5 Ways to Simplify Your Business Processes with Dubsado

Sharing is caring!

Reading Time: 4 minutes

When you're a solopreneur handling a thriving business, it can be challenging to juggle different tasks. Thankfully, automation tools like Dubsado make it much easier for business owners to manage key processes on auto-pilot.

Dubsado is a business management software platform that offers a comprehensive set of tools for streamlining business processes and automating various aspects of a business of any size.

What Tasks to Automate on Dubsado?

Dubsado is quite versatile, allowing businesses to collect client information and integrate these infos into their respective onboarding processes. We love Dubsado for its many automation features because it makes specific business processes easier to complete. With Dubsado, you can put these tasks on autopilot:

• Administrative tasks
• Project management
• Client management
• Invoicing
• Contracts
• Scheduling
• Client info collection
• Client onboarding
• Proposals

On top of all that, Dubsado plays well with other automation, payment, and communications tools. It's also possible to use this platform with accounting and email marketing platforms to further streamline workflows and improve productivity while providing clients with a richer, seamless user experience.

5 Ways to Simplify Your Business Processes with Dubsado

The beauty of automation tools like Dubsado is it frees you from repetitive, time-consuming tasks. With this tool, you can shift your focus on other aspects of the business while staying on top of every project. This is a helpful time-saver if you're a business coach handling dozens of students or an online entrepreneur running a busy e-store.

If you're wondering how certain business processes can be simplified with Dubsado, here are just some of our favourite features that'll do just that and more:

Automate Lead Collection

Gone are the days when you manually add new leads into your system each time someone completes your lead capture form. With Dubsado's lead capture forms, it's possible to add new clients to your system automatically.

Dubsado's lead capture forms can be embedded on your website, or a link can be shared with leads. When clients complete your opt-in form, they are added to Dubsado as a new lead. You can then plan a workflow to automate tasks such as booking a discovery call or adding new project statuses.

On top of that, you can evaluate the collected client infos to know where your clients are coming from and customise your marketing efforts to make your business more visible on these platforms.

Automate Client Onboarding

Still onboarding clients manually? With Dubsado's workflows, you can create an automated process for onboarding clients.

You can develop a step-by-step business process triggered when a client submits the completed opt-in form or electronic contract. Dubsado's client portal enables you to add multiple project bases to correspond to clients, keep track of every project, and store/access files by client.

Dubsado's built-in scheduler lets you book essential appointments and meetings, track client infos, and onboard clients like a pro.

You can also set up a payment process and manage payments within Dubsado. You can create invoices, reminders, and automatic payment collection on specific dates. On the due date, invoices are sent automatically to every client. The best part? You can include the contract, invoices, and schedulers in one link to show clients that you mean business!

Manage Clients via the Client Portal

We've mentioned Client Portal above, but what is it exactly?

Dubsado's Client Portal is a secure, centralised hub where you can communicate and share information with your clients. You can provide a personalised online space for every client or every project.

Within the client portal, you can collaborate on projects, send and view invoices, create and collect signed contracts, submit and accept forms, and communicate with your clients. Each client will receive access to all documents submitted within their respective portal page anytime, including contracts, important files, visuals or assets, emails, etc.

With Dubsado's Client Portal, you can improve communication with every client, streamline collaboration, and provide a richer, more professional, and secure client experience. Though automated, the interactions and processes can be personalised to make clients feel like VIPs.

Auto-fill infos via Smart Fields

When you're a busy entrepreneur handling multiple projects at any given time, any time-saving tools will definitely help. Dubsado's Smart Fields feature lets you make forms with intelligent fields. This feature has a built-in logic to display or highlight specific field options based on previous selections and populate data based on previous entries. Smart Fields can also perform calculations and trigger particular actions.

With this helpful tool, you can streamline data entry tasks, present relevant, context-specific options, minimise errors, speed up certain processes, and offer more interactive, customised forms for every client.

Offboard and Welcome Returning Clients with Ease

Some business relationships have to end at some point, and with Dubsado, it's easy to make clients feel like VIPs, even close a successful working relationship with clients.

And if you're trying to spread the word about your business, you can request testimonials or positive feedback from previous clients through Dubsado. This can be done automatically by adding a form to the workflow as part of your offboarding process. You can also offer subscriptions or package renewals if you'd like clients to stick around.

The end of a successful working relationship doesn't have to end; you can reconnect with your clients at any time, and once they return, all the email communication, files, contracts, and invoices remain accessible via the Client Portal. You and your returning clients could pick up where you left off!

Running a business, regardless of size, can be a challenge if you're doing it alone. But with platforms like Dubsado, you can simplify different business processes and save more time growing your business.

Sharing is caring!