Why Dubsado is perfect for

Brand & Web Designers

Chelsea has drastically improved the efficiency, organization, and look of her business by using Dubsado. Take a look.

See how Chelsea elevates her client experience using Dubsado

STEP ONE

What is your lead capture process?

"Leads fill out an inquiry form on my site which then gets them set up with some basic info in Dubsado. I styled this form using code blocks within Dubsado so that it matches the design of my site. If they sound like they could be a good fit for me, I send them a scheduler link and get a call set up with them. I love that I don't have to spend time manually inputting a lead's info into Dubsado and that getting set up for a consultation call is so quick and easy."

STEP TWO

What is your onboarding process?

"After our consultation call (assuming we're a good fit to work together), I send a branded proposal. This is one of my most favorite parts of the process because I have put a LOT of work into my proposals as it's one of the first (and most important) touchpoints a lead will have with my client experience. I love that I am able to set up a workflow that allows the client to accept the proposal, make the first payment according to the payment plan I set on the proposal, AND sign the contract- all without me having to do anything."

STEP THREE

What is your client management process?

"I love the client portal feature within Dubsado. It houses the client's proposal, contract and any questionnaires applied to their project, so they can refer back to this information at any point without me having to resend anything."

STEP FOUR

What is your payment process?

"I apply a payment plan to the proposal that is based on percentages, so regardless of what a client chooses as part of their package and how that affects cost, the payments will be split up automatically in the way I want them to. My clients can pay through PayPal or Stripe, but all through a branded invoice. I love that Dubsado allows me to carry my branding throughout my entire process."

An entire suite of business management tools for brand & web designers

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.