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