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How to use Dubsado Automations in your Business

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I can’t imagine running my dual business without Dubsado Automation. 

If every time a client wanted to work with you, you had to send all your questionnaires, calendars and invoices manually…you’d always be behind. Not to mention you risk missing out on your payments!

I’ve had Dubsado automations set up since 2020, when I first scaled from a VA to an agency. It was no longer feasible to send contracts, schedule calls and send invoices manually every month when I had 10 clients!

If you are at the point where you’re spending more time sending emails than talking to clients, Dubsado is for you.

an intro to dubsado, client relationship management

What is Dubsado?

A CRM (Client Relationship Management System) that brings all the moving parts of your business together. Dubsado was built with the busy entrepreneur in mind.

 

The creators wanted to tie together client intake, scheduling and invoicing in one place. No more creating PayPal invoices, sending Calendly invites and emailing back and forth over details. Dubsado lets you automate all your processes for a simple and smooth client journey.

The 3 Time-Saving Dubsado Automations I Use:

Lead Intake Forms:

When a client wants to express interest in working with you, they either book a call or fill out a form. Dubsado gives you the option to automate that.


For my content repurposing agency and my 1:1 services, I ask leads to fill out an application to make sure we’re a good fit before getting on the call. When I receive the application form, the lead has already received a thank you email letting them know I’d gotten their form.

Once I approve the application, they automatically get a “book a call” email and then reminders leading up to the call. I also have a post-call automation with a proposal that leads to the onboarding process.  

Basically, from interest to paying client is set up through a Dubsado automation for me.

dubsado now has code free forms

Client Onboarding:

Once my lead has accepted the proposal I send over after our call, they automatically get sent the invoice and contract. The best part is that I can list multiple package types in my proposal.

 

So for 1:1 clients, I can have the option of Pay in Full, 3 or 6-month payment plans, they pick the one they want and it’s all set up from there. Each month they’ll get an invoice with automatic reminders set up to send before and after the due dates. 

 

This gets my client from paid invoice into my Slack channel where we can start working magic without me having to lift a finger!

Automated Feedback Forms:

Receiving feedback from your clients is an extremely important part of running a business. But sending a feedback form gives me major anxiety.

 

While I’ve never received bad feedback, the act of asking for it and being open to it always makes me nervous. This is the exact reason I set up a Dubsado automation to send my feedback forms bi-weekly to my agency clients, a week after our strategy session or 3 months into our 1:1.

 

The automation takes my resistance out of the task. If only I could set one up so that I didn’t have to open them once I receive them!

Felly Day owner of Felly Day VA

Who Am I to Talk Automations?

Hey, I’m Felly Day!

 

I’m a feel good marketing mentor and the owner of a content repurposing agency and I use Dubsado for both sides of my business. You might be thinking that I sound like a busy person and that would be correct!

 

Running a team, working with entrepreneurs 1:1 and managing agency client deliverables is no easy feat. Which is why I tell everyone to find a CRM they love to manage the contracts, invoices and call scheduling so that you don’t have to.

If you are looking to set up a CRM in your business, check out Dubsado! They have 2 different plans, starter and premium and they have multiple sales per year! Look for their birthday or Black Friday for the best deals.

 

Either way, if you sign up through my link, you’ll get 20% off your first payment!

*there are affiliate links in this article. By clicking on the links, I may receive a kickback from the business at no extra cost to you.

head shot of Felly Day sitting in a garden holding a white mug

About Felly Day

Felly Day VA is a dual business whose goal is to help ambitious service providers and coaches grow through digital marketing in a way that feeds their spirit.

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