Dubsado Made Simple VIP Day
Create a delightful experience for you and your customers
All in JUST ONE DAY!
Loving Dubsado doesn’t have to hurt!
You want to engage your clients in a professional and efficient way so that their experience with your business is flawless. At the same time, you want to streamline your efforts to deliver that experience.
Dubsado has a lot of wonderful features which create great power in engaging with your customers and delivering your brand, but it’s not always clear how to unleash it. It seems like a great tool for CRM but it can be deceptively complex if you don’t know how to navigate it properly.
You shouldn’t feel like you’ve invested good money in a program just to turn around and feel constricted or ignorant with how to use it effectively.
Dubsado should be working for you, not the other way around!
Understanding how to get the most from Dubsado can be overwhelming
Use my Affiliate Link to get 20% off your first month or year
What Is Dubsado anyway?
Dubsado is a Customer Relationship Management (CRM) tool that allows you to:
- manage your customers from lead to paid
- engage with your clients to better manage your projects
- customize your communications to be on brand
Even getting paid is easy in Dubsado because you can create branded tools such as:
- Lead Capture forms
- Invoices (including recurring ones)
- Payment Schedules
- and some standard Accounting reports
Dubsado helps you to automate what you’d normally do, such as:
- Email communications
- Task items
- and Much More!
What Makes me the Expert?
It took me about a year after I purchased the lifetime subscription to Dubsado to actually start using it consistently in my business (it took about 3 weeks to regret my purchase). But that’s because I hadn’t given it a proper chance.
It also helped that Dubsado is growing and developing more features every week. The support team is second to none and the Dubsado Facebook community is invaluable.
Now that I’ve immersed myself in this Dubsado bizstyle, I have been able to not only develop expertise in the standard tools and features of Dubsado, but I’ve also been able to really stretch the limits of its capabilities to creatively integrate it with all of my work processes.
I can do the same for you.
You don’t have to worry if “you’re doing it right” or whether you’re “asking the right questions”
You know you’re smart and you may even consider yourself tech-savvy, but Dubsado has you throwing your hands in the air and shaking your fists at the gods in frustration. You know it has all the essentials to help you manage your client process but you’re not sure what you don’t know or how to put it all together most efficiently.
The path to being a total DubPro is a very short one that ends with happy customers who are wowed by their experience with you. And instead of shaking your fists at the gods, you are lacing your fingers behind your head and putting your feet up basking in the satisfaction that your business processes are working for you not against you!
It can all be done for you so you can focus on delighting your clients by delivering a polished, professional experience.
1. Initial Consult
I will be able to better understand your business and the products/services you deliver.
2. process map
We will develop a detailed flow chart of your work processes and customer engagement touchpoints. I’ll look at all the tools you use in order to integrate them into your Dubsado workflow.
3. gather content
You will be responsible for providing content for forms, canned emails, and contracts. I am available to help with copy editing and messaging.
I will design your client portal consistent with your brand and I’ll design the associated forms needed to execute the processes we defined earlier.
I will set up all the content we’ve developed thus far into Dubsado and generate the workflows necessary to provide your clients and excellent customer experience.
6. testing & delivery
I’ll create test projects & clients to ensure that the processes we’ve created perform as desired. I’ll also embed any integrations onto your website as needed (i.e. lead capture forms, public proposals, etc.)
Do you just want to upgrade your Dubsado Client Portal?
My training video can guide you if you’re an avid DIYer. But if you want, I can just do it for you… Purchase Below
If you’re an avid DIYer grab the Dubsado Canva Kit below!
Pimp Your Portal Dubsado Canva Kit
But if you want, I can just design your portal for you!
Dubsado Portal Design
…Or maybe you want me to handle the full Shabang!
I'll get your Dubsado running like a well-oiled machine and it'll look beautiful and on-brand in the process
If you need help with all of it, let’s get started below.
- You won’t have to pull your hair out wondering how to connect your CRM to any of your other engagement tools
- Your customers will feel personally engaged with you and your brand
- You customers can stay updated with where they are in your process and access the tools and documents needed to work with you in one elegant place
- You can streamline the amount of effort and work it takes to engage with your clients in a meaningful way
- You can rest easy doing what you’re good at…delivering your services vs. trying to figure out Dubsado
You’ll be brought to a checkout page to secure your spot. Once payment is made, you’ll hear from me within 24 hours, and we can proceed with next steps.
Have questions for me? Reach out at [email protected]