Are you tired of spending countless hours on administrative tasks for your business? Do you want to elevate your client communication and experience? If so, you are in the right place. Today, I’m sharing my Dubsado coupon code THEKARAREPORT for 20% off your first month or year, and sharing WHY I love Dubsado so much in my own business. If you’ve been wondering if you need a CRM or wondering what you need to make this whole business thing easier, this post is definitely for you!
I am an affiliate for Dubsado so if you sign up through one of the links on this page, I may receive a commission at no additional cost to you. If you have questions about ANY of the products I joyfully recommend, don’t hesitate to reach out to me here.
Table of Contents
What is Dubsado and Why You Need It
Dubsado is a comprehensive tool designed for creative entrepreneurs to help them manage their entire workflow process–from lead capture and project management to invoicing and payment collection. This all-in-one platform simplifies your business processes, freeing up time for you to focus on creative projects and customer interaction that really matter.
What does that mean in plain English?
Put simply, Dubsado manages your client communication. It stores and sends your contracts, inquiry forms, onboarding forms, and invoices – and keeps everything in one place. That might not be a big deal for you now if you are just starting your business and have 1-2 clients (BTW – did you know Dubsado is FREE for your first three clients?), but I can promise you that the earlier you set up your CRM the better your business will be. Here are just a few ways using my Dubsado coupon code can make your life easier.
Now, here are a few ways to use Dubsado.
Streamlining Your Business Processes
One of the biggest challenges for small business owners is managing tasks while also finding time to focus on growth. With Dubsado, you can streamline your workflow process, making it easy to manage each project from start to finish. You can keep track of client communication, automate emails, and even schedule appointments all in one place. This platform has the tools to help you reduce administrative tasks and free up your time to grow your business.
For example, imagine you are a wedding photographer. With Dubsado, you can easily create a project template for each wedding you shoot. You can set up automated emails to send to the bride and groom before and after the wedding, reminding them of important details and thanking them for their business. You can also use the platform to schedule appointments for engagement shoots and wedding day photos, keeping everything organized and in one place.
Let me give you another example of using Dubsado to streamline your business processes. As a copywriter, I can use Dubsado to create proposals and contracts for my clients. I have an automated proposal template with pricing information, an outline of the scope of services, and payment terms that I can send in a matter of minutes. This template can then be used for each client project.
After the client accepts the proposal, I can use Dubsado to generate a contract that includes all of the same information as well as any additional clauses that are necessary. Once the contract is signed by both parties, Dubsado will automatically send them their first invoice. Once that’s paid, Dubsado will then notify me so that I can begin work on the project.
Enhancing Client Communication and Experience with Your Dubsado Portal
Dubsado provides a user-friendly interface that gives clients transparency into the project management process. Your clients can receive real-time updates on the progress of their projects, view their invoices, and make payments all within their Dubsado portal.
At the same time, you can communicate with your clients through automated emails or talk to them on a personal level with user-friendly templates for quotes, contracts, and invoices. Your clients will love the transparency and personal touch, which will improve their overall experience with your company. In 2023, there are a LOT of people doing what you do. Stellar systems and processes are a GREAT way to stand out!
For example, let’s say you run a graphic design business. With Dubsado, you can send automated emails to clients when their project is completed, asking for feedback and reviews. This not only helps you improve your services but also shows your clients that you care about their opinions and satisfaction. You can also use the platform to send personalized thank-you notes to clients after a project is completed, adding a personal touch to your business relationships.
Customizable Workflows and Automation
This is probably one of my favorite features when using it as a small marketing agency. Dubsado’s customizable workflows allow you to create project templates that fit your business needs. Dubsado also offers automation tools, such as scheduling appointments and organizing clients and leads, meaning that you can keep on top of your tasks without doing everything manually. With both customized workflows and automation tools, you can take the guesswork out of managing your business.
For example, let’s say you run a social media marketing agency. With Dubsado, you can create a project template for each client, outlining the steps you take to create and manage their social media presence. You can automate emails to remind clients of upcoming social media posts and schedule appointments for strategy sessions. This helps you stay organized and on top of your tasks, while also providing a high level of service to your clients.
Let me give you another example of their customizable workflow feature. In my contact form, I ask potential clients what services they are most interested in. Depending on what they select, I can send a unique and personalized auto-response. So if you inquire about Pinterest management, for example, I can send you an auto-response with a personal message that shares Pinterest-specific information! This shows the person who reached out that you know what you are doing (and in a saturated industry – this matters more than ever).
How to Get Your Dubsado Coupon Code
Ready to take your business to the next level with Dubsado? Use TheKaraReport for 20% Off Your First Year.
Dubsado is a powerful business management tool that can help you streamline your workflow and automate your processes. Whether you are a freelancer, small business owner, or creative entrepreneur, Dubsado has the features you need to succeed.
Step-by-Step Guide to Applying Your Dubsado Coupon Code
Ready to apply your Dubsado coupon code? We’ve got you covered with this step-by-step guide:
Creating Your Dubsado Account
To get started with Dubsado, you’ll need to create an account. When you create your Dubsado account, you’ll have the option to customize it to suit your business needs. You can add your logo, brand colors, and other details to make it your own. Once you have signed up, you’ll automatically get a free trial period to test the platform. During this time, you can explore the features and determine which subscription plan best suits your needs. You can use Dubsado for up to 3 clients during the free trial – without a time limit!
Entering the Dubsado Coupon Code During Checkout
When you’re ready to subscribe, simply choose the plan that fits your business needs. I use and recommend the Premier plan to take advantage of the automated workflows, but you can start with the Starter plan if that works better for your budget in the beginning.
During the checkout process, enter your Dubsado coupon code THEKARAREPORT in the designated box to apply the discount. Dubsado’s checkout process is quick and easy, and you’ll be able to complete it in just a few clicks. Once you’ve entered your coupon code, you’ll see the savings reflected in your total before you checkout.
Confirming Your Discounted Subscription
When you have completed the checkout process, you’ll be able to access your discounted Dubsado subscription. This means you’ll be able to take advantage of all the great features that Dubsado has to offer at a discounted price.
Making the Most of Your Dubsado Subscription
Now that you have unlocked the benefits of Dubsado, you are probably wondering how you can make the most of your subscription. As a business owner, time is money, and Dubsado can help you save time and effort in managing tasks and workflow processes.
But how exactly can you make the most of your Dubsado subscription? I’ve already shared above why I believe Dubsado is the best CRM out there, but now I want to share some tips and tricks that can help you get the most out of your Dubsado subscription.
Exploring Dubsado’s Features and Integrations
First, just start to explore. Exploring Dubsado’s features and integrations can really help you get the most out of your experience. Trust me, with so many options, it can be pretty intimidating to take the time to understand them all. But, taking the time to explore (their education portal is a great place to start!) will save you loads of headaches down the line, as well as help you make the absolute most of what Dubsado has to offer.
Some of my favorite features include automated workflows, custom templates, client portals, and a comprehensive CRM. With these powerful tools at your disposal, you can manage your business more efficiently and productively. Doesn’t that sound good?
Joining the Dubsado Community for Support and Inspiration
Dubsado has a vibrant community of creative entrepreneurs, all of whom are dedicated to helping each other grow their businesses. Read blogs from fellow users, and attend virtual events to exchange tips, advice, and support so you can achieve new levels of success.
The Dubsado community and help center is a great place to find inspiration and support. You can connect with other business owners who are facing the same challenges as you and learn from their experiences. You can also share your own insights and knowledge, helping others in the community grow and succeed.
Continuously Improving Your Business with Dubsado Updates
Dubsado is always evolving to meet the needs of its users. The software is continuously improving and updating, so you can take advantage of new features and integrations that can further enhance your experience. Do you know those companies that always send you emails? Dubsado does too, but you’ll actually want to read them.
Make sure you keep up to date with Dubsado updates, so you don’t miss out on any new features that will further improve your workflow processes. With Dubsado, you can continuously improve your business and stay ahead of the competition.
Do you need a Dubsado discount code?
Have I raved about Dubsado enough at this point? Dubsado can transform your business, making managing tasks and workflow processes more manageable while giving your clients an unmatched experience. With its powerful features and integrations, vibrant community, and continuous updates, Dubsado is the ultimate tool for any business owner looking to streamline their processes and grow their business.
If you are ready to give it a try, use the Dubsado coupon code THEKARAREPORT to sign up today and get 20% off your first year!