Why Dubsado is perfect for

Florists

Kourtney has drastically increased her bookings since using Dubsado to manage her team, communicate with her clients, and stay organized from start to finish. Here's how she does it.

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Photo by: Sarah Jane Photography

How Kourtney streamlines her floral and wedding planning business with Dubsado

STEP ONE

What is your lead capture process?

“Dubsado makes lead capture a breeze! Our clients fill out an inquiry form on our website as the first point of contact. Once we receive that inquiry form, we immediately go into Dubsado and create a lead. Every single client that inquires with us receives our "Wedding Questionnaire" which we created in forms. The ability to send this form link directly to our clients has made invoice creation, communication and essentially booking our clients so streamlined. Our questionnaire includes all of the pertinent information we need regarding this specific client's wedding, i.e. wedding date, fiance's name, wedding budget, already booked vendors, color palette, etc. Anything they leave blank is an opportunity for us to help guide them. Once the questionnaire is filled out we jump on a call with that client to discuss anything that might have been left blank and at that point we discuss how to book and what makes our company unique. Since using Dubsado for lead capture we have an 80% booking rate!”

STEP TWO

What is your onboarding process?

“Dubsado's onboarding process was simple. I have one other lead planner, besides myself and getting her set up took no time at all. Dubsado sent her the email to join the team and the ability to assign her to events makes the planning process so easy! I work with the clients initially to get them booked and then I hand them over to her once they're booked in order to get started on the planning process by assigning her to their event. I can check in with her progress from my log in and she has everything she needs to serve our clients with ease.”

STEP THREE

What is your client management process?

“Client management with Dubsado is one of my favorite things about using this software. The functionality of the tabs within each event are amazing! Sending that initial questionnaire to each client saves all of their information in the forms tab. This is incredible because we have the ability to go back into that form and gather information that we might need, whether it's the clients phone number, the wedding date, the number of bridesmaids etc. I also love the fact that the emails are tracked within each client's event. This makes finding past email conversations a breeze! As wedding planners we deal with a ton of logistics for multiple clients, so being able to go back in and refer to a previous email is heaven sent!

The other client management function that we use the most would be the notes/phone logs tab. A lot of the time we have calls with other vendors or our clients and immediately after every call that has to do with that event, we go into the phone logs and make a quick summary of what the phone call was about. This is amazing because it creates an opportunity for my team member and I to refer back to what was said over the phone and if one of us couldn't be on the call it allows the other one to be filled in on what was discussed. It's amazing and it's saved us from so much headache and embarrassment of having to call that vendor again to ask the same questions.”

STEP FOUR

What is your payment process?

“Invoicing and collecting payment couldn't be easier. We create custom invoices for our floral design clients and the fact that you can update, change, add or delete an item in the invoice with just a few clicks is really important to me. One thing that I love as a business owner is the clean, simplicity of sending an invoice over to clients. I think it's great that within the email it's a button link but when the client clicks that link it's a beautifully branded invoice with an itemized breakdown and payment schedule. The payment schedule function is amazing. We have a booking retainer that's required at the time of signing the contract so being able to include the contract and invoice link in one email is fantastic and then having that booking retainer amount separate within the payment schedule is really wonderful. Then the client just logs into their account online and voila! They are booked! Dubsado makes the booking process as easy as possible which I believe really does have something to do with our high booking rate!”

An entire suite of business management tools for florists

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.
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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.