4 Tasks to Automate with Dubsado!

Wondering what tasks you can actually automate within Dubsado?

Invoices

Don't worry about forgetting to send an invoice again! No more tracking when to send an invoice on your Excel Spreadsheet. You can set recurring invoices for clients on monthly packages or create payment plans for services AND you can set Dubsado to send out email reminders to your clients if they don't pay. One less thing you don't have to worry about!

Welcoming New Clients

Let Dubsado do all the heavy lifting when you wlecome New Clients making onboarding a breeze and giving them the best welcome! You can also include a welcome guide or email to show the client exactly what to expect from their service with you. You can also send out questionnaires to gather any further information that you need from the client to help you in providing a smooth service. Making your life easier as well as giving them the best client experience!

Client / Lead Follow Up

Always forget about following up with past clients or leads! Automate it! You can create follow up workflows to ask for testimonials, create 'to dos' to remind you to email past clients or even have a canned email send out!

Discovery Calls.

No more back and forth about booking a Discovery Call... Save your time! If you have no idea where to start with creating a workflow for your Discovery Calls download my FREE Dubsado Discovery Call Workflow Template here!

Think of all the time you could save just automating the tasks mentioned above! Stay within your zone of genius and stop busying yourself with admin work! Or spend more time with

If you have no idea where to start with creating your dream Dubsado set up, check out my Dubsado Services here.

P.S Get 20% off your first month or year of your Dubsado subscription using code freedomcreative30