How content agency Sugarpunch Marketing used Dubsado to complete 380 projects—with 90% from repeat clients
Today, Sugarpunch Marketing is a successful, 6-person, women-led content marketing agency winning awards for their work with founders to build their brands.
Seven years ago, when founder Shanté Gorman started the company, she was a solo social media manager with a promising client list, but a lack of support for her processes.
To get her business off the ground while caring for her family, Shanté needed admin work taken off her plate.
Basic processes took multiple hours
Creating contracts, proposals, and invoices were time-consuming processes that took time away from more meaningful client work.
She had to create client documents from scratch
All the time it took for those basic process had to be repeated for every client and project, costing even more time.
Every client follow-up required her intervention
She had to set reminders for herself to manually follow up with clients to ensure they signed proposals and contracts and paid invoices.
Using Dubsado empowered Shanté to scale, expand, and diversify her business over time
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.
"If I didn't have Dubsado, I don't think I would have been able to scale to the point that I have, just because of how time-consuming the admin work can be. I can click a button and have a client onboarded, whereas if I did all of that manually, it would take me a couple of days, plus multiple follow-ups afterward. It's made a huge difference in how I run my business."
How Dubsado helps Sugarpunch Marketing save time while elevating their client experience:
Effortless call scheduling and client onboarding
Using Dusbado's scheduler takes the back-and-forth out of starting new projects with clients, and the dedicated Client Portal gives the Sugarpunch team a place to keep documents organized and have full visibility into where clients are in their journey.
Example: Shanté appreciates that she can easily see whether or not a lead has had their discovery call and been sent their proposal, and they can seamlessly select a package within that proposal that will inform their onboarding process.
Automated workflows and client follow-ups
The Sugarpunch team saves a game-changing amount of time by automating the key administrative touch points of their client experience, from receiving inquiries to processing payments. And, with automated reminders, they can rely on their Dusbado workflows to prompt clients to take action when needed.
Example: Shanté's favorite workflows include automating sending contracts during the client onboarding process based on project status and delivering ongoing monthly invoicing and follow-ups.
A seamless and polished client experience
As a marketing agency catering to clients who are building their brands, it's important to the Sugarpunch team to deliver a high-end client experience with consistent branding at every touch point. They appreciate being able to customize their contracts and communications to ensure a seamless look and feel.
Example: Clients have shared feedback with Sugarpunch that the client onboarding was the easiest they'd every experienced, and that they loved the branding throughout.
"Dubsado saves me so much time. I use it for my call scheduler, so if someone submits an inquiry form, they automatically can then schedule a discovery call with me on my calendar. There's no back and forth. It autodetects time zones, it sends reminder emails, and it just makes everything so much easier—I don't have to really do any of it. It's all already managed."What results has Sugarpunch Marketing achieved using Dubsado?
380 Projects—90% from repeat clients
Sugarpunch has drummed up steady business from a strong base of repeat clients, who give consistently positive feedback about the ease of onboarding and polished experience.
767 Paid invoices, with no manual work
Using Dubsado, Sugarpunch Marketing has automated all their invoices and reminders, ensuring a smooth payment process without the need for manual intervention.
Growth to a 6- person team
Once a single-person operation, Shanté has been able to scale her team to 6 people and make time to both diversify her business and enjoy time with family.
"There are other software options out there now, but I still find that if I am someone's client and they're using another software, I don't like that user experience as much as Dubsado. It's just not the same. It's not as seamless. It's not as user friendly. So I like it all around—using it for my clients and using it as a client."
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 sugarpunch for 20% off your first month or year.