How I saved $11250 using Dubsado

$11250 is a gross understatement, I am confident it was so much more than that!  Dubsado was my first investment I made in my business and I never looked back. I was able to invest my time and outline my processes and how I wanted my client journey to look from when a new client fills in my contact form to the invoicing process. Dubsado has easily saved me 5 hours plus per client!

Why is Dubsado a great CRM ?

Dubsado is your one stop shop for all your requirements when it comes to client management systems. by implementing Dubsado you can automate and standardise many parts of your business. This includes:

• Lead capture forms
• Workflows to automate clients through processes
• Email management
• Invoicing – Connects to square and stripe payment systems
• categorised clients to monitor ROI
• Calendar integration
• Scheduler – customised per appointment types

Lead Capture from my Contact Page

I have been able to map out what my client journey looks like from receiving an enquiry form:

Using Workflows to Automate my business

Once you have mapped out your standard processes for your new or exisiting clients, Dubsado can help by automating steps in the process. This is an example when a new enquiry is received from the above form.

After our appointment to ensure we are a suitable team I start this workflow. It really is a set and forget but for the client it is personalised. This includes contracts, invoices and a welcome email so the client knows what to expect. There is also an invoice created for this customer.

Email Management using Dubsado

This is a big time saver! Dubsado has a canned email, which is the same as having pre-written responses. An example is If you need a follow up email to send out once someone has booked an appointment with all the details, it can be done automatically using Dubsado. It has smart fields so the email is completely customised to suit each client booking with you.
You also have the ability to track emails using Dubsado. You can see if the emails have been received and even if they are read.

Invoicing

Using Dubsado makes invoicing easy. Dubsado integrates with Square, Stripe and soon to be Xero. My accounts reconcile automatically in Dubsado, I literally don’t need to lift a finger. Dubsasdo also allows you to set up automatic and reoccuring payments, direct debits. You can even record expenses specifically to each client.

Calendar integration & Scheduler

I love that i can manage my calendar and clients all in one place using Dubsado. Dubsado colour codes the different types of appointments so they are easily identified as meetings, tasks and visibility of when invoices are due.

I couldn’t live without the scheduler option. There are different options that you can change per appointment type:

• Charge different prices per booking type  For example, I have a Free 15 minute consultation for all new potential clients. If you would like to have a 1 hour meeting with me, it needs to be paid at the time of booking.
• Different appointment duration, same as example above
• Set different appointment dates for different days and times
• Appointments available for a certain time frame or indefinitely

The schedulers can be embedded into any webpage using the code or on a button.

Dubsado is your all in one client relationship management system to assist with organising all your legal documents, client requirements and streamline and automate your business.

Get started with Dubsado for free for your First 3 clients and 20% off each monthly payment using jessbyrnesau