Name: Kelley Brubaker

Comments: Once I got my statuses, tags and workflows set up and I became familiar with how Dubsado works, I see how my firm is much more efficient since Dubsado was implemented. Prior to Dubsado, I did not provide written proposals. I prepared contracts on a one-by-one basis which I could print or send by email, but they could not be electronically signed. When a contract was signed and returned, I would then send an invoice. This was never faster than a few days, but typically took a week or two.

With Dubsado, I can talk to a lead today, send a proposal as soon as we end our conversation and the proposal includes the contract for electronic signature and an invoice is attached which is required to be paid before the signed contract will be returned back to me. After I receive a signed contract, I electronically sign it and the final PDF’d contract is sent to the client for their files. Instead of one to two weeks, I can now close a lead within hours! I use several statuses to track the progress of a lead from the initial contact, scheduling of a discovery call, sending the proposal, and the signing of the contract or declination of the proposal.

Once a lead becomes a client, there are new statuses specific to clients that help track new clients vs in progress clients to clients whose contracts have ended. These statuses are important for some automated workflows I have set up in Dubsado. Workflows let me pre-program a short series of repeatable tasks. Some workflows are triggered by something a lead or client does and some are not started until I manually turn them on. I use workflows for things such as prompting a new client to complete an onboarding form which is to gather critical information I need in order to work with each client. The workflow will follow up with the client by email until they respond to the form and let me know when the form is completed and ready for the next step. Another workflow alerts me when a client is approaching the end of their contract term. This gives me a timely reminder to have a discussion with the client about either extending their time working with me or proposing a different coaching package. As for tags, I use tags to track the coaching program the client is working on with me, why I declined to work with a lead or why a lead declined to work with me.

Applications integrated: MailChimp, Google Meet, Google Calendar, QuickBooks (with plans to integrate ClickUp and Kajabi)