As a Workflow Strategist who specializes in all things Dubsado, it feels like nails on a chalkboard when I hear clients say they’re only using Dubsado for contracts and invoices.
Like, what!?
Dubsado is SOOO much more than contracts and invoices, my friend! It can be used for:
- Capturing leads and moving them (automatically) into your sales process
- Scheduling appointments (with automated confirmation and reminder emails)
- Sending your proposals, contracts, and invoices all together in a single document (talk about streamlined!)
- Welcoming clients into your business and getting them onboarded
- Reminding yourself and your team about internal tasks that need to get done
- Sending your clients automated status updates throughout the project or when milestones are reached
- Requesting and collecting feedback and testimonials from clients
- Encouraging past clients to continue working with you or sign up for additional services you provide
- And more!
Dubsado is extremely customizable so the possibilities are quite extensive! Need a little inspiration for ways to utilize it? Check out my free training “30 Impactful Ways to Run Your Service Based Business on Autopilot!”
Not into DIYing this for your business? I’d be happy to help you put a strategy behind your account and set you up for success! Click the button below to schedule a free consultation today.
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!
Systems Starter Kit for Brand + Web Designers
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