The magic Business Tool for Service Providers and coaches
Any business out there that is managing client relationships (I’m looking at you service provides & coaches or mentors) needs a client relationship management tool. Also known as a CRM. These software systems serve as a true database for all of your past & current clients plus incoming leads. It can track notes, create nurturing workflows for all your client types, and Dubsado is the mack daddy of all the CRMs and I’ll tell you why.
Now hear me out, this is not just another tool your going to throw your money at and forget about it. It’s actually going to make your job a lot easier, for a small monthly subscription.
Here is what Dubsado will do for you:
Consolidate to ONE business Tool
Yes, One! I know there are a lot of cool tech platforms out there with really intriguing features. But how cool is it really when you have to schedule meetings here, send email from there, and then login and send an invoice from somewhere else. Dubsado is simplifying the life of a CEO because all of this can happen within it’s ONE system. Plus the actions can communicate to one another so you aren’t manually doing the work. Just a few of Dubsado’s features include:
Scheduling appointments (with the ability to link invoices or forms direct to appointment types) plus this links up to any preferred calendars like your google calendar to avoid overscheduling.
Creating and sharing forms (proposals, contracts, questionnaires, and lead capture forms)
Invoicing that Includes Pay in Full, Payment Plans & auto payment options
Canned email templates
Digital packages that can be added to proposals
Automating processes with workflows
Time tracking (and generating invoices based on time tracked for projects)
Bookkeeping with simple, user-friendly features
Tracking financial goals
Organizing leads and jobs
Task Management
Automation, Automation, Automation
You probably hear me say Automation & workflow far too frequently and might be wondering what the heck those things mean and why they are important. A workflow is the order in which certain actions happen in a business. Ie: A client books a clarity call, they are prompted to fill out an onboarding form & upon confirmation they are sent an email confirmation with a virtual zoom link attached.
The automation piece of that workflow is that you as the CEO of your business didn’t have to lift a finger to schedule a new client & get all the documents you need in order to conduct the meeting.
We love workflows becuase not only do they lessen the workload for the business but they also make the client experience MUCH better. Each client is then delivered the same amazing experience because we have all of our recurring business operations, systemized.
Plus you look hella professional when you are running a well oiled machine.
Integrations
If there is anything that Dubsado can’t do for your business, there is likely an integration.
For example, dubsado cannot do mass email marketing. it can email your individual clients but does not house an email audience. I use Zapier to connect my Flodesk email marketing to Dubsado. Each time a new lead contact is created in Dubsado, the contact is added to my Flodesk email audience.
How to Start Using Dubsado
Just login & get started. Dubsado is full of tutorials on how to get your workflows & business setup within the tool.
I also offer Full Dubsado buildouts or 90 minute Strategy Sessions to assist in planning your Dubsado setups. Schedule a Clarity call with me or check out my services page.
You can use my affiliate link to try it for free then get 20% off your first month or year.
