Why Dubsado is perfect for

Launch Strategists

Glenn saves so much time with Dubsado in his onboarding and scheduling. Find out how.

Launch StrategistsLaunch Strategists

"Before I joined Dubsado, I was wasting so much time writing invoices, sending contracts, scheduling and rescheduling client calls, and manually sending onboarding materials to my clients.

Now all I have to do is send my client a link and Dubsado automation manages all the rest. The best part is, I don't have to hire anyone to manage it."

Glenn Allen
Launch Strategist

How Glenn simplifies his business using Dubsado

step one

What is your lead capture process?

"I have a Dubsado lead scheduler with a questionnaire form."

step two

What is your onboarding process?

"Once a prospect has submitted payment, a contract is sent via Dubsado. Once that contract is submitted, they receive a welcome/confirmation email with a list of the next steps to take. They then receive an FAQ packet, an onboarding questionnaire, and the link to schedule their Kick-off Meeting with me.

I love that this process can be done any time, any day, without me being involved on any level."

step three

What is your client management process?

"I have a Dubsado lead scheduler with a questionnaire form."

step four

What is your payment process?

"I take payments in Kajabi because I like tracking it there and I'm working towards my first $100K pin. I like that this integrates easily into Dubsado and allows me to fire off a contract immediately after the client submits goes through checkout."

An entire suite of business management tools for

Launch Strategists

Convert leads into paid customers

Bring in new clients quickly and easily. Use our automated on-boarding process to ensure that leads don't slip away.

Forms designed to save time

Customize reusable form templates for your contracts, lead capture forms, questionnaires, and proposals—all with your unique branding.

More business, less busywork

Take the repetitive work off of your plate with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

Our tools, your brand

Fully customize your forms, email templates, and much more. Your clients will never see our branding on anything you send.

Stay organized, stay connected

Relationships matter. Manage your clients through projects and maintain organized communication with emails, task boards, and client portals.

Get to the point of sale

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.

Frequently Asked Questions

How do I know if Dubsado is right for me?
How long does the trial last?
Does Dubsado integrate with ______?
Are there additional resources for my line of business/industry?

"Before I joined Dubsado, I was wasting so much time writing invoices, sending contracts, scheduling and rescheduling client calls, and manually sending onboarding materials to my clients.

Now all I have to do is send my client a link and Dubsado automation manages all the rest. The best part is, I don't have to hire anyone to manage it."

Glenn Allen
Launch Strategist