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."
"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."
"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.
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.
"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."