Need...such a strong word, I know! Because Dubsado doesn't work for every business, but if you are a creative service-based business and you don't have an automated client management system then you probably NEED Dubsado!!!!
First of all, you’re probably asking “What the heck even is Dubsado?”.
Dubsado is a CRM (Customer Relationship Management), which basically means, it’s a lovely little place for you to manage all your clients from.
But this CRM does way more than just house your clients info. From Dubsado you can send contracts to your clients so they can sign them electronically, you can invoice and get paid, you can ask your clients to complete questionnaires and you can store all of that within a fully branded client portal.
If you’re already impressed by that, then just you wait! The most amazing feature of Dubsado is that it can automate all of that, so you don’t have to do a thing……..Yup, you heard me right. Using workflows, you can set up a sequence of events that will mean you can fully onboard a client without barely doing a thing. I mean, obviously, you will have to actually jump on a call and speak to the lead. Dubsado is not quite clever enough to do that just yet!
Imagine Dubsado sending out an invoice to your client and them paying it whilst you’re fast asleep!
Paying for Dubsado is a lot cheaper than hiring someone to help you out (I know, I shouldn’t be talking people out of hiring a Virtual Assistant!). And one of the things you will need to do to grow your business is outsource. Outsourcing to Dubsado will mean less admin, which means more time.
And the added bonus of all of this is that it will give your clients that luxe experience where they will be thoroughly wowed and will sing your praises to everyone they meet. And what does a more luxe experience mean? You can charge more for your service.
Here's are my top 3 reasons why you need Dubsado for your business:⠀
Who doesn't need more time? I sure do. Having a system that will automatically chase invoices, send out forms, schedule appointments, all by itself is much needed by most businesses who are trying to grow and struggling to find time because they're too bogged down by admin.⠀
When you're in that space where you want to boost your business and start charging those higher prices, one thing you need to upgrade is your client experience. Just being able to say you have a client portal makes you sound way more professional, doesn't it?! When you start setting up workflows it really makes you think about the whole experience and gives you a chance to make it as amazing as possible. Clients remember how you make them feel, and if you have a workflow that wow's and makes them feel like they're being cared for and always in the forefront of your mind (even if they're not!) it elevates the experience for them and they'll be shouting about it to everyone they know.⠀
Don't get me wrong, there are loads of different bits of software you can use to achieve the same type of outcome. But having everything in one place is REALLY convenient. You only have one place to check for emails, invoices, appointments, completed forms. What is it they say....work smarter, not harder. Dubsado lets you do that.⠀
If you've already signed up to Dubsado, but are struggling to figure out what to do next, then my AUTOMATE & AMAZE PDF Guide is probably just what you need!