Lynnora uses Dubsado to automate admin tasks and provide value to her clients. Take a look at her process.
"I love Dubsado because it streamlines our client onboarding and project management processes. It helps me save time completing administrative tasks and allows me to add value back to my clients through workflows and automation. Dubsado is fully customizable from the contracts, forms, emails, and even website landing pages! Dubsado has helped me scale my business where I can focus more on providing excellent client experiences and quality services."
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"My lead capture process has two starting points - one on my website and the other through scheduling. My favorite thing about this process is that my clients get an automated email that prompts them to schedule an appointment if captured on my website; or in the second example, automatically provides new clients with a video conferencing link for their appointment without having to work through 3 different systems to get my client set up & scheduled."
"After our initial consultation, Clients receive a Contract within Dubsado where an automated email is sent with a 7 day expiration period. Once the contract is signed, an invoice is created and client pays! My favorite thing about this process is that the contract is easily added and customized to fit your client's needs. It is saved within the project for future reference and can be signed on the go!"
"I love the custom statuses within Dubsado. I am able to see who are on-going clients, tax clients, and leads to follow up on! This allows me to prioritize my work and answer client inquiries more efficiently."
"Currently, I only use Dubsado for client appointment deposit payments. However, I am experimenting with the newly integrated Xero features to see how that can enhance this process to transfer my billing over to Dubsado from Xero if possible."
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Bring in new clients quickly and easily. Use our automated on-boarding process to ensure that leads don't slip away.
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Customize reusable form templates for your contracts, lead capture forms, questionnaires, and proposals—all with your unique branding.
Take the repetitive work off of your plate with automated workflows, recurring payments, confirmation emails, payment reminders, and more.
Fully customize your forms, email templates, and much more. Your clients will never see our branding on anything you send.
Relationships matter. Manage your clients through projects and maintain organized communication with emails, task boards, and client portals.
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There's a proposal for every kind of business. Clients can make their selections, sign a contract, and pay an invoice, all on your website.
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"I love Dubsado because it streamlines our client onboarding and project management processes. Dubsado is flexible enough to be unique to my business but easy enough for a pleasant end-user experience. It helps me save time completing administrative tasks and allows me to add value back to my clients through workflows and automation. Clients are able to be self-sufficient when scheduling appointments or providing requested documentation. They receive timely responses and reminders which are all managed in one place. Dubsado is fully customizable from the contracts, forms, emails, and even website landing pages! Dubsado has helped me scale my business where I can focus more on providing excellent client experiences and quality services." Visit her website.
