Have you recently added Dubsado to your business tools? Congratulations! Dubsado is an amazing business management tool that will help you to simplify your business processes and create memorable client experiences!

However, if the excitement of this shiny new system has turned to some anxiety about how to set it all up, this post is for you! Getting started with any new system can be intimidating and time-consuming, and Dubsado boasts some impressive all-in-one features… 

So, to help smooth the learning curve and support you to start enjoying all those benefits today here’s my top 6 tips to help you get started with more clarity and ease.

1. Plan everything out first

Before you start building anything within Dubsado, you’ll need to identify and map out your customer journey from start to finish. 

Why? Because trying to keep track of all the steps in your customer journey whilst setting up your Dubsado is a recipe for confusion. 

To get started, you’ll need to decide whether your business has a simple customer journey (with just a few, repeated steps), or a more complex customer journey. 

Whether your workflow is simple or more complex, you can automate as much or as little as you want within Dubsado. Obviously, the more that you automate the better, however, it’s up to you and your preferred process. 

For more complex customer journeys (and to really make the most of the time-saving capacity within Dubsado), you’ll need to set up automated sequences that run from the first contact you have with a client until you receive their final payment and feedback. 

You can learn more about customer journeys and workflow mapping here

2. You need to create the content first before you start building your workflows

Once you have your customer journey ready, it’s time to plan and create your content before you start to build your workflows. 

Taking this step now will save you a lot of time and headaches down the road. It’s so much easier to focus on setting up your workflow when you’re not also trying to work out which piece of content needs to come next. 

What is a workflow? 

Workflows are where all the magic happens within Dubsado! With a workflow, you can automate your processes and they will trigger certain actions, such as sending a form to a client, creating a to-do task, or sending an appointment scheduler. 

Learn more about workflow mapping here

3. There’s more than one “right” way to use Dubsado

Your business will work differently and have different needs than someone else’s. And, the great news is that within Dubsado there are multiple ways to approach the same outcome. 

This provides a lot of flexibility to set Dubsado up to suit your specific requirements and really make it work for you and your business! 

Sometimes though, people have come to me worried that their Dubsado workflows look different to those of their peers. If you’re feeling concerned about this, remember – there’s no “right” way to go about it. Every system set-up will look different, even in businesses in the same industry.

And, if you get stuck, there are Dubsado specialists (like me) who can help you out!

4. Automate as much or as little as you want or need

If automating processes within your business is new to you, that’s okay! With Dubsado, you can automate as much or as little as you want and need to! 

And, you can build up your automations as you become more confident with the system. In other words, your Dubsado automations can evolve with your business. 

If you’re looking for inspiration, check out 10 ways to automate your business

5. Test everything!

Within Dubsado, you can set up a sample project with a fake client to test things out inside your account. 

This gives you a way to safely get familiar with your new Dubsado account and make sure everything is working without your clients seeing the result. 

Then, once you’re feeling confident, you can start to build out your features and workflows. Test each of these processes as you go to make sure they’re set up correctly. 

Thanks to the AMAZING flexibility within Dubsado, it’s important to always test EVERYTHING before you make it ‘live’ to ensure all the settings are working and that the client experience will support your brand and your vision. 

6. Get professional support

If you’re ready to spend less time worrying about whether your Dubsado workflows are set up correctly, support from a Certified Dubsado specialist can be a game changer. 

So, if the learning curve is feeling overwhelming, or you just don’t have the time to set up your Dubsado workflows, my Dubsado Done For You packages are here to help! 

As a Certified Dubsado specialist, I take care of every aspect of your Dubsado set-up, from mapping your customer journey and identifying the content needed, to creating all your packages, payment schedule, forms, emails (and more)…to building and testing your workflows.

If you feel like Dubsado Done For You could be the solution, simply book a Clarity Call with me today to get started.

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