Dubsado
Dubsado is an awesome tool to automate elements of your business and enhance your client experience.
WHAT IS DUBSADO? I HEAR YOU SAY!
Imagine this. You receive an enquiry and all of your following up, quoting, contracting and correspondence is mapped out and automated. Your clients can digitally sign your contract and even make payments online. Now you need to deliver. Your clients have their own portal where they can see what they’ve booked, fill in forms to collect more information and sign off on changes. And once you’ve delivered your sensational product or service, you can have them in an automation to share their elation about how you’ve smashed their wedding experience out of the park!
That’s Dubsado!
(The Small Print: Depending on the nature of your business, there may be some steps that require a little manual intervention BUT it’s so worth it!)
Who is Dubsado For? And Why Do you love it so much?
Let's start with who Dubsado is for...
Bar Companies
Cake Makers
Catering Companies
Celebrants
Decor Providers
Dessert Companies
DJs
Entertainment Companies
Event Planners
Florists
Furniture Hire Companies
Gifting Companies
Groomswear Providers
Hair & Makeup Artists
Henna Artists
Jewellers
Marquee Hire Companies
Musicians
Photobooth Providers
Photographers
Production Companies
Stationers
Toastmasters
Transport Providers
Videographers
Wedding Dress Makers
And Many more...
And, here are just a few reasons why we love it...
Systemisation & Automation
You can systemise your processes and automate them so they run without you needing to be part of it. This saves you countless hours and often increases conversion rates.
Get Paid
Invoicing is so easy on Dubsado, in fact it can happen automatically as part of a workflow! Plus, don't worry about late payment, payment reminders can be set up to go out automatically so your client never misses a payment due date.
Custom Form Templates
With Dubsado you can customise ANY type of form, contract, questionnaire and even proposals. You'll never have a form that doesn't match your brand again!
The Scheduler
Dubsado comes with a built in scheduler, so no need to have a separate scheduler with another service provider. And you can even include the scheduler in your automations. So, for example you can have information sent to your client before or after a scheduled meeting automatically.
MAnage your Leads
With Dubsado, you get a really clear way of managing your leads and your bookings. The Projects page allows you to easily see you is a lead, who is booked, if a client has signed your contract, if they've paid... and so much more.
Dubsado is affordable
It's a low annual or monthly fee (and don't forget your 30% off for your first month or year), you get up to 3 additional users included and everything else is unlimited. So you don't need to worry about paying more money if you have more leads or clients managed with it!
There are tonnes more reasons that Dubsado is our CRM system of choice. To discover Dubsado further, take a look at their website or the quick Dubsado Demo video (spolier alert - it's 17 minutes but it gives you a good overview of Dubsado)
Your Dubsado Investment
The time saving is unreal! Let the system do the heavy lifting and you get back to delivering that sh*t hot service to your clients - because you’re worth it.
Because each business varies so much, there's no set pricing for Dubsado set ups. Your investment is based on your particular business model, number of services you offer and number of users you have. Click on the enquire now button to enquire about Dubsado setups.
starts from £1,997
Dubsado Setup Investment
Looking for more than just Dubsado setups?
You may also be interested in branding or website design services... If that's the case. Take a look at our Total Packages!
Your Journey
Streamlining and automating your business process can feel daunting. Here’s how we break the process down and support you through the implementation.
Step 1: Onboarding
Workflow Mapping
We start the process with an onboarding questionnaire. The questionnaire covers an overview of what needs setting up. We'll then have a call to go through what your client experience is like and what you would like it to be. At the end of the call we'll have all of the information to make a list of everything we need to set up your Dubsado account.
Step 2: Share
Your Content
Following our Workflow Mapping call, we'll send over a content questionnaire so we can grab some more information from you that we'll need to set your account up.
Step 3: Set up commences
We start by adjusting the core settings of your account to ensure the branding is correct, along with your project statuses, tag, account details, packages and more.
Step 4: Design & Implementation
We'll then add in your emails, contracts, payment schedules and schedulers as well as design all of your forms and proposals.
Step 5: Testing & Presentation
Once we've completed added your content and created all of your Workflows, we'll test each one to see if it all works the way it should.
Once we've done the initial test, we'll present everything to you so you can have a play around with it yourself.
Step 6: Handover & Support
After everything has been signed off, we'll show you how everything works and let you start your new Dubsado life... But we'll still be around for 6 weeks to support you if you need it!
Enquire With Us
FAQs
Answers to the most common questions
How much does the Dubsado system itself cost?
Dubsado is super cost effective. Currently (as of 1st July 2023) their Starter subscription is just $200 per year and their Premier subscription is just $400 per year. You can also get 30% off your first year or month by using our affiliate link here: dubsado.com/?c=dca
Will it be easy for my clients to use? I’m worried it will be too clunky.
Yes, it’s quite intuitive. You can use Dubsado to send clients emails, proposals, invoices, forms and more. All of them are customisable to match the needs of your clients.
Are you able to help me if I have questions or want to make changes afterwards?
Of course, I’m available to help you settle in to your account and if you want any changes / updates further down the line and you want us to do it for you, we can quote on a case by case basis.
Do I need a website to use Dubsado?
You don’t need a website to use Dubsado. In fact, you don’t even need a domain name. But we do recommend having a website to embed your Dubsado forms onto. If you’re not ready for a website but have a domain name, you can even map your domain name to your Dubsado account, which generally looks a little more professional.
I have a small (but perfectly formed) business - is this still suitable?
You sure can… Dubsado works well for large companies and small companies.
Can’t I just set this up myself?
You totally can set this up yourself if you really want to. Or you can hire a Dubsado Certified Specialist like me to do it for you. After all, if you want to do it right, there is a fair bit of work to be done.
How long does it take to set up?
This really depends on how many processes you have in your business but set ups typically take around 4 weeks if all of your content can be provided quite quickly.
