Welcome to We Make Systems Sexy! Hi there, Ashley here with We Make System Sexy. Today we’re going to be talking about Dubsado, one of our favorite tools. We want to discuss specifically how you can increase your business income and decrease your workload by using Dubsado. So let’s talk about a few of the many awesome features that Dubsado has to offer.
First of all, I love the fact that when somebody fills out my Dubsado lead capture form that’s the only way that they can actually get on a call with me: they have to fill out that form. They fill out that form, and I get their information, an automatic email is sent out to them with my scheduler. I don’t have to figure out, through a series of emails, when they’re available and go back and forth, wasting my time.
That’s my workload; my precious time. And all of this is happening in the back end. They get that automated email from Dubsado, they choose their date for the call. They get an email confirming, they get reminders for the call, and then when I hop on the call with them, I have all of their information because they filled out my lead capture form. (If you want an awesome tutorial on Dubsado’s lead capture form, click here)
I love that option that you can have with Dubsado. Of course, you can schedule other follow ups and things like that depending on if they didn’t get book a call with you, there’s ways to kind of finagle that with the automations as well. But that’s just the first step to stop wasting so much time in your inbox between those emails.
Another cool thing that Dubsado has is within that lead capture form there is a way to choose sources. So basically, where did this person come from? How did they come to find out about you? I have it set up to as: is this lead from Facebook? Is it from Instagram? Is it a referral? I have another box that says if this was a referral, who was it? Is it our website? Etc.
What’s cool about that is with every person that fills out that lead capture form, you can then go into your actual reporting within your Dubsado account and see where these people are coming from. If you get no leads from Instagram, but you’re getting tons from Facebook, you’re gonna want to put your effort more into Facebook because that’s where your people are and that’s where all of your incoming leads are coming from.
So Dubsado is giving you all of that information just right there from your lead capture form. It’s a really awesome way to track those metrics, to see who actually is scheduling a call with you and from where.
The other thing is the ability to send a proposal, contract, and invoice together.
Again, we are talking about less wasted time.
You can have these saved as the template that all links together so when you apply that workflow BAM – it sends the proposal. All they have to do is agree, click to the next page and sign the contract, then pay the invoice. It’s instant gratification for everyone and less time for you.
You’re going to spend less time onboarding and more time serving your clients and making more bank.
3 of the things that I especially love about Dubsado and ways that it can help you to increase your income:
- 1 You have more time for your clients
- 2 You have more time for your work
- 3 You have more time for family
…all while decreasing your workload!
If you’re ready to sign up for Dubsado and looking to save money in the process, use my affiliate link for 30% off today.
Ways that we can serve you around Dubsado are endlesssss. We offer a Dubsado audit so if you are already using Dubsado but you are concerned that you’re not using it to the full and you want to see what can be improved, what you’re missing out on, what features maybe you didn’t realize existed, or how to do the workarounds or different workflows, automations, etc, we can do a Dubsado audit ✅
We also offer Dubsado strategy for figuring out how you can lay out your workflows and all of that part that a lot of people avoid trying to actually do, what are your processes and getting those mapped out to figure out how YOU can then take that strategy information and set your Dubsado up in the most effective way.
OR…. we offer VIP days, which is basically: We get your information and then we get you set up with Dubsado set-up in one day.
Again, we’re all about that instant gratification. Once we get all of that information from your pre-work information, then we are ready to roll and actually build out your awesome Dubsado account.
Is a way that we can support you around getting Dubsado built out?
