Are you tired of doing the same small tasks over and over and it feels like it takes up so much of your time in your business? Look no further than Dubsado to be the best teammate you “hire” this year. Dubsado is a client management tool that allows you to automate many things within your business.
Here are some items you can take off your to do list and pass off to Dubsado:
Sign a new client and you need to send over the contract, but you are in meetings all day and can’t send it off until later. Sometimes this makes us worry that the delay will cause the potential client to move on to another provider to assist them with their needs. Instead, create a workflow in Dubsado that you can send off the contract and the invoice automatically. Maybe you have a trigger where once they send an inquiry form, they receive the contract or after having a consultation call, the contract will be sent 30 minutes after the end of the scheduled event. Get those contracts out there so that you are signing new clients while you are working on other projects!
Another item that takes a lot of time is creating invoices. These are important though because it is how we get paid! You can automate scheduled monthly invoices to a client if they have continuous fees. You can allow them to save a card on file and have this automatically paid too. You can also automate your minimum deposit invoice to send to a client immediately after their contract is sent. Automate getting paid!
The other great part is you can set up packages that you have. This makes creating the invoice easy as you can add the same package over and over again without having to recreate it each time.
Sometimes, we receive a new contact form from a new lead, yet we do not have the time to send a response right then. Instead, setup a work flow that new leads fill out a form and immediately, you have a canned email that sends out their pricing and let’s them know you will be reaching out soon. Clients get quick information and know you are an efficient business owner. This allows you to keep a potential lead interested.
You have signed that client, but now you need some information as you onboard the client. Maybe you need their wedding date and information, or access to certain files. Have a form that automatically sends after invoice and contract is complete that requests the information that you need. This allows you to begin the project as soon as possible. You can customize the form to meet exactly your needs and brand it with your logos and photos or whatever stands out as your physical brand.
Many times, we need to have a call or in person meeting with our clients. You can automate that the scheduler is sent in an email. From there, they can quickly schedule a call or meeting with you. The great part is you can sync this with your calendar and this time will be blocked out on your own calendar. Items that are already on your calendar will also block out that time on the scheduler so that the client can only book times you are actually available. Once they do book appointments, you can automate reminders for these appointments at scheduled times out, as well as the option for them to reschedule easily if needed.
One of our favorite features is the client portal. It matches all of your branding and will automatically keep all invoices, contracts, email communications, and any other documents in one place. The client no longer has to ask for anything but has access all in one place! This is a game changer.
Any important thing as a business owner is to have reviews and testimonials. A great option is to automate a form to send at the end of your services that requests a testimonial. You can also link Yelp, Google, or wherever you would like to receive a testimonial. A lot of times, we forget to ask for testimonials, but this will collect them for you.
Dubsado is an amazing tool. Sign up today and receive 20% off by using this link. You can also give it a try for free for up to 3 clients. Go and see how much time Dubsado will save you!