Why Dubsado is perfect for

Marketers & PR Professionals

Linda uses Dubsado to quickly connect with her clients and get paid. This is how she does it.

Marketers & PR ProfessionalsMarketers & PR Professionals

"My first use of Dubsado was to build a VIP Intensive that offered Website Design in 1 Day. I could have never provided this type of service without the use of Dubsado! It gave me everything I needed to streamline the process from providing my clients exactly what they needed and when, collecting payment, providing them my contract, and best of all the workflow that guaranteed a stellar experience for my clients. Dubsado allows you to work smarter and have efficiency in your business life."

Linda Barutha
Marketing Professional

Here's how Linda simplifies her marketing business using Dubsado

step one

What is your lead capture process?

"For my website design VIP day lead capture, I created a questionnaire inside of Dubsado that helps me gather information about my client before they schedule their sales call with me. This questionnaire link has been provided inside a lead magnet, on Pinterest, on Facebook, on IG and so many other places. I love how easy Dubsado makes it for you to design your own questionnaire."

step two

What is your onboarding process?

"The onboarding process for my website design VIP day looks like this: Once the contract and payment have been handled (by Dubsado), I have a workflow setup in Dubsado that handles all future communication with the client. They start out by receiving a workbook (uploaded into Dubsado), which they must complete prior to being allowed to actually schedule their VIP day. The Dubsado workflow handles reminders, follow up emails, etc., all with the goal of collecting that completed information and then scheduling their VIP day."

step three

What is your client management process?

"I eluted in the onboarding process as to some of the client management that happens inside the Dubsado workflow. But I also love how directly from Dubsado's dashboard and projects I can see at a glance what leads I need to follow up with or the status of any existing client projects. Everything is right there showing me what my next steps should be."

step four

What is your payment process?

"I love the convenience of Dubsado's way of handling payments. Being able to setup payment schedules, and packages makes everything so easy. Besides my technical service offerings, I also manage a VA agency. I love how easy it was to setup the numerous VA packages so that when I have a new VA client I can quickly use these packages when designing that client's particular proposal. Again, the efficiency Dubsado has brought to my business has been a game-changer!"

An entire suite of business management tools for

Marketers & PR Professionals

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?

"My first use of Dubsado was to build a VIP Intensive that offered Website Design in 1 Day. I could have never provided this type of service without the use of Dubsado! It gave me everything I needed to streamline the process from providing my clients exactly what they needed and when, collecting payment, providing them my contract, and best of all the workflow that guaranteed a stellar experience for my clients. Dubsado allows you to work smarter and have efficiency in your business life." Visit her website.

Linda Barutha
Marketing Professional