Dubsado

Step 1: Client fills out lead capture form on the website.

Step 2: Dubsado automatically creates a new project and sends a welcome email.

Step 3: Client receives a link to the contract and invoice through the client portal.

Step 4: Client signs the contract and pays the invoice online.

Step 1: Create an invoice from a project in Dubsado.

Step 2: Set up automated payment reminders to be sent before and after the due date.

Step 3: Client receives the invoice via email and pays online.

Step 4: Dubsado automatically records the payment and updates the project status.

Step 1: Prospective client fills out an interest form.

Step 2: Dubsado triggers an email with a link to schedule a discovery call.

Step 3: After the call, Dubsado sends a proposal and contract.

Step 4: Once signed and paid, the client is automatically added to the coaching program workflow.

Step 1: Create a new project in Dubsado for each client.

Step 2: Use tasks to track progress on project deliverables.

Step 3: Communicate with the client through the client portal.

Step 4: Generate invoices based on tracked time or project milestones.

Step 1: Create a new project for each event.

Step 2: Utilize forms to gather event details and preferences.

Step 3: Use the client portal for communication and updates.

Step 4: Automate email updates based on milestones reached.