Your Sparkly Brand
How I Save 3+ Hours a Week! [Dubsado Review]
Episode notes
Hey brand owners! A few weeks ago, we talked about delighting your clients and customers. If you haven’t listened to that episode, find it here: Overdeliver: How to Delight Your Clients & Customers.
In this episode, we discuss a customer relationship management tool, Dubsado, which you can utilize to make your customers’ and clients’ journey a seamless one, and consequently, delight your customers. Dubsado is also a great tool for keeping your business organized and automating repetitive processes.
Key points in this episode…
- Meg goes to Denver and gets blown away by the incredibleness of Meow Wolf.
- Lauren’s client from over two years ago reaches out with a business referral.
- Meg wins a year-long free subscription to Dubsado.
- Lauren is pro-Dubsado and recommends it to service providers.
- Save 20% off your first month or year by signing up here: dubsado.com/?c=tassi
- Dubsado is a customer relationship management tool.
- Dubsado is highly customizable.
- What you can do with Dubsado.
- Lead capture.
- Client portal.
- Contracts, proposals and invoices all in one place.
- How you can use Dubsado to manage your business.
- Lead to discovery call.
- Automated reminders and proposal follow-ups.
- Onboarding workflow.
- Offboarding sequence.
- Downsides to Dubsado.
- It takes a while to get the hang of it as there’s a lot to learn.
- It does not serve expense tracking and bookkeeping purposes.
- Payment processing is unavailable.
- Doesn’t do email marketing.
- Dubsado can be integrated with Google Calendar.
- Benefits of using Dubsado for your business.
- Visually cohesive.
- Professional experience for your clients.
- Keeps you organized.
- Incredible customer support.
- How to get started with Dubsado.
- Free trial.
- Affiliate link in show notes — save 20% off your first month or year
- Dubsado saves Lauren 3-5 hours per week.
LINKS WE MENTIONED
Dubsado CRM System: dubsado.com/?c=tassi
Dubsado Facebook Group: facebook.com/groups/dubsado
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LET’S CONNECT
Is there a topic you’d like us to cover in an upcoming episode? Are you a business owner who wants to join us on the podcast to share your story? Send us an email at [email protected] to get in touch.
Find Lauren at laurentassiagency.com or on Instagram
Connect with Megan at megangersch.com, on TikTok, and Instagram