If you’re a business owner, you’ve probably struggled to keep your systems organized. I know I have! That’s why I’m so grateful to have found a Business Management Solution like Dubsado.
If you haven’t heard of Dubsado before, it’s a “business management solution designed to cut out the busywork. Build relationships, schedule appointments, and create workflows to streamline your projects from start to finish.” (Source: Dubsado)
In other words, it’s a lifesaver.
I’m one of those people who is skeptical of trying new things when it comes to my business. I tend to get comfortable in my routine and I need to do a lot of research before I make any big business decisions. I also like to explore my options, so I’ve tried out just about every CRM (Client Relationship Management) and PM (Project Management) tool out there including Honeybook, Bonsai, Asana, Trello and others.
Why Dubsado?
What led me to Dubsado and my decision to stick with it, is that it offers everything I need to keep my business running efficiently and effectively. With features like client management, contracts and forms, automation, invoicing, scheduling, and accounting and reporting, I have all my bases covered. It even allows me to customize my forms and client portal, so everything is branded to my business.
In addition to the great features, Dubsado has amazing customer service. As someone who runs a business, I know customer service is everything. I’ve contacted Dubsado a few times and they are always quick to respond, professional, and ready to assist me. For me, those are things that matter. I want to know that the products and services I use and invest in are reliable. Most importantly, I want to know that those businesses genuinely care about me as a customer.
Becca and Jake are the husband and wife duo behind Dubsado. They started out as a two-person team and have since grown to a team of over 30 people. As a growing business, they understand the meaning of hard work and are passionate about helping others grow their business with ease. It’s clear that they really listen to their customers, and I know they are committed to me and my business.
Dubsado Features
Below you’ll find more details on Dubsado’s amazing features, shared directly from their website.
Contracts & Forms: Create form and contract templates to use across any project. Browse our template library or use your own design to build forms that look professional, accessible, and unique to your business.
Automation: With automated workflows you can trigger actions such as sending emails, completing tasks, and creating invoices—all without a single click. Additionally, set up automatic appointment and payment reminders personalized for each client.
Client Management: Capture leads and easily maintain one-on-one communication. Keep forms and contracts in private portals for each client. Organize your projects with tags and statuses and stay on track with task boards for you and your team.
Accounting & Reporting: Track profit and loss, transaction history, and outstanding invoices. Set monthly or yearly financial goals and view your growth over time. See where leads are coming from and keep track of the revenue generated from each source.
Scheduling: Send or embed your scheduler so clients can easily book with you based on your availability. Create requirements for booking, such as filling out a form or paying a deposit and set scheduling limits to ensure that clients can only book appointments that work best for your schedule.
Invoicing: Send invoices to get paid, either in full or through multiple scheduled payments. Set up automated recurring invoices for subscription-like services. Connect to a payment processor so your clients can pay at any time on any device.
How These Features Have Helped Me
With these features, I can accomplish so much more in my day-to-day routine, in about half the time. And if you’re a business owner, you know how important it is to use your time wisely. After all, time is money!
- I collect new inquiries from potential clients with a custom lead capture form, which is embedded into my website using a link that opens in a separate window for better page-loading time.
- After a client submits this form, it starts my automated onboarding process and sends the potential client a follow-up email with important details like next steps and a link to schedule a call with me (currently I use Acuity Scheduling).
- After the client call, I send over a custom proposal outlining the project scope, details, pricing, and payment options. This is basically a quote that the client can review before completing the contract and sending their deposit.
- When a client approves the proposal, I send a contract that allows them to e-sign with a legally binding digital signature. If you don’t have a contract of your own, Dubsado has a library with some basic templates to get you started. If you’re looking for an attorney-drafted option that’s more complete, I highly recommend The Contract Shop.
- Once the contract is signed, I send over an invoice with payment schedule. I can accept payments via Stripe, PayPal, or Square. All my payment plans have set due dates and amounts, with friendly reminder emails that go out automatically before payment is due. I offer a 50/50 payment plan or split things up into 3-5 equal payments depending on the project timeline.
You can set up reminder emails to send out after due dates as well, but I always try to make it clear that payment is due within a certain time frame to avoid late fees.
Creating A Better Client Experience
I am all about creating a better experience for my clients. Being clear, organized, and structured allows me to do that. My clients know what to expect when they work with me, and there are no surprises. This gives me peace of mind as a business owner and builds trust with my clients because they know they can rely on me from start to finish.
Try Dubsado for Yourself
Dubsado has genuinely changed my business and given me the freedom to focus on what I love—my clients and my work.
If you don’t want to jump through hoops to organize and automate your systems, I highly recommend Dubsado and know it will change your business too!
The best part is you can try Dubsado for FREE on up to 3 clients by signing up here! No time limit or credit card required.
Want to save even more? Use code assimilationdesigns to save 20% off your first month or first year
*This post contains affiliate links that will get you 20% off of your first month or year with Dubsado! I only recommend products I personally use and trust.
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