How to Provide a Personalised Client Experience with Dubsado

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When you're on your own building a business empire, it's nice to know that some tasks can be automated using services like Dubsado. These repetitive tasks eat up a lot of your time. With Dubsado, you can choose what tasks to automate and let the platform do the rest. It enables you to run critical aspects of your business on autopilot.

Many entrepreneurs avoid automation for fear of losing the human touch on their processes. There's always the risk of sounding robotic as clients go through the workflow. That's what this guide is for. How do you automate your business while providing a personalised client experience? How do you make clients feel like VIPs and avoid losing that human connection? Here are some tips:

5 Tips to Elevate Client Experience with Dubsado

Make Filling Out Forms Faster with Smart Fields

Keying in personal infos on a long-form is a burden for many customers. Only a few are willing to spend five to ten minutes manually keying in their personal details on a computer so let's make this easier for your clients using Dubsado's Smart Field feature. 

Smart Fields will autofill forms with your client and project details on a project, so your subscribers don't have to. Dubsado's Smart Fields feature can autofill the following:

• Client contact details
• Project dates
• Business contact details
• Invoice information
• Package details
• Proposal information

Dubsado has over 60 smart field options in various categories, including client, project, business, and client fields. There are also client field options for packages, appointments, invoices, opt-in forms, and payment plans. 

Personalise Client Email Templates down the Workflow

Dubsado enables you to create a workflow that sends clients down your sales funnel on autopilot. But even though this process is automated, you still have a chance of customising whatever emails they'll receive down the funnel.

Dubsado lets you update emails to make every message even more personalised. You'll also get the chance to approve every action before the client is sent off to the workflow's next step. 

After approving the action, a trigger is sent to the client. For example, after the discovery call with a client, you can edit the proposal email to update its content according to what you discussed with your client during the call before sending it. This step can be added to the approval step in the workflows.

Create Welcome Videos for New Clients

Why stop at sending a welcome email to greet new clients to your business? Creating a short video to welcome new clients adds a human touch to your business process. You're giving a face to your brand by presenting a welcome video. Your new customers will know that an actual living, breathing person is running your business despite all these automations.

Making the video doesn't require a studio. Record the video in a brightly lit room and use a white background. The video doesn't have to be very long, either. Keep the length at a minute or two, max. In the video, thank the new client for joining your business, and let them know how excited you are to work with them and how grateful you are for their business. You can personalise the video even more by addressing the client by name. Recording should only take 20 to 30 minutes. 

To add this step to your workflow, create an approval step before a form is sent to a client. Then, pop in the form and upload the video before sending the video. 

Send Special Messages for Birthdays and Promos

Dubsado lets you collect specific customer information via the client and project custom-mapped fields. Use these infos to create special messages for every client, like sending out birthday messages or incentivised holiday promos. What's so great about the custom-mapped fields is you can apply them for any special occasion and get more promotional opportunities.

You can check out client details from Dubsado's project dashboard. Just create an action in your offboarding workflow to send a special message on a client's special day. You don't have to push a product; a happy birthday greeting, for example, is enough to remind them that you care! You can sweeten the deal even further by offering a special discount or gift card to their favourite shop. 

Collect Client Infos for Future Personalisation

Do you collect answers from onboarding questionnaires or surveys? This is a terrific strategy for collecting client information! Take this up a notch by including questions about their interests. Ask them what they like to do in their free time, what inspires them every day, if they are a cake or a pie person, etc. 

By asking interest-based questions, you can connect with your audience far deeper than simply knowing their names and email addresses – you're giving your business a personality! And clients will always appreciate how much you care about things outside of business. 

Once you've collected these infos, incorporate them into your marketing messages to enhance future personalisation. For example, if they say they are a pie person, why not send a gift card to their favourite bakery on their birthday? This shows that you remember the little things and care for your customers. 

You can choose between convenience and personalisation when automating specific tasks in your workflows. With Dubsado, it's easy to give every piece of content a human touch! Try any of the tips outlined above, and you will see how even the smallest effort makes a huge difference in improving client experience.

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