Dubsado CRM
Dubsado CRM
  • Видео 692
  • Просмотров 715 834
New Year, Fresh Start: How to Optimize your Dubsado account for 2025
Ready to kick off 2025 with a streamlined and optimized Dubsado account?
Join Trevor as he guides you through all of the ways you can refresh and declutter your account for the new year. He’ll review how to clean out old projects, remove old form templates, and audit your open invoices, as well as how to update and refresh your existing workflow templates, canned emails, pricing, and schedulers.
Whether you’re looking to improve your clients’ experience, save time, or align your system with your business goals, this session will help you start the year with clarity and confidence. Perfect for both beginners and seasoned Dubsado users!
Просмотров: 99

Видео

Seamless Switch: Migrating Your Clients to Dubsado
Просмотров 208Месяц назад
Looking to switch to Dubsado from another CRM? Join Trevor, Dubsado's Product Education Lead, to learn the ins and outs of migrating existing clients and projects into Dubsado. In this webinar, Trevor covers: - Importing your existing client list - Creating projects for existing clients - Importing existing forms into projects - Creating packages and invoices - Essential account setup, includin...
Dubsado in December: Your Holiday Planning Guide
Просмотров 111Месяц назад
Looking forward to spending quality time with family or taking a vacation this holiday season? Even if you’re taking a break, your Dubsado account doesn’t have to! Join Trevor for a fun, seasonal webinar where he’ll review all of the ways you can prep your Dubsado account for some well-deserved time away. In this webinar, Trevor covers: - Updating your email signature with your out-of-office ti...
Dubsado in Action: Take a Tour with Joey and Trevor
Просмотров 415Месяц назад
Ready to streamline your business and save time? Dubsado is an all-in-one tool for service-based businesses that allows you to manage your clients and projects with ease. Spend more time doing what you love, and let Dubsado handle the rest. Join Trevor and Joey in this beginner-friendly live demo to see what Dubsado can do for you, including: - Simplifying your onboarding process - Tracking eac...
Stop Chasing Guests: Automatic Podcast Bookings with Dubsado
Просмотров 1702 месяца назад
Tired of the back-and-forth with podcast guests? Let’s fix that. Join Dubsado Certified Specialist Taylor Hedden for a laid-back yet power-packed session where she’ll share the exact steps to automating your entire guest booking process using Dubsado. In this webinar, Taylor covers everything from seamless schedulers to canned emails that actually sound human, plus automated workflows that do t...
Confessions of a Mompreneur: Tools to Unlock Your Version of Work-Life Balance
Просмотров 1632 месяца назад
Are you a mom who has tried to juggle a business meeting while keeping an eye on the kids? Or maybe you’ve found yourself answering emails from the school pick-up line? If so, you’re not alone-welcome to the club! Balancing work and family is crucial for our well-being, enabling us to be more present with our family while maximizing our productivity. Join Dubsado Certified Specialist Gianni Fit...
Getting Paid with Proposals: Turn Leads into Paying Clients
Просмотров 1722 месяца назад
We all love paying clients, but nothing beats that instant ‘yes!’ right after sending a proposal. In this webinar, our Community and Partnerships leader at Dubsado is going to teach you how to get clients eager and ready to work with you by implementing clear communication, leveraging automations, and including proposal details that seal the deal. Get ready for actionable tips you can start usi...
Mastering Payment Plans in Dubsado for Your Business
Просмотров 1562 месяца назад
Unsure if you should offer payment plans to your clients? Wondering what Dubsado can actually do to help you manage them? In this webinar, Dubsado Certified Specialist Kelly McCracken walks you through the ins and outs of using payment plans in Dubsado. She covers how, why, and when to offer payment plans, and demonstrates how to set up a deposit and payment schedule that simplifies the process...
Dubsado Basics: Low-lift, High-impact Workflows
Просмотров 3723 месяца назад
Ready to dive into the world of Dubsado workflows? They’re easier to set up than you think! A Dubsado workflow is a powerful tool that allows you to automate as much or as little of your business process as you like. Using workflows allows you to reduce the amount of time spent on admin work while enhancing your client’s overall experience. During this live demo, you’ll learn how to set up a fe...
Seal the Deal: Legally-Binding Contracts, Agreements, and Email Consent
Просмотров 1363 месяца назад
Have you been wondering what should be on your Dubsado contract, or how to manage your email subscriber list? Then join us for this info-packed webinar that's all about contracts and email consent! Our guest presenter, Jaime Bell, is a business lawyer and founder of the Contracts Market. Jaime discusses (in plain english!) the contracts you should have in place no matter what stage you're at in...
Testimonials that Convert: How to Ask for, Receive, & Share Glowing Reviews
Просмотров 1323 месяца назад
Discover how to turn your clients into your biggest advocates! In this webinar, you'll learn proven strategies for asking for and receiving raving testimonials that not only boost your credibility and industry reputation, but also attract more of your ideal clients. Join Dubsado Certified Specialist Angela Munoz as she covers everything from the best timing, phrasing, and prompts to use when re...
Dubsado Deep Dive: Recurring Invoices
Просмотров 2164 месяца назад
A Dubsado recurring invoice can be a powerful tool in your automation tool belt, allowing you to “set it and forget it” - especially when autopay is set up. Recurring invoices are perfect for selling subscriptions, service retainers, and more. In this Deep Dive, join Dubsado’s Customer Education Specialist Trevor Lecka as he conducts a live demo of setting up a recurring invoice in Dubsado. He’...
From Frazzled to Focused: Time Management Strategies for the Busy Entrepreneur
Просмотров 1184 месяца назад
Feeling overwhelmed and constantly chasing deadlines? Join Lauren Barr, Dubsado Certified Specialist and founder of The Smarter Creative, for a power-packed webinar. She'll equip you with practical time management strategies to boost productivity, reclaim your schedule, and find more balance in your entrepreneurial journey. Start working smarter (and not harder) today!
Dubsado Basics: Built-In Automations
Просмотров 3744 месяца назад
Are you wondering how to get the most out of your Dubsado account, but aren’t ready to create workflows just yet? Dubsado has tons of built-in automations that you might not be taking advantage of! Join Trevor, Dubsado’s Customer Education Specialist, as he demonstrates many of Dubsado’s built-in automation features - no workflows required. These features are designed to save you time on day-to...
Dubsado Basics: Contracts & Invoices
Просмотров 3724 месяца назад
Just signed up for Dubsado and wondering where to begin? Then this webinar is for you! This is the first entry in the Dubsado Basics webinar series. With Dubsado, it’s never been easier to get a signed agreement from a client or receive payment for your services. Join Trevor, Dubsado’s Customer Education Specialist, for a live demonstration on how to customize and send your contract to clients,...
Adding YouTube into Your Marketing Strategy with Jamar Diggs
Просмотров 1975 месяцев назад
Adding RUclips into Your Marketing Strategy with Jamar Diggs
Dubsado + Zapier 102: Mastering Advanced Automations
Просмотров 2375 месяцев назад
Dubsado Zapier 102: Mastering Advanced Automations
Streamline Your Interior Design Business with Dubsado
Просмотров 2105 месяцев назад
Streamline Your Interior Design Business with Dubsado
Pricing with a Purpose: Amplify Your Profits
Просмотров 925 месяцев назад
Pricing with a Purpose: Amplify Your Profits
3 Days to Client Ready, Day 3: Onboarding for Lasting Impressions
Просмотров 2125 месяцев назад
3 Days to Client Ready, Day 3: Onboarding for Lasting Impressions
3 Days to Client Ready, Day 2: Booking Clients Quickly With Personality
Просмотров 1545 месяцев назад
3 Days to Client Ready, Day 2: Booking Clients Quickly With Personality
3 Days to Client Ready, Day 1: Creating a 7 Second Inquiry Process
Просмотров 2795 месяцев назад
3 Days to Client Ready, Day 1: Creating a 7 Second Inquiry Process
How to Book Out Your Mini Sessions in Dubsado
Просмотров 4136 месяцев назад
How to Book Out Your Mini Sessions in Dubsado
Upgrade Your Payment Processing Experience with Dubsado Payments
Просмотров 2096 месяцев назад
Upgrade Your Payment Processing Experience with Dubsado Payments
Dubsado + Zapier 101: Supercharging your Workflows
Просмотров 6606 месяцев назад
Dubsado Zapier 101: Supercharging your Workflows
Surcharging and Merchant Responsibilities | Dubsado Webinar with Redbridge Debt & Treasury Advisory
Просмотров 1738 месяцев назад
Surcharging and Merchant Responsibilities | Dubsado Webinar with Redbridge Debt & Treasury Advisory
Unlocking the Secrets of Dubsado Workflow Triggers
Просмотров 51710 месяцев назад
Unlocking the Secrets of Dubsado Workflow Triggers
Dubsado Day One: Your Blueprint for Getting Started
Просмотров 71810 месяцев назад
Dubsado Day One: Your Blueprint for Getting Started
Book with Schedulers / Lesson 2: Video Conferencing
Просмотров 358Год назад
Book with Schedulers / Lesson 2: Video Conferencing
Get Paid / Lesson 8: Managing Invoices
Просмотров 406Год назад
Get Paid / Lesson 8: Managing Invoices

Комментарии

  • @spellmanfamily7922
    @spellmanfamily7922 8 дней назад

    I am so overwhelmed 😮.

  • @WebDesignUIrX
    @WebDesignUIrX 10 дней назад

    Can you create a website in Dubsado

  • @HelloIAmCandice
    @HelloIAmCandice 12 дней назад

    I must say setting up my business has been a rewarding labor of love... Cameron you were AMAZING!!!!!!!! The BEST DubHypeMan for sure... THANKS SO MUCH!!!

  • @TangoFlute
    @TangoFlute 14 дней назад

    Ahhh... now I see why you have been so excited all along! Red Bull? lol ;-)

  • @Iamseritag
    @Iamseritag 14 дней назад

    Super excited for this!

  • @ManuelaMejiaphotography
    @ManuelaMejiaphotography 14 дней назад

    Any help on how to add a planner as another wedding vendor to the clients project

  • @designsbykeith
    @designsbykeith 22 дня назад

    Hello, is this contract template for sale

  • @keirasmyth1312
    @keirasmyth1312 23 дня назад

    So helpful 👏🏼

  • @emilywallace50
    @emilywallace50 Месяц назад

    Super useful and was easy to follow along using this video!

  • @Animebakaa
    @Animebakaa Месяц назад

    Hey what does "insufficient permission" mean when I tried to send an email to a client?

  • @loseweightwithmealplanning
    @loseweightwithmealplanning Месяц назад

    1 year later and this is the BEST one of these I've seen! I LOVE how in depth this is and feel like I can FINALLY say I have a business with this high level work flow

  • @TheMiddlemanPc
    @TheMiddlemanPc Месяц назад

    Damn wish I had watched this 4 days ago!! Can I automate in Dubsado and have it work in Flodesk through Zapier?

    • @dubsado
      @dubsado Месяц назад

      Great question! Automations (workflows) set up in Dubsado can send emails via your connected email account, but a Dubsado workflow alone won't be able to automatically send emails through Flodesk. However, you can definitely create a Zap that sends client and project information from Dubsado to Flodesk, where you can then send additional emails using the information from Dubsado.

  • @ren7815
    @ren7815 Месяц назад

    This is so old! We need an update ! Preferably with someone who uses it a little more extensively in the architecture and interior design field, rather that only the basic features!

  • @Iamseritag
    @Iamseritag Месяц назад

    Love this story

  • @terrifrohman
    @terrifrohman Месяц назад

    Did this come with resources along with the replay?!

  • @mayasimmons3331
    @mayasimmons3331 2 месяца назад

    How do you set up deposits? Can you do that

  • @nhyash0815
    @nhyash0815 2 месяца назад

    i dk whats the motto behind this short but telling that there is a system for people thats supports em in small business is a boost to ones who dreams of doing something and for ones who are fighting single handedly for their goals . Thank you for doing this short and for posting

  • @cristinahernandezphotography
    @cristinahernandezphotography 2 месяца назад

    Thank you for all the information. I still have a question though. I'm offering upsells, so I want my clients to see the proposal before paying the deposit. Apparently I can't do that. So, if I allow the scheduler to set an invoice for the deposit, so that the time slot is booked, will the Invoice that will be attached to the proposal I send reflect the deposit payment? I'm running tests but I can't make the final Invoice to reflect the deposit payment.

  • @SupernovaSites
    @SupernovaSites 2 месяца назад

    I don't have the workflow button drop down under Templates

  • @SmoothRider
    @SmoothRider 2 месяца назад

    This is straight to the point. Thanks.

  • @AndreaRuizCa
    @AndreaRuizCa 3 месяца назад

    omg thank you! we are wedding videographers and we are trying this platform for better workflows.

  • @bhedgesmedia
    @bhedgesmedia 3 месяца назад

    Please ask your hosts to invest in microphones :) It would help a lot having clearer audio

  • @cedricblackcreative
    @cedricblackcreative 3 месяца назад

    Thank you! These type of videos are indeed helpful in learning Dubsado.

  • @fellowslaura20
    @fellowslaura20 3 месяца назад

    Angela is THE BEST! Loved this training <3

  • @purplestarphotography
    @purplestarphotography 3 месяца назад

    Thank you! Just what I was looking for.

  • @RestandRule
    @RestandRule 4 месяца назад

    Wow! This was very insightful!! Thank you so much for sharing. I'm now fully convinced that I need this for my business.

  • @ai_baakery
    @ai_baakery 4 месяца назад

    You're interesting to watch! ❤️

  • @cedricblackcreative
    @cedricblackcreative 4 месяца назад

    This is very good. I am new to Dubsado and this webinar has cleared up some confusion for me. Thank you!

    • @dubsado
      @dubsado 4 месяца назад

      Glad to hear you enjoyed this webinar!! Keep an eye out for additional Dubsado Basics webinars coming up in the future, and don't hesitate to send us a chat or email if you have any questions :) - Trevor

  • @MissEJS
    @MissEJS 4 месяца назад

    Thank you! Bridal hair salon looking at Dubsado. We’ll decide if it’s for us and if so, will use your video for our set up!!

  • @n-vienailsbyniki4602
    @n-vienailsbyniki4602 4 месяца назад

    How do i connect this to different clients websites?

  • @SeanKosofsky
    @SeanKosofsky 4 месяца назад

    Is there anyway you could share your welcome email with the great art on it and the steps of the onboarding? Thanks for considering. Great video!

  • @SeanKosofsky
    @SeanKosofsky 4 месяца назад

    so do you not use the baked in statuses and move everyone to this system or do you use ones like "sent proposal" or no?

  • @thedeeptisaini
    @thedeeptisaini 5 месяцев назад

    Hahaaa... I loved that you said '...avoid Zoom for recording and you should be good!' What other free/paid alternatives would you recommend @JamarDiggs for recording, especially when recording Dubsado tutorials?

  • @laurac.nunezr.9227
    @laurac.nunezr.9227 5 месяцев назад

    Thanks for making allbof these videos, so detailed and simple to understand ❤❤❤❤❤❤ and thenk you for dubsado as a powerful resource in business ❤❤❤❤❤😊

  • @mertsevin3425
    @mertsevin3425 6 месяцев назад

    Where

  • @shaki0393
    @shaki0393 6 месяцев назад

    We in the Caribbean especially Jamaicans who are VAs would love to have access to Payoneer and/or PayPal as a Payment option with Dubsado.

    • @dubsado
      @dubsado 6 месяцев назад

      Hey there! Dubsado has paypal as an option to connect to in Dubsado already! :) Head to settings -> payments and invoices to connect

  • @agelpamella
    @agelpamella 6 месяцев назад

    Peace and love fellow trader Love the strategy!!!! Keep kicking that good ol knowledge!!!!

  • @claramaebasog93
    @claramaebasog93 6 месяцев назад

    Todd is amazing!!! 🔥🔥🔥

  • @bexvinova
    @bexvinova 6 месяцев назад

    FINALLY!!!!

  • @u_kwazi
    @u_kwazi 6 месяцев назад

    Great content 🎉 just wondering when are you rolling out the app version in South Africa?🤔

  • @ryanmosier6300
    @ryanmosier6300 6 месяцев назад

    I absolutely loved this video. How could I immolate your set up to a tea?

  • @bohohairandmakeup2720
    @bohohairandmakeup2720 7 месяцев назад

    This is great thank you, one question, how do you link the questionnaire etc. how does it know which questionnaire to link if you have several? Thank you!

  • @diannemccarthy446
    @diannemccarthy446 8 месяцев назад

    videos are blurry when reviewing the site

  • @lisahang07
    @lisahang07 9 месяцев назад

    This was a super helpful video with how to navigate with dubsado. I've only been using the time-tracker with dubsado and wanted to learn more about how to use it. Luckily this was a super quick and easy way to learn about dubsado.

  • @szaka1509
    @szaka1509 10 месяцев назад

    You are cute 💕

  • @s.dnellagay7195
    @s.dnellagay7195 10 месяцев назад

    I don't see a proposal option on Dubsado.