Transform Your Dubsado Client Experience by using a Brand Story
Every day, potential clients make split-second decisions about whether your business is worth their time and attention. In our information-saturated world, you have mere seconds to communicate what you do, how you help, and why they should choose you over the competition.
The solution? Apply a brand story framework throughout your client journey—including your website, and Dubsado forms, and your email communication. This approach transforms confused prospects into engaged clients by putting them at the center of a compelling story where you serve as their trusted guide.
Your blueprint for clear communication
A brand story framework typically follows a seven-part structure that mirrors the storytelling patterns humans have been drawn to for thousands of years:
A character (your client is the hero, not you)
With a problem (the challenge that makes your solution essential)
Meets a guide (your brand, positioned with empathy and authority)
Who gives them a plan (your clear value proposition)
And calls them to action (clear next steps)
That results in success (the transformation you provide)
Or failure (the stakes if they don't act)
The power of this framework lies in its clarity. By following these seven elements in order, you create a logical narrative that customers can easily follow and understand.
Instead of overwhelming prospects with everything you do, you guide them through a clear story where they can see themselves as the hero, understand their problem, and recognize you as the guide with the solution.
When potential clients have to work hard to figure out what you do or how you can help them, they simply move on to a competitor who communicates more clearly—but this framework ensures that never happens.
Applying a brand story in your Dubsado account
Your Dubsado account touches every stage of your client journey—from the first lead capture form to the final project delivery. This makes it the ideal place to weave your brand story throughout the entire client experience, ensuring consistent, compelling messaging that guides prospects naturally toward becoming clients.
Instead of treating each touchpoint as an isolated interaction, you can create a cohesive narrative that builds trust, establishes authority, and motivates action at every step.
Let's explore specific ways to apply brand story principles to lead capture forms, questionnaires, proposals, and email communications in a Dubsado brand for Three Dubs Design, a web design company.
Lead capture forms: hook them from the start
Your lead capture form is often the first meaningful interaction a prospect has with your brand. Instead of generic copy, use this opportunity to immediately identify the problem and position your solution.
Example: Three Dubs Design Lead Capture Form
Header copy: "Is your website costing you clients?"
Subheader copy: "If visitors aren't converting into leads, your website might be working against you. We help business owners create websites that turn browsers into buyers. Get your free website audit below."
Form introduction (above fields): "Tell us about your current website challenges, and we'll show you exactly how to transform your online presence into your best sales tool."
Why this works: The header immediately identifies the problem (websites that don't convert), positions the client as the hero facing this challenge, and offers a clear solution with the guide (Three Dubs Design) ready to help.
Questionnaires: flesh out the problem and build authority
Client questionnaires are perfect for diving deeper into your client’s problems while subtly establishing your expertise as their guide.
Example: Three Dubs Design Project Questionnaire
Introduction copy: "We know how frustrating it can be when your website doesn't reflect the quality of your work or convert visitors into customers. You've built an amazing business, but your online presence might not be telling that story effectively.
That's exactly why we created our proven Website Success System—to help business owners like you create websites that work as hard as you do. This questionnaire helps us understand your unique challenges so we can design a solution that drives real results for your business."
Example section headers throughout the form:
"Tell us about your current website challenges" (problem)
"Your business goals and vision" (success stakes)
"What happens if nothing changes?" (failure stakes)
rks: The introduction establishes empathy (we understand your frustration) and authority (our proven system), while the section headers systematically work through the brand story framework to gather the information you need while reinforcing your messaging.
Proposals: present your plan for success
Your proposal is where you officially step into the guide role and present your plan for helping the client win the day.
Example: Three Dubs Design Proposal Introduction
Proposal opening: "You're losing potential clients every day your current website fails to convert visitors. We get it—you've built an incredible business, but your online presence isn't reflecting that expertise or driving the results you deserve.
At Three Dubs Design, we've helped over 100 businesses transform their websites from digital brochures into powerful sales tools. We’ll make sure you get a site that not only looks professional but actually converts visitors into paying clients.
Here's exactly how we'll solve your website challenges:
Phase 1: Discovery & strategy - We'll uncover what's really stopping your website from converting and create a custom strategy for your business.
Phase 2: Design & development - We'll build a website that positions you as the expert you are while making it easy for visitors to become clients.
Phase 3: Launch & optimization - We'll ensure your new website is performing from day one and provide training so you can maintain momentum.
The result? A website that works 24/7 to grow your business, positioning you as the trusted expert in your field while converting more visitors into paying clients.
Without action? You'll continue watching potential clients choose competitors with more professional, conversion-focused websites."
Why this works: This proposal clearly positions the client as the hero, acknowledges their problem, establishes Three Dubs as the guide, presents a clear plan, and outlines both success and failure stakes.
Brand story-powered email templates
While every email you send doesn't need to include all seven brand story elements, the most effective emails incorporate the core principle: position your recipient as the hero of their story, not yours.
Whether you're writing a follow-up email, project update, or even a simple scheduling message, you can weave in elements like acknowledging their problem, positioning yourself as the guide, or referencing the success they're working toward.
The three email examples below demonstrate different scenarios, but the same principles apply to any client communication. Ask yourself: How can I make this email about their journey rather than my services? How can I remind them of the problem we're solving together? How can I reinforce the positive outcome they're moving toward?
This mindset shift transforms routine business emails into relationship-building touchpoints that keep clients engaged and excited about working with you.
Inquiry response email
Subject: Re: Website Project Inquiry
Hi {{client.firstName}},
Thanks for reaching out about your website project!
I completely understand your frustration with your current site not converting visitors into clients. You're not alone—this is the #1 challenge we hear from business owners who know they need a stronger online presence but aren't sure how to make it happen.
The good news? You've already taken the most important step by recognizing that your website should be working harder for your business.
At Three Dubs Design, we specialize in transforming websites from digital brochures into powerful sales tools. We’ve already helped over 100 businesses create sites that not only look professional but actually convert visitors into paying clients.
I'd love to learn more about your specific challenges and share how we can help you create a website that positions you as the expert you are while driving real results for your business.
Are you available for a 15-minute discovery call? Use the link below to book a call at your next convenience.
{{scheduler | schedulerLink}}
Looking forward to hearing more about your vision!
Best, Trevor Three Dubs Design
P.S. If you'd like to see examples of how we've helped businesses similar to yours, check out our case studies at https://www.threedubsdesign.com/
Why this works: This email immediately establishes empathy by acknowledging the customer's frustration (Guide), identifies their core problem (poor website conversion), and positions them as the hero who has already taken the first important step.
It builds authority while keeping the focus on the customer's success and provides a clear next step in the journey.
Proposal email
Subject: Your Website Success Plan - Ready for Review
Hi {{client.firstName}},
Thank you so much for taking the time to speak with me yesterday! I really enjoyed learning more about your business and hearing about your vision for growth.
Based on our conversation, I can already envision how the right website strategy will help you attract more of your ideal customers and showcase the incredible work you're doing.
I've attached a detailed proposal that outlines exactly how we'll transform your online presence using our proven Website Success System. This isn't just about making your site look better (though it will!)—it's about creating a powerful sales tool that converts visitors into clients 24/7.
Here's what you'll find in the proposal:
A custom strategy designed specifically for your business goals
Clear timeline and deliverables for your project
Investment options that fit your budget
Case studies showing similar results for businesses like yours
Use the link below to access your proposal:
{{form | formLink}}
The reality is, every day your current website isn't converting means potential clients are choosing your competitors instead. But with the right website strategy, you can turn that around quickly.
Let me know if you have any questions about your proposal and I’ll be happy to assist. I'm excited about the possibility of working together to create a website that truly reflects the quality of your work and drives the results you deserve.
Best, Trevor Three Dubs Design
Why this works: The email celebrates the customer as the hero with a vision for growth, references both the problem (current website not converting) and the solution (Website Success System), and includes failure stakes (competitors getting clients instead).
It maintains the guide position by focusing on the customer's success while presenting a clear plan to help them achieve their goals.
Project delivery email
Subject: Your New Website is Live! 🎉
Hi {{client.firstName}},
I'm thrilled to let you know that your new website is officially live!
Do you remember when we first spoke about how frustrated you were that your old website wasn't converting visitors or reflecting the quality of your work? Well, those days are behind you now.
Your new site positions you as the expert you've always been, tells your story clearly, and—most importantly—makes it easy for visitors to become customers. You now have a website that works as hard as you do, 24/7.
Here's what you've accomplished:
A professional online presence that builds trust immediately
Clear messaging that converts browsers into buyers
A mobile-friendly design that works perfectly on any device
Easy-to-update content so you can keep it fresh
Over the next few days, take some time to explore your new site and watch how visitors engage with it differently. I think you're going to love seeing those conversion numbers start to climb.
I've also attached a brief guide on how to make simple updates to your content, plus some tips for maximizing your website's performance in the coming weeks.
{{form | formLink}}
Congratulations on taking this important step for your business—you should be proud of the investment you've made in your company's future!
If you have any questions as you get familiar with the new site, just let me know. I'm always here to help.
Best, Trevor Three Dubs Design
Why this works: This email celebrates the customer as the hero who has successfully transformed their business, referencing their original problem (poor website conversion) and emphasizing the success they've achieved.
Rather than focusing on the work Three Dubs completed, it positions the client as the one who "accomplished" and "achieved" this transformation, reinforcing their hero status while maintaining the guide relationship.
Creating your own brand story
To implement these strategies in your own Dubsado account, you can start by developing a one-page document that clarifies all seven elements of your brand story. Here are the key questions to answer:
Character (your client): Who is your ideal client, and what do they want?
Problem: What external, internal, and philosophical problems do they face?
Guide: How do you demonstrate empathy and authority?
Plan: What simple steps do you provide to solve their problem?
Call to action: What's the clear next step you want them to take?
Success: How will their life improve after working with you?
Failure: What negative consequences will they avoid?
Once you have these elements defined, you can systematically apply them throughout your business flow, ensuring every touchpoint reinforces your core message and guides prospects toward becoming clients.
The bottom line: turn confusion into conversion
When you apply brand story principles consistently throughout your business process, something powerful happens: your entire client experience becomes cohesive and compelling. Prospects don't just hire you for your skills—they hire you because you've clearly communicated how you can guide them from problem to solution.
The result? Higher conversion rates, premium pricing, and clients who become enthusiastic advocates for your business. Most importantly, you'll spend less time explaining what you do and more time doing the work you love.
Remember, in every interaction, your client should feel like the hero of their own story, with you positioned as the trusted guide who has the plan to help them succeed. That's how you transform your business messaging from confusion to clarity—one client touchpoint at a time.
