Episode Details
Back to EpisodesHow I Use Dubsado to Automate Client Onboarding and My Podcast | That It Girl Series
Description
Still going back and forth over email to book, onboard, and invoice every client? Here's exactly how I use Dubsado to run my client experience and my podcast guest process from one place, so it looks like I have a team when I don't.
Try Dubsado with my link (affiliate link): https://www.dubsado.com/?c=linds2026
IN THIS EPISODE
- What a CRM does: taking the mental load of every client out of your head
- One inquiry form that kicks off the whole workflow automatically
- Proposal, contract, invoice, and payment plan signed in about 90 seconds on a phone
- Welcome emails, checklists, and reminders that send without you
- Canned emails for podcast guests and payment reminders: write once, reuse forever
- Why I run my podcast and my client work from the same scheduler (no double booking)
- Client portals: Dubsado's, plus using Google Drive as one
- Dubsado 2.0 vs. 3.0
- Map the process first: build the system you'll actually use
- Build small workflows (onboarding, nurture, offboarding), not one 72-step monster
- Offboarding that asks for the Google review for you
MAP IT BEFORE YOU BUILD IT
I map my workflows in ClickUp before building them in Dubsado (referral link): https://app.clickup.com/signup?utm_source=in-app&utm_medium=owned&utm_campaign=inapp_owned_ar_ref_x_promo_all-devices_x_lp_in-app-referral_all-departments_x_settings&utm_term=9014462222_96155176&promo=SHARE10
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ABOUT YOUR HOST
Linds Paulson is the founder of Sunday Ops Co. She helps busy women business owners build simple systems so their business feels easy like Sunday.
Want to know about the systems I talk about on the show? Get the weekly Sunday Ops email to see what systems you can create to turn your mess into a mission.