Are you a stressed-out hot mess, trying to figure out how to make your processes clearer and less complicated?
Ding Ding Ding….this was me when I first started my business too. I didn’t really have systems in place and it became harder to keep up with client projects. I’m talking about invoices, contracts, proposals, deliverables, forms, task management, and so on.
I used to have to sift through many folders on my desktop (and I mean MANY) just to find what I needed for whichever client’s project I was working on. I just wanted something that would help me streamline my processes to make it easier for me to continue to give my clients the BEST experience so they keep coming back for more. I make my clients' life easier by focusing on the tasks that are taking up their valuable time…. I needed something like that for me.
Clearer processes in place → Frees up time → More time for marketing business → More Clients
Imagine this: a fully automated onboarding process, a place where all your contracts and invoices can be signed and paid for, emails and deliverables can be stored AND your client has access to them as well, a workflow that you can create and more!
Well my friend, today I’m going to let you in on a little secret….it’s one word: Dubsado
Dubsado is a business management system that allows you to run your business successfully by doing just about everything you could ever imagine a CRM tool to do. Let me break it down for you.
Dubsado allows you to replace your MANYYYYYY tools that create the hectic, complicated and unclear processes for you, and make your life that much easier!!
💫Scheduler too (Calendly or Acuity)
💫Complicated invoicing processes
💫Google Forms (multiple pages of email templates)
Honestly, the list goes on…..⠀⠀⠀⠀⠀⠀⠀⠀
Now let’s discuss what Dubsado does have….(spoiler alert….it has it ALL)!!
Forms / Questionnaires (plus you can upload your own additional pdfs)
Payment Plans + ways to pay you (PayPal, Square, Stripe)
Tasks Management Lists and Boards
Client Project Management
Email and Calendar Integration
Contracts (templates, examples, etc.)
Canned Emails (that you can customize)
Financial Goals Tracker
I’m not going to lie, before Dubsado I never really knew what a workflow was or how to use one….but once I figured out that this automation could free up SO MUCH OF MY TIME, I was hooked. Take a look at this:
How cool would it be for you to be able to “send out emails” and start your next process in the onboarding system without lifting a finger? AMAZING right? These nifty little workflows are triggered with whatever parameters you set for the next step to begin.
I think one of my favorite things about Dubsado is their thorough training videos that allowed me to set up my account with such ease. I was able to brand my account so that anything my client sees from me matches my You’re So Write brand, keeping it cohesive with my aesthetic. Even the Client Portal, a place where all your contracts, emails, invoices, documents and deliverables are stored for you and your client to view at any time, is totally customizable to be completely on-brand for your client.
By automating your processes with Dubsado, you can save time and those same processes that used to bring you headaches can now be repeated with ease over and over again⠀⠀⠀⠀⠀⠀⠀⠀⠀
When you take the time to learn and invest in tools that will help you grow your business, you’ll be able to provide more value to your clients. Organizing and managing your business the right way, is a long term benefit that you’ll be so grateful you figured out when you’re ready to scale in the future.
If you ever need help to understand how to improve your systems with Dubsado, feel free to reach out to me! I’m always happy to help!
Click here to connect with me and talk more about your business goals and to see if working together would be a fit to help you achieve those business dreams.