Are you tired of wearing all of the hats in your Business?

time is Money and Money is time

 

You’re a solo entrepreneur or you’ve just created a small team to help you with the day-to-day task of managing your business and you’re looking for a more efficient and effective way to generate income, increase your customer service experience, and buy back your freedom.

We’ve seen over the last year, that entrepreneurs who have taken the time to put systems and processes in place save on average 5-7 hours per week on eliminating those repetitive tasks (i.e. sending out the same emails, appointment reminders, capture notes during your meeting and sending them to clients, etc.) that take away from the growth of the business.

Let us help you SCALE your business by automating, simplifying, and optimizing your business processes.

Dubsado VIP Day is for the CEOs and entrepreneurs who do not have the time to do everything themselves and is looking for a cohesive business management tool.

Dubsado is a client relationship management (CRM) tool for creative and service-based industry professionals. Dubsado allows the everyday entrepreneur or small business owner to spend more time with their family and build on those memories while their business is running on autopilot.

Investing in your clients and their experience with you is the key to improving your overall customer experience and knowing that you’ve invested in your ability to run your business on auto-pilot is how you Grow and Prosper in business.

In addition, your clients benefit from being able to access your services from a central location, such as the client portal. Within this portal, your clients are able to access their invoices, notes, appointments, contract agreements, and all email communication.

Dubsado is for the service-based industry providers:

  • Business Coaches

  • Photographer

  • Virtual Assistants

  • Consultants & Educators

  • Brand and Web Designers

  • Bookkeepers

  • Freelancers

  • Designers and much more.

With Dubsado, you can avoid the thought of missing an email, an appointment, or forgetting to send out an invoice. Dubsado is the tool that will help you streamline your business processes from start to finish.

What’s Included in Your Setup?

  • Workflow Optimization

    Streamline your business processes with automation. A workflow can take your lead from social media, Google, or directly from your site to a paying customer on autopilot.

  • Package and Payment Schedule Setup

    Service- based entrepreneurs often offer different services that require different prices. Get paid on time regardless of the service that you offer. Create invoice templates with payment plans and keep track of every dollar. With your schedule clients can book right from your website.

  • Client Acquisition

    You can convert your leads into paid customers. You just ran an ad on social media and clients are on your website. Bring in your new clients efficiently and effortlessly. Use Dubsado’s automated onboarding process to ensure that your leads don’t slip away.

  • Appointment Schedulers

    Inside Dubsado you’re able to customize your scheduler that allows your clients to book appointments with ease. Within your scheduler, you can set your availability, location, booking fee, and more. You have the option to share it privately with a client or embed it on your website.

  • Canned Email

    Do you find yourself sending the same emails over and over? In Dubsado, you can create canned emails that are sent automatically to your client or from a general inquiry.

    Now you’re able to send emails with all of the important pre-filled information with a click of a button.

  • Client Portal

    Instead of searching through your email for communication between clients and other businesses. Dubsado has built-in client portals. Simple, customizable portals allow your clients to access all of their forms, emails, contracts, and invoice.

    AND MANY MORE FEATURES!!!!!

Book Now
  • Black Woman in yellow top and mint green hat holding a pen. Dubsado features

    Our Setup Process

    Hassle-Free Setup and Design

  • Phase 1: Collect and Map It

    Before your project starts, you’ll have a call that will allow us to go over your workflow. During this call, we will learn all about your business, your packages, branding, and your vision for how you want your new client process to be.

  • Map It Week 1

    We’ll kick off your project with a workflow mapping call to map out your ideal client process from inquiry to off-boarding. You’ll get to watch me create workflows right before your eyes based on your particular business industry.

  • Phase 2: Build It Week 2-3

    After mapping day, we will implement the workflow steps we mapped out by creating your custom canned emails and designing your forms so that your client process is beautifully branded and ready to use. You’ll also receive progress reports with video sneak peeks to keep you in the loop!

  • Phase 3: Learn It

    After your setup is complete, we’ll meet for a workflow training and review call to walk through your workflows. This will provide you the opportunity to ask questions in order to gain clarity about how your workflows operate so you feel confident you are using them properly.

  • Phase 4: Use It

    After your workflow training call, you’ll receive 30 business days of support so we can answer any questions you might have as you start using your brand-new system. Questions will be answered within 24 hours, and often include helpful video tutorials to ensure your question is answered.