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Wednesday, Sept. 4th · 10:00 AM PT
Hosted by: Trevor, Dubsado's Customer Education Specialist
Join Trevor, Dubsado’s Customer Education Specialist, as he demonstrates many of Dubsado’s innate automation features - no workflows required. These features are designed to save you time on day-to-day tasks, as well as automatically keep you organized. These features include:
Lead capture form automations, such as automatically setting custom project names or assigning new projects to a custom status
Proposal form automations, like including the contract or invoice, setting a payment plan, or setting an expiration date
Payment plan automations, like automatic payment reminders and autopay
While users who are newer to Dubsado may benefit the most from this webinar, even seasoned Dubsado users might learn a trick or two.
Wednesday, Sept. 11th · 10:00 AM PT
Hosted by: Lauren Barr
Feeling overwhelmed and constantly chasing deadlines? This power-packed workshop will equip you with practical time management strategies to boost productivity, reclaim your schedule, and find more balance in your entrepreneurial journey.
Wednesday, Sept. 18th · 10:00 AM PT
Hosted by: Trevor, Dubsado's Customer Education Specialist
A Dubsado recurring invoice can be a powerful tool in your automation tool belt, allowing you to “set it and forget it” - especially when autopay is set up. Recurring invoices are perfect for selling subscriptions, retainers for your services, and more.
In this Deep Dive, join Trevor, Dubsado’s Customer Education Specialist, as he conducts a live demo of setting up a recurring invoice in Dubsado. He’ll show you best practices, do’s and don’ts, and answer any of your burning recurring invoice questions.
In addition to basic setup, Trevor will discuss payment plans, autopay options, payment types, and recurring invoice email communications.
Wednesday, Sept. 25th · 10:00 AM PT
Hosted by: Angela Munoz
Discover how to turn your clients into your biggest advocates! In this webinar, you'll learn proven strategies for asking for and receiving raving testimonials that not only boost your credibility and industry reputation, but also attract more of your ideal clients. We’ll cover everything from the best timing, phrasing, and prompts to use when requesting reviews, to how to showcase them effectively in your business. Don’t miss this opportunity to elevate your client experience and grow your business with the power of glowing testimonials!
