How The Whisper Group doubled recurring revenue and cut time to close in half within 90 days on Dubsado
Carrie Kerpen built her advisory firm, The Whisper Group, to help women turn lifestyle businesses into life-changing assets.
At the start of 2026, she needed a more efficient way to convert growing demand into revenue without getting bogged down by admin.
Relying on slow-moving processes to handle agreements and get paid was limiting her ability to scale.
Sending and managing agreements required too many manual steps
Handoffs between systems delayed payments, impacting cashflow
The client experience felt unnecessarily complicated
Dubsado offered a seamless path from proposal to payment, saving time for her team and her clients.
Dubsado is software that helps service-based businesses to manage proposals, contracts, invoices, and workflows in one place. Carrie chose it because it made her entire process feel faster, easier to move through, and more natural for clients—and because she respected the way Dubsado operates as a self-funded company.
“The first thing I noticed was that I doubled my recurring revenue... I didn’t expect it to happen that quickly, but it was just so much faster for clients to move through the process. What used to take multiple steps and follow-ups suddenly became seamless, and that immediately showed up in our month-over-month growth.”
How Dubsado gave The Whisper Group a faster, more scalable way to close business:
Ready-to-send proposals for common offers
Carrie created templates for her core services, so after a call she can quickly choose the right one and send it out without starting from scratch. This helps her follow up while the conversation is still fresh and keeps deals moving forward.
One flow from agreement to getting paid
Dubsado connects proposals, signatures, and invoices into one continuous process, so nothing has to be sent or tracked separately. Clients can review, sign, and pay in one place, which makes it easier to keep moving without delay.
A clean, mobile-friendly experience for clients
Everything Carrie sends is easy to read and complete from a phone or laptop, so clients don’t have to wait until they’re back at a desk. They're more likely to take action right away instead of putting it off.
“What used to take multiple tools and steps—sending contracts, waiting, invoicing, tracking—now happens almost automatically. It didn’t just save me time, it changed our cash flow. Clients are paying faster, we have very little AR each month, and that’s made a huge difference in how the business runs day-to-day.”What results has the Whisper Group achieved using Dubsado?
Doubled recurring revenue within weeks
Client deals closing in half the time
Consistent cashflow from faster payments
"It has changed the trajectory of this business. The amount of time it saved and the speed at which we’re able to close and get paid completely shifted how we operate. I wouldn’t have been able to grow this quickly or finance that growth in the same way without Dubsado.”
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