Dubsado for Managing Your Prospects
Dubsado for managing your prospects
Utilizing Dubsado for managing your prospects is an ingenious time-saving move as a business owner.
For Reals
Yes, really! How are you currently managing your prospects? Let me share with you how I handled them before Dubsado was recommended to me by a Mastermind Sister.
A prospect would fill out a Google Form with a list of questions about there business. I would review the form and send a follow-up email with a link to Calendly so that they could schedule a call.
They would get entered into my project management system for follow up. All pretty manual, ya I know I could use Zapier to connect everything. However, it is so much simpler going into one application for all the things.
And Now
When a prospect visits my website they still fill out a form, though this form is from Dubsado. I’m able to map the fields, create a new lead, tag them with interest and 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.
Following the discovery call, a task to follow up at a later time is set up or if we both decide to say“yes” to working together than a proposal, contract and invoice are sent out of Dubsado.
A Little Side Note
This isn't the first time that I've professed my love of Dubsado.
After it’s signed they go into another workflow, that actives them on my client portal, send them all the information they need about working with the Miss Task Team and creates a project. Did it take some time to set up – heck ya. Still, once it is set up say bye-bye to doing all the work manually every single time.
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!