This was a very good review. I've been watching so many reviews that I'm tired of them. But this one was clear, concise, and straight to the point. No useless fluff. I did not have to speed up, and or skip sections. Thank you. This is a tough decisions. I may go with Dubsato because of the no time limit on the free trial. That will give me more time to even figure out how to use a CRM system. But I also might rewatch your video before I decide, lol.
@@emakatiraee - I signed up for Dubsado. Setting up now. I looked at the videos on Dubsatos page, almost put me to sleep. So I'm using your videos to get me setup. Thanks again.
@@DarrinJackson76 awesome! I have a couple playlists on this channel that can help - the first one takes you through your account settings, the next will help you build the templates you need to use.
@@emakatiraee - I jumped I'm the rabbit hole with both feet. I found that I have to watch a little bit of all of your videos to gain and understanding of how these CRM systems work before I can even begin programing my own. I like how you embedded the Discovery into your webpage, and booked the zoom call with the intake form. But after the zoom call, then how do you initiate the contract signing and the work start flow? Do you manually start it inside of Dubsado?
@@DarrinJackson76 exactly. My inquiry workflow is taken care of with the scheduler with the lead capture form attached to it. After each discovery call, if they decide to work with me I manually start the booking workflow which sends them a proposal with a contract and invoice attached to it. It also sends reminders after a few days and if they haven't submitted their proposal in 7 days it moves them to a "lost" status.
This was an amazing breakdown. I've watched several videos and your video by far was the most comprehensive. You mentioned several things that true business owners would be concerned about. Thanks a bunch!
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This was a very good review. I've been watching so many reviews that I'm tired of them. But this one was clear, concise, and straight to the point. No useless fluff. I did not have to speed up, and or skip sections. Thank you. This is a tough decisions. I may go with Dubsato because of the no time limit on the free trial. That will give me more time to even figure out how to use a CRM system. But I also might rewatch your video before I decide, lol.
Thank you so much! It means a lot that you took the time to write these comments. I really appreciate it. So glad that this video was helpful for you.
@@emakatiraee - I signed up for Dubsado. Setting up now. I looked at the videos on Dubsatos page, almost put me to sleep. So I'm using your videos to get me setup. Thanks again.
@@DarrinJackson76 awesome! I have a couple playlists on this channel that can help - the first one takes you through your account settings, the next will help you build the templates you need to use.
@@emakatiraee - I jumped I'm the rabbit hole with both feet. I found that I have to watch a little bit of all of your videos to gain and understanding of how these CRM systems work before I can even begin programing my own.
I like how you embedded the Discovery into your webpage, and booked the zoom call with the intake form. But after the zoom call, then how do you initiate the contract signing and the work start flow? Do you manually start it inside of Dubsado?
@@DarrinJackson76 exactly. My inquiry workflow is taken care of with the scheduler with the lead capture form attached to it.
After each discovery call, if they decide to work with me I manually start the booking workflow which sends them a proposal with a contract and invoice attached to it. It also sends reminders after a few days and if they haven't submitted their proposal in 7 days it moves them to a "lost" status.
This was an amazing breakdown. I've watched several videos and your video by far was the most comprehensive. You mentioned several things that true business owners would be concerned about. Thanks a bunch!
Thank you!! I really appreciate your comments!
This was such a high-quality and thorough breakdown. Thank you for your hard work!
Thank you so much! ❤️
Amazing review, straightforward and very clear. Thank you Ema!
Thank you!! Glad it was helpful for you.