Waking up at 2:00 am in a sweat because you forgot to send an email – not cool!
Has this ever happened? You are peacefully sleeping when your brain jolts you WIDE awake with a question… did you send the follow-up email to that potential client that emailed you?
If you are like me, you probably have a notebook beside your bed for these exact moments. You know if you go back to sleep you aren’t going to remember a thing tomorrow morning. Oh, there will be some nagging feeling that you have forgotten something, but you aren’t going to feel the full force of that forgotten email until you get ANOTHER email from said client asking if you received the first email.
So, what if there was a system that you could put into place that would look after this for you? Imagine this… a potential client finds you on the web and fills out your contact form. As soon as this potential client hits send, they get an email that thanks them for filling out your form, sends all the information that they would need to know AND sets up a Zoom call (with all the confirmation and reminder emails all ready to go)! And you haven’t done a thing yet.
Too good to be true? Nope, I give you Dubsado!
What if, after the call, this system could send a proposal, contract and invoice, a reminder email to review and sign and then once signed could set up their files and send them your welcome package. It’s like MAGIC right?
Dubsado is a CRM – Customer Management Relationship tool and it does this AND MORE! You can follow your clients from the time they fill out a form on your website to the time that you conclude your work with them.
You can see all your leads, where they are in terms of workflows. (This is a great tool for following up with leads!) Your personal dashboard will let you see your calendar, your missing or late payments, your tasks, your calendar and notifications.
You can set up workflows for your processes that are similar in nature and you can set them to autopilot.
You can create a series of canned emails that will go out automatically for reminders when sending schedulers or forms and you can have it so that you have to approve certain emails before they are sent so you can customize them more.
There is a built-in scheduler (yay for adding THIS to a workflow and having all the reminder emails be attached to that appointment!). You can accept payments with an integration with Stripe, Square or Paypal and if you don’t use those, you can manually add payments so that you can get the most out of the power of automation that Dubsado provides.
Dubsado is brandable, so your colours and logos can be used.
The BEST… Dubsado has a client portal where your clients can log in, see all their correspondence, invoices, emails and forms. You can add links to a Dropbox folder or Google Drive and all your materials are in one reference spot! Priceless.
If you have been looking for a tool that will allow you to put your systems on autopilot so that you can actually sleep through the night or take a vacation…or go and have an evening with your family, Dubsado might be it. Their customer service is AMAZING. You can try Dubsado for FREE for up to 3 clients. This is great if you want to make sure that it’s the tool for you.
If you have tried the 3 free and you are ready to commit and are interested, you can use my affiliate link to get 20% off your first month or your first year. CLICK HERE for the code.
Knowing how to create workflows in Dubsado can be confusing and stressful. Find the starting point with this Free download.
Click HERE for your Guide to Creating Workflows in Dubsado.