Q&A: Everything You Need to Know About A Done-For-You Dubsado Setup
Setting up a client management system can feel like a daunting task for any entrepreneur, especially with a platform as robust as Dubsado. But with a “done-for-you” Dubsado setup, you don’t have to spend endless hours configuring workflows, creating forms, or troubleshooting. Instead, you can leave it to an expert and focus on growing your business. Below, we answer some of the most common questions about Dubsado and what a done-for-you setup entails, so you can make the best decision for your business.
1. What is Dubsado?
Dubsado is a comprehensive client relationship management (CRM) tool designed to simplify and streamline the business processes of service-based entrepreneurs and small businesses. Whether you’re a coach, photographer, virtual assistant, designer, or event planner, Dubsado offers tools to help you manage client relationships from lead capture to project completion. It combines invoicing, scheduling, task management, client communication, and project tracking into one platform.
The main goal of Dubsado is to reduce administrative tasks so you can focus on delivering value to your clients. Instead of juggling multiple apps, Dubsado gives you a centralized platform where you can manage contracts, invoices, forms, workflows, and more—saving you both time and energy.
2. What Can Dubsado Do?
Dubsado is packed with features, making it a powerhouse for automating and managing your business. Here are some key capabilities:
Client Management: Keep all your client information, contracts, and project notes organized in one place.
Automated Workflows: Set up automated workflows for tasks like sending emails, forms, invoices, and follow-ups. This means you can onboard clients, remind them of payments, and check in at critical project milestones without needing to be hands-on every step of the way.
Scheduling: Integrate Dubsado with your calendar to manage appointments and automate reminders, making it easier for clients to schedule calls or meetings with you.
Invoicing and Payment Processing: Send invoices directly from Dubsado, and connect it to payment processors like PayPal or Stripe. This allows clients to make payments securely and directly within the platform.
Form Creation: Easily create branded proposals, contracts, questionnaires, and other forms for clients to fill out, which can streamline your onboarding and data-gathering processes.
Task and Project Management: Use Dubsado to keep track of project progress, set task reminders, and collaborate with team members to make sure deadlines are met.
Overall, Dubsado’s functionality means you don’t need separate tools for invoicing, email management, or calendar scheduling, saving you the hassle and cost of managing multiple platforms.
3. What Can’t Dubsado Do?
While Dubsado is powerful, it does have its limitations. It’s important to be aware of these so you know what to expect:
Email Marketing Automation: Although Dubsado allows for email workflows within projects, it’s not designed for large-scale email marketing. You’ll still need a dedicated email marketing platform like Mailchimp or ConvertKit for list management, segmentation, and email campaigns.
Detailed Reporting and Analytics: Dubsado provides some insights into project statuses, but its reporting capabilities are limited compared to specialized analytics software. If detailed data tracking and reporting are crucial for your business, consider integrating Dubsado with other analytics tools.
Inventory Management: If your business involves tracking inventory, Dubsado isn’t set up for this. You’d need to use a dedicated inventory management system or software to track products and quantities.
Team Collaboration on a Large Scale: While Dubsado has some task management features, it’s not a comprehensive project management tool like Asana or Trello. If you manage a large team and need more robust collaboration tools, you may need to integrate Dubsado with a project management tool.
These limitations aside, Dubsado is still an excellent choice for most service-based businesses that need a client management system to handle processes efficiently.
4. How Do I Know if Dubsado is Right for My Business?
Dubsado is ideal for service-based businesses that need a streamlined way to manage client relationships, projects, and administrative tasks. If you find yourself spending too much time on tasks like client onboarding, scheduling, or invoicing, Dubsado could be a game-changer.
Here are a few signs that Dubsado may be the right fit:
You run a service-based business and want to provide a seamless client experience.
You need a way to automate repetitive tasks like sending reminders, onboarding new clients, or managing project milestones.
You’re managing multiple tools for invoicing, contracts, forms, and scheduling and want to consolidate them.
You prefer customizable solutions: Dubsado allows you to personalize templates and workflows, so you can tailor it to your business’s specific needs.
On the other hand, if your business relies heavily on inventory management, detailed analytics, or complex marketing campaigns, Dubsado alone may not be sufficient.
5. How Long Does Dubsado Setup Take?
The time needed for a full Dubsado setup depends on the complexity of your workflows, the number of forms and templates you need, and the level of customization required. For a basic setup, it might take about 1-2 weeks. More intricate setups can take up to 4 weeks or longer if additional workflows, integrations, or templates are needed.
A “done-for-you” Dubsado setup typically involves multiple steps:
Initial Consultation: You’ll discuss your business needs, goals, and preferences with the Dubsado expert, so they can understand how to set up Dubsado to meet your specific requirements.
Customization: Your expert will configure workflows, create branded forms, set up invoices, and develop custom templates.
Testing and Feedback: Before going live, the expert will test all workflows and gather your feedback, making sure everything functions as expected.
Launch: Once you’re satisfied, the setup is finalized and made live, allowing you to start using Dubsado right away.
Opting for a done-for-you setup ensures that Dubsado is fully configured to support your business from day one, without any guesswork on your part.
6. Do You Provide Support After Setup Is Completed?
Most done-for-you setup providers offer a certain level of post-setup support to help you transition smoothly and answer any lingering questions. Here are a few common types of post-setup support:
Training Sessions: Some providers include training to help you and your team get familiar with the platform, so you know exactly how to use all the workflows, forms, and templates that were set up.
Follow-up Support: Some setup providers offer a window of support (such as 14 days) after the launch, during which they’ll help troubleshoot any issues or make minor adjustments to ensure everything runs smoothly.
Ongoing Maintenance Packages: If you want continued support, many Dubsado experts offer ongoing maintenance packages, where they’ll handle updates, troubleshoot issues, and even add new workflows as your business evolves.
A done-for-you Dubsado setup can be an excellent investment for business owners who want to save time and focus on growing their business rather than navigating a CRM setup. It allows you to dive into Dubsado with the confidence that everything is optimized for your needs and that support is available if you need it later on.
In summary, Dubsado is a versatile CRM that can be invaluable for service-based businesses. A done-for-you setup not only saves you time and eliminates guesswork but also ensures that Dubsado is configured to best support your processes and client experience. If you’re ready to streamline your workflows and enhance your client relationships, a Dubsado setup could be the perfect next step.
