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Part 3 of the Dubsado Series, is all about Dubsado features that I love! This is where I get gushy about how it has totally improved my customer service, and nailed my lead capture workflow.
In Parts 1 and 2, I’ve demonstrated how to set up Dubsado, given a tour around the CRM, and how to save time with workflows.

Today I’m sharing some of the aspects of Dubsado that mean I have less subscriptions, less moving parts, less tools to manage when I’m onboarding and taking care of my 1:1 clients – and it has been a transformation! I used to wing it – and use my memory, but once I had made too many mistakes – and kept making them – I decided it was time to get serious. These Dubsado features meant that it was actually really easy.

Dubsado Features I Love (and my clients love!)

Today’s video isn’t just a list, it’s a demonstration of all the top 7 Dubsado features that I love, so that you can see exactly what I mean, and how I use them.

Here’s it is – part 3 in the Dubsado series


Summary of my favourite Dubsado features

Just want the juicy info without watching the video?
I can do that too! Here’s a short summary of my favourites.

#1 Canned Responses

Email templates are the bomb. They are a total time saver!

#2 Forms

Whether it’s collecting testimonials, or new client intake forms, you can customise and set up any type of form you want – and it’s all kept in one place, and associated with your client or lead.

#3 Proposals

I can give my leads some choices! They just have to select the offer that they like, and they can click and pay. This is awesome for providing a customised offer – and I don’t have to create it from scratch (Hello templates!!!)

#4 The Proposal, Contract, Invoice Trio

Here’s how it looks for the client: I send them an email with a button to click with a proposal. They select the proposal they like, and a new tab opens with the contract, they electronically sign the contract, and a new tab opens and the invoice pops up ready for them to pay with their credit card. It’s gorgeous! Plus, if I’m super organised, I have a workflow that then sends them the link to book the first appointment – all without me needing to do anything! Pure gold.

#5 Invoicing

Yes – I can send invoices using Dubsado, I can set up recurring invoices, or even invoices that request a percentage of the full amount. Totally awesome.

#6 Workflows

Well, you can check out Part 2: all about workflows for this one!

#7 My Client Management sessions

One of the most powerful changes I’ve made to help me manage my clients, is to batch it! I do my client management and lead management every Monday. This means that I’m up to date with checking in (and yes, I have templates), I know where my leads are, who’s due to pay, and following up or creating invoicing – and I don’t need to think about it again until the next week. I can just show up for my sessions.
Edited 21 November

#8 An Online Scheduler!

Today Dubsado announced that their online scheduler is now live! Another reason to love it!
This means I can book in and set up workflows for all of my clients IN ONE PLACE – OMG – this is fab news!
If you want some support to help fast track this process, or help you transition to a new system that you actually use, then can book a  free systems audit with me so we can determine where to start, and what you need to get up and running with systems.


systems audit, small business coaching
aerlie small business coach
Aerlie Wildy is a business designer. business coach and mother based in the Adelaide Hills. I specialise in designing and systemising business for growth. You can connect with me on Facebook, join my Chief Executive Entrepreneurs Facebook Group, check out my Youtube Channel or Pin with me on Pinterest.