Are you a service-based business owner currently juggling a ton of crazy programs to convert leads to clients, sign contracts, send invoices, schedule meetings, etc???
If so, today’s review is for you!
To start, why is a Client Management System, like Dubsado, important?
Well, according to Forbes, “CRM helps businesses build a relationship with their customers that, in turn, creates loyalty and customer retention.”
While this is true, the importance expands far beyond.
Meet Kelly.
Kelly is a stay at home mom who is currently growing her photography business.
After a year in business, her leads have become more and more frequent, to the point where she started missing emails in her inbox! (Oh No!!!!)
She knew that something had to change and signed up for a FREE strategy session with me to go over some ways to continue growing her business without the overwhelming feeling that one has when she is wearing ALL OF THE HATS!
On our call, I had mentioned the client management system that I personally use in my business, Dubsado.
Dubsado is a Client Management System (AKA CRM), which helps minimize the hassle of following up leads by putting them in a workflow designed to help maximize impact and keep consistent contact as they journey through an on-boarding process.
After chatting away on our strategy session, I had a pretty good idea of the workflow that needed to be put in place to minimize the workload while keeping consistent contact with her leads.
Her Dubsado workflow went something like this:
As you can see, with Dubsado you can take a lead who comes in through your website through a process, called the Lead Workflow, where the goal is to get them signed up for a strategy session.
All she has to do now is show up for the strategy sessions and share why she would be the best fit for a personal branding photographer. After that call, if they decide to work together, all she has to do is manually send through the proposal (which has the contract and invoice attached) and the rest is automated!
How great is that??
Do you think you could benefit from Dubsado?
If so, you’ve gotta take advantage of their latest offer!
Dubsado has kept my business running like clockwork for the last 3 years and to me, it is a MUST HAVE for any service-based business owner’s toolkit!
Honestly, I feel like it’d be quicker to tell you what Dubsado doesn’t do because the list would be shorter!
In case you like lists, here is a basic list of what is currently offered.
- Lead capture forms
- Workflows
- Proposals
- Email integration
- To-do lists
- Contracts
- Questionnaires
- Invoicing
- Scheduling / Calendar
- Payment Schedules
- Email templates
- Bookkeeping
- and More!!
Personally, I use Dubsado as my client hub and it allows me to keep communication, invoices, contracts, proposals, planning and scheduling all in one space. I use it to set up workflows to automatically email my clients and remind them when it’s time to schedule meetings, sign contracts, pay invoices, send in homework, and more.