Rebecca provides a smooth client experience in her business using Dubsado. Here's how.
"Dubsado has helped me streamline my client onboarding so much! New leads used to continually slip through the cracks unknowingly. Now I can see where they are at in my client onboarding journey at the click of a button. I love that I can visualize where they are at too. Having the canned emails makes it super easy to quickly send emails that I used to spend more time than I'd like to admit, typing w new email every time I got a new lead. I would literally re-invent the wheel every time. Dubsado has freed me up to focus on the tasks that I do best and that move the needle in my business."
"We have a form on our website that new leads fill out and it auto-populates to Dubsado and begins our onboarding process. The best part is that NO one slips through the cracks!"
"We receive the completed form in Dubsado and- then we email them back with a Branded PDF document that outlines our services and pricing structure. After that, we follow up to set up a 15-minute Discovery call. Once the call is booked I type my call notes in the call log area and task my admin to follow up and schedule a consultation. We offer them dates through Dubsado & Calendly to book a consult with us. Once it's booked they receive an email with the invoice, thanking them and preparing them for their time with me."
"We move clients through a 15 step process (we just recently narrowed it down to 7 steps) we move them along as they go through the project so that we always ensure they get documents at the correct stage."
"We use stripe or e transfer and simply add those links in the email."
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.
"Another feature the team and I love is the client portal. We can keep all our floorplans, presentation documents and any other information in one place for them to access. We love having the "button" to link to these documents in an email. It's so much more professional looking than simply attached a PDF ourselves. Our clients are always impressed that we have a portal they can access at any point during the project." View her website.