How I use Dubsado to onboard clients quickly

May 6, 2019

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Reading Time: 4 minutes

When I got my start building websites back in the 90s, my business organisation was a mess.

For a while I built out my own systems inside my business.

I was using an FTP hosted folder to store everything for clients, and I hosted forms on my own website.

I had to either fax or mail contracts and NDAs, and then wait for the client to sign and send a copy back to me. They also had to mail a check for the deposit. This added 2 weeks to the lead time of a project, and all the hassle became frustrating, but this was 20 years ago. I didn’t have a choice.

After Dropbox and Google Drive hit the market, I started using those systems to store files. I used Google Forms for clients to submit data to a Google Sheet. Adobe Acrobat, HelloSign, and then DocuSign were my go-to tools for signing contracts. Clients paid their bills via PayPal.

This sped up the process quite a bit, but it wasn’t efficient. There was still a lot of back-and-forth going on, in addition to making sure everything worked together.

Running my business became a full-time job, even before I did client work.

I knew I needed an all-in-one solution. It took me about 6 months to find a tool that would really help me run my agency like the Boss CEO that I am.

I finally settled on Dubsado, and I am in love with this software. (and so are my clients!)

Dubsado is an all-in-one tool for client based businesses that will make your life way easier by handling client onboarding.

And by handling onboarding, I’m not joking. I spend 10 minutes or less onboarding a new client thanks to this tool.

How I onboard clients with Dubsado

Step 1. I add a client to my system.

The first step is the longest: I add the client or lead to my system. This includes business info, all their contact info, and anything I need to know for the job.

Step 2. I create a proposal.

I have a simple template inside Dubsado that I use for all my proposals. My clients no longer get choices of what kind of work they can get from me, so my proposal is the same per client. But, if I provided options, I could have them inside the proposal template. This is a great way to upsell clients.

Step 3. I attach a contract.

After I get the proposal done, I attach a contract to the client’s account. I use the same contract for every client. The contract has smart fields that automatically fill in the client’s information like business name. Inside the contract is a button for their client portal.

Step 4. I assign a portal password.

For each client I enable the portal and assign a portal password. This is where they can easily access copies of everything.

Step 5. I email the client.

From within Dubsado, I send the client an email that has a link to their proposal. They open the email, review the proposal, accept it, and sign the contract.

Step 6. The client pays me.

Based on the data collected in the proposal, Dubsado automatically creates an invoice as soon as the client approves the proposal. Clients pay their deposit via Stripe or Square as soon as they sign their contract. The invoice and payment data saves in their account for future payments.

Step 7. I email a form to get assets.

And last, but not least, after the client signs the contract and pays their invoice, I send over a form to collect project assets. This is the same form for every client, so all I do is attach it to their account, and then send them a quick email.

The whole process takes 10 minutes or less because I have setup templates inside my account. When I first started using Dubsado, it wasn’t this quick, but now that I have all my templates setup, it’s a breeze.

As you can imagine, using Dubsado makes my life easier. It’s much faster to sign a client than any other method I’ve used in the past.

Moreover, my clients LOVE it.

Clients love having a portal where they can see all their documents, and they’re always blown away by my process. Every single client I’ve signed since using Dubsado has commented on how professional my onboarding process is.

This one tool has not only made my business easier to run, but it makes me look like the legit boss CEO that I actually am.

Related: 10 Reasons You’re Stuck In Your Business

Who should use Dubsado?

  • Virtual assistants
  • Graphic designers
  • Web designers
  • Online business managers
  • Health coaches
  • Business coaches
  • Copywriters
  • Editors
  • Social media managers

As you can see, there aren’t a lot of service providers that won’t benefit from Dubsado, but I have found one: smart home installers. If you’re doing high-end in person tech installations, Dubsado won’t save you much time since you do everything in person.

But, if you’re any kind of digital service provider, Dubsado will change your life and business. I can’t imagine using any other tool to onboard clients. I even use it for business coaching clients.

If you’re tired of taking forever to onboard clients, and if you’re tired of not looking like a professional, you should give Dubsado a chance.

Click here to checkout Dubsado.

Then come back and leave me a comment. What do you think of this awesome tool?



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