How to Use Dubsado as a Virtual Assistant
Dubsado is the ultimate CRM for all service-based businesses, and we especially love how useful it is for Virtual Assistants. As a VA, you likely have tons of tasks on your plate, and you’re working hands-on with clients basically every single day. You need a software that’s going to help you streamline and systematize your processes, so you don’t eventually burnout.
In this blog post, we’re going to dive into specifically why Dubsado is perfect for Virtual Assistants! Keep reading if you’ve been thinking about trying Dubsado out but have been on the fence about whether or not it would work for you as a VA. (Spoiler alert: It will.)
A Virtual Assistant for Virtual Assistants
Dubsado quite literally acts as your digital Virtual Assistant! (VA-ception?) It can take care of so many tasks automatically without you even having to think about it. That feedback survey you need to send to your clients when offboarding? Dubsado can take care of that. The third part of their invoice that you have set up on a schedule? Dubsado can send that. That initial inquiry email you send after a client fills out your lead capture form? Dubsado will send that, too.
Plus, as soon as you open up Dubsado, you’re taken to your dashboard where, at a glance, you can view your financial goal progress, how many invoices are left to be paid, how many contracts need to be signed, etc. without having to hunt for that info.
Everything All in One Place
With Dubsado, everything is truly all in one place. Whereas before you may have been sending your proposal as a PDF, your contract from DocuSign, and your invoice from Wave, Dubsado allows you to send all three in a seamless three-step process. As soon as clients select their package on the proposal, they can be taken over to the contract to sign, and then the invoice to pay. Easy, peezy, lemon squeezy!
Your scheduler is also inside of Dubsado. No need to pay for another platform like Calendly or Acuity! Dubsado’s scheduler is just as effective, and you can connect your calendar from another app with Dubsado, so all your appointments on other calendars will show up there, too.
As a VA, you likely track your time, right? You already know where we’re going with this… Dubsado has a time-tracker tool right inside of the software! You can either track general time, or you can track invoiced time for clients that Dubsado will automatically calculate and add on their invoice for you. All you have to do is enter a short description of what you’re working on at the moment, what project it’s for, and your hourly rate, and click the start button!
Saving Time and Money
Having all of these functionalities in one place saves you butt-loads of money. Take all of the tools you use right now that are super common in the VA world, like:
Calendly
Acuity
Quickbooks
Toggl
Trello
Wave
DocuSign
Now add up how much money you’d be spending monthly to use all of these tools compared to the flat rate of Dubsado’s features that cover everything the ones above do. It’s a no-brainer!
Not only will Dubsado save you money, it’ll save you oodles of time, too. Once you’ve gotten the hang of how it works, your process, and you’ve tested it manually, you’ll be ready to dig into automation using their workflows feature. This will open up a whole new world of possibilities for you. If you thought Dubsado was your digital VA before, you’ll most definitely think so after experimenting with workflows.
You’ll be able to string all of the steps of your client processes together into an automated sequence that you can apply to your projects and move clients through. There’s a huge variety of ways that you can use workflows, but it’s especially useful for automating your client onboarding process. You can read more about that in this blog post.
If you need more Dubsado assistance, we have plenty of blog posts on various Dubsado-related topics! We can help you with:
And plenty more!
Try Dubsado Now!
We wouldn’t recommend Dubsado if we didn’t think it would be an absolute game changer for your business, and trust us, we do! You can learn more about what the software can do for you and save 30% on your first month or year by heading right here.
