The Dubsado Client Experience Tutorial is a video walkthrough of all you need to know to knock Dubsado into shape quickly to get clients booked! Most tutorials focus on all the features, but not what to do - step by step - to implement a client experience second to none.
- Dubsado Basics - How Dubsado works, an overview of the features of Dubsado and notes on getting things up and running quickly!
- Building Guides + Proposals - Create forms that WOW and also do the heavy lifting to get your leads closed! This includes basic CSS code as well as tips and tricks to get beautiful forms fast.
- Schedule With Style - Getting clients and leads to book on their own doesn't mean you can't make it feel personal! Let's get the most out of the scheduler in Dubsado to improve client experience.
- Nurturing Emails - Creating emails that foster the sale, meet the lead where they are and help close the sales. Also what emails do you need to send once you have closed the sale? All covered here!
- Workflow for Automation - Let's use the "Set and Forget" strategy when it comes to workflows. Knowing where your lead and client is at any stage is essential to automate processes. Creating workflows that answer their needs helps you let the software do the heavy lifting.
- Putting It All Together - Now that you have your machine in place, let's turn it on, fine tune, and watch your business scale!