How a Dubsado Setup Can Transform Your Client Onboarding Process
These days we are all busy people with plenty of distractions in life. So when your client decides to book with you you need to stand out from the crowd and make an impression they will rave about to all their friends!
I call this part of your process Client Onboarding and I LOVE helping my clients improve this process when we work on a Dubsado Setup. How efficiently and effectively you manage this process can set the tone for your entire business relationship.
Here's 4 of my favourite ways a Dubsado Setup helps your client onboarding go smooth AF.
Improved Communication using dubsado
Enhance your client communication with a Dubsado Setup. From the moment a client reaches out to you, you can ensure timely and consistent communication throughout the onboarding process. You can send personalised emails, forms and invoices exactly when you need. A Dubsado Setup keeps you connected with your clients by using the workflows feature throughout onboarding ensuring they get everything they need when they need it.
2. Automated Welcome Tasks
You can say see ya later to manual tasks like welcome emails, sending onboarding forms and reminding yourself to send a welcome gift. Now you can let Dubsado do the heavy lifting for you. With automated features, such as welcome emails, intake forms, and document requests, Dubsado ensures that your clients receive everything they need to get started without any delays or extra effort on your part.
3. Dubsado Workflows Customised to Your Process
No two businesses are the same, I've created 30+ Dubsado Setups for my clients and none have been the same and that's mainly thanks to how flexible Dubsado can be. Creating custom statuses allows you to really easily keep track of where your clients are at with their onboarding. Whether you want something fairly simple or your system is more complex Dubsado can handle it AND it'll work for your business, not the other way round.
4. Outstanding Efficiency with a dubsado setup
Combine all of the above and a Dubsado Setup is going to make you looking incredibly efficient. You'll have automated repetitive tasks and streamlined workflows sending out the majority of work for you. So not only can you feel relaxed knowing your clients are taken care of, they know they are too. Nothing ever gets missed again and instead you can focus on delivering great client work!
If you've been looking for a way to improve your onboarding process not just for your clients but for YOU too then a Dubsado Setup certainly has the power to do this. You'll have your clients so excited to work with you they start shouting your name from the rafters. Just wait for those new referrals to start rolling in!
So why wait? Transform your client onboarding experience with a Dubsado Setup with us today.
OR take a read of this blog to find out more about Dubsado workflows and how they will help you and your business run more efficiently.