Dustin uses Dubsado as his own virtual assistant. Here's how.
"Dubsado has saved me thousands of dollars. Often times I get booked up and so busy I find it hard to answer emails, remember if I sent the right information, or struggle to keep things in order. Dubsado is my own personal assistant that says "Hey Dustin, XXX is interested. Want me to send them the required information? Then the contract? Then the questionnaire forms? Then schedule your meetings?" The answer is I save more than this cost and it helps me stay on track. I don't know what I would do without it."
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"My clients complete a form on my website and once I receive that, I click "Begin workflow" and it sends out my initial contact email providing them information about myself and my company."
"Once they select a package, they are then sent a contract. This is all done through an automated workflow. As the contract is signed, an additional email that provides information with my process is sent to them. This gives the client an idea as to what to expect. Their invoice is also sent that is required to complete their deposit in order for the contract to be valid on my end."
"After the initial onboarding is complete, the clients will receive an informational email on what to expect. Things like "3 months prior to your wedding date you will receive your questionnaire forms". These forms, once complete, will help me create a wedding timeline for them. After their timeline is complete, we schedule a meeting through Dubsado using the meeting scheduler. All of this coincides with my Google calendar that I use for personal and other business' that I own activities, so if I am busy on a specific date or time, it shows on my Dubsado calendar and won't allow that date to be booked or scheduled with another event without my approval. My favorite thing about the process is I don't have to go searching for what I have completed or didn't complete. It's simply all right there under each clients portal (or what I call their folder). I click, see that I need to counter sign a contract, a delay in a payment, or that they have completed a form. If they email me back, those emails show in Dubsado as well as my business email account. All of these keep me on track and keep my clients feeling as they are the priority they deserve to be."
"I do a 20/80% deposit then the remainder due on the day of the event. I take cash, credit, or check. Credit is all conducted right through Dubsado which is done through I believe Stripe. There is a small fee for that but that is the price of doing business and with its convenience for the client, it makes it easy for them to leave a tip if they want to as well."
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Bring in new clients quickly and easily. Use our automated on-boarding process to ensure that leads don't slip away.
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Customize reusable form templates for your contracts, lead capture forms, questionnaires, and proposals—all with your unique branding.
Take the repetitive work off of your plate with automated workflows, recurring payments, confirmation emails, payment reminders, and more.
Fully customize your forms, email templates, and much more. Your clients will never see our branding on anything you send.
Relationships matter. Manage your clients through projects and maintain organized communication with emails, task boards, and client portals.
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There's a proposal for every kind of business. Clients can make their selections, sign a contract, and pay an invoice, all on your website.
"Dubsado has saved me thousands of dollars. Often times I get booked up and so busy I find it hard to answer emails, remember if I sent the right information, or struggle to keep things in order. Dubsado is my own personal assistant that says "Hey Dustin, XXX is interested. Want me to send them the required information? Then the contract? Then the questionnaire forms? Then schedule your meetings?" The answer is I save more than this cost and it helps me stay on track. I don't know what I would do without it." Visit his website.
