Why Dubsado is perfect for

Music Producers

Cody creates a seamless client experience for this clients from onboarding, to invoice, to contracting... Here's how he does it with Dubsado.

Music ProducersMusic Producers

How Cody simplifies his business using Dubsado

step one

What is your lead capture process?

"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."

step two

What is your onboarding process?

"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!"

step three

What is your client management process?

"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."

step four

What is your payment process?

"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!"

An entire suite of business management tools for

Music Producers

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

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