Dubsado

Starting a creative business can feel overwhelming. There’s a never-ending list of things to figure out—and you’re worried you’ll miss a step or get something wrong. That’s why we created The Ultimate Day 1 Checklist for Creative Entrepreneurs—a free guide that helps you focus on the most important steps first. From contracts to client onboarding, this checklist outlines the essential processes that set your business up for long term sustainable success—so you can feel confident, stay organized, and spend more time doing the work you love. ?? Link in comments to download the checklist and start strong.

?? From part-time local photographers to full-time destination wedding production team—Michael & Nicole of Berlez were scaling fast, but their old CRM was slowing them down. ? Disjointed workflows ? Inconsistent branding ? A frustrating experience for clients and planners who needed easy access to documents ...made running their business harder than it needed to be. Then they switched to Dubsado. Now? ? Custom-branded forms that make a killer first impression ? A seamless client experience—no more codes blocking access to documents ? Improved closing rates for new bookings ? Instant lead + payment alerts via mobile, keeping them in control on the go ? 20% year-over-year business growth and expansion of destination services ?? "When we were using another CRM, the client experience felt like an afterthought. Now, when clients enter our sphere, they get a very tailored, one-of-a kind experience compared to all of our competitors. They feel like we genuinely care about them, and that every part of the puzzle was made specifically for them." Read the full story with the link in the comments! ??

Referrals are great, but testimonials? They’re like referrals that work for you around the clock. When potential clients visit your website and social channels, open your proposal, or read your lead emails, testimonials build trust and credibility to give them confidence in moving forward. ???92% of people read online reviews before making a purchase. ???95% say testimonials influence their buying decisions. But not all testimonials are created equal—a vague “They did an amazing job!” won’t do much for your business. The best testimonials follow this framework: ? Before – What problem were they facing? ? During – What was the experience of working with you? ? After – What results did they see? If you’re not sure what to ask to get testimonials that actually help you convert, we’ve got you covered. We're sharing a breakdown of the best questions to ask on your client feedback form, when to ask them, and how to automate it in the comments.

Did you know that responding to a lead within 1 minute of their inquiry can boost conversions by 391%? ?? But let’s be real—who has time for that when you're wearing all the hats in your business and living your life? With automated workflows in Dubsado, you can instantly: ? Follow up with when they can expect a response if you need to assess your availability or qualify their inquiry first before taking the next steps ? Send resources to keep them in your world like an investment guide, portfolio of past work, or invite them to follow you on social platforms ? Guide them toward the next step like sending a consultation scheduling link …all without lifting a finger. ?? No more lost opportunities, no more days-later responses. Just seamless, polished client experiences that help you book more business while staying focused on what you do best. How are you currently handling lead follow-ups? ??

?? A better way to accept in-person payments is here. No more sending payment links and waiting. No more chasing invoices. No extra hardware needed. With Tap to Pay and Dubsado Payments powered by Stripe, you can accept contactless payments instantly—debit/credit cards, Apple Pay, Google Pay, and more—right from your smartphone. ?? Boost your revenue with surcharging, gratuity, and lower in-person transaction fees (varies by location). ?? Deliver a professional, seamless payment experience that builds trust with your clients. ?? Get paid on the spot—no delays, no awkward follow-ups. ?? It’s quick to set up and uses built-in security features to keep transactions safe and encrypted. ?? Learn more and see location availability + compatibility details: https://lnkd.in/gHSEMZNy Also launched: the new Invoice List—now you can view, filter, and manage invoices all in one place in the app. Head to the More tab → Invoices. ?? ?? How would Tap to Pay change the way you get paid? Drop your thoughts below!

?? A better way to accept in-person payments is here. No more sending payment links and waiting. No more chasing invoices. No extra hardware needed. With Tap to Pay and Dubsado Payments powered by Stripe, you can accept contactless payments instantly—debit/credit cards, Apple Pay, Google Pay, and more—right from your smartphone. ?? Boost your revenue with surcharging, gratuity, and lower in-person transaction fees (varies by location). ?? Deliver a professional, seamless payment experience that builds trust with your clients. ?? Get paid on the spot—no delays, no awkward follow-ups. ?? It’s quick to set up and uses built-in security features to keep transactions safe and encrypted. ?? Learn more and see location availability + compatibility details: https://lnkd.in/gHSEMZNy Also launched: the new Invoice List—now you can view, filter, and manage invoices all in one place in the app. Head to the More tab → Invoices. ?? ?? How would Tap to Pay change the way you get paid? Drop your thoughts below!

?? March webinar lineup with the resources you need to succeed at doing what you love! ?? Get Paid Like a Pro: Invoicing in Dubsado Wed, Mar 12 | 10 AM PT Hosted by Trevor Lecka, Product Education Lead ??? Beyond Dubsado: Smart Tools & Integrations for Business Efficiency Wed, Mar 19 | 10 AM PT Hosted by Jecelyn Shenkin, Certified Dubsado Specialist ??? Mapping Your Client Journey: Designing a Premium Experience Wed, Mar 26 | 10 AM PT Hosted by Colie James, Certified Dubsado Specialist Register and get access to the replays if you can't attend live → dubsado.com/livewebinars. Tag a fellow business owner who could benefit and let us know which session you are most excited about in the comments! ?? Need to catch up on last month's webinars? Head on over to our Youtube Channel → https://lnkd.in/dd_pSPTV ??Live Demo: Discover the Dubsado Difference ??Dubsado Form Design Workshop Pt 1: Code-Free Forms ? Dubsado Form Design Workshop Pt 2: Coded Forms ??Dubsado Designed For You (with a sneak peek at Dubsado 3.0! ??)

Nine years ago, Dubsado started with a simple idea—to help business owners spend more time doing what they love. What began as a family dream has now empowered over 120,000 entrepreneurs worldwide. The best is yet to come—and we’d love for you to be part of it. ?? Celebrate with us—our 30% off first year with an annual plan birthday sale + giveaway for a free year ends Wed Feb 26 at 3pm PT! dubsado.com/rebrand-sale

One of the biggest myths about CRMs and automation? ?? That they make client relationships feel cold and impersonal. But what if automation didn’t feel automated? What if your entire client journey—from first inquiry to project closeout—felt personal, polished, and unmistakably you? With Dubsado, personalization is built into every step: ?? Custom URLs, browser tab titles, and favicons to reflect your brand ?? Smart fields (default and custom) that pull unique client details into emails and forms ?? Branded forms + personalized client portals (complete with custom banners and even GIFs) ?? Customizable emails to maintain your brand voice ?? Manual approval options to customize forms, emails, and timing prior to sending for thoughtful delivery And when life gets busy? (Because when isn’t it for a business owner?) Your clients still receive a premium experience. Every. Single. Time. We’re offering 30% off your first year, double affiliate rewards, and a chance to win a free year for three lucky winners—now through Feb 26, 3 PM PT. ?? We’d love to hear from you: How do you keep automation personal in your business? Drop your thoughts below! ??

Meet Elizabeth McCravy, a graphic designer who went from solo freelancer to a thriving entrepreneur with Dubsado. ? Before Dubsado, Elizabeth was drowning in admin work—designing contracts and invoices in Adobe, forgetting about unpaid invoices, manually accepting payments which sometimes meant delay in getting paid, and juggling client details in a notebook which left her less time to do what she loved best—designing for her clients. Now? She’s running a multi-faceted business with ease, automating customized workflows for her various services, and delivering a premium client experience. The result? More clients, more revenue, diversified income streams (including 6-figure salaries and $1.4M in website template sales!), and more time for moments that matter most as a mama of two with one on the way. Swipe through to see how Dubsado transformed her business and head here for the full case study ???https://lnkd.in/gMn4tiJr Inspired by her story and ready to grow? Save 30% on your first year + enter to win a free year of Dubsado! But hurry—this offer ends February 26. dubsado.com/rebrand-sale