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Using Dubsado as a Web Designer

Do you want to drastically improve the efficiency, organisation, and look of your business so that you can concentrate on value projects and growing your business?

Do you currently run your business through ridiculously long email threads and a bunch of disorganised spreadsheets? Is it time consuming, messy and stressful?

Do you want to be a million times more professional, have branded client portals, proposals, contracts and questionnaires and up-level your client experience immensely, which in turn allows your business to continue to grow. I am confident that I can show you how you can better at business using Dubsado.

Let's start to elevate your business right now 👇


Upgrade your lead capture process?

This is what is should look like and can look like using Dubsado....

Leads fill out an inquiry form on you website (this is a embedded from Dubsado) which then gets them set up with some basic info in Dubsado.

Style this form using Canva or code blocks within Dubsado so that it matches the design of your site. If they sound like they could be a good fit for you, send them a scheduler link and get a call set up with them. You will love that you don't have to spend time manually inputting lead's info into Dubsado and that getting set up for a consultation call is so quick and easy.


We now move onto the onboarding process?

After the consultation call (assuming you are a good fit to work together), send a branded proposal. This is one of my most favourite parts of the process because you can really make your proposals pop!

It's one of the first (and most important) touchpoints a lead will have with your client experience. I love that you can set up a workflow that allows the client to accept the proposal, make the first payment according to the payment plan you set on the proposal, AND sign the contract- all without you having to do anything.


What is your client management process?

I love the client portal feature within Dubsado. It houses the client's proposal, contract and any questionnaires applied to their project, so they can refer back to this information at any point without you having to resend anything.


What is your payment process?

Apply a payment plan to the proposal that is based on percentages, so regardless of what a client chooses as part of their package and how that affects cost, the payments will be split up automatically in the way I want them to. Clients can pay through PayPal. Square or Stripe, but all through a branded invoice. I love that Dubsado allows you to carry your branding throughout the entire process.

Dubsado is an entire suite of business management tools for

Brand & Web designers

Convert leads into paid customers

Bring in new clients quickly and easily. Use the automated on-boarding process to ensure that leads don't slip away.

Forms designed to save time

Customise reusable form templates for your contracts, lead capture forms, questionnaires, and proposals—all with your unique branding.

More business, less busywork

Take the repetitive work off of your plate with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

Their tools, your brand

Fully customise your forms, email templates, and much more. Your clients will never see Dubsado branding on anything you send.

Stay organised, stay connected

Relationships matter. Manage your clients through projects and maintain organised communication with emails, task boards, and client portals.

Get to the point of sale

There's a proposal for every kind of business. Clients can make their selections, sign a contract, and pay an invoice, all on your website.

You must admit that up-levelling your back end process really elevates your front end client facing process and experience, never mind the time saving element!

Why don't you try and set up this system yourself using my FREE Trello Board which will more than help you get going.


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