10 Time-Saving Wonders of Dubsado
Before I stepped into the world of Dubsado, I was working with various apps and platforms, and I was managing and paying for multiple subscriptions. The shift to Dubsado, not only reduced my expenses, but it also optimised the backend of my business, saving me an HOURS each week!
Here's a breakdown of 10 ways Dubsado can bring efficiency and freedom to your business:
CANNED EMAILS:
Dubsado's canned emails allow you to save and reuse every email template, with customisable fields for personalisation without the repetitive work.
PROPOSALS:
Crafting on-brand proposals is a breeze with Dubsado. Utilise smart fields for dynamic customisation, or easily tweak templates as needed to align with your clients needs.
PACKAGES AND ADD-ONS:
Streamline your invoicing by setting up your service packages for quick inclusion in invoices or proposals, making proposal customisation quick and easy!
SCHEDULERS:
Beyond just booking discovery calls, Dubsado's scheduler can manage all your appointments. Whether it's a catch-up with existing clients, Kick off meetings during onboarding or initial consults, scheduling is simplified in one platform. Plus, you can collect questionnaire responses or payments straight in the booking process.
E-SIGNATURES:
The e-signature functionality ensures contracts and review documents (sub contracts) are signed swiftly and securely, enhancing the client experience by making processes as smooth as possible.
ONBOARDING MADE EASY:
Combine your contract and invoice within your proposal acceptance to streamline your client onboarding. This seamless integration means less back-and-forth and quicker project kick-offs.
PAYMENT PLANS:
Automate your payment reminders and set up structured payment plans directly within Dubsado, ensuring timely payments without the manual reminder setup.
RECURRING INVOICES:
For clients on retainer or ongoing projects, Dubsado's recurring invoices feature automates the billing process, ensuring consistency without constant oversight.
WELCOME GUIDES (QUESTIONNAIRES):
Collect vital client information, preferences, and files through beautifully branded welcome guides, making client intake as informative as it is impressive.
WORKFLOWS:
Once you're comfortable with Dubsado's basics, dive into workflows for advanced automation. Trigger sequences of actions based on specific criteria, from lead capture to project completion, automating the mundane so you can focus on the meaningful.
Dubsado is a game-changer for Creatives looking to free up their time. By automating the repetitive and integrating the essential, Dubsado frees you from the backend to concentrate on what you do best: creating and serving your clients. If you're ready to streamline your processes and bring more freedom to your business operations, Dubsado might just be the solution you've been searching for.
Want to experience the transformation Dubsado can bring to your business? Dive deeper into each of these features and discover how you can set up Dubsado to work for you. Download my Service Guide here.