How to use Dubsado to create workflows for your business


Using Dubsado has radically transformed my business. I have been able to automate the lead generation, proposal, and new client onboarding (not to mention the invoicing monthly clients) with ease!

Dubsado is an absolute dream for service-based businesses like VA's, OBM's, wedding biz professionals, photographers, coaches, and creatives. Basically, if you work 1:1 with clients in any manner, this could be great for you!

One of the best ways to automate your customer experience is using workflows. These are simply defined as automating various tasks (e.g. sending emails, invoices, or other forms automatically). The tasks are triggered automatically and are done in a domino-like effect.

You can make them as simple or as detailed as you'd like, depending on your business needs! 

I have created a simple tutorial to get you started in working with workflows. Check it out below!

Don't have time to get your own systems set up? Are you interested in getting your Dubsado or other systems set up?

Click on the link below to check out my done-for-you systems set up options. I seriously geek-out over setting up online systems and would love to help you!

Have an amazing week!