After our discovery call, what was most impressive is that she literally sent a nicely branded proposal, contract and invoice in less than 60 seconds after our call. I was blown away as her efficiency, and I had to know the magic formula to her quick response to close the deal. Her proven and highly recommended system was a hidden gem of CRMs called Dubsado.
Why We Made The Switch To Dubsado
1. Cost Savings
After seeing several coaches in my circle quickly switching to Dubsado to automate workflows and manage clients for their businesses, we wanted in on this best kept secret in CRM solutions. It was hard to believe for all that Dubsado offers that it is only $35 per month. It just made financial sense. We quickly made a master list of all software and did a comparison of what we could cancel that Dubsado does instead. We literally cancelled six (yes, six) different software programs and saved $210 per month ($2520/ year) in subscription fees. This was a huge cost savings to our coaching agency, and it was a time savings as well to now have a system that was able to now track time, create and house all electronic contracts, proposals and questionnaire templates, manage leads and project status and easily create automated workflows to nurture leads and schedule appointments. It was an all-in-one dream come true!
2. Easy Integration
With any major change comes the anticipation of a painful integration process of switching software. Dubsado made this process as painless as possible by offering Dubsado 101, an online learning video library with six units to educate new users on how to get started, manage projects, create forms, get paid in the platform, and book with schedulers. In a matter of a 3-day weekend, we were able to complete the lessons, apply the steps to our new Dubsado account and start testing our workflows in no time.
As an added bonus, Dubsado even offers to convert up to 10 of your existing forms and upload them into Dubsado free of charge! This is a huge game changer because we have yet to find another service who will literally partner in making the onboarding process this simple. One important piece of advice is to write out a list of all forms used in your business, map out the internal and external workflows of your business, and then create your custom automated forms and workflows in Dubsado from there. I then suggest enlisting trusted clients to beta test your workflows to ensure they are seamlessly running before rolling it out to new and existing clients.
This process not only helped streamline and automate our business, but it helped with team onboarding and training because we are no longer trying to teach them so many disjointed systems at once. It now allowed us to reestablish a firm foundation and revised our standard operating procedures so that every department was clear on its function and how Dubsado would help carry it out.
3. Dashboard View for Business at a Glance
The Dubsado Dashboard allows our team to log into Dubsado daily and see set goals and the status of our operations at a glance. We no longer have to use a separate reporting system for monthly financial goals, outstanding receivables, or automated invoicing. The dashboard gives a business at a glance overview of revenue, open invoices, daily tasks, calendar overview and recently completed functions. Now we are always in the know about our operations and daily tasks to keep the business running smoothly and set clear business goals.
How We Use Dubsado
1. Lead Generation
All Dubsado schedulers and contact us forms are used on our websites, sales funnels and social media for new prospects to easily be uploaded as leads. This helps us to easily gather, nurture and convert our leads with automated follow up and gather information through questionnaires to know how to meet their needs.
We can now go from prospects to qualified leads to discovery calls, proposals and closed deals with signed contracts and invoices. The automation does the work of 3 departments and helps us quickly respond and do business around the clock to serve our clients. No longer do we stress over custom proposals, editing contracts in separate software and creating invoices and automated payments in another. With the click of a button, we now convert and close with confidence by easily sending proposals, contracts and invoices in one follow up email within minutes.
We now schedule all functions of our business in Dubsado with the following custom schedulers that integrate to our company Gmail calendars. It even allows for video integration with Zoom so that the booking party will automatically get a link for the Zoom meeting invitation.
Coaching Client Follow Ups
Podcast Guest Booking
4. Client Project Management
Our coaching clients can stay up to date with resources, session notes and assignments with the custom client portal, one of absolute favorite features. Clients no longer have to search through emailed to keep up with correspondence with our teams, but they can log into their client portal and view their contracts, recorded sessions, invoices, handouts and any resources we want to share. It is the perfect added touch to enhance the client experience and allow for easy project management.
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Melissa D. White is the Creator and Certified Sales & Marketing Coach of The Activation Hour, LLC. As an International Speaker, Radio Personality, and Certified Life Coach. Her mission is to activate voices and amplify stories to help others been seen and heard at work and in the world.