6 Reasons You Should Be Using Dubsado For Your Online Biz

Affiliate Disclaimer: This blog post may contain affiliate links where I earn a commission if you sign up through them. However this in no way affects my recommendation. If I recommended it, I have actually used this tool and highly recommend it.

I have been in business for a little over one year. When I first started I had no idea what tools I was going to use to run my business. Contracts. Proposals. Invoicing. 

Girl.

The struggle was real. 

I signed my first few clients, sent proposals, contracts and invoices through email. 

Yeah. That’s what I did. 

Don’t shake your head at me. I didn’t know any better.

Until a client turned me on to Dubsado. 

Honey! It was O-V-A!!!

I saw the light! 

I couldn’t hit that “sign up for a free trial” button soon enough. 

And it’s been the best thing I could have ever done for my business.

What Is Dubsado?

Dubsado is a business management solution designed to cut out the needless busywork. It helps you build relationships with clients, schedule appointments easily, and create workflows to streamline your projects from proposal to invoice. From communication to automation, integration, reports, and customization, Dubsado does it all. 

And to tell you the truth, I didn’t know about half the stuff Dubsado did when I signed up for it. All I knew was that I could send a proposal, contract, and invoice all in ONE swoop with the push of a button.

Yep. That’s right. 

Now don’t get me wrong - there is some extensive set up you have to do first to make it flow the way you want it to, but once you set Dubsado up - IT. IS. SEAMLESS!!!! 

If you’re running an online business and you routinely sign clients, send invoices, proposals and contracts - I promise you - YOU NEED DUBSADO IN YOUR LIFE!!! 

For real.

6 Reasons Why You Should Use Dubsado

Lead Capture

Let’s get real, lead capture is our bread and butter, right? You NEED leads to keep your business running. And one thing you can do seamlessly with Dubsado is create a lead capture form, embed it on your website and go. This is the one from my website. 

Building the lead capture form is super simple. It’s simply a drag and drop feature. You can add text boxes, check boxes, drop-down menus, and more to create a custom form that will provide you with all the information you need from a prospective client before you jump on a discovery call. 

Contracts - Forms - Proposals

From Dubsado...Create form and contract templates to use across any project. Browse our template library or use your own design to build forms that look professional, accessible, and unique to your business.

You can create proposals, forms and contracts in Dubsado. I found this a huge plus as well because not only can you create them, you get examples!!! All you have to do is tweak them to say what you want them to say. You can create a proposal and contract for every service you offer. I have a contract for Virtual Assistant services and a contract for Pinterest services. Once someone agrees to be your client, you can automatically send them the proposal.

The benefit of the proposal is the tabs that allows you to offer your potential client choices. For example, for my virtual assistant services I have a 5 hour, 10 hour, 15 hour and 20 hour package. You can include all of these tabs on the proposal. Once the client picks the package they want, Dubsado seamlessly (there’s that word again), adds the package your client selected to the contract AND the invoice. So again, you don’t have to go into Dubsado and pick that option for them. Dubsado does it for you because you created “packages” when you set up your workflows. 

Automations & Workflows

From Dubsado...With automated workflows you can trigger actions such as sending emails, completing tasks, and creating invoices—all without a single click. Additionally, set up automatic appointment and payment reminders personalized for each client.

Seriously. This is what sold me on Dubsado. Everything is automated. Dubsado allows you to create workflows so all you have to do is sit back and wait for the contract to be signed and the invoice to be paid. 

This is how one of my workflows is set up…

I have several workflows set up depending on the service. I have two workflows set up for Virtual Assistant services and two set up for my Pinterest services and a couple of others. 

One workflow goes from lead capture to discovery call. Once the discovery call is over, I start the next workflow and it goes from proposal, to contract, to invoice, to client onboarding with canned emails in between. A couple of possible tweaks on a contract, and a push of a button and I’m done. 

That’s how seamless Dubsado is. 

Invoices  - Payments

From Dubsado...Send invoices to get paid, either in full or through multiple scheduled payments. Set up automated recurring invoices for subscription-like services. Connect to a payment processor so your clients can pay at any time on any device.

So this part is a no-brainer. I already stated that what sold me on Dubsado was the workflow. Proposal -> Contract -> Invoice. 

Sold. Me. 

Now, after the first invoice is paid, you can go in and set up automated recurring invoices or you can send them out one month at a time. It’s really all up to you. I’ve done both and have found it to be super easy. If you do it month by month all you have to do is change the date, pick the correct package and hit send. If you want it to be automated, set up a recurring invoice for the duration of your contract. 

Get paid, Boo! 

Online Scheduler

From Dubsado...Send or embed your scheduler so clients can easily book with you based on your availability. Create requirements for booking, such as filling out a form or paying a deposit, and set scheduling limits to ensure that clients can only book appointments that work best for your schedule.

I started out using the free version of Acuity when I began my business but Dubsado has its own scheduler. Once I set up my calendar, I embedded the scheduler on my website and boom. When someone finds my website, my workflow is going to start one of two ways. If they go ahead and book a discovery call from the embedded scheduler, a workflow will start that sends a series of canned emails that reminds them one day, two hours, and one hour before the meeting. In addition, it sends them my Zoom link so all they have to do when it’s time for the call is click the link. 

If a potential client uses the lead capture form, then a workflow starts that sends them an email with a link to my scheduler to set up an appointment  and then the canned email reminders start from there. 

But did you notice that I haven’t had to do anything in this process. 

Nothing.

All I have to do is show up prepared, bossed up and ready to rock my discovery call. 

That’s it.

I love it! 

Pricing

You can get a free trial of Dubsado for up to three clients/leads and this isn’t something that “ends.” It doesn’t matter if you get three leads/clients in one month or three leads/clients in six months, you won’t be charged until that FOURTH client/lead is added in Dubsado. So take advantage of it now. Learn Dubsado. Create those packages and workflows and start capturing those leads.  You can see the price scale below. 

When I tell you that Dubsado has transformed my business and made it EASIER, I mean it.  Try it today! 

Use the Dubsado code SKYROCKET to get 20% off when you sign up for your own Dubsado account. And hey, you’ll get to try it before you buy it. SIGN UP FOR A FREE TRIAL (use the code) and you’ll get to use it with your first THREE clients/leads FOR FREE!!!!