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I need a moment here to rave about a system I started using last January. A life changing system. A business enhancing system. A magical system filled with unicorns and rainbows *not really, but it does feel like it!* I want to take a minute to talk about my CMS system Dubsado. Now, to be fair, this post is maybe a little lazy of me, as the main reason I’m writing it is because I end up in about 3-5 discussions a week about Dubsado and how it is the greatest business tool ever!
So, what exactly is a CMS system, and why would your business need one? CMS stands for “Client Management System”, now while that might sound really boring, watching it do your work for you is just so much fun! It handles all of my clients, their schedules, contracts, invoices, forms… Anything you really want it to.
Let me take a moment here to admit something a little bit stupid. When I first started my business, I was invoicing through Paypal. I was also creating contracts and paper invoices and attaching them to the Paypal invoices. This meant every client on-boarded took about 20 minutes to set-up, and received an email from Paypal telling them what to pay me. *YAWN!*. This was both stupidly time consuming and almost disgustingly impersonal…
Let me take a second to walk you through my client workflow now. If someone wants to take out one of my packages, I just assign it to their contact on Dubsado. That’s it! THAT IS LITERALLY IT!! I select a package, and I have an automated system in place that adds in the correct contract, the correct invoice, the payment plan with specific payment dates, sends them the correct questionnaires… Seriously, it’s a game changer! It also let’s me type in my own emails for Welcome Packages, Payment Reminders, Feedback Forms, you name it! And it also lets me add in my own branding and branding colours for all of the buttons, woohoo!
Not to be dramatic, but my business would DIE without Dubsado!!
Everyone should give it a go! That’s why I’m attaching a link below for a FREE 3 client trial. Give it a whirl, I’m sure those 3 clients will appreciate it. If you do choose to sign-up after your trial, this link will also give you 20% off your plan.
*yes this is an affiliate link, however I would never promote a product I don’t 1000% love! And anyway, you get 20% off your plan, and I get a free month of magical happiness*