As a Workflow Strategist who specializes in Dubsado (a CRM tool), it feels like nails on a chalkboard when I hear clients say they’re only using it for contracts and invoices.
Dubsado is SOOO much more than contracts and invoices, my friend! When running a small business, there are a lot of moving pieces to keep track of. Dubsado is one of my favorite tools for doing just that! It allows me to communicate with clients and move them through my sales and onboarding processes using automated workflows. This allows me to focus more of my time and energy on helping them reach their goals. Simply put, Dubsado is a CRM (Client Relationship Management) tool you can use for a variety of things in your business.
Certainly, all of these features in Dubsado are amazing. However, I think the “set it and forget it” workflows are my favorite! Not only does it take away some of the stress of being a solo entrepreneur, but it also makes you look good to both current and future clients.
Finally, Dubsado is extremely customizable so the possibilities are quite extensive! Check out my free training “30 Impactful Ways to Run Your Service-Based Business on Autopilot” for a little inspiration for ways to utilize it.
Need more detailed one-on-one support? Click here to find out how we can work together.
Not even sure what Dubsado is? Sign up for an amazing free trial to get your feet wet. And bonus, once you decide you’re ready to upgrade to a paid account, you can use my affiliate link and referral code (sarahleighday) to get 20% off your first month or year! Not bad, huh?
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 elevating your client experience than trying to remember what steps you missed, I’d love to work with you.
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A list of my favorite automation systems
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