Sacha uses Dubsado to plan and communicate with ease. Take a look at how she does it.
"I use Dubsado for both sides of my coaching and consulting business. Through this tool, I'm able to maintain my busy schedule, plan coaching programs, keep communications with my clients flowing. I don't know how I would function without the workflows and templates! As a new business owner, Dubsado allowed me to hit the ground running and look professional in the process."
"I capture leads through a form on my website that allows potential clients to determine which service they want from me - coaching or consulting. I then have two workflows tied to that selection process."
"The coaching workflow sets up an intro call with the potential client to determine if they want to move forward. If they decide to, I activate the coaching workflow, which provides them with the portal login, coaching agreement, info form, and invoice. Once the invoice is signed, they are then able to see the scheduler in their portal.
The consulting workflow sends them a form for background information and set up a time to discuss their need. If we decide to move forward, I provide them with a proposal (not in Dubsado). Once the proposal is approved, I then set it up in Dubsado to receive the proposal, contract, and invoice.
I love this process because it allows me to focus on the work that needs to be done and removes some of the administration. I also love that it is an iterative process, and Dubsado allows me to tweak as the processes become more defined."
" 'Projects' are my go-to tab in Dubsado! I manage everything for my clients there - emails, invoices, notes, tasks - everything! I like to write things down but this functions ensures I stay on top of pending deadlines or schedule follow-up comms."
"My payments are straight forward. What I appreciate about Dubsado, again, is the flexibility. Some of my coaching clients need to make payments based on when they are paid. I have the ability to set up payments that align with their needs."
Bring in new clients quickly and easily. Use our automated on-boarding process to ensure that leads don't slip away.
Customize reusable form templates for your contracts, lead capture forms, questionnaires, and proposals—all with your unique branding.
Take the repetitive work off of your plate with automated workflows, recurring payments, confirmation emails, payment reminders, and more.
Fully customize your forms, email templates, and much more. Your clients will never see our branding on anything you send.
Relationships matter. Manage your clients through projects and maintain organized communication with emails, task boards, and client portals.
There's a proposal for every kind of business. Clients can make their selections, sign a contract, and pay an invoice, all on your website.
"As a new business owner, I like to see everything in a clear and concise manner. The dashboard provides me with all of the critical information in one view." Visit her website.