Creating a simple client onboarding experience with Dubsado

Are you making the best first impression with your client onboarding experience? Creating a simple client onboarding experience with Dubsado will be streamlined for you and ultra-impressive to your new client.

It starts with the lead capture form

Yes, really! How are you currently managing your prospects? Is it simple? In other words, are you string together different programs and you just happen to be the glue that holds it all together?

Oh, how do I know this?

Let me share with you how I handled lead capture before Dubsado was introduced into my life.

First, a prospect would fill out a Google Form with a list of questions about there business. Second, I would review the form and send a follow-up email with a link to Calendly so that they could schedule a call.

Third, I’d manually entered them into my project management system for follow up.

In other words, I was the glue that was holding it all together and moving it from one place to another place. This is time-consuming and not efficient.

While Zapier is a fantastic option to connect everything. Nevertheless, it is so much simpler going into one application for all the things verse three applications.

Current Workflow

When a prospect visits my website they still fill out a form, that is embedded through Dubsado. Now the form is mapped to the fields in the database, additional it adds them as a new lead, adds a tag that I’ve created with the interest and they can select how they found me.

Once the form has been completed it enters a workflow, pending the answers they’ve provided it sends the appropriate follow up email to meet the specific done for you service they need.

Scheduling too

Dubsado has rolled out scheduling too. They are so fancy, yet still so simple to use. Instead of using Calendly, I’m able to use Dubsdo for scheduling the discovery call with the prospect.

Follow Up Happens

Following the discovery call, a workflow is created for the yes and for the not yet.

For the not yet, they receive a thank you email and a task to follow up at a later time is set up.

Fyi - This is an affiliate link

Would you like to use Dubsado for managing your prospects for your business? Here is my affiliate link that provides you with 20% off your first month! Oh, and they do allow you to try it out for FREE up to three projects. Just lets you dip your toe in the water first – love it!

When the magic happens

Yay, it’s been decided, we are doing this thing together. To begin with a proposal, contract and invoice are sent out of Dubsado.

After it’s signed they go into a new client workflow, instantly the project status is changed from lead to active project. Next, they are tagged as a customer and set up on my client portal.

At the same time, all the new client information forms are sent. Immediately followed by the information about working with the Miss Task Team.

Finally, it removes the lead tag. It official.

Did it take some time to map out and set up – heck yes. Still, once it is set up say bye-bye to doing all the work manually every single time.