Why Dubsado is perfect for

Doulas

Before using Dubsado, Aimee was overwhelmed with all of the admin tasks of her business. Now, she has free time to do what she loves. Here's what her process looks like.

How Aimee simplifies business using Dubsado as a doula

STEP ONE

What is your lead capture process?

“My favourite thing about this process is that as soon as a lead is captured it is put straight into Dubsado, where I can see some basic details and follow up, and that I immediately know key information that influences the service I'm able to provide without lengthy intake forms. I also love that straight after the lead capture form is filled in, it starts a specific workflow which then sends out an email with a scheduler so that we can begin to talk either over the phone or in person, and provides key information such as pricing/packages that many people will enquire about before scheduling a meeting."

STEP TWO

What is your onboarding process?

Once we've met in person, Dubsado immediately sends an email with a project proposal for the person to book with me. The proposal includes a service agreement/contract, information about my packages with pricing, add ons as necessary (which can also be added in again later) and an intake questionnaire with all of the key information I need to know to follow up with the family in future. Once the person selects a particular package using the project proposal, and fills in the service agreement, the intake questionnaire is sent and invoicing begins, sending through an invoice with an associated payment plan.
My favourite thing about this process is that it is all automated, but also that it is personalised to the individual - I have these tasks scheduled, but also have to approve for the emails to be sent as if I'd like to add bits and pieces about our meeting, I can do that before it automatically sends."

STEP THREE

What is your client management process?

"Once the woman has booked with me, the 'client portal' opens and the woman is sent a link to sign into this area, so that she can view her forms, emails, invoices etc in there. There are a series of automated, scheduled emails that get sent out at different stages of the woman's pregnancy with different information as necessary. Sometimes these are to schedule antenatal appointments, and sometimes they are information about birth planning, different techniques she might like to try during pregnancy/labour/birth, connecting her in with local referrals for whatever she might need, indicating when to start certain techniques/supplements if she's interested etc. My favourite thing about this process, again, is that it is all automated, but that it is specific to the woman's 'due date' and means that nothing falls through the cracks along the way."

STEP FOUR

What is your payment process?

"Once the woman has signed the service agreement she is sent an invoice with a pre-specified payment plan. If she wants a different payment plan, she can let me know and I adjust it accordingly. From then on, invoices are sent as scheduled along with reminders 2 days before due, on due date and then 5 days after due. All payments are scheduled to be made prior to the woman's due date, though in some instances more drawn out payment plans can be approved. Once payments are made, I get an alert from my bank account and then I jump on Dubsado and apply a payment, so that it comes off the total invoice. I know that this is able to be automated through PayPal/Stripe as well, which will be an option if I end up taking on more women and don't have the time to apply payments, but at this stage I don't need this aspect automated."

An entire suite of business management tools for event planners

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.