Why Dubsado is perfect for

Virtual Assistants

Sharonda got her time back by using Dubsado's scheduler and automated emails. Take a look at how she does it.

Virtual AssistantsVirtual Assistants

"Being a mom boss means that I don't have time to be all over the place in my business. Because of automation with emails, scheduling, and invoicing, Dubsado has given me time back in my day to focus on more important things like my family."

Sharonda Jackson
Virtual Assistant

How Sharonda streamlines her virtual assistant business with Dubsado

step one

What is your lead capture process?

"I don't use a Lead Capture Form. I have the scheduler link on my website to book an appointment. Once the appointment is booked, the automated emails do their magic by sending a confirmation and a reminder to potential clients. It's so easy, and I love it!"

step two

What is your onboarding process?

"Once a potential client has a Discovery Call with me and share that they need more time, I send over a proposal, a contract, and an invoice. If they decide to work with me, I send over a pre-created email that contains a New Client Questionnaire Form. They also get notified of their new portal login information, and I apply the Client Portal Login Form and the Client Portal Instruction Guide to their portal. After they complete the forms, I send over the scheduler link to have a Strategy Call, and then we start our work together. Dubsado makes everything streamlined, and my clients love the process!"

step three

What is your client management process?

"I don't use a Lead Capture Form. I have the scheduler link on my website to book an appointment. Once the appointment is booked, the automated emails do their magic by sending a confirmation and a reminder to potential clients. It's so easy, and I love it!"

step four

What is your payment process?

"My clients pay through Square in Dubsado. I love being able to have everything linked to my bank and Dubsado. The notifications help tremendously!"

An entire suite of business management tools for

Virtual Assistants

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

How do I know if Dubsado is right for me?
How long does the trial last?
Does Dubsado integrate with ______?
Are there additional resources for my line of business/industry?

"Being a mom boss means that I don't have time to be all over the place in my business. Because of automation with emails, scheduling, and invoicing, Dubsado has given me time back in my day to focus on more important things like my family."

Sharonda Jackson
Virtual Assistant