Glenn saves so much time with Dubsado in his onboarding and scheduling. Find out how.
"Before I joined Dubsado, I was wasting so much time writing invoices, sending contracts, scheduling and rescheduling client calls, and manually sending onboarding materials to my clients.
Now all I have to do is send my client a link and Dubsado automation manages all the rest. The best part is, I don't have to hire anyone to manage it."
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"I have a Dubsado lead scheduler with a questionnaire form."
"Once a prospect has submitted payment, a contract is sent via Dubsado. Once that contract is submitted, they receive a welcome/confirmation email with a list of the next steps to take. They then receive an FAQ packet, an onboarding questionnaire, and the link to schedule their Kick-off Meeting with me.
I love that this process can be done any time, any day, without me being involved on any level."
"I have a workflow that sends a link to schedule the next meeting as soon as their last meeting ends. This is one of my favorite features because I don't like spending time going back and forth over what time and days work best. They get a link to my available times and choose the time that works for them."
"I take payments in Kajabi because I like tracking it there and I'm working towards my first $100K pin. I like that this integrates easily into Dubsado and allows me to fire off a contract immediately after the client submits goes through checkout."
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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.
"Before I joined Dubsado, I was wasting so much time writing invoices, sending contracts, scheduling and rescheduling client calls, and manually sending onboarding materials to my clients.
Now all I have to do is send my client a link and Dubsado automation manages all the rest. The best part is, I don't have to hire anyone to manage it." Visit his website.
