I’m coming up on my one year anniversary with Dubsado (this July… wow that went by fast!) and I thought it would be a great time to share about how it has changed my business!
When I purchased Dubsado I wasn’t that busy. I probably had about 5 clients in the pipeline. I can’t tell you how glad I am that I purchased it when I did. Since I purchased Dubsado in 2018 I have had over 90 projects go through my system.. Could you imagine if I was still managing my clients on my Google spreadsheet? Sounds like the stuff nightmares are made of!
I love Dubsado for SO MANY reasons, but I’ve listed a few of my favorites so you can decide if it’s time for you to make the leap!
There’s a bonus at the end of this blog to get 20% of your first month or first year with Dubsado!
Easy to Use Client Management System
Starting the hunt for a Client Management System led quickly to me feeling overwhelmed and nervous that I wouldn’t find something that worked well for my business. Then I stumbled upon Dubsado (well I didn’t “stumble” per se…. I had another creative recommend it to me) and I immediately felt that it was different. Dubsado is so easy to use and they offer videos for just about anything you can think of, from set up to organizing your lead funnels, they’ve got the bases covered. Plus my clients also mention that it is really easy and straightforward to use for them… double win!
Features That I Particularly Love For My Industry
Here are some features that I use often as a calligrapher and that I also believe make you much more professional in the eyes of your clients.
I am able to send questionnaires to my clients and it saves so much back and forth through email. I can send one questionnaire and gather a lot of information. For example, one of my questionnaires for new wedding clients gives me the following details: All relevant information about their wedding, who their vendors are, tellls me about their love story and how they found out about me.. It’s a great way for me to gather information about their big day and also to gather information about how business is coming to me!
Sending out contracts is a piece of cake with Dubsado. I have multiple contract templates and they can be updated based on a client’s order. I never have to write an entire contract from scratch. Before I had Dubsado I used to send contracts in PDF form and would have clients print them, sign them, scan them and email them over… might as well have sent them over on a dinosaur! You can seriously up your game and look super professional by sending your contracts through Dubsado where your clients can sign them online. No messy paper work, it’s all done online and kept in that job folder on the platform.
Form submissions on my website
The contact form on my website connects to Dubsado, whenever a lead comes through my website it is automatically populated into my “leads” folder in Dubsado. No more manually entering your leads. It’s all taken care of for you! Also, I don’t have to worry about missing a lead that came through my email because it’s already put into my client management system.
I cringe a little when I think about how I used to send invoices….probably not the most professional way :/ All my invoices now go through Dubsado (I use Square and Paypal for my money processing) and Dubsado keeps track of it all. I take 50% deposits for most of my wedding clients since sometimes they are reserving a spot in my schedule and I won’t actually start work on their items for another 6 months. It’s such a huge weight off my shoulders to not have to remember where certain projects are and how much money I am owed. It’s all on my dashboard right when I log in. EASY PEASY LEMON SQUEEZY!
There is so much more that Dubsado does but I wanted to give you the short version (I am also still learning about all the wonderful things it does!). But the items above are enough for me to say it’s 100% worth it!
In conclusion (if you haven’t already gathered) I LOVE DUBSADO. It has been a life saver for me. I was so nervous to make the $300 investment but I can tell you personally that it was worth every single penny. Have you heard the phrase “Build it and they will come?” that’s how I feel about Dubsado. I didn’t have a lot of clients when I started but it exploded after I bought Dubsado. I can’t imagine what I would have done if I kept using my google spreadsheets and word documents. Yes, Dubsado is an investment but it’s also going to help you make more money by freeing up time you would otherwise be spending filling in spreadsheets and manually updating contracts and such!
If you have any questions regarding Dubsado I’m happy to answer them! Feel free to email me at Nikki@LavenderAndSea.com or comment below!
Are you interested in getting Dubsado? If so you can use my affiliate code or link below to receive 20% off your first month or first year!