Your Biz Systems Soulmate is DUBSADO
Woot! Dubsado is a fabulous tool to streamline your client journey!
It can handle all the steps of aquiring that lead, wooing them into paid clients, and all the steps of your fulfillment client process.
AND ...It also allows you have a website purchase point to bring people into Dubsado directly as a new client.
Choose whichever option works best for your biz (or do BOTH!)
* Trial accounts have no time limit. You can add up to three clients. If you subscribe you’ll get 30% off your first year with my link (or use code = meggodman)
Dubsado Key Features
Projects Dashboard to keep you Organized
The Dubsado projects dashboard is your client hub.
You can create a customize status for each step in working with you. Dubsado divides them into Leads and Jobs.
Once those statuses are setu up on your client pipeline they can then be used to filter your Leads or Jobs project list by just that status!
Giving you a clear overview of where in the service process your clients are.
Custom Mapped Fields for both Clients and Projects
Custom Mapped fields in Dubado allows you to capture data on a Client or Project. This data can be used for internal tracking OR as smart fields in emails and forms sent via Dubsado.
Create short text fields or date field for your data and either enter in manually on your client project or capture the data via question mapping on a client facing form. Your client's responses are mapped to the custom mapped fields when the fill out the form!
Examples:
Client Fields
BirthdayTime ZoneFavorit food or beverageanything you want!Project Fields:
Project Child or Pet's NameChild/Pet AgeSerivce Package that purchasedBilling Rate (internal use)Other project details
Choose your Client Entry point(s)
Lead formDiscovery Call + Lead formWebsite Purchase
are all options on automating the entry point for your future clients.
You choose how you want them to come in to your Biz!
Need to pre-qualify them before they get time on your calendar - then start with a lead form entry point.
Close all your clients with a 1:1 zoom meeting - them have them Schedule that appointment and fill out a lead capture to give you a headstart on the Discovery Call.
Want your clients to be able to BUY when they are ready? Create a public proposal and embed it on your website to book clients while you sleep!
Workflows
Workflows allow you to setup up repeatable processes for each phase of your client journey (and for each service you offer if that process varies).
You can automate as much of the process as you like. Have steps in the workflow trigger based on your client taking action - like scheduling an appointment, completeing a form or paying and invoice.
Dubsado's automation triggers are pretty magical - allowing it to do the work for you (might not need that VA after all) for each and every client.
Need to send something extra for a client - no problem you can create email templates and forms for whatever need you might have and send those as needed via your client's project.
Automate as much of the process as you like.
Best for those that want . . .
Personalization w/Custom Fields
Custom Client & Project Fields that can be used internally or client facing in emails & forms.
Flexible Form Design
Build your forms however you see fit! Dubsado's native designer is flexible to handle whatever you can dream up.
OR
Take your vision farther w/custom CSS or use a tool like Dub-ins!
OR
Take your vision farther w/custom CSS or use a tool like Dub-ins!
Public Purchase Point
Have a service that doesn't need a sales call?
Dubsado's public proposal can function as a purchse point from your website allowing clients to book directly from the form!
Dubsado's public proposal can function as a purchse point from your website allowing clients to book directly from the form!
Dubsado's Workflow Triggers are Magic
WF Steps can trigger off actions your client takes
- i.e. sign a contract, complete a form, does NOT complete a form, schedules an appt, makes payment!
Pretty sweet, right?
- i.e. sign a contract, complete a form, does NOT complete a form, schedules an appt, makes payment!
Pretty sweet, right?
More Resources
go deeper into Dubsado's features - - >
Dubsado Automation
How to keep your workflows nimble in Dubsado and save yourself headache's down the road!
Details
✨ Other CRMs to Consider ✨
Because Dubsado and Honeybook are so close in feature sets (and trials are free) you should definitely run both tools through some testing to see which tool fits your needs best and which to LIKE using. Because… let’s face it, if you don’t like the look and feel of a tool – you likely won’t be jazzed about using it daily!
Honebook’s features are very similar but their is no custom field personalization for email templates (example no referring to child or pet name in an email sent to your client). If this feature is a must have for your biz – Dubsado is your TRUE love CRM.
However if your process is a bit more flexible Honeybook might be a contendor for your efficiency heart as it’s form design is supported by layout blocks that you can mix and match to make designing Honeybook smart files (multi-page & purpose forms) dead simple (even for the design challenged!) and super FAST!!
Meg's Resources
Get my free guide for diving into your Dubsado Setup
CRM Setup for Service Providers: Group program to get you setup and working in your CRM (6 or 12 month options) full courses for Dubsado & Honeybook. *Beta testers needed.
Info here
Sleep Consulants your program is here 
