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Dubsado, Systems & Automation Guest User Dubsado, Systems & Automation Guest User

Step by step Guide for Using Dubsado for Bookkeeping

Well, folks, Dubsado’s done it again. And by that, we mean completely blown us away with its functionality. On top of the bajillion other features it has, did you know it’s able to even handle basic bookkeeping? This is absolutely perfect for small businesses that need a start at keeping track of their finances, but that aren’t ready for a super robust software like Quickbooks.

There are tons of simple bookkeeping tools for you to stay up-to-date on your finances and track lead generation metrics right inside of Dubsado, which is what we’re going to go over today!

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Optimize, Client Experience Guest User Optimize, Client Experience Guest User

Our Ultimate Guide to Client Onboarding + Crafting an Extraordinary Client Experience

Client onboarding is the most crucial beginning phase to starting a project with a new client. It sets the tone for the working relationship and can make or break your project depending on how you handle it. If handled poorly, it can lead to your client having a bad experience with you, and it’s the client experience that determines whether or not you’ll receive positive testimonials, repeat business, and future referrals. (No pressure!)

After working with clients during both our time as separate businesses and even after we first became business partners, we know a thing or two about client onboarding and making sure the client feels comfortable and taken care of before, during, and after the project.

With that said, let’s dive into our ultimate guide to client onboarding, plus crafting an extraordinary client experience!

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Dubsado, Systems & Automation Abagail Pumphrey Dubsado, Systems & Automation Abagail Pumphrey

5 Ways to Use Dubsado Forms to Run Your Business

We’ve said it a million times and we’ll say it again: One of our favorite features of Dubsado is their forms! Their form builder is beyond easy to use, and they’re even easier to send off to clients or embed in your website. Within minutes, you can have a beautiful form created thanks to their user-friendly layout.

Forms are so versatile and can serve many different purposes. Don’t let the categories fool you– whether it’s a proposal, questionnaire, or lead capture form, you can turn it into just about anything you need. In this post, we’re going to share different ways that you can use Dubsado forms to run your business!

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Optimize, Client Experience Guest User Optimize, Client Experience Guest User

10 Must-Have Details to Include in Your Client Welcome Packet

We preach often (probably entirely too often) about the importance of your client experience, but it’s one of the key defining factors between a client having a good time with you, referring you to others, and leaving a positive testimonial… Or not.

Mastering the art of providing an amazing experience for your clients is crucial to your reputation as a service provider. We know this sounds super scary, but it can actually be pretty dang easy. As long as you’re able to check in often, respond quickly, and provide important information, you’re already at an advantage.

One way of stepping off on the right foot with a new client is by sending a welcome packet. You may have also heard it called a welcome guide, onboarding guide, or onboarding packet. We’ve sent a welcome packet or two– or a million– during our years in business, and now we’re here to share 10 must-have details you should include in your client welcome packet!

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Dubsado, Systems & Automation Guest User Dubsado, Systems & Automation Guest User

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!

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Grow, Marketing Guest User Grow, Marketing Guest User

5 Successful Strategies to Market Your Email Opt-In

Email can be such a game-changer for businesses that want to connect with their audience in a more personal way. When you compare your people scrolling upon a social media post versus getting valuable content delivered directly to their inbox, email is the way to go if you want to build authentic relationships.

Plus, email gives you an opportunity to share exclusive content with your list, making it even more valuable to your audience. Anyone can see your social media accounts and not follow you, but your subscribers have already signed up for the long haul and are ready to devour new content as it comes.

But email marketing is more than just creating a list and hoping people subscribe to it. It takes work to make sure people know about it, and even more work to make sure that they actually want to subscribe, which is where your opt-in comes in.

Since you’re reading this post, we’ll assume you already have an opt-in created (but if not, this is the post for you) and are looking for ways to market it. If so, you’ve come to the right place! Today, we’re going to share 5 successful strategies to market your opt-in, your freebie, your lead magnet - whatever you want to call it!

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Learn, Systems & Automation Guest User Learn, Systems & Automation Guest User

How to Take Your Dubsado Forms to the Next Level Using Code Blocks

One of our favorite features of Dubsado are the forms. They’re easy to design and even easier to send off to clients or embed on your website. In fact, the design possibilities are endless, and with Dubsado’s drag-and-drop builder, you’ll have them created in no time!

You’re able to add text boxes, images, questions, drop-down menus, columns, and more to your forms, but one of the most versatile blocks in the code block. With it, you’re able to integrate third party applications directly into your proposals, questionnaires, and lead capture forms!

This means that you can completely take your forms to the next level and amp up your client experience. The possibilities for what you can embed are endless, but we’re here to give you 5 ideas for how to take your Dubsado forms to the next level using code blocks!

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Optimize, Marketing Guest User Optimize, Marketing Guest User

How to Write a Welcome Sequence that Converts Subscribers to Buyers

So you have a freebie created, your opt-in form set up, and your freebie delivery email ready to go so that you can deliver the goods when someone joins your list. But before you start telling people about it… Do you have a welcome sequence?


When someone joins your list, they’re the warmest within the first few days. That’s your window to let them get to know you more and show them what you can offer before they forget who you are or why they even subscribed in the first place. After all, first impressions matter, and this is your way to make a great virtual first impression on your audience!


We’re huge fans of welcome sequences because it means that when the time comes to sell to someone, they won’t be in the dark about who you are– they’ll already know, like, and trust you (or at least that’s the goal). So, what actually goes into a welcome sequence? Read along as we walk you through how to write a welcome sequence that converts subscribers to buyers!


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Grow, Marketing Guest User Grow, Marketing Guest User

The Complete Guide to Webinars: Lessons We've Learned from Hosting 50+ Webinars

Hosting webinars is a super fun way to engage with your audience, pitch your product or service and add amazing value. But there’s also a lot to think about!

It can be both crazy-exciting and super duper scary to host a live webinar. There are probably tons of thoughts and what-ifs floating around in your cute little brain.

“What if I forget what I want to say?”

“What if no one thinks what I’m talking about is interesting?”

“What if…?”

These are totally normal fears to have, especially if you’re someone who was scared to ever even show your face in a video, let alone host a live webinar for a group of people. This is a big step to take in your business, and we applaud you for coming this far.

We’ve hosted countless webinars (literally.. we lost track somewhere around 50), so we’ve picked up a few tips along the way that we’d love to share with you. Stick around for the end because we have a treat that will help you knock your first webinar out of the park!

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