You want to create more sales using Dubsado?
Want to attract and book more ideal clients?
Looking to turn more leads into paying clients?
And it all boils down to your client experience and the efficiency that you deal with all your potential and actual clients.
Using Dubsado you can create a seamless journey that leaves your clients with good communication, they know their next steps in the process and feel valued and supported along the way…
…this leads to more recommendations and a more consistent customer service and more importantly a quick and slick way for your clients to sign up with you. It’s a no brainer!
But before we dive into we how specifically Dubsado can help you, let’s look at what a CRM can do for your business in general to increase your sales:
You will be able to track your sales. Find out how your clients are finding you (without asking them) and start to build up a picture of where best to divert your marketing efforts.
Capturing leads in the easiest way for both you and your potential clients. Allowing clients to reach out from your website and automatically receiving the information on what happens next, without any headache for either side. Plus holding the information neat and tidy in different sections for coming back to if needed in the future.
Integrating with accounting software, allowing all accounts and their history in one place through a CRM solution reduces search time, increases productivity and helps to expand your business.
Being able to easily generate reports can help your business get more out of the data you have collected, which can be used to make decisions and implement strategies.
Being a business owner is tough. It seems like we are constantly balancing all the different aspects of running our businesses and it can get totally exhausting!
Unlike a big company, in your small business, the accountant, marketer, designer, office manager, and sales team are probably all the same person…YOU! There simply aren’t enough hours in the day to do it all!
That’s why I love Dubsado, as not only does it increase your sales, it also takes the load and gives you back some more of that precious time….that money cannot buy!
Let’s now look at some of the features of Dubsado and see why it’s so good and how it can help you increase those sales.
1. Lead Capture
A lead capture form is like a contact or enquiry form—in fact, it is exactly like that because you can embed your lead capture form on your website’s contact page! When a client completes your lead capture form, it will automatically create a client folder in Dubsado and automatically sends an email to your potential client and offers them to book a free call with you…showing good communication/interest and a speedy response to keep the interest of your potential client.
2. Contracts
Never manually type up a contract again! In Dubsado, you can create contract templates and then once you apply a contract to a client folder, it will automatically update with your project dates, client names, etc! Your clients can even sign their contracts directly in Dubsado.
3. Invoices
All of your client invoices and payments go through Dubsado, allowing it to be easy for your clients to sign up and pay!. You can connect your account to PayPal, Square, or Stripe as your payment processor (Square for me!) and make the process totally automatic. You can also set up payment plans and send your client automatic reminders when their payment is due!
4. Workflows
Workflows are the true magic and joy of Dubsado. Workflows are how automations are created. (A workflow is just another word for your client journey). A workflow can automatically send forms, emails, scheduling invites, and more. You can also create a todo for your task list and change a project’s status.
5. Scheduler
Last but not least…the Dubsado scheduler is a total gamechanger! Rather than going back and forth trying to find a good time for a call, or paying for a third-party app, it’s built right in. Clients can simply choose the time and date that works best for them. Put the control in your clients hands but having set the parameters beforehand.
Using all these features in Dubsado is how you will increase your sales and give a good, if not fabulous, consistent client experience.
If you would like to know more about Dubsado and are interested in 1:1 training bespoke to your business then you can book a call here.
