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

<p>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: <a href="https://spotifyanchor-web.app.link/e/NF0lR0tZxub" target="_blank"><u>Overdeliver: How to Delight Your Clients &amp; Customers</u></a>.</p> <p>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.</p> <p>Key points in this episode…</p> <ul> <li>Meg goes to Denver and gets blown away by the incredibleness of Meow Wolf.</li> <li>Lauren’s client from over two years ago reaches out with a business referral.</li> <li>Meg wins a year-long free subscription to Dubsado.</li> <li>Lauren is pro-Dubsado and recommends it to service providers.</li> <li>Save 20% off your first month or year by signing up here: <a href="http://dubsado.com/?c=tassi" target="_blank"><u>dubsado.com/?c=tassi</u></a></li> <li>Dubsado is a customer relationship management tool.</li> <li>Dubsado is highly customizable.</li> <li>What you can do with Dubsado.</li> <li>Lead capture.</li> <li>Client portal.</li> <li>Contracts, proposals and invoices all in one place.</li> <li>How you can use Dubsado to manage your business.</li> <li>Lead to discovery call.</li> <li>Automated reminders and proposal follow-ups.</li> <li>Onboarding workflow.</li> <li>Offboarding sequence.</li> <li>Downsides to Dubsado.</li> <li>It takes a while to get the hang of it as there’s a lot to learn.</li> <li>It does not serve expense tracking and bookkeeping purposes.</li> <li>Payment processing is unavailable.</li> <li>Doesn’t do email marketing.</li> <li>Dubsado can be integrated with Google Calendar.</li> <li>Benefits of using Dubsado for your business.</li> <li>Visually cohesive.</li> <li>Professional experience for your clients.<