Beginner’s Guide to Dubsado | How to Streamline Your Client Experience & Save Hours Every Week

Описание: #dubsado #crm #crmtutorial

Get your Dubsado account set up correctly from the start! Book a free systems strategy session with me to find out how here: https://www.amysgould.com/book-a-call

If you’re a creative entrepreneur looking to finally get organized and create a seamless client experience, this video is for you. In this Beginner’s Guide to Dubsado, Certified Dubsado Specialist Amy Pearson (formerly Gould) walks you through how to use Dubsado to manage clients, automate your processes, and save hours every single week.

Whether you’re a photographer, designer, event planner, or any creative service provider—Dubsado can help you book clients faster, wow them with automation, and take your business to the next level.

You'll learn:

What Dubsado is and why it’s the ultimate CRM for creative entrepreneurs

How to manage leads, clients, and projects with ease

The difference between lead captures, proposals, contracts, and questionnaires

How to create beautifully branded forms that make you look like a pro

How the Dubsado scheduler can book appointments for you (even while you sleep!)

Why Dubsado workflows are the secret to saving time and scaling your business

Links Mentioned
💠 Ready to set up your Dubsado account? Grab my Ultimate Guide to Getting Started With Dubsado
👉 https://amysgould.ck.page/fd88c12bab

💠 Save 30% on Your Dubsado Subscription:
👉 https://dubsado.com/?c=amysgouldco

💠 Want to dive deeper? Check out my Mastering Dubsado course:
👉 https://amygouldcompany.vipmembervaul...

Timestamps

00:00 — Welcome & what you’ll learn in this video
00:35 — What is Dubsado and how does it help creative entrepreneurs?
01:20 — Overview of Dubsado’s key features
01:45 — How Dubsado manages client info from your lead capture form
02:30 — Inside the client project area & custom project statuses
03:10 — All about proposals: how to book clients in minutes
04:15 — Using questionnaires to gather or share info
05:10 — Contracts, sub-agreements & digital signing
06:00 — Invoicing, payments, and passing on credit card fees
06:45 — How to use Dubsado’s scheduler to book calls automatically
08:20 — My favorite time-saving feature: workflows
10:00 — Real-life example of an automated Dubsado process
13:00 — Courses & next steps for getting started
14:00 — Other creative ways to use Dubsado in your business
15:00 — Free trial, discount code, and final tips

WHAT TO WATCH NEXT

🎬 How to Set up a Lead Capture Workflow in Dubsado (Create an Amazing First Impression with New Leads)

🎬 How to Create a Luxury Lead Management Process for Your Potential Clients

🎬 How to Set Up a Dubsado Scheduler and Book Appointments While You Sleep

💠 LINKS

🌐 Learn more about Amy and find resources to work less, make more, and WOW clients:
https://www.amysgould.com

📸 Follow Amy on Instagram:
  / amyspearson_  

🎙️ Love a good podcast? Check out Systems for Creatives:
https://amysgould.com/podcast

📖 Prefer reading? Find blog versions of all my videos here:
https://www.amysgould.com/blog

💌 Have questions? Reach out anytime: [email protected]

Note: This description may contain affiliate links to products I personally use and love. If you choose to purchase through one of these links, I may earn a small commission at no additional cost to you. Thanks for supporting the channel!