Dubsado: Is it really worth it?
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Managing an event-based business involves juggling client meetings, contracts, timelines, and other countless other tasks. For event professionals like planners, photographers, florists, and other service providers, staying organized is key to delivering top-notch experiences. Enter Dubsado — a customizable client relationship management platform designed to streamline your workflow.
Whether you’re sending proposals, managing contracts, or automating client communications, Dubsado provides an all-in-one solution tailored for service-based businesses. And with the recent launch of the Dubsado app, managing your business has never been more convenient, allowing you to stay on top of everything, even when you’re on the move.
Why Event Professionals Should Use Dubsado to Manage Their Business
What exactly is Dubsado?
Dubsado is a robust business management platform built for service-based businesses, including event professionals like planners, photographers, florists, and caterers. It offers tools to handle everything from client onboarding to project management, making it easier to stay organized and deliver a smooth experience to clients.
With the recent release of the Dubsado app, event pros can now manage their business operations on the go. The app provides mobile access to key features like contracts, invoices, and client communications, offering flexibility for busy professionals who need to stay on top of their work while moving between meetings, venues, and shoots. This mobile capability makes Dubsado even more valuable for those in the event industry, where multitasking and time management are crucial.
Key Features of Dubsado
Client Management - Customizable tools for tracking client details, project timelines, and communication. Perfect for managing multiple clients and projects and staying organized.
Custom Forms and Contracts - Tailored forms, questionnaires, and contracts to fit the unique needs of event planners, photographers, and other event pros.
Invoicing and Payment Processing - Integrated solutions for sending invoices and processing payments seamlessly, ensuring efficient financial management.
Project Management - Detailed workflows to keep complex events organized from start to finish, helping event pros stay on top of every detail.
Workflow Automation - Advanced automation to handle repetitive tasks like sending reminders, follow-ups, and automating key parts of the client journey.
Dubsado App - Recently launched mobile app, offering on-the-go access to manage tasks and projects. While it’s still developing, more features are expected to be added soon to further enhance mobility.
Pros and Cons of Dubsado
Pros:
Highly Customizable - Tailor every aspect of your client management, forms, and workflows to fit the specific needs of your event business.
Powerful Automation - Streamline repetitive tasks with advanced automation that saves time and reduces manual effort.
Comprehensive Client Management - Manage all aspects of client relationships, from lead capture to invoicing, in one place, making it ideal for busy event pros.
Zapier - Integration with Zapier allows you to set up workflows with other apps. An example of this is once a client has paid their deposit you can create a Zap (task) to have a folder created in your Google Drive with the new client’s name. You can learn more about Zapier in my post called Zapier Explained: How Automation Can Revolutionize Your Business.
Cons:
Steeper Learning Curve - The flexibility and customization can be overwhelming for new users, requiring time to learn and set up properly.
New App Still in Development - While the Dubsado app offers on-the-go access, it’s currently limited in features with more updates expected.
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Dubsado in Action: How Event Professionals Use It to Streamline Their Business
Event professionals across the industry are leveraging Dubsado’s powerful tools to simplify their workflows. Here are some detailed examples of how it’s being used:
Event Planners
Dubsado allows event planners to automate client onboarding by sending out personalized proposals, contracts, and invoices in a streamlined workflow. You can manage timelines, vendor communications, and event details all in one platform. With Dubsad’s task reminders and workflow automation, planners ensure every step of the event process is tracked and executed flawlessly.
Photographers
Photographers can use Dubsado to streamline their booking process, set up automated responses to client inquiries, and send out contracts and invoices without lifting a finger. Automated reminders ensure clients are prepped for upcoming shoots, and post-shoot workflows can deliver galleries, schedule follow-ups, and request testimonials. All of this allows photographers to focus more on their craft and less on administrative work.
Florists
With Dubsado, florists can schedule consultations, manage flower orders, and track client preferences through custom forms. Dubsado’s invoicing and payment processing features make it easy to send quotes and collect payments without leaving the platform. Florists can also automate the follow-up process for weddings and large events, ensuring repeat business and client satisfaction.
Caterers
Caterers can use Dubsado to handle everything from custom menu selection to event quotes. Clients can fill out tailored forms to choose their catering options, and the workflow automation sends invoices and contracts while keeping track of payments. It’s an efficient way to manage multiple events simultaneously, ensuring no detail is overlooked.
Transform Your Event Business with Dubsado
Dubsado is a powerful tool that brings customization, automation, and efficiency to event professionals. Whether you’re an event planner, photographer, florist, or caterer, Dubsado’s features can streamline your processes, enhance client management, and save you hours of manual work. From sending contracts to managing timelines, it’s designed to help you run your business more smoothly and scale effectively.
If the idea of setting up Dubsado feels overwhelming or time-consuming, I’m here to help. With my Tech VIP Day Experience, we’ll dive into your tech setup together, optimizing your Dubsado account for seamless automation and workflow management. In just one day, we’ll get your backend running smoother, allowing you to focus on growing your business. Ready to take your event business to the next level?
Let’s get your tech in order and set you up for success!
