Streamline and automate your onboarding & offboarding process
I absolutely love smart tools, systems and CRMs that can save us hours of admin work. My favourite CRM that I specialise in, is called Dubsado.
Dubsado is an all-in-one client relationship management system designed to streamline and automate your onboarding and offboarding process.
Dubsado can literally do the work for you if you set up workflows to automate certain steps within your onboarding process. Send a proposal, contract and invoice in one go. Automatic payment reminders. Your client will automatically be sent your onboarding questionnaire and welcome guide once they have signed and paid.
The list goes on!
How Dubsado can benefit your business:
Save time
Set up your questionnaires, proposals, email templates, welcome packs, contracts and invoices once.
Once set up, you'll have everything ready to go - send documents and proposals to your clients quickly.
And don't get me started on how much time you'll save if your customers were automatically sent payment reminders, questionnaires, or welcome guides after completing certain steps within your onboarding process!!!
Enhanced client experience
All your templates can be beautifully customised to fit your brand and Dubsado keeps everything super simple for your clients!
And your clients will be impressed how quickly you'll get the information sent over to them; little do they know that you have set up automated workflows!
From easy-to-follow proposals to a client portal where they can check project progress, view contracts and invoices; all in one place.
This makes working with you feel smooth and effortless.
Stay organised and professional
Dubsado’s project tracking and task management tools help you keep tabs on every client and project stage, ensuring nothing slips through the cracks.
Plus, with templates to fit your branding, you will look consistent and on-point every time!
If Dubsado sounds like something that could benefit your business
Book a free discovery call with me to discuss the process to get you started
Dubsado 'Done for you" package
This service includes full set up for Dubsado:
I will help you to bring all your proposals, questionnaires, welcome packs, email templates, contracts, signing, invoices and payment reminders into the platform.
The package includes:
A call to review your current onboarding process in detailComplete CRM Set-up in Dubsado Including: 1 x Contract 1 x Investment Guide 3 x Proposals 2 x Welcome guides 3 x Appointment schedulers 2 x Questionnaires 1 x Contact form (for your website)
Training & Handover + training videos One months support (access to me via WhatsApp)
Investment starting from £599*
*Dubsado monthly or annual fee not included within the price. *Any other documents or workflows needed will be charged by the hour
