Why Dubsado is perfect for

Music Producers

Cody creates a seamless client experience for this clients from onboarding, to invoice, to contracting... Here's how he does it with Dubsado.

Photo by: Kate Wurm

How Cody simplifies his business using Dubsado

STEP ONE

What is your lead capture process?

"We have a few Lead Capture forms embedded in our website - one for studio rental, and one for my personal production inquiries. Potential clients fill these out, and it gives us enough info about their project needs to start the conversation well. I love how it eliminates the need for 2-3 introduction emails that I usually needed in the past to finally get all of the info out of a client needed to give them an accurate quote on working together."

STEP TWO

What is your onboarding process?

"Nothing too crazy! Once a project moves from Lead to Job, I will go in and manually change their status. At that point, I'll draw up a contract for them, which is automatically synced up with the smart field parts of our contracts, so they are seamlessly linked up. After I finish these, they get sent to the client and (ideally!) signed and paid within the day!"

STEP THREE

What is your client management process?

"Each new client is put into our address book, allowing for quick recall if they book something new with us!"

STEP FOUR

What is your payment process?

"Each project has a unique invoice drawn up - payment takes place in 2 parts. 50% downpayment to book the project (due immediately), and the other 50% due a week before the date of the project. Both of these have automated email reminders to ensure payment comes in in a timely fashion and most awkward conversations are avoided ha!"

An entire suite of business management tools for music producers

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.