See how Victoria customizes her client experience using Dubsado.
"I would just say that I've received feedback from some of the world's top wedding planners that our system is incredibly well organized. I beam with pride when I hear that. It's a critical part of my business looking and being as professional as possible, and I couldn't do any of it without Dubsado as my partner. THANK YOU."
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"We have a form that is on our website that brings people in. It's so easy because before we even get in touch with the prospective client, they're in our Dubsado system, we know all about them, and it's easy for us to take the next step in closing the deal."
"After we have our initial discussion with the client, we send over a proposal (which also links to our contract and invoice). The best part of the proposal process is that we imbed our invoice into the proposal...no one would know, it looks so chic! It saves me so much time - I never have to type anything out twice.
Once the proposal is signed and the retainer is collected, we send out an onboarding email. That email includes the client portal link, and the portal is populated with all of the forms and questionnaires we need the client to complete before we get started on our designs. One of the things I've heard from my other stationer friends is that their platforms don't allow sharing portals with multiple people. Dubsado makes it SO easy with one link that can be shared to whomever, which is important in the wedding business as most often multiple parties are involved in the design and in payments."
"Everything we do is in Dubsado. All designs get uploaded into Proofs in Dubsado where our clients can add feedback. It makes it so easy - instead of attaching large files in emails, it's all under one roof. If I had a penny for the amount of time I've saved not searching through my inbox for the last conversation or last proof the client saw, I'd be rich!! Dubsado saves me so much time because everything is so easily accessible."
"Clients pay via invoice and I would say about 95% of our business is done through credit card payments via Stripe. It couldn't be easier; the system works so well and is very trustworthy."
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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.
"I started using Dubsado shortly after I started my business. Being in the luxury event space, and in branding and stationery, I wanted something that I could customize entirely and wouldn't restrict me in any ways. As my business grew, I started utilizing more and more of the Dubsado tools including scheduling, Quickbooks integration, canned emails and more. It was always so easy to learn how to do this thanks to the Dubsado video tutorials. The best part of Dubsado for me has been the customer service. Whenever I hit a roadblock or I'm confused when I'm implementing a new process, the Dubsado chat is there and there is always someone super friendly to help me along the way.
After three plus years in business, I've learned that the most important thing you can do for your business is work with trustworthy vendors and suppliers. Dubsado delivers...both trustworthy and super reliable, I have never once thought of taking my business elsewhere and can't wait to see what is ahead for both my business and the future of Dubsado." Visit her website.
