If you’ve followed along, I’ve defined and reviewed all of the different parts and pieces (called assets) of Dubsado’s client workflows.

Your assets are like ingredients needed when baking a cake. It’s more efficient to have your ingredients on hand once you start baking. The reason we created all the assets beforehand is to have them ready to go when we start plugging them into the workflows themselves.

Now we’re going to build your workflows using your assets and specific triggers.

Your goal: Automate as many manual steps as possible with a workflow.

Implementing Dubsado into your business can be overwhelming. But that doesn’t mean it cannot be done.

I’ve been working in all things tech for way more years that I’d like to admit, Dubsado being one of them. Here are some insider tips I’ve figured out along my journey in the platform.

It’s true, this tool can have such an enormous impact on your business. It’s crazy what a difference it can make! Hopefully some of these tips are of value to you.

Workflow, client process, client journey, client acquisition process, client life cycle....man there are a lot of big words out there. At the end of the day, all of these terms mean the same thing.

This is a good question: What is a client workflow anyway? Keep reading to learn more and why it matters to your business. It’s the “what” or the foundation around which I create all the tools & automations for my service based clients…

We’re going to examine how canned emails can simplify your life immensely. It’s like having a conversation with someone once, recording it, and being able to provide the same recording to the next person in line. But it’s not nearly as creepy as that last sentence sounded, I promise. 😉

If you’ve been replying to you leads & clients by cutting & pasting from a Google Doc or Word Document, it’s time to quietly break up with them.

It’s not secret that there are a lot of moving parts in Dubsado. But the bulk of the work happens in their forms. Their forms are basically a fancier term for templates. These templates are going to do the heavy lifting for your client journey within contracts, sub-agreements, questionnaires, proposals and lead captures.

Today I’m reviewing Dubsado’s service packages & payment plans. They’re not located in the same spot within Dubsado, but they do go hand-in-hand and require some thought ahead of time. Not only do you need to have at least one solid package in mind, but you want to know when you’d prefer to get paid.

A service package is essential in any business….we all know that. Where Dubsado does some pretty cool magic for you is their ability to take your package and drop it into any form you use with your clients.