Happy Sunday! Let’s talk systems!
One of my favorite systems right now is my Dubsado! I have done their training, Dubsado 101 they call it, and it just is such a great and efficient all in one tool for the most part! At the time of writing this post, I have been using Dubsado for about 5 months.
What do I like about this program?
- Built in contract, proposal, email and form templates that you can customize to suit your needs.
- Signature capture capability for contracts and proposals.
- Time tracking
- Ability to tell if clients have read their documents / emails
- Built in scheduler that I can have special links to or embed on my website.
- CRM capabilities
- Client portal
I really do love Dubsado – so far the very minor issues I have had have been addressed competently and quickly by their tech support staff. I know that several of my clients and colleagues use this program as well – and there is an awesome Facebook Group for them also. (message me if you need the name)
I highly suggest that you do watch some training videos though and not just try to do everything yourself out of the “box”. I am a self-professed geek, and even I missed a thing or two the first time around on the scheduler setup. Now I am very proficient in this program and am confident in adding it to my arsenal of programs that I can support my clients with. This program isn’t for everyone; however if you are a service-based entrepreneur…I highly suggest you give it a try!
*Note: I looked at a few similar programs prior to choosing Dubsado. I was originally working in SuiteDash and I looked into HoneyBook…in the end, I am happy that I settled with Dubsado and don’t see myself changing anytime soon! If you want to try Dubsado and need some help with setup & implementation, feel free to schedule a strategy session with me!
Here’s a discount code for you: christinewade
Or just use this link.
***If you would like to signup for Dubsado, it’s absolutely free until you have 3 clients – no matter how long that takes you – and then once you graduate to the paid subscription, by using my discount / affiliate code, you will get 20% off your first month OR your first year…and I will get credit towards my own Dubsado account. I only promote affiliate products that I actually use regularly!