Your Sparkly Brand

How I Save 3+ Hours a Week! [Dubsado Review]

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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

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    Your Sparkly BrandBy Megan Gersch & Lauren Tassi
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