How I Use Dubsado in My Business

Purchasing my Client Management System was easily the best investment I’ve made in my business. I actually decided to purchase it while I was onboarding a new client because I was like “I need this, and I need it right now.”

Dubsado is so much more than just a client management system and I think it’s the perfect tool for other stationers to have in their creative businesses. Not only does it help me sort my day to day activities on the back end, but it provides a luxurious experience for my clients and helps me up-level my business. Here are some of my favorite features of Dubsado:

CLIENT PORTAL

I feel like giving my clients their log in to their own personal portal is my secret sauce. I even have a fancy “log in” button on my website! The client portal is an easy way for couples to view their entire project in one place. They are able to see our email threads, invoices, contracts, make payments and approve proofs or give feedback. I also include links to helpful documents along the way like our timeline and a guest addressing template. I was embarrassed to send pdf attachments in emails and ask my clients to please print and scan them. Who still had a scanner in house anyway?! Now they can seamlessly click buttons and fill out text fields without a problem!

LEAD CAPTURES

I switched over my initial client questionnaire to a form in Dubsado. It was so easy for me to copy and paste the code into my website and now I can keep track of all of my leads in Dubsado. I no longer have to sort through my flagged emails, I can view their filled out forms and get back to them in seconds!

WORKFLOWS

I have workflows set up to remind me of what the next step in my process is. You can set up your workflow to do pretty much everything for you! I’m always changing mine for each client because my process is so customized but they are still great to have in place and follow where each client is in your process.

PROPOSALS, CONTRACTS AND INVOICES

Once a client inquires with me or we’ve had an initial consultation, I send them a proposal. The proposal is linked with smart fields to automatically fill out the client’s information and present initial pricing through the invoice. Clients can view the proposal, sign the contract, and pay the invoice all in one simple step! This first step is such an important way for me to come off as a serious professional and provides an easy way for my clients to pay and book with me as soon as possible!

There are several other features that Dubsado has like time tracking, book-keeping, a meeting scheduler, and more. Their support team is so helpful and they are constantly adding new features to the platform. I highly reccomend taking advantage of Dubsado’s free trial. Your first three clients are completely free (no time limit!).

Use this link (or code “ANNE20”) for 20% off your first month or year.