Dubsado: The Tool That Transformed My Client Process
When I started Ember 29, I knew that I wanted to offer more than just a website or design package. I wanted to offer a client experience that was enjoyable, organised and exciting. After taking a look at my client process and the number of steps involved, it was clear that I needed to find a software that was capable of managing everything. I didn’t want my clients using one software to sign documents, another to settle payments and yet another to review / upload content, it was too fussy for everyone involved.
After doing some research I came across Dubsado, the most amazing content management system (CMS). I signed up for a free trial and instantly fell in love, I knew that I had found what I was looking for and felt blown away by the capabilities of this platform.
Try Dubsado today for FREE + get 20% off
To get 20% off your first month plus your first 3 clients free, click the button below or use the code 'ember29' when signing up!
What can you do on Dubsado?
What can’t you do on Dubsado! There are so many ways to utilise this amazing platform, here are just a few:
Lead Capture + Management
Client Portals
Contract Management (send + sign)
Invoice Management (send + payment)
Forms, Questionnaires, Proposals, Proofs + More
Contact Information Management
Email Integration
Canned Emails
Workflow Automation
& More!
Lead Capture + Management
Anyone who has inquired about my services via my website contact form will automatically be added to Dubsado as a lead. I don’t have to lift a finger - their name, business information, project summary and more have been stored within the lead tab. This means that I simply have to log in, send over my information pack and wah-lah, everything is smooth and straight forward. If that lead comes back to me and wishes to book, I simply convert them from a lead to a job and they are all set up, ready to proceed and receive their official quote and contract.
Client Portals
One of my favourite Dubsado features is the ability to offer a client portal. A password protected portal which allows your clients to log in and see all of their contracts, invoices, files, emails and forms that you have previously sent across. This saves tracing through emails to find files and also allows my clients to keep track of unpaid invoices, contracts and more.
Contract Management
When it comes to legal documents, you have no room for mistakes. Dubsado take the stress out of contract management, allowing you to send and sign contracts within minutes. The digital signature is legally binding which means that you can forget the whole printing, signing and scanning routine! I also love the ability to create sub contracts, where I can send a design proof with a legally binding signature section, authorising the requested changes or sign off for final designs ready for print.
Invoice Management
Just like contracts, invoices are super important to get right. It is a big step for your client to pay an invoice, they’re investing their money and so the process needs to feel safe and secure. Dubsado makes this so easy, offering payment plans, recurring invoices, subscriptions, international payments and more! You can also add your service packages and pricing so that your invoice can be created within a matter of seconds, allowing clients to select which services they would like.
Forms, Questionnaires, Proposals, Proofs + More
One of the best features is the ability to create a range of documents which can be personalised for each client so, so easily. With the use of Smart Fields, I can create a document which adds the clients name, business, invoice, total cost, payment schedule and more - meaning that contracts can be autofilled with client details automatically. I particularly like the use of proposals, they allow me to send a quote which leads on to a contract and invoice all in one - it’s all so simple and smooth. Questionnaires look beautiful and allow clients to fill in their responses with ease, I love it.
Contact Information Management
All contacts from clients past and present are stored in your address book, meaning you can find details super easily and quickly. This keeps everything central and makes ongoing work or returning client work a very simple process.
Email Integration
Dubsado allows you to connect your email, so that all emails you send from within the system come from your business email address. The client portal allows the client to see all of your emails (sent + received) which is great for finding things quickly - it also lets you know when the email was read which gives you peace of mind that the client has received it.
Canned Emails
After working with a number of clients, you realise that you tend to send the same emails over and over again. For example, sending a contract to one client isn’t going to differ from sending it to another client, the only difference is the contract itself. Dubsado allows you to create canned email templates so that you can have a number of responses at the ready, with details such as name and date personalised automatically for the client.
Workflow Automation
As with many services, there are base to-dos that need to be completed for each client, every time. For example, I always add a contract, an invoice and a questionnaire to my client portal - Dubsado allows you to create a workflow which automates this. The great thing is, you can make as many workflows as you’d like - applying them as and when you need. You quite literally don’t need to lift a finger once the workflow has been activated.
A True Game Changer
These are just a few of the many ways that Dubsado has transformed my business processes, it’s an absolute must and I just couldn’t run my business the same without it. From the second a potential client clicks send on my website contact form to the sign off and final payment of a project, Dubsado is involved - they are a start to finish management system and I can’t express enough how much I love using the platform. And the best part is, my clients love it! I constantly get compliments on the process and how smooth it is from a customer perspective - they have even implemented it themselves which is amazing!
P.S. Did you know that we offer a Dubsado Setup service? Since we love this platform so much, we wanted to help other like minded creatives and small businesses optimise their systems. Click here to find out more!
Try Dubsado today for FREE + get 20% off!
To get 20% off your first month plus your first 3 clients free, click the button below or use the code 'ember29' when signing up!
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