Why Dubsado is perfect for

Brand & Web Designers

Chelsea has drastically improved the efficiency, organization, and look of her business by using Dubsado. Take a look.

Brand & Web DesignersBrand & Web Designers

"Before Dubsado, I ran my entire business through ridiculously long email threads and a bunch of disorganized spreadsheets. It was time consuming, messy and stressful. Since I started using Dubsado a few years ago, my business has become SO much more streamlined, organized and honestly? A million times more professional. Having branded client portals, proposals, contracts and questionnaires has up-leveled my client experience immensely, which in turn has allowed my business to continue to grow. I am confident that I wouldn't be where I am now in my business without Dubsado!"

Chelsea Lennox
Brand / Web Designer

See how Chelsea elevates her client experience using Dubsado.

step one

What is your lead capture process?

"Leads fill out an inquiry form on my site which then gets them set up with some basic info in Dubsado. I styled this form using code blocks within Dubsado so that it matches the design of my site. If they sound like they could be a good fit for me, I send them a scheduler link and get a call set up with them. I love that I don't have to spend time manually inputting a lead's info into Dubsado and that getting set up for a consultation call is so quick and easy."

step two

What is your onboarding process?

"After our consultation call (assuming we're a good fit to work together), I send a branded proposal. This is one of my most favorite parts of the process because I have put a LOT of work into my proposals as it's one of the first (and most important) touchpoints a lead will have with my client experience. I love that I am able to set up a workflow that allows the client to accept the proposal, make the first payment according to the payment plan I set on the proposal, AND sign the contract- all without me having to do anything."

step three

What is your client management process?

"I love the client portal feature within Dubsado. It houses the client's proposal, contract and any questionnaires applied to their project, so they can refer back to this information at any point without me having to resend anything."

step four

What is your payment process?

"I apply a payment plan to the proposal that is based on percentages, so regardless of what a client chooses as part of their package and how that affects cost, the payments will be split up automatically in the way I want them to. My clients can pay through PayPal or Stripe, but all through a branded invoice. I love that Dubsado allows me to carry my branding throughout my entire process."

An entire suite of business management tools for

Brand & Web Designers

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?

"Before Dubsado, I ran my entire business through ridiculously long email threads and a bunch of disorganized spreadsheets. It was time consuming, messy and stressful. Since I started using Dubsado a few years ago, my business has become SO much more streamlined, organized and honestly? A million times more professional. Having branded client portals, proposals, contracts and questionnaires has up-leveled my client experience immensely, which in turn has allowed my business to continue to grow. I am confident that I wouldn't be where I am now in my business without Dubsado!" Visit her site.

Chelsea Lennox
Brand / Web Designer