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I’m officially building my first Al app. No code. No hoodie-wearing co-founder. Just me, my idea, a no-code tool called Lovable.dev, and two years of quietly training an Al on everything I know about marketing, messaging, and digital products.
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How to Use Dubsado Custom Mapped Fields
Do you ever wish there was a way that you could keep information on file for your clients in Dubsado aside from the default basic contact and project info? Say you’re a wedding planner and you want to easily keep track of guest count, or perhaps you’re someone who loves sending gifts to your clients on their birthday.
Whatever the case may be, you’re able to collect and keep track of this information using custom mapped fields. A custom mapped field is a place on a client profile or project to store information in the form of text or a date. You’re able to add fields that are relevant to your business, so you can always have it at a glance, or even use an integration with Zapier to add this info to other tools.
Today, we’re going to go over everything related to custom mapped fields in Dubsado and how to use them!
Everything You Need to Know About Dubsado Canned Emails
Do you ever find yourself writing the same email to clients multiple times? At this point, it’s just a part of your usual process. While we’re sure you’re probably not a stranger to canned responses in Gmail (They’ve been a lifesaver for us), what you may not be aware of is that you can create them in Dubsado.
You’re able to add canned emails to automated workflows or send them manually, and they’re an absolute time- and headache-saver. Instead of having to rewrite the same email multiple times in a different platform outside of your CRM, you can bring that function inside of it since Dubsado also connects with most email services to allow you to send and receive emails straight through the software.
In this blog post, we’re going to be breaking down canned emails from start to finish. Don’t worry, this won’t be a super long one. Canned emails are so simple to use, you can have yours up and running in as little as 10 minutes!
Our Top 3 Favorite Dubsado Features
Dubsado is our absolute favorite CRM because it brings the perfect blend of simplicity and robustness. It’s laid out in such a user-friendly way, yet it takes care of so many functions that the average business owner would need. From their forms, to workflows, to client portal, Dubsado is truly an all-in-one platform that we just can’t get enough of. Out of all of these amazing features though, we want to share our top three favorites.
How to Automate Your Client Onboarding Process
Contrary to popular belief, you can automate your client process and still sound like a human.
If you searched every page of our website for the words “automation” or “automating”, it’s likely that more results would come up than there are people in the state of Missouri. We talk about it so much because we’re in love with it! We’re two women with a lot of stuff on our plates, and whenever we can put something on autopilot, we’re all over it in a heartbeat.
One of the key places we believe automation should happen is in your client onboarding process. Wait a second, we see that grimace on your face. Oftentimes, it isn’t thought that “automate” and “client” should be in the same sentence together because automation usually brings images of a robot *beep boop beep*, and no one wants to seem like a depersonalized robot to the people that are going to be giving you their money.
But what if we told you there’s a way you can automate your client onboarding process while, yes, still sounding like a human being? In today’s blog post, we’re going to take a dive into how you can do this in Dubsado so that you’ll have more time on your hands to care for your clients like the human you are.
4 Things to Automate Using Dubsado and Zapier Integration
We all know how much we love Dubsado’s workflows (so much so that we wrote a whole blog post about them, which you can check out here). But what you may not know is that, although their native workflows serve tons of amazing actions, you can take your automation game one step further by integrating with Zapier.
We’ve been around the block with Zapier a few times, so much so that we could dub ourselves Zap experts, and we’ve thought of more ways that you can take Dubsado to the next level! Keep reading to learn 4 more things you can automate using the Dubsado and Zapier integration.
How to Create a Beautiful and Branded Client Portal in Dubsado
Dubsado is one of our favorite CRMs, and a big reason for that is because it’s so robust. There are tons of features that are needed by any service-based business, and one that we think is sometimes overlooked is the client portal. Not only is it useful for your clients to easily keep track of files, emails, and documents that you’ve shared with them, but it also adds that “wow” factor to their experience.
We’re all about branding everything, so it’s no surprise that we fell in love when we learned that the client portal can also be branded. With a few quick tweaks in your settings and 15 minutes in Canva, you can have a beautifully branded client portal.
The Ultimate Guide for Dubsado Features and How to Use Them in 2021
Dubsado can seem like this monster CRM that you really want to learn but are just too intimidated to do so. While it is a super robust software, it actually isn’t as hard to learn nor navigate as you might think. In fact, it’s one of the more user-friendly softwares that we’ve come across during our business journey, and it’s only gotten better since we first laid eyes on it a few years ago.
From forms to call schedulers to automated workflows, there are many features that beautifully work together to make your client processes as easy and streamlined as ever. We believe in its power to change your business around for the better, which is why we want to give you a complete guide to Dubsado’s features, how to use them in 2021, plus more tips to better your experience so that you’re using it to its fullest potential!
5 Steps to Use Dubsado to Launch a New Business or Service
So, you’re either about to launch your business or add a new service, but you want to know if the logistics of that are possible using just Dubsado? We’re here to tell you that the answer is yes!
Dubsado is a CRM that has many robust features that can be turned into whatever you need them to be to help you launch, meaning you don’t even need a website nor sales page to make it happen. For example, lead capture forms can be turned into waitlists, proposals can act as a landing page, workflows can allow you to send automated emails, and more.
We know you’re wondering But how?, so that’s what we’re going to dive into today!
The Ultimate Guide to Creating Dubsado Workflows
One of the ultimate ways to make Dubsado serve as your very own Virtual Assistant is to utilize Dubsado Workflows. Workflows are our absolute favorite feature of Dubsado because we’re able to automate so many aspects of our usual client process. In turn, this frees up so much time to allow us to give our clients and their projects the attention that they deserve without worrying about chasing down payments, sending off emails or forms, scheduling meetings, and so much more.
Keep reading to learn more about workflows, how they work, what you should do before creating them, and how you can be using them in your business right now!
How to Automate and Personalize Your Client Experience Using Dubsado
As a service provider whose calendar is quickly filling to the brim, it’s imperative to find ways to free up space so that you can feel less stressed and overwhelmed, plus have more time to take care of your clients. The key method of getting back as much time as possible is automation.
Automation, quite simply, is when you put certain tasks or processes on autopilot in your business. (Personally, any and everything that’s able to be automated, we automate it.) These tasks either completely run on their own, or they require extremely little effort from you to make it happen.
Our Top Time Saving Secrets to Managing Clients
When you’re working with clients, saving time is the biggest concern for our audience. An overflowing task list is like a dark shadow that keeps looming over you because you know it’s coming soon, but you’re trying everything in your power to stop it.
We’ve been to that point, especially when we were offering 1:1 services, but we’ve picked up a few time saving secrets to managing clients over the years. In this blog post, we want to share these secrets with you!
5 Ways to 5x the Value of Your Services (Without Increasing Your Time)
When it comes to serving clients, we’re big on making sure you’re providing an exceptional client experience, care, and value through your services. But when you think of the word “services”, what comes to mind? It’s much more than just doing the work that you offer— it also encompasses every aspect of their time with you from onboarding to offboarding.
However, while we think the value of your services is important, we think that saving time where you can is just as important. So, in this blog post, we’ll be breaking down 5 ways to 5x the value of your services without increasing your time!
The Beginner’s Guide to Dubsado
Dubsado boasts proudly that they’re an all-in-one CRM (as they should), but we understand that it’s common to get a bit scared at that thought. What will you do with all of the features? Is it too robust for your needs? It can be a bit overwhelming for a first-time user or someone who’s browsing different CRMs to invest in for their business.
When you understand all the different features and their functions, though, you can see how nicely they flow together. Every feature complements the next, and it really helps eliminate the confusion when you understand how they work. With that said, this is the beginner’s guide to Dubsado!
Why Dubsado is the #1 CRM for Service-Based Businesses
If you’ve been a reader of our blog for a while, you may have picked up on something: We. Love. Dubsado. Like, we’re quite possibly the world’s biggest Dubsado fans. We recommend it to every single service provider we know because that’s just how much we believe in the results that it can achieve service-based businesses.
But we know that there are those who have their doubts about whether Dubsado really is the best, not just in our eyes. So, in this blog post, we want to break down exactly why Dubsado is the #1 CRM for service-based businesses.
How to Use Dubsado as an Interior Designer
If you’ve happened to check out our blog in the past month or so, you may have picked up on a sort of mini series that’s been happening here where we walk through how to use Dubsado for different types of service providers. So far, we’ve covered virtual assistants, wedding planners, and photographers, and the list series continues with today’s post for interior designers!
We’re hardcore Dubsado lovers and quite possibly the biggest fans ever. It’s our favorite CRM to recommend and talk about because we have so much faith that it can make a dramatic difference in how every service provider runs their business. So, if you’re an interior designer who’s been eyeing Dubsado or trying to find a great CRM, keep reading!
Welcome to My Blog
Hey, I’m Abagail Pumphrey!
You know when you are so deeply passionate about something you can’t help but share it? That’s how this blog has felt for the last decade. I’ve written about my latest strategies, tech how-tos, experience with scaling and so much more. I hope you find just what you’re looking for. We’re here to help!
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