May 29, 2019

Automation in Dubsado

As a Process Improvement Strategist, I always look for automated solutions for my clients first before resorting to hiring additional manpower to complete a task. This is why I love using Dubsado because it has so MANY automation options all within a single platform!

Using Dubsado’s workflows feature allows you to send emails, proposals, contracts, questionnaires, even feedback forms automatically. You can also set up additional actions like creating a new invoice, sending yourself a ToDo task, and following up on incomplete forms. And the best part is there’s no “one-size-fits-all” model—your workflows can be built specifically for the needs of you and your business!

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about sarah leigh day

Let's work together

I'm a perfectionist and I strive for excellence...if there's a better, faster, more efficient way to do something, I wanna know how and I love sharing that kind of knowledge and empowerment with my clients, too!

So if you’re an established Brand + Web Designer who longs to spend more time perfecting your process than trying to remember what it was in the first place, I’d love to work with you.

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Not sure if you even have a process for your business and feeling confused about where to start? Grab my free Systems Starter Kit and you’ll receive access to a list of my favorite systems, a roadmap for how they work together specifically for brand + web designers, and a checklist of content pieces to help you get started!

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