Top 3 Dubsado Features to Transform Your Business

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Dubsado offers a robust suite of tools to streamline operations and enhance client experiences for service-based businesses. I utilize just about all of Dubsado, except for the task list (I use Asana for that!), and it is a lifesaver for saving me time and keeps me on track with my leads and clients.

Let's delve into three key features that can significantly impact your business:

P.S. If you want to take Dubsado for a whirl, sign up for a free trial (there is no time limit on it!). As a Certified Dubsado Specialist, I can offer you 30% off your first month or year with my code BFLLC.

01. Workflows: The Automation Powerhouse

Dubsado's workflow feature is a game-changer for automating repetitive tasks and ensuring consistency. By creating a series of interconnected steps, you can streamline processes from lead capture to project completion.

Imagine automating client onboarding, sending out proposals, scheduling appointments, and even follow-up emails. Workflows not only save time but also reduce the risk of human error.

There is always a time and place for automation vs manual steps in your process. You don't want your clients to think you are a robot and technology can never be 100% trusted, so having safe points in your workflows is a must. I do this in the form of ToDos and Approval buttons. This way, if I want to edit something before it goes out, it only takes me a moment and a quick click to approve my workflow to keep on keepin' on!

Here's a brief glimpse at how I utilize workflows:

My workflows are set up in phases for each service I offer. So, when a client fills out my Lead Capture Form / Contact Form, they get put into a General: Inquiry workflow. This brings us through the process of scheduling and having our Discovery call where I can learn about their business and pain points. After the call, all I need to do is start the Booking workflow for the appropriate service (Ex: Systems Setup or Tech Stack Consulting). My Booking workflows bring us through the proposal and signing stage of my process, including automated follow-ups! If a client signs on with me, they automatically get moved on to the Booked workflow for the service they have agreed to and that is where they get access to their Client Portal, onboarding documents and information, and even booking a Strategy call. They stay in this workflow phase until handoff when they are put into the Offboarding workflow. This sends them all of their offboarding info and follows up with them post-project.

No two businesses are the same and Dubsado's workflow feature can adapt to anyone's business.

02. Client Portal: Your Clients' One-Stop Shop

The Dubsado client portal is a game-changer for client experience and organization. It provides a central hub for all client-related information, including contracts, invoices, documents, and communication history.

By offering clients a dedicated space to access essential materials, you reduce back-and-forth emails and create a professional image. The client portal also empowers clients to manage their own information, freeing up your time for more strategic tasks.

No more wasting time resending forms to clients! AND it really makes you look professional having a branded client portal — like you really have your shit together!

03. Templates: Save Time and Maintain Consistency

Dubsado's template feature is a time-saver for creating consistent and professional materials. From email templates to proposals and contracts, you can design and save templates for reuse.

By utilizing templates, you ensure brand consistency, reduce errors, and improve efficiency. You can also customize templates for specific clients or services, maintaining a personalized touch while saving time.

I can't tell you what I hate more than retyping or recreating the same thing over and over again for various clients. What a time suck! with Dubsado’s template capabilities, if I find myself sending out the same email more than once - BOOM! - now it's in my Canned Email arsenal. Did I create a special package for a client that seems to be something I want to offer others - BOOM! - now it's a Packages template. You get the idea.

By harnessing the power of Dubsado's core features, service-based businesses can significantly streamline operations, enhance client experiences, and boost overall efficiency. From automating workflows to centralizing client information, Dubsado empowers you to focus on what truly matters: growing your business.

Ready to unlock the full potential of your business with Dubsado? Contact me today for a complimentary consultation to discuss your specific needs and explore how we can help you optimize your systems.

Don’t forget to check out Dubsado’s free trail and get your 30% off your first month or year with my code BFLLC!

Don't let outdated processes hold you back. Take the first step towards a more efficient and profitable business.