Running your own business can be challenging, especially when it’s JUST YOU. When I say that I understand, trust me when I tell you, I get it. You’re managing everything from lead generation, content creation, website maintenance, customer service and so much more. It’s a lot! Now factor in getting an influx of clients and YIKES! A good problem to have, but one would always choose to be prepared when this happens and this is very possible. My secret weapon when I started my business was Dubsado. It was my employee before I actually had one. It’s a client management platform that allows you to tap into the power of automation AKA a solopreneurs (or any service-based business owner really) best friend. Here are 5 reasons why you should use Dubsado in your business.
Lead Generation
Some call it a contact form and others call it a lead capture, while you may call it something else that speaks to how you talk to your audience. The bottom line is that it all means the same thing. It’s the form on your website or landing page that lists a series of questions on the front end to help you quickly determine if a client is a right fit for you or not. Prospective customers can fill it out and the system automatically creates a customer profile in your Dubsado account to store their information for future communications.
Dubsado integrates with popular email platforms so you can easily communicate in one place. This is convenient when you need to send out documents, invoices, and contracts. You can customize the correspondence for each customer or use an email template that’s designed ahead of time (highly recommended). Emails can be triggered to send automatically within a workflow. There are personalized fields that can be auto-populated like the client’s name or invoice amount. You can even create custom fields to be populated! Lastly, the email integration also allows for your calendar to sync for easy appointment scheduling. Third-party platforms like Acuity & Calendly are currently not allowed, but Dubsado’s scheduling feature does the trick and you don’t have to pay for another subscription. SAVINGS!
Custom Proposals & Forms
This is my favorite feature of Dubsado. You can create a proposal or form as plain or “fancy” as you’d like. Some business owners may just want their logo, text, and whatever the cost of services are. Meanwhile, others may want video clips, accordion dropdown FAQs, GIFs, drop caps, and testimonial imagery. For those who know something about coding, the sky is the limit with the code box feature too.
Here’s an example of a basic proposal:
Here’s an example of a more “fancy proposal”
PRO TIP: You can set up your proposal to attach your contract and invoice and generate fields based on the selections made in the proposal. TIME SAVER!!
Workflow Automation
I’ve said it before but automation is a business owner’s best friend! It gives us back something we can’t seem to have enough of...time! You’re able to seamlessly walk a new lead through the process of scheduling an appointment with you or even onboarding a new client (sign contract, pay an invoice, send a welcome packet, schedule kick-off call) all in your sleep! Whatever your process is, Dubsado has a solution for you that includes automation and this feature alone is worth its weight in gold.
Accounting System
Dubsado integrates with Xero and Quickbooks for accounting purposes; and connects to Paypal, Square, and Stripe as payment processors. It also has it’s own reporting function to track your transactions, open invoices, and monthly goals. Whatever unique combination of these platforms you use, your books are sure to be and stay in order.
The customer support at Dubsado is pretty amazing! They are always ready to assist with a problem and help you navigate to a solution. With the help of customer suggestions, new features and integrations are always happening too. Unlike other trial offers they do not have a time restraint but instead a usage restriction of up to 3 client profiles to let you explore the platform.
Are you ready to change your business and develop a streamlined client experience?
Of course, you are!
Here is the link to create your free Dubsado account and also get a 30% discount whenever you’re ready to subscribe. If you’re looking to delegate this off your plate, check out our latest offers and let Focus VBS support you.
Until next time friends, enjoy and happy automation!