Why Dubsado is perfect for

Virtual Assistants

Sharonda got her time back by using Dubsado's scheduler and automated emails. Take a look at how she does it.

How Sharonda streamlines her virtual assistant business with Dubsado

STEP ONE

What is your lead capture process?

"I don't use a Lead Capture Form. I have the scheduler link on my website to book an appointment. Once the appointment is booked, the automated emails do their magic by sending a confirmation and a reminder to potential clients. It's so easy, and I love it!"

STEP TWO

What is your onboarding process?

"Once a potential client has a Discovery Call with me and share that they need more time, I send over a proposal, a contract, and an invoice. If they decide to work with me, I send over a pre-created email that contains a New Client Questionnaire Form. They also get notified of their new portal login information, and I apply the Client Portal Login Form and the Client Portal Instruction Guide to their portal. After they complete the forms, I send over the scheduler link to have a Strategy Call, and then we start our work together. Dubsado makes everything streamlined, and my clients love the process!"

STEP THREE

What is your client management process?

"I don't use the workflows because I have small clientele, and I like to go in and do everything directly. I like that I can go into their portal and see exactly what they see. I typically just keep up with invoices and most of the emails in Dubsado. I especially love that I can add one-time links in their portal like my personal Zoom ID, a link to their content calendar, and a link to my scheduler when we meet monthly. I don't have to send them the same information over and over; they can just refer to their portal for everything. I especially love that I can see when emails are read or not."

STEP FOUR

What is your payment process?

"My payments are straight forward.  What I appreciate about Dubsado, again, is the flexibility.  Some of my coaching clients need to make payments based on when they are paid.  I have the ability to set up payments that align with their needs."

An entire suite of business management tools for virtual assistants

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.