Ever wondered what a Dubsado Workflow is? Whenever you've seen people talk about Dubsado you've probably heard them go on about Workflows and how amazing they are, but you don't have a clue what they are or where to even start with creating one...
n short, your client process is your workflow. For example, a lead contact you, they book a discovery call, you send them a short questionnaire to fill out before your call, after the call you send them over your packages, then you send them a contract then an invoice, then once they've paid you send them over a welcome guide.
You can automate this whole process in Dubsado using workflow instead of doing it manually with a bazillion different apps... saving you HOURS of admin (and all that back and fourth 😬 ) .
Dubsado workflows automatically send forms, emails, scheduling invites and invoices! Think of how much time that would save you, so you can focus on the task that light your soul on fire! 🔥
When creating a workflow start by writing out your whole client process from start to finish (don't forget offboarding and any follow up!). Then match this with the Dubsado Workflow actions.
If you would like some help with your Dubsado workflow schedule your FREE discovery call, as a Certified Dubsado Specialist I can help you get the most of your Dubsado Workflow. ✨
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