As a business founder, managing potential and current client relationships can be a full on task, But we know how important it is! We know the a great client experience is key to building a successful and sustainable business.
This is where Dubsado comes in, With features like customizable templates, branded client portals, the ability to send all in one proposals, contracts and invoices, and automated follow-up emails, this tool can help you streamline your workflow and create a seamless experience for your clients.
And the best part? You’ll have more time to focus on growing your business and doing the things you love. Whether you’re a creative professional, consultant, or service provider, Dubsado has got your back.
First Up What Is Dubsado?
Dubsado is a client management system that allows you to automate various parts of your business, such as appointment scheduling, invoicing, and contract management. It offers customizable on brand templates, client portals, and automated (but personalised) follow-up emails to create a professional and seamless experience for your clients.
Now, onto how Dubsado can improve your client experience and save you time
Streamlining Your Client Communication
One of the biggest benefits of using Dubsado is that it can streamline client communication. The platform allows you to schedule recurring check-ins and appointments, ask for feedback and testimonials, send forms, contracts, or invoices for every client. Sending a proposal? You can schedule automatic follow ups so no more leads slipping through the cracks. And . no more jumping between different apps and platforms! This feature eliminates the need for tedious back-and-forth communication
Personalizing The Client Journey
No more boring forms! Dubsado has the ability to customizable and create on brand proposals and questionnaires. Using smart fields it pulls in your clients details like name, business details, ABN etc.
Branded Client Portals
Your clients will feel like VIPs with Dubsado’s branded client portal. They take the client experience to the next level by providing a private, easy-to-use, and beautifully branded “home” for your client. This feature offers clients a one-stop-shop where they can access their forms, contracts, book calls, see invoices, emails, project timelines and more
Automated Workflows
Say goodbye to tedious and repetitive tasks with Dubsado’s workflow abilites. From sending reminders for upcoming deadlines to creating and sending contracts and invoices, Dubsado does the heavy lifting for you. This allows you to focus on the work that matters most and frees up time to grow your business or enjoy some much-needed downtime. Plus, the automated nature of the tool ensures that nothing falls through the cracks
Improving Client Satisfaction
Providing a great client experience is crucial to building a successful and sustainable business. By using Dubsado, your clients are always kept in the loop, they know what is happening next and it erases the anxiety and uncertainty clients may feel waiting to hear back from you on what to do next..
Dubsado is a powerful tool that can help you improve your client experience and save you time, and therefore helping you grow your business. Whether you’re a creative professional, consultant, service provider, event planner, or coach, Dubsado can streamline your processes and make your business more efficient.
Starting to feel like Dubsado might be for you? I have a couple of options for you:
1) Sign up to the free trial (Unlimited time, but maxed to 3 clients) Click HERE to signup and have 30% off ready to go if you do signup later on
2) Book in a discovery call with me HERE and we can go over the features and benefits of Dubsado for your business
