There's no denying that Dubsado comes with ‘a bit’ of a learning curve. I’ve experienced this myself, as many clients of mine have as well. To ensure you avoid the same pitfalls, you need a clear Dubsado Setup Checklist. That's why in this blog post, we'll break down the setup process into 8 manageable steps.

If you've ever wondered about the true value of incorporating Dubsado into your design studio, you've likely sifted through various articles by fellow designers detailing their experiences. You’ll find the same answers across most of these articles that are basically a list of Dubsado’s features: Contracts, Invoices, and Proposals, Lead Capture Form, Brand Discovery questionnaire, Design Proofs, Appointment Scheduler, Client Portal, Workflow Automation

However, the essence of a CRM extends well beyond its features. Int his article, let's delve into ALL the benefits, both tangible and intangible, examining it from a holistic perspective and delving into Dubsado's specific features.

You want an elevated client workflow because your processes aren’t efficient or because you have a 6-week timeline for website projects but you’re not actually following a timeline. So you thought Dubsado was the answer, but it did not quite work out that way. In this blog, I’ll dive into the 3 most common underlying reasons I see why the Dubsado learning curve is so steep

In this blog, we'll look a the differences between Dubsado and ClickUp and I'll share some practical examples of things that can be managed in both systems so that you can see the difference.

If you’re struggling with productivity it's essential to dig deeper – you need to know the real reasons behind your challenges. It's not just about the how-tos; it's about the whole picture. Your mindset, your processes, tools & systems, strategic planning & goal setting – all these factors (and more) are having an impact when it comes to getting things done. And this blog looks at all of them.

Ever wondered if you need Dubsado or ClickUp as a designer because you don’t have a lot of clients simultaneously? In this blog, I’ll share my opinion about this.

Have you ever said to yourself: I have tried Notion, Asana, Trello and Clickup and nothing is working well for me? The good news is that you're not alone as this is quite common. I often hear from clients that they have been switching from system to system and are still not happy with how their current Project Management System is working.

Want more good news?

This can absolutely be fixed. You just need to know what the reasons are that you are struggling to make your Project Management System here. That’s why in this blog, we'll get into the 4 main reasons you might be struggling and what to do to change this.

The Dubsado Scheduler is a powerful tool in your arsenal to provide great client service. You empower your client by having them choose the best time to schedule a meeting with yourself without going back and forth to schedule the meeting. So let me walk you through how to set up your appointment scheduler in Dubsado

Maybe you want to spend less time on client work because you don't have time left to work on your business, maybe you feel like every client project you are reinventing the wheel or maybe you just want to be more on top of your client process so that you can provide the best service possible. Enter: Dubsado. In this blog, I’ll walk you through how to get started on setting up your Dubsado

In another blog, I dove into the most overlooked part of your design client process: the offboarding. I talked about what the offboarding process for design clients is and what all the elements of the design client offboarding process are. So now let's dive into how you can organise and automate the steps of your design client offboarding using Dubsado.

The goal of onboarding is to make a strong first impression while ensuring a smooth and seamless client journey. It's not just about ticking off formalities; it's a strategic step to set the tone for the entire client experience. That’s why I’ll walk you through how you can use Dubsado to onboard your design clients.

Feeling like you're reinventing the wheel with each client project? Writing emails on the fly, dealing with inconsistent processes, and falling short of the client experience you aspire to? What you really need is to streamline and elevate your design workflow. In this blog, we’ll delve into some straightforward strategies to establish clear boundaries, set expectations, and make your workflow smoother – ultimately leaving your clients happier.

Timelines that get extended, additional concepts that need to be created and countless rounds of refinements. These are just a couple of things you can run into as a brand or website designer during client projects that can cause a lot of frustration. You can tackle this by improving your brand discovery process. So, let’s discuss what exactly a thorough brand discovery process is and how you can set this up.