Dubsado was the FIRST platform I invested in within my business back in early 2020. (Yes, even before I had a client lined up!)
Here’s why: I wanted a top-notch client experience and I knew Dubsado would get me there.
But here’s what happened — my clients became OBSESSED with how my inquiry workflows and projects were completely streamlined. Everything was simple, clients stayed in the know, and I didn’t feel overwhelmed by the amount of follow ups I provided.
Because of Dubsado, not only were my client relationships maintained — which led to referrals — but I was also able to maintain the relationships outside of my business… WITHOUT burning out!
The truth: Managing your business and providing top-notch services starts with the CRM tool you choose!
Think about how many inquiries you may get in a week. Are you sending manual follow ups? Are you copying and pasting a canned email response you have saved in Google Docs? Be honest, we’ve all been there!
With Dubsado, an inquiry can fill out your lead capture form, a workflow will trigger a canned email response while also setting up a call based on your availability, and a scheduler link can send automated call follow ups both 24 hours and an hour prior to the call.
So what’s the best news? You don’t have to lift a finger, Dubsado does it all for YOU!
This can SAVE you an hour or more of TIME per week!
That being said, let’s look at the other amazing features Dubsado can do for you and your business.
We talked about having Dubsado send an automated email response when an inquiry comes through, but what if ALL your canned email responses lived in Dubsado?
With the click of a button, you can send a canned email response and have Dubsado fill out the smart fields. Smart fields are those pieces of information that are different for each and every client, but since Dubsado can save basic client information, the platform will automatically fill in the blanks for you.
And you can make it as personal or professional as you wish! Here’s an example snippet of my onboarding canned email response that I send to all of my Dubsado Set Up clients:
I’m not going to sugar coat it — Dubsado workflows are life-changing, but can be confusing to set up if you’re not familiar with the tool. (That’s why you can hire someone to do it for you!)
Let’s start with the most popular and basic workflows there is — an inquiry workflow.
So you have a new inquiry through your lead capture form on your website? Congrats!
But, how do you have Dubsado automatically send them a follow up email and information to schedule a call?
You set up an inquiry workflow.
→ Have your lead fill out your lead capture form and send a trigger reminder for you to review within 24-48 hours — this is where your workflow will be paused until you review it in full.
→ Once you have approved the lead, the workflow will continue and Dubsado will send them a canned email response requesting to set up a call with you.
Still confused? For those visual learners take a glance at an example workflow you can have set up for new inquiries!
This one's for all you creative service providers out there! I get it. You’re a designer and you want everything to be ON BRAND.
Dubsado can create fully branded forms with your logos, fonts, colors and any customized images.
Do you have an onboarding questionnaire, but have a specific look you want for the form? Dubsado is one of the only CRM platforms to be able to do that for you!
In fact, with our Dubsado Set Ups, we take your branding into consideration when creating your forms, contracts, sub-contracts and proposals.
Pretty much ANYTHING that is client-facing will be on brand for your business!
Dubsado proposals can also be branded for your business!
You can also connect your packages and contracts to your proposals.
So, how does this make your life easier?...
→ STEP 1: You have a successful inquiry call.
→ STEP 2: You send your client a proposal. (With the correct package, contract and payment plan attached!)
→ STEP 3: They review said proposal and decide to move forward working with you.
→ STEP 4: Dubsado prompts them to sign the contract and pay their deposit or invoice.
Yes, and all you needed to do was send them the proposal!
No need to send them follow ups.
No need to send them a separate contract.
No need to send them a separate invoice.
Dubsado did it all for YOU!
Last, but not least, let’s talk about scheduler links.
Most business owners have multiple call options. A discovery call. A check-in call. An onboarding call. A coaching call… the list goes on and on.
So, how do you manage your schedule through Dubsado?
My favorite way is to connect your Google calendar (or outside calendar) to Dubsado, so your clients can always see your availability — no more manually checking your calendar for every single call!
Think of this as an additional premium service you don’t have to pay for because it’s already included in Dubsado!
With scheduler links, you can set days and times you're available to take calls, set how long you want each call, set buffer times before and after the call and set how many calls you want to take each day… AND you can connect it to your Zoom account!
You can also attach invoices, forms and confirmation emails to be sent when you implement that scheduler link!
Here’s a snippet view of how I have my scheduler links set up in Dubsado.
Here’s a truth bomb for you: If you want a top-notch level experience for your clients, I HIGHLY suggest investing in a CRM tool — like Dubsado — first!
You will save time. Your clients will feel well-taken care of. And it will ultimately make your life and business feel easier!
Are you looking to up-level your client experience?
Let’s meet via Zoom and chat about how we can get you there.
Or you can learn more at our website: https://hqvirtualsolutions.com/
Want even more value? Follow me on Instagram: https://www.instagram.com/hqvirtualsolutions/
Hi there! I’m Heather — the founder of HQ Virtual Solutions — an online consulting agency that helps creatives and online service providers run their business on autopilot!
Like others, stress had hit me like a ton of bricks! It wasn’t until I was sitting at one of my husband’s cancer treatments, that I truly noticed the chaos around me.
I was working at a corporate job, managing 400+ projects a day, watching my colleagues killing themselves to afford a “good life”.
That’s where I put my organization and project management passions to life and decided to launch HQ Virtual Solutions.
But, as you know, business owning can become chaotic fast. I needed simplicity and flexibility — which is why I invested in platforms like Dubsado — to help me up-level my client experience and run my business on autopilot. I now take that knowledge and my Dubsado certification to help other entrepreneurs do the exact same!
In my free time, I love to spend time with my hubby of 6 years, binge-watch the latest Netflix craze, snuggle my pug and work on DIY projects for our 1950’s rancher!