How Dubsado helps 1428 Financial save time while delivering a loyalty-building client experience
As Annie Hillman built 1428 Financial, she found that managing onboarding, invoicing, and client follow-ups with disconnected tools took more time than she could afford.
Which added a ton of unnecessary friction to the client experience.
For her business to thrive as it grew, she needed the tools to streamline processes and make clients feel seen and heard.
Client onboarding relied on disconnected tools
Separate platforms to send contracts, create invoices, and track payments, forcing her to manually move clients from step to step.
Manual follow-ups stalled forward motion on projects
Without automated reminders in place, Annie had to nudge clients to complete next steps - work that often fell through the cracks as her workload grew.
Admin work took time from clients and business growth
Annie spent hours managing backend processes that didn’t scale with her expanding client base, leaving little time for strategy, client education, and marketing.
With Dubsado, Annie had a single system to automate admin work and free her time and attention.
Dubsado is software for creative service businesses, designed to help you succeed at doing what you love with the business management tools to handle everything else. Within a single platform, Dubsado enables you to streamline your operations, create repeatable processes, and elevate your client experience—so you can keep growing your brand.
"I love using Dubsado for a million reasons, but the biggest thing is that it's easy to use once it's set up. With automations, I don't have to lift a finger once workflows are in place... It's a really robust system and there's so much more to it than what I originally had went for. I keep using it for more and more."
How Dubsado helps Annie focus on her clients while steadily growing her business:
Client processes that run on their own
By building repeatable workflows once, Annie is able to move clients through proposals, contracts, payments, and onboarding steps without needing to manage each action individually or spend time on manual follow-ups.
Billing that adjusts as client needs change
Dubsado's recurring invoicing adapts easily as Annie's projects evolve. Instead of ending and recreating invoices when pricing changes, Annie can adjust existing recurring invoices to reflect updated services, ensuring billing stays accurate without extra admin work.
One place for clear, consistent client communication
Dubsado provides a single place to send questions, deliver reports, and prompt clients for required information, eliminating the need to track conversations across email threads or external tools. Work keeps moving with no need for reminders from Annie or her team.
"I'm an avid time tracker, and since using Dubsado, I know that I’ve saved so much time. I have a toddler now, so I don’t have as much time to work as I used to. It’s been such an important tool in helping me save time without forgetting the backend stuff."
What results has 1428 Financial achieved using Dubsado?
A conversion process that doesn't drop leads
A high-retention client experience
Time saved for business and personal growth
"We get compliments all the time about how pretty our proposals are, how easy the system is to flow through, and how nice it is to use. It has affected our long-term relationships, because clients do come back. We have a really high retention rate, and Dubsado is a huge part of that. It's just such a simple process, both for clients and for us."
Enjoy running your business—without letting it run you.
Dial in your admin processes, so you can flex your creative process. And focus on what's most rewarding about your job.
Use code 1428financial for 20% off your first month or year.