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How I Streamline Client Onboarding With Dubsado

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As an Online Business Manager, I’m always on the lookout for tools that I can use that will help my business processes become more streamlined. I always aim for a hassle-free process for myself and a luxury vibe for my clients as they go through the client journey I set.

Now, I’m not the kind who’d buy all the tools that are hot in the market. I’m very intentional with what I use, which is why I really take the time to figure out what I need in my business and explore the tools available to ensure that whatever I get really fills the gaps – not just add to the clutter.

One of my favorites is Dubsado. Onboarding clients used to be super time-consuming for me.

This is what my process used to look like: After the discovery call, I would prepare our contract and send it via a fillable PDF form. Once the client signs, they email it back to me and I sign it too. An invoice is sent to them to settle the agreed amount. Upon payment, I then create a project for the client in Asana, our project management tool. The work starts there.

The process I used to have was okay at first. However, when my client base started growing as I also grew my team, it has become difficult to stay on top of the contracts and invoices.

Sure, I can just outsource it to one of my team members. But, I always prefer to automate first before I decide to delegate.

So, when I discovered Dubsado, it was love at first sight!

Client Onboarding With Dubsado

From Dubsado, I get to just send my clients to one page where they can view their contract, sign it, then pay the bill. Everything is one place; everything is automated!

My clients loved the whole process too because it is much easier than exchanging emails and files.

I have yet to explore the Scheduling feature, but Dubsado also has an option to schedule appointments for you, which is AH-MAZING because that means I can add the process of Strategy Call bookings to my Dubsado workflow.

Do you have a client onboarding process in place? If you’re looking to streamline yours as well, I highly recommend Dubsado!

Click here to sign up for a Dubsado account. They are having a birthday sale from February 22-26 so grab that chance to get 20% off!

Kimberley Reyes

Kimberley Reyes is an Online Business Manager for entrepreneurs who are ready to get off the hamster wheel and step into their CEO shoes. On top of helping her clients get organized and scale their businesses, she is also happily busy raising her five kids with her firefighter husband.

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