You are missing out if you are tracking your leads the old-fashioned way.

Perhaps you are using an excel sheet or saving emails.  This is not productive and you are going to miss key touchpoints and information along the way. 

With Dubsado, you can track every single lead that comes in with a simple click of a button. You can also create reports on any data points that matter to your business needs. It’s so easy! All it takes is a bit of setup on the back end.

Creating a project

When a lead fills out your contact form or lead capture form it automatically creates a project inside of Dubsado. You can add specific questions to your contact form to create custom-mapped fields for information that you need specific to your business. 

For example, if you are a Social Media Manager, perhaps you want to know what social media platforms they use.  Or if you are a photographer you might want to know the date of the event.

You can then save all this information in the client’s project so that when you need to reference it you have all the information in one place.

Project Statuses

Project statuses allow you to move clients through your pipeline and to see where they are at any given time. It’s easier if you think of project statuses like certain milestones like Discovery Call Scheduled or Proposal Sent.

In Dubsado, project statuses are split into 2 categories: Leads and Jobs.  Leads are people who have yet to become a client and Jobs are when those leads become clients.  Usually, it’s because money has been exchanged.

You can create statuses for whatever works for your business.  If you are a web designer you could have New Lead > Discovery Call Scheduled > Proposal Sent > Contract Signed > Invoice Paid > Intake From Complete > Design Approval > Website Delivered.

Imagine you have 15 clients, all at different stages of working with you.  With project statuses, you are able to see where they are in their project.

Project Sources

Projects Sources allow you to know where potential clients came from. You can create a project source for a lead that fills out a form on your website, a person who DMs you on Instagram, or someone who emails you.

This is a great tool for your marketing!  You can pull up a report that shows you where you are getting most of your leads.  If for example, you discovered that the majority of your leads were coming from Facebook, it would make more sense to do additional marketing there instead of spending marketing dollars on a source that wasn’t bringing you many leads.

Nowadays, it’s more important than ever to track your leads and the information they provide. Dubsado is a great solution for this because of its ability to save data in one place so you can easily reference them later on when needed. If you’re looking for an easy way to improve customer acquisition, retention, or satisfaction rates then tracking your leads with Dubsado might be just what you need.


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