Why Dubsado is perfect for

Coaches

Sacha uses Dubsado to plan and communicate with ease. Take a look at how she does it.

Photo by: LeAnn C Photography

How Sacha simplifies her business using Dubsado

STEP ONE

What is your lead capture process?

"I capture leads through a form on my website that allows potential clients to determine which service they want from me - coaching or consulting. I then have two workflows tied to that selection process."

STEP TWO

What is your onboarding process?

"The coaching workflow sets up an intro call with the potential client to determine if they want to move forward.  If they decide to, I activate the coaching workflow, which provides them with the portal login, coaching agreement, info form, and invoice.  Once the invoice is signed, they are then able to see the scheduler in their portal.  

The consulting workflow sends them a form for background information and set up a time to discuss their need.  If we decide to move forward, I provide them with a proposal (not in Dubsado).  Once the proposal is approved, I then set it up in Dubsado to receive the proposal, contract, and invoice.

I love this process because it allows me to focus on the work that needs to be done and removes some of the administration.  I also love that it is an iterative process, and Dubsado allows me to tweak as the processes become more defined."

STEP THREE

What is your client management process?

" 'Projects' are my go-to tab in Dubsado! I manage everything for my clients there - emails, invoices, notes, tasks - everything!  I like to write things down but this functions ensures I stay on top of pending deadlines or schedule follow-up comms."

STEP FOUR

What is your payment process?

"My payments are straight forward.  What I appreciate about Dubsado, again, is the flexibility.  Some of my coaching clients need to make payments based on when they are paid.  I have the ability to set up payments that align with their needs."

An entire suite of business management tools for coaches

Seamlessly set new projects in motion

Bring in new clients quickly and easily with reusable templates for lead capture forms, questionnaires, proposals, and contracts—plus automated onboarding so no leads slip away.

Automate your busywork and focus on client work

Take repetitive tasks off your plate and keep projects on track with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

Deliver a polished, branded experience

Ensure that everything your client sees reflects you—without designing assets from scratch. Your forms, documents, communications, and client portal highlight your brand, not ours.

Stay organized and aligned with clients

Set expectations and anticipate client needs with clear communications, centralized documents and project timelines, and easy collaboration through the client portal.

FAQs

  • Which plan is best for you depends on where you are on your journey. Diving headfirst into complex business management tools can be a daunting task, so if you’re just starting out, the Starter plan is for you. You’ll get access to things like form creation tools, invoicing, canned emails, and client portals, all in one simple package. It’s a whole lot of bang for your buck, as the kids say. They still say that, right?

    The Premier plan is for business owners who need to streamline their process. Being busy is a great problem to have, but it can quickly get overwhelming. With advanced features like scheduling templates, automated workflows, and bookkeeping integration, rest assured that you can take your hands off of the steering wheel when you need to, and your business will keep moving.

  • There's no time limit on our trial and you'll be able to book up to 3 clients before subscribing.

    What's most important to us is that you feel comfortable getting to know Dubsado and can truly see if we're the best fit for your business, without a pressure-filled time limit. After all, you’re trusting us to help you manage and grow your business and that's not something we take lightly.

    Start your free trial today and give all of our features a spin.
    *No credit card info required

  • Yes! You can collaborate with others in your industry in our Facebook Community once you set up a trial account.

    We also have our YouTube channel that is full of educational content from our team and real Dubsado users.

  • Our in-house Customer Care team is always here to help. You can chat us using the little chat bubble at the bottom right of this page or you can email us, hello@dubsado.com

Stop drowning in admin and start growing your business

Running projects without a system? You know the drill: details slip through cracks, payments need chasing, and you're stuck rebuilding processes from scratch. Break the cycle of busy work and give your business room to grow.