Tiffany uses Dubsado to outsource the admin work in her business, which saves her valuable time. Here's how she does it.
"Dubsado has changed my life by giving me more time to work IN my business vs. ON my business. It has allowed me to focus on the creative side of things and to leave the back-end business to my set-up workflows and systems. I easily convert leads to paying clients and I owe a huge part of that to the seamless platform Dubsado gives its users. Dubsado not only gives me more time to myself, but it allows me to keep track of clients onboarding process, along with all of their important documents. No more misplaced contracts or shuffling through file folders to find that printed picture of a look my client wants; their 'cloud' is exceptional! Finally, they have THE BEST customer service ever, they leave nothing to question and have answered every single question I've had. I cannot sing their praises enough!"
"Clients complete an intake form on my website or instagram profile and it automatically populates a lead into my dubsado account where it labels it based on their responses and create a project for their chosen event date. My favorite thing about this process is that I don't need to enter ANY information about my client, Dubsado does ALL of it for me!"
"To onboard clients, I use the Zapier connection to send an email from Flodesk which includes my investment guide to my dubsado client that is interested in booking (after I click that I approve this action). Once clients view the investment guide they are sent to another dubsado lead capture form that gets the specifics of their service needs and this is what I use to quickly enter their totals into a proposal template I made on Dubsado."
"Clients complete an intake form on my website or instagram profile and it automatically populates a lead into my dubsado account where it labels it based on their responses and create a project for their chosen event date. My favorite thing about this process is that I don't need to enter ANY information about my client, Dubsado does ALL of it for me!"
"25% at booking, 75% a week before the event date. THIS has made my life SO easy!!! I love it! I have never had someone not pay me this way. Thank you Dubsado for making everything professional and official!"
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.
At our core, Dubsado makes it easier to communicate with your clients one-on-one. We also help with invoicing, scheduling, creating and storing form templates, project organization, and workflow automation.
The best way to know if Dubsado is right for you is to take advantage of a complimentary trial account. We've found that practical, hands-on experience helps you see how Dubsado might fit into your business... and allows you to begin setting up your account before you subscribe!
If you have questions, or would like more guidance, check out these resources:
Your Dubsado trial has no time limit! It's the perfect time to explore and learn our system as you are deciding whether Dubsado is a good fit for your business needs. While you are on a trial, you will only be able to add three clients to your account. We recommend using one or two as sample clients. Once you hit three clients, you can decide to subscribe and continue on with us... we sure hope you do!
We integrate with Quickbooks, Xero, Zapier, Cloudspot, Stripe, Square, Paypal, video conferencing apps, email providers, and calendar apps. Every integration puts more power in your hands. And for more of your favorite apps, we integrate with Zapier, an online automation tool that connects over 1500 of your favorite apps.
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Yes! You can collaborate with others in your industry in our Facebook Community once you set up a trial account.
"Dubsado has changed my life by giving me more time to work IN my business vs. ON my business. It has allowed me to focus on the creative side of things and to leave the back-end business to my set-up workflows and systems. I easily convert leads to paying clients and I owe a huge part of that to the seamless platform Dubsado gives its users. Dubsado not only gives me more time to myself, but it allows me to keep track of clients onboarding process, along with all of their important documents. No more misplaced contracts or shuffling through file folders to find that printed picture of a look my client wants; their 'cloud' is exceptional! Finally, they have THE BEST customer service ever, they leave nothing to question and have answered every single question I've had. I cannot sing their praises enough!"