So why do I say all Virtual Assistants should use Dubsado in their businesses, its because it has everything you need to run your business. Also, if you learn how to use it well you can offer Dubsado as a service which will bring in some extra money for your business so signing up for Dubsado is a no-brainer.
I can hear you thinking, 'Why would I need to use Dubsado if I am just starting out,'...
Well, setting up your business processes in the early stages correctly will help you greatly. Firstly, at the start of your business, you have much more time to spend learning and setting up your account. Plus, providing your first few clients with a great client journey experience will help you grow your reputation in the small business world which will only help you in the long run.
When working as a Virtual Assistant, you soon start realising your time is precious, and using Dubsado to streamline your business processes will make a world of difference.
Here are just some of the ways Dubsado can benefit your Virtual Assistant Business:
Simplified Onboarding
One of the biggest challenges for Virtual Assistants is managing client onboarding efficiently. Dubsado simplifies this process by offering customisable forms and workflows that streamline client intake. From initial enquiries to contract signing and payment processing, Dubsado automates the entire onboarding journey, allowing you to focus on what you do best – providing exceptional service to your clients.
Gives you an automated Offboarding
You will have many clients come and go especially if you offer project one-off packages, this means you need a great offboarding process to nurture these clients to ensure you stand out and to gain repeat business. Offboarding processes are often forgotten for many reasons but one of the main reasons is lack of time and with Dubsado you won't need to remember or spend time because it will do it all for you.
Read more about the importance of offboarding your clients here.
Time and Money-Saving Features
Dubsado is packed full of features designed to save us, Virtual Assistants time and money. The built-in timer helps you accurately track billable hours for different clients and projects. Invoicing becomes a breeze with Dubsado's customisable templates and automated reminders, reducing the time spent on administrative tasks and improving cash flow for your business.
Efficient Lead Capture
Capturing leads is essential for growing your Virtual Assistant business, and Dubsado makes it easier than ever. With customisable lead capture forms and automated follow-up sequences, you can nurture potential clients and convert them into paying customers seamlessly. Dubsado's integration with third-party platforms allows you to sync leads with your email marketing software, maximizing your outreach efforts.
I have a great blog with a video tutorial to help you sync your Dubsado account to MailerLite (or any other email platform), view it here.
Seamless Scheduler
Scheduling appointments can be a headache for Virtual Assistants, but Dubsado's scheduler simplifies the process. Clients can book appointments directly through your website or a personalised booking link, eliminating the need for back-and-forth emails and phone calls. Dubsado's scheduling tool syncs with your calendar in real-time, preventing double bookings and ensuring that you're always organised and on top of your schedule.
Professional Business Processes
Finally, Dubsado helps Virtual Assistants elevate their professionalism with branded client portals, contracts, and proposals. You can customise every aspect of your client communications to reflect your brand identity, creating a cohesive and professional experience that sets you apart from the competition. With Dubsado, you can impress clients from the moment they first interact with your business, building trust and loyalty that leads to long-term relationships.
Using Dubsado means you won't have to sign up for lots of different platforms like I had to use before I discovered Dubsado. Plus, learning Dubsado can take you from being a £1K per month VA to a VA who can earn much much more. When I first started out I was stuck trying to break the £1k mark for months until I decided to introduce Dubsado to my business, then my income grew and grew.
Even if you really do not want to offer Dubsado as a service using it for your own VA business is a no-brainer because it is the perfect platform for all VA's.
Sign up today for Free, set up your account and then you can use Dubsado for your first 3 clients completely free.
Use the link below or use this code 'creativeedg20' for a discount when you need to upgrade once you have signed up your third client.
If you need any help with your setup then why not book a Power Hour with me
Heidi
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