Designed to streamline your entire business, Dubsado is a business management solution that will make your day-to-day a little bit easier. The powerful platform helps you get more done in less time, empowering you with efficiency and automation.

Though Dubsado can function in countless ways for all types of businesses, it’s especially helpful in optimizing onboarding new design clients. Simplify and templatize your onboarding so that you look more professional, and also don’t have to worry about keeping track of all the endless annoying details.

Contracts

Once your client is ready to sign on the dotted line, you can build out forms and contracts in Dubsado to make the process simple and seamless. They offer templatized forms and contracts that you can use for your projects, enable e-signatures, and even let you upload your customized branding to all of your contracts so you always look put-together and professional. All of their forms are also optimized for mobile devices, so clients can check them out on-the-go on their smartphones.

Scheduler

Dubsado lets you book appointments and create date-based reminders automatically. That way, you can schedule all of your initial design meetings, create invoice and payment schedules, and set up check-ins along the way—all without lifting a finger.

Instead of coordinating in a back and forth endless email chain, you can imbed your scheduler so that clients can book directly through Dubsado and send automatic reminders. You can even set scheduling limits so that clients can only book time with you in certain windows, allowing you to optimize your schedule while also giving clients the flexibility they need to work around theirs.

Questionnaires

Dubsado empowers you to build customized questionnaires with different text fields, check boxes, and other fields to collect vital info you need from your clients. That way, you can start your project with everything you need from your clients, without having to deal with a lengthy discovery call or design meeting. Instead, have them fill out your questionnaire before you begin to get a sense for their needs and their style.

Once the client fills out the questionnaire, you can also create a private portal for each client and organize the phases with tags and statuses, so you and your team always know where a project stands with just a glance.

Onboarding Emails

Create customized, automated email workflows in Dubsado to help you ditch the administrative headaches. Instead of manually sending a series of emails, you can use triggered emails that are sent out by a specific action or specific time to keep things moving on their own. For example, once a client signs their contract you can kick-off your automated workflow to send them your Welcome Kit, Design Process doc, or any other important info they might need at the outset of a project.

If you’re ready to streamline you biz with Dubsado, but don’t know where to start, check out our VIDA services! We bring you the quality support you need, without the hassle of hiring a full-time employee. Outsource your Dubsado set-up, and with over 15 years of experience, we’ll be the extra set of hands your team and your biz needs to thrive.