Cody creates a seamless client experience for this clients from onboarding, to invoice, to contracting... Here's how he does it with Dubsado.
"Dubsado has been a gamechanger for Graybox Nashville. Onboarding potential clients and leads has always been such a tedious and time-consuming task. Dubsado's forms make gathering info from clients an easy ‘set it and forget it’ task. The ability to keep a catalog of email templates and forms makes the behind the scenes parts of running a business so easy (and even, dare-I-say, enjoyable!). Sending invoices, collecting payment (helped via automated reminder emails), and getting contracts signed was always a nightmarish task for us, but Dubsado's platform has made those issues a thing of the past. We love Dubsado!"
"We have a few Lead Capture forms embedded in our website - one for studio rental, and one for my personal production inquiries. Potential clients fill these out, and it gives us enough info about their project needs to start the conversation well. I love how it eliminates the need for 2-3 introduction emails that I usually needed in the past to finally get all of the info out of a client needed to give them an accurate quote on working together."
"Nothing too crazy! Once a project moves from Lead to Job, I will go in and manually change their status. At that point, I'll draw up a contract for them, which is automatically synced up with the smart field parts of our contracts, so they are seamlessly linked up. After I finish these, they get sent to the client and (ideally!) signed and paid within the day!"
"Each new client is put into our address book, allowing for quick recall if they book something new with us!"
"Each project has a unique invoice drawn up - payment takes place in 2 parts. 50% downpayment to book the project (due immediately), and the other 50% due a week before the date of the project. Both of these have automated email reminders to ensure payment comes in in a timely fashion and most awkward conversations are avoided ha!"
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.
Subscribe to all our updates and feature releases here.
Yes! You can collaborate with others in your industry in our Facebook Community once you set up a trial account.
"Dubsado has been a gamechanger for Graybox Nashville. Onboarding potential clients and leads has always been such a tedious and time-consuming task. Dubsado's forms make gathering info from clients an easy ‘set it and forget it’ task. The ability to keep a catalog of email templates and forms makes the behind the scenes parts of running a business so easy (and even, dare-I-say, enjoyable!). Sending invoices, collecting payment (helped via automated reminder emails), and getting contracts signed was always a nightmarish task for us, but Dubsado's platform has made those issues a thing of the past. We love Dubsado!" Visit his website.