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For years I ran my design business working only 2 days per week, while my daughter was in daycare. To afford the ability to take that much time off, I had to get very organized.
Dubsado* was one of the first systems I implemented in my business to help me stay on top of client communication, design feedback rounds, invoices, and legal documents.
Let me tell you… since starting to use Dubsado* in 2018, my clients have made a point to compliment my organization skills. One past client even called me “the most organized person” she’s ever worked with.
Dubsado helps me capture new leads
Instead of using a typical contact form on my website, I embed Lead Capture Form from Dubsado* that alerts me when I have a new potential client.
All important client information such as their name, business name, website URL and email address are automatically added into my contact list, making it easy for me to send out replies to new inquiries.
Dubsado helps me manage my inbox
For far too long, I wastes so much precious time trying to craft “the perfect response” from scratch. Now, I work smarter not harder and add all of my responses into Canned Email feature from Dubsado*.
In addition to their own simple email templates, I have also created a personalized library of custom emails suited to my business. These canned emails help me save time, manage my inbox, and guide the process from start to finish.
Dubsado helps me send proposals — and get paid
Ultimately, the most important part of running a business is having the ability to generate income and get paid. Dubsado* makes it easy for me to send proposals to new clients. While my projects and quotes are custom, the proposal itself is a pre-designed template branded to my business.
Dubsado* also has the ability to connect my proposals, invoices and contracts together so that once a new lead is ready to book, they can accept the project scope, pay the deposit, and sign our client agreement right away.
Dubsado helps me collect client feedback and website content
For many web designers, gathering client content and revisions can be a major headache. For many clients, creating content and providing feedback can also be a major headache. Dubsado* helps me — and my clients — easily deliver information.
Using the Forms feature in Dubsado*, I can create custom client questionnaires for collecting information (like website copywriting or brand questionnaires) and efficiently gather client feedback during revision rounds.
Dubsado helps me stay legally protected
At the end of the day, nothing is more important than having a sound contract in place to outline a project’s scope of work, payment terms, and client confidentiality. Dubsado* allows me to automatically add my contracts to a web design proposal so that I can make sure this important legal step is completed before receiving money or starting any work.
Curious about trying Dubsado in your business? Use my special code* to get 20% off your first month or year! You can thank me later 😉