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Here’s Part 2 of my Dubsado series where I’m demonstrating how you can save time with workflows using Dubsado as a CRM. I’ll also provide some examples of how you can use them.

What is a workflow

Workflows are a great way to automate parts of your customer service. You can find out how to save time using workflows by mapping out your customer journey, and setting up some email templates.


Once you have the email templates, you can set up the ‘triggers’ (ie, a client completing a form, a specific date, signing a contract, or paying an invoice).


Once the trigger is identified, you can  set up the corresponding action – such as a welcome email, a thankyou email, or a ‘book here’ email.


Workflows can also be called automations, and you will find them in many areas of email marketing. They are really important in your client management processes, and clarity in your onboarding is a huge time saver!

Automating aspects of client onboarding means that your clients don’t have to wait for you for each step of the process. You can set up the emails so that all of your clients receive the same message, and are able to take the next steps – so it saves time for you and them.


This doesn’t mean that the automated messages are impersonal. You can still insert your own voice in them – and there’s still room for you to have real time communication once they’re on board.

How to save time using Workflows

Watch the video today for a demonstration to save time using Workflows in Dubsao, and some examples of how I use it in my client management systems.

Part 1 in the Dubsado Series is about how to set up and get started with Dubsado.
I demonstrate using a sample set up (not my actual CRM), and show you around, get familiar with what it does and how you can start to save time and manage your 1:1 clients more effectively and efficiently – without relying on you for every step.
Stay tuned for Part 3, on my 7 favourite features of Dubsado.

Your Next Step

If you want some support to help fast track this process, or help you transition to Dubsado, 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 your workflows and 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.