Dubsado Set Up Services
Dubsado is an amazing software suite that I love using for my clients on The Avenue. It allows me to manage projects, build client relationships, schedule appointments and create workflows to automate the entire process. This system is truly a lifesaver in that is is a business management platform built to save you time and grow your business!
Managing clients without the help of Dubsado used to be a nightmare and such a time-consuming process. Take a look at how I used to manage leads and clients:
- Gather leads from a ‘contact us’ form from my website.
- Type up yet another email response and having to remember to attach important details and a pricing guide.
- Manually add the lead to my email marketing software.
- Try to keep track of all of the appointments by manually adding them to my iPhone.
- Try to sell my services (without having a proposal already in place) to the lead by having another phone consultation.
- Upload, send and sign contract via Adobe eSign.
- Load pricing and package details into Square, then send invoice, with no way to have a deposit required to book my services.
I mean, the train wreck continued from there! Dubsado really saved my business. I was able to get organized and you can too!