Why Dubsado is perfect for

Marketers & PR Professionals

Linda uses Dubsado to quickly connect with her clients and get paid. This is how she does it.

Here's how Linda simplifies her marketing business using Dubsado

STEP ONE

What is your lead capture process?

"For my website design VIP day lead capture, I created a questionnaire inside of Dubsado that helps me gather information about my client before they schedule their sales call with me. This questionnaire link has been provided inside a lead magnet, on Pinterest, on Facebook, on IG and so many other places. I love how easy Dubsado makes it for you to design your own questionnaire."

STEP TWO

What is your onboarding process?

"The onboarding process for my website design VIP day looks like this: Once the contract and payment have been handled (by Dubsado), I have a workflow setup in Dubsado that handles all future communication with the client. They start out by receiving a workbook (uploaded into Dubsado), which they must complete prior to being allowed to actually schedule their VIP day. The Dubsado workflow handles reminders, follow up emails, etc., all with the goal of collecting that completed information and then scheduling their VIP day."

STEP THREE

What is your client management process?

"I alluded in the onboarding process as to some of the client management that happens inside the Dubsado workflow. But I also love how directly from Dubsado's dashboard and projects I can see at a glance what leads I need to follow up with or the status of any existing client projects. Everything is right there showing me what my next steps should be."

STEP FOUR

What is your payment process?

"I love the convenience of Dubsado's way of handling payments. Being able to setup payment schedules, and packages makes everything so easy. Besides my technical service offerings, I also manage a VA agency. I love how easy it was to setup the numerous VA packages so that when I have a new VA client I can quickly use these packages when designing that client's particular proposal. Again, the efficiency Dubsado has brought to my business has been a game-changer!"

An entire suite of business management tools for marketers & PR professionals

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.