Dubsado is one of the most popular CRM platforms out there and for good reason. It is a robust and powerful beast! Here at Mastermind Business Services, we are huge advocates of Dubsado. Being able to have a dedicated and laid out customer experience from discovery call to offboarding is crucial. Dubsado can be your solution.
Dubsado allows you to create your own individualized customer experience. It does a lot of the heavy lifting for you, in terms of execution. Think, less tasks piling up on your to-do list — automation is a wonderful thing!
The first step? Ensuring your Dubsado system set up is flawless. This will guarantee the happiness of your clients and long-term growth of your business.
So, let’s break down our top tips for getting started with your Dubsado system setup (the right way).
Pssst…if you’re already swamped and can’t find time in your schedule to get this set up, it’s likely time to consider an OBM (they can help execute this!).
Back away from Dubsado — write out your client experience first
Before you go ahead and start to compile all the things into Dubsado, stop! It’s important to go back to basics and pull out the trusty pen and paper and do some planning. Write out exactly what your client’s experience process looks like from inquiry to offboarding.
If you haven’t perfected this process yet then now is a good time to start planning how you want this to look. Think about what happens from the time you have a discovery call with a client through the completion of the project. Remember, this is the foundation for your Dubsado set up so don’t leave anything out or half a** this part! Write down any and everything here.
Dubsado workflow set up – key questions:
- What do you currently do with clients?
- What questions do you ask them?
- What homework do you give them?
- What emails do you currently, or want to, send?
- How much do you want to be automated vs manually controlled?
- Note each and every package, form, email, scheduler, payment plan, and manual task that is involved, as well as the timing of each step
Focus on clients workflow experience first
Dubsado workflows are amazing and a key step in ensuring the success of your setup. A workflow is a series of automated steps, like sending emails and forms. When you apply a workflow to a project, Dubsado will automatically run each step for you (taking this task off your plate).
This is a great feature and one where you want to ensure you are putting your clients first. Think about what you want their experience while working with you to look and feel like.
For example, as soon as they complete a contract do you want them to get a welcome email?
Maybe they get added to a specific list? Think of all possibilities here.
You want to build your workflows to work around how you want to run your business. Workflows can be applied to any parts of your business and are applicable to all industries!
After you have given this some serious thought, you can go ahead and create these workflows in Dubsado.
Test your Dubsado setup (more than once)
Before you go ahead and run any clients through this awesome new process you’ve set up…WAIT. I know how proud you are of this and you want to start putting clients through it like, yesterday, but we need to ensure there are no tweaks needed before doing this. The last thing you want is to find out from a new client that something you sent to them wasn’t right *face palm*, let’s save you that embarrassment!
Make a test client, use a friend or try it out on a colleague. Take your time with this process and evaluate everything that is being done throughout the workflow.
Are you sending emails at the right time?
Are there any typos in the emails?
Are the forms documenting clients answers properly?
Check everything — then check it again!
Setting up your Dubsado correctly will save you time, headaches down the line and make your business stand out professionally. Yes, you do killer work, but you also need to have excellent client experience to keep those dolla bills rollin’ in month after month.
Still feeling a little meh about this process? Dubsado is our jam. We can get your systems set up, integrated, and have clients singing your praises in no time. Reach out to us and let’s chat!