information they need. Dubsado ticks off each step as it works through your workflow so you can easily see where in the process your client is. All of them repetitive emails can be automated so you can say goodbye to typing up the same email over and over again.
If you have recurring invoices that need to be sent out to a client you can set these up so they send out automatically for you. Plus you can even set up a workflow to send them an email a month or even a year after you have stopped working with them to ask how they are doing or if they require any further assistance. Providing a brilliant client experience is so important when running a business and Dubsado definitely helps you provide that with automated workflows.
Check out how Dubsado workflows help your business
Contracts, Invoices and Proposals.
Dubsado makes it easy to get your contracts signed so no more having to use a separate platform, you can do it all in one place.
Another great feature in Dubsado is the proposals, you can create a proposal for each service you offer, and then when a client expresses an interest you can automatically send out the proposal. Proposals come with several tabs, the first tab allows you to show your package of service, and then the potential client can click through to the next tab to view the contract and sign it. The last tab will take them to the invoice where they can pay. This not only saves you time but your clients' time too because it cuts down on the number of emails resulting in a quicker more efficient onboarding experience.
Client Portal
Client Portals are a great feature, as well as being super useful, especially for service industries like mine. In your onboarding workflow, you can set it to activate a client portal for your client, and have an email with the login details sent to the client. Then all the important documents will be stored in there for your client to view, the contract, welcome pack, invoices stuff like that but also your client can create task lists for you, just like a Trello board. You can upload documents or social media graphics for example for your clients to approve so make sure you make use of this brilliant feature.
Project timer
Being a Dubsado Specialist VA, I work by the hour as well as by project package so I use a timer now and again to time when I am working on a client's project so I can invoice only for the time I am working and guess what Dubsado as a timer also, which is so amazing. You can time your tasks and then bill your client at the end of the month.
Dubsado truly is the ultimate all-in-one platform that once you start using, you will wonder how you coped without it.
Pricing
Dubsado is definitely cheaper than people think because in GBP it only works out to be approximately £25 per month (at the time I wrote this blog) and if you pay annually its works out even cheaper especially when you use my promo code. Plus remember you only need to pay if you have more than 3 clients since it is free for life for the first 3 clients. (Update: Dubsado have now brought in plans so please view Dubsado's website for more details.)
Use my promo code to get 20% off.
If you would like any help setting up your Dubsado account then please do get in touch.
or if you would prefer to go it alone then Get your FREE Dubsado Set up Checklist here:
Plus, I do have a great tutorial called Dubsado Offboarding Workflow Tutorial, it is an amazing tutorial where you can learn how to plan and build a workflow from start to finish, I will also teach how to design your forms, create a scheduler, test your workflow and everything you will need to add a great workflow to your business. Enrol by clicking the button below:
Please do get in touch if you would like to more about Dubsado or to discuss my VA Services just email me at hello@creativeedgevaltd.co.uk .
Heidi - Dubsado Specialist VA
Creative Edge VA Ltd
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