Cody creates a seamless client experience for this clients from onboarding, to invoice, to contracting... Here's how he does it with Dubsado.
"Dubsado has been a gamechanger for Graybox Nashville. Onboarding potential clients and leads has always been such a tedious and time-consuming task. Dubsado's forms make gathering info from clients an easy ‘set it and forget it’ task. The ability to keep a catalog of email templates and forms makes the behind the scenes parts of running a business so easy (and even, dare-I-say, enjoyable!). Sending invoices, collecting payment (helped via automated reminder emails), and getting contracts signed was always a nightmarish task for us, but Dubsado's platform has made those issues a thing of the past. We love Dubsado!"
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"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."
"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!"
"Each new client is put into our address book, allowing for quick recall if they book something new with us!"
"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!"
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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.
"Dubsado has been a gamechanger for Graybox Nashville. Onboarding potential clients and leads has always been such a tedious and time-consuming task. Dubsado's forms make gathering info from clients an easy ‘set it and forget it’ task. The ability to keep a catalog of email templates and forms makes the behind the scenes parts of running a business so easy (and even, dare-I-say, enjoyable!). Sending invoices, collecting payment (helped via automated reminder emails), and getting contracts signed was always a nightmarish task for us, but Dubsado's platform has made those issues a thing of the past. We love Dubsado!" Visit his website.
