Friend, Dubsado is the help you have been looking for!
Dubsado is a business management tool designed to cut out the busy work of a project by automating a lot of the emails and forms you are always sending.
You can use Dubsado for things like Lead Captures, Canned Emails, Contracts, Questionnaires, Proposals and oh so much more.
Dubsado is a POWERHOUSE and you can leverage it for your Interior Design business!
If I know anything about designers, it’s that you are one busy person. You don’t have time to learn another system or test it out.
Here’s the awesome thing: You have already been creating content for the automation Dubsado offers, you just need the help to implement and test the system to be sure it is working as it should.
Stop wasting time re-writing content, copying and pasting and wasting money with various 3rd party apps to complete your processes. Consolidate your process into Dubsado and a Design program of your choice and you will be so thrilled with the change it has on your business!
I would have never been able to set all of this up on my own, and you saved me hours of headache. I’m thankful to have a process i can automate and replicate from client to client.
Schedule a free discovery call with me! This will help me better understand where your business is at and what your needs are for using Dubsado.
STEP 02. LET’S MAKE IT OFFICIAL
Sign contract and pay 50% of balance to move forward. (The remaining is due at the time of content input)
Step 03. Process Mapping
This part is so fun! We get on a Zoom call together and we discuss your entire client process. At the end you will leave with a visual chart of your process! It is in this call that we identify holes in your client experience and the content needed to build your workflow.
You get to work ensuring that all of the content that makes up your process is created and ready to implement!
Step 05. Automation Implementation
Finally, all of your hard work is complete and now it’s my turn to take over!
You pay the remaining balance and then I get to work. Your process will be streamlined into a beautiful automated system! No more wasted hours.
Once your system is completed, I will record a walkthrough video of your workflow in action and train you on how to use Dubsado moving forward.
You will have 14 days of support for any issues that may arise! I want to make sure that you step into your system feeling confident and ready to rock your client experience!
The entire set-up process was a great experience and helped us review and revise our internal processes. The instruction videos were a great reference guide and helpful training tool! We would highly recommend Hannah and the Dubsado management platform. - Aspen & Ivy
Your Investment Begins at: $1800
(50% up front to hold your spot and the additional when it is time for me to begin in Dubsado)
Ask me about your setup add-ons!
The short answer? YES. They all serve different purposes. Asana is your Project Management tool. It helps you keep Standard Operating Procedures (SOPs) for every project and makes sure you aren’t missing pieces. Your Design platform manages the nitty gritty of the design-related portions. Think vendors, sourced items (& markup), and bookkeeping. Dubsado is taking care of the client communications. It streamlines the sending and receiving of all information that you need to communicate to a client.
Nope! You can cancel all of those subscriptions and save yourself a few bucks! Dubsado has the ability to create and send questionnaires, schedule calls using a calendar (and it’ll link with Zoom!) and collect E-signatures for your contracts.
Yes and no. I recommend keeping all of your product invoicing out of Dubsado. Purely because your design program will keep better track of your markup and taxes. Dubsado makes it super easy to collect payment, so for services you can totally use it. I personally love the feature where you can link and invoice to your scheduler. So when your client goes to schedule their Consultation, they are taken to the invoice after selecting their date. By doing this, you ensure that they have paid prior to your visit and you didn’t have to ask!
It will take about 2 weeks from the time of our start date.
The specifics change from business to business, but in general you will need:
-your PROCESS for your service(s)
-your COPY for emails, proposals, and questionnaires
Send and collect e-signatures
Imbed contact form created in Dubsado onto website to pull all received info into client’s project
Create and send questionnaires
House emails as templates – no more copy and pasting!
Automate your process
Connect to your Gmail and calendar
and so many more nuanced things