How Dubsado Simplified My Client Management

The right tools can take a business to the next level. That’s exactly what happened when I started incorporating Dubsado into my process. Talk about a game-changer.

Diving into business is one of the bravest things I have ever done. Ask anyone who knows me. It’s also the most challenging thing I’ve ever taken on. Again, I’ve got people that can recount tear-stained convos.

Between organizing client work, balancing new client inquiries and current client communication, and keeping tabs on what tasks need to be accomplished, there are a million and one things to managing when owning a business. I was struggling to keep it together.

I want to make something very clear… BEING ORGANIZED IS NOT MY THANG. Yes, that all caps was necessary.

I MUST have a system in place or my business would crash and burn. Keeping up with all the BIG little tasks is a chore in itself.

ENTER DUBSADO, a client relationship management software that is basically my assistant and manager rolled into one. Now, I had the software for about 1.5 years before I was actually using it to make my life easier. I only wish I dived in sooner. But alas, here we are and I’m never looking back.

While there are SO MANY features that are worth mentioning, I want to share the top 3 features that helped me create a better client experience.

CANNED EMAILS

The canned emails I set up in my workflows help me stay in constant communication with my clients, without having to be in my inbox 24/7! If that’s not a win, I don’t know what is. They help me from the first inquiry all the way to the final note closing out the project. Plus, I can track when emails have been viewed so I no longer have to wonder if silence from my client means they didn’t get the email or they’re simply ignoring that invoice. O_o

During our time together, I like to let my client know where we’re currently in the project so they aren’t sitting back and wondering what’s going on. There are times when I need to remind my clients of content due dates, and with canned emails, I can easily send them a reminder for what is due and when. This helps cut down on miscommunication and keeps everyone on track with their role in the project. 

PROPOSALS

One of my absolute favorite features of Dubsado is how EASY it is to begin projects with linked Proposals, Contracts, and Invoices.  Yuuuup, you can send all 3 to your potential client. Create your template once and send it out in one click. 

This has made it a snap to starting projects because I no longer have to draft a proposal from scratch for each inquiry I get. It’s so easy to create proposals based on how I work with clients and then personalize them as I send them out. So now it takes me 15 minutes tops as opposed to hours.

Once the proposal is accepted, it auto-populates the attached contract and invoice based on what the client chose in the proposal. So all lines match and the project can be accepted.

SCHEDULER

If you haven’t noticed the pattern, anything that simplifies my workflow and saves me time gets a gold star rating. That’s how I feel about the Scheduler feature. 

IT MAKES WORK EASIER.

It’s not bulky with too many options all while giving me enough flair to sip tea with my pinky in the air. I can easily create a template for discovery calls or I can get fancy and create a template for a service that requires a deposit to book. This eliminates the need for back and forth emails with clients. Less time in the inbox. CHECK!

I can create individual schedulers or I can create a group and send my client a full list of the calls needed for them to schedule all at once. EASY.

It should be noted that I used to use Acuity, which was nice, but I LOVE having all my main tools in one platform. Simplicity at it’s finest.

And I’ll be honest, Dubsado has many more features I don’t use… yet. But it handles my absolute must-have tasks beautifully and I don’t see myself complicating my process with any extension any time soon.

So there ya have it, folks. My top 3 features that make Dubsado the CRM for me. If you’re curious to see how it can simplify your workflow, check them out at www.dubsado.com for a 3 client FREE TRIAL. No time limits and all features are available during your trial. And if you love it, use my affiliate link or my code BOLDWHISPER to get 20% off your first month or year when you join!

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