Net Magazine, the world’s largest printed publication for web designers, asked me about my favorite online tool. I talked about Dubsado, a robust and easy-to-use client management system that helps me automate parts of my services like clockwork and close deals faster than ever before.
Check out the feature here:
What I Said:
“The best investment I made this year was purchasing Dubsado (dubsado.com), a client management system that helps creative professionals nurture leads, build client relationships, and fine-tune project workflows. For me, a website project goes very well and has a higher success rate when the client
trustmy guidance 100 per cent. Dubsadoincreases that trust factor and ensures nothing in my projects falls through the cracks. You will spend some concentrated time on the front-end creating workflows for your services. But as your business becomes more organised, it will run like a well-oiled machine and you can spend more time actually being creative.”
More About Dubsado
Dubsado is the virtual assistant that I should have hired years ago.
So many entrepreneurs spend an enormous amount of time sending emails, checking in with leads and clients, preparing proposals and sending invoices. Dubsado puts ALL of these tasks on autopilot and organizes every proposal, contract, email, and questionnaire you’ve ever sent your clients in their own individual client portals.
Dubsado Features & Pricing
Based on my experience, I can say that the thorough use of Dubsado in your business pays you back!
Dubsado takes care of these tasks:
- Proposal Writing
- Embeddable Lead Capture Forms
- Project Management
- Appointment Scheduling
- Client Portals for Each Project
- Send a combination of emails, proposals, invoices, questionnaires, and more automatically through custom “workflows” that you can set up for each of your services
You could use individual subscription-based platforms to take care of each of those tasks and easily rack up $100-$400 a month in individual subscription fees. But Dubsado brings all of these capabilities under one roof for $35/month (or $350/year), with $7/month for each additional brand you set up inside of your Dubsado dashboard.
My Personal Experience with Dubsado
I was absolutely BLOWN AWAY and SHOOK by what I was able to do with my business in just 2 weeks of fully using Dubsado. I was so impressed that I had to reach out and let the founders, husband and wife duo Becca and Jake Berg, know what was happening.
Sidenote: The fact that I CAN reach out to the founders is a big plus for me. They and Dubsado team members are super accessible through their thriving Dubsado community on Facebook.
Check out my testimonial on the Dubsado homepage:
What I Said:
“I closed $18,000 worth of deals in less than 2 weeks after fully using Dubsado. I am wowing my clients with their own client portal. I’ve become obsessed with automation, systems
andworkflows! Since using Dubsado, I’ve been waking up with a little bit more excitement and energy, knowing that I have a tool that can help me close the cracks in my business.”
Give Dubsado a Try
Is Dubsado right for you? It’s great for:
- Graphic Designers
- Web Designers
- Coaches and Consultants
- Real Estate Agents
- Interior Designers
- Food Caterers
- Hair and Makeup Artists
- Massage Therapists
- Physical Trainers
- Virtual Assistants
- Social Media Managers
- Marketing Experts
- Venue Organizers and Event Producers
- Professional Caregivers and Sitters
… and so many more.
I have personally used Dubsado to automate and organize the workflow for:
- Branding consultations
- Brand and web design projects
- Gathering information from my podcast guests
- Gathering info and communicating with 1-on-1 clients and my branding workshop students
…and with new features constantly being added (without bulking up the user experience, might I add…hallelujah!!!), I’m sure I’ll find a new way to use Dubsado every day!