Linda uses Dubsado to quickly connect with her clients and get paid. This is how she does it.
"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."
"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."
"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."
"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."
"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!"
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.
Both plans serve our mission: to help you communicate, schedule, organize, manage your business, and get paid.
Which plan is best for you depends on where you are on your journey. Diving headfirst into complex business management tools can be a daunting task, so if you’re just starting out, the Starter plan is for you. You’ll get access to things like form creation tools, invoicing, canned emails, and client portals, all in one simple package. It’s a whole lot of bang for your buck, as the kids say. They still say that, right?
The Premier plan is for business owners who need to streamline their process. Being busy is a great problem to have, but it can quickly get overwhelming. With advanced features like scheduling templates, automated workflows, and bookkeeping integration, rest assured that you can take your hands off of the steering wheel when you need to, and your business will keep moving.
There's no time limit on our trial and you'll be able to book up to 3 clients before subscribing.
What's most important to us is that you feel comfortable getting to know Dubsado and can truly see if we're the best fit for your business, without a pressure-filled time limit. After all, you’re trusting us to help you manage and grow your business and that's not something we take lightly.
Start your free trial today and give all of our features a spin. *No credit card info required
We integrate with Quickbooks, Xero, Zapier, 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.
"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.