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!

Share the ♡

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.

Learn More

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!

Systems Starter Kit for Brand + Web Designers

free workbook



Follow me on the 'gram

Copyright 2021 / Privacy Policy / Terms and Conditions / designed by brand epiphany