How to Streamline Your Coaching Business with Dubsado

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Is Dubsado for coaches? Absolutely!

Although Dubsado is not marketed exclusively for coaches, it has some of the best features for a coaching business. The life of a life coach can be hectic so it's nice to know that there are time-saving tools like Dubsado to make your work processes infinitely easier. 

With this platform, you can streamline specific business processes and grow your brand. How? Here are some tips to help you optimize Dubsado for your coaching business: 

7 Dubsado Features to Use for a Growing Coaching Business

Manage Clients via the Client Portal

One of Dubsado’s most useful features lets you store all of your client information in one place. On the Dubsado platform, you can merge or separate client infos by project, present and send documents for your clients to use, and provide a cohesive, on-brand learning experience to your clients. The Client Portal feature lets you check essential infos about a specific client, such as:

• Outstanding invoices
• Unreal emails
• Incomplete forms
• Email correspondence
• Documents
• Appointment schedules
• Shared task boards

Because managing clients is much easier on the Dubsado platform, you can focus on organizing your coaching business, creating engaging learning materials, and growing your business. 

Collect Leads and Schedule Appointments

Dubsado offers a range of forms that you can embed on your website or share direct links, including lead capture forms. You can create a lead capture form and customize it by adding a redirect link, choosing a project status, assigning team members to the lead, and adding on-brand design elements. 

What’s more, Dubsado lets you use multiple schedulers for various purposes. This enables you to schedule appointments, meetings, and bookings on specific dates or times of the day. There’s also an option for requiring payments when booking an appointment. Dubsado’s built-in calendar syncs with other schedulers, such as Google or Apple calendars. 

Create Questionnaires to Collect Information

Getting to know your clients to provide a customized service is easy with Dubsado. The platform offers a Questionnaire form, and it’s precisely that, listing questions so you can collect client information. You can use these infos to create compelling proposals, contracts, and lead capture forms. You can also use this form for collecting feedback and testimonials. 

The Questionnaire form doesn’t have to include questions; use this as an informational sheet to create a resource page and build a trusted brand. 

Create an Efficient Workflow

A streamlined workflow cuts time out of your vetting process. Clients can start taking your coaching classes without delay by offering a faster transition to the onboarding process. Dubasdo can help you establish an efficient workflow.

You can create forms that trigger the workflow, guiding the client through your business process when signing up for your service. You can apply a workflow for every form response you send. All of these are done on auto-pilot, freeing yourself more time to focus on providing the best coaching service. 

Contracts

Creating different forms can be time-intensive, including contracts of any kind. In Dubsado, contracts turn into auto-filled forms that you can connect to each project or workflow, providing a smoother, less taxing buying experience for clients. These contracts are fully customizable, so you can add or delete some client infos and add a space for client signatures or your cross-signatures. 

Because the contracts can be assigned on specific projects, you are not scrambling to pull different docs together for existing clients or print, sign, and/or email contracts back to new clients. 

Proposal Forms

How about having beautiful proposal forms at your disposal to sell the value of your coaching service? Dubsado offers the Proposal Forms feature, a lead capture form that lets you create attractive proposal forms that will encourage MORE signups. 

You can customize the templates or create a design similar to your website for an on-brand, seamless experience. The drag and drop builder makes customization a breeze! Combined with the packages feature, the Proposal Forms feature, you won’t have any problem impressing clients and getting them to sign up for your service. 

Invoice and Payments Integrations

You don’t want clients to jump through hoops when paying for your service. Dubsado makes it easy for clients to send payments through direct integrations with different payment processors. You can connect your Dubsado account to PayPal, Square, and Stripe accounts. You can integrate Dubsado with Quickbooks or Xero for quick and easy accounting or bookkeeping. 

Here’s the best part, these invoicing and payment integrations won’t rack up additional fees at all. These are all baked into Dubsado. You can send a contract, package menu, and invoice into one proposal. The client could simply sign the contract, choose the package they want, and pay you for a more streamlined process. What’s more, you can set up multiple payment options. You can create payment schedules for recurring payments for monthly retainers and payment reminders. 

All the features we’ve outlined above are barely scratching the surface of what Dubsado can do for your coaching business. Dubsado is teeming with features that coaches can use to take their business to greater heights. The service also comes with a free trial if you want to give it a whirl!

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