Sep 23, 2020
In this episode, Lauren shares how she uses Dubsado as a foundation for her systems, automation, and delegation of tasks! As entrepreneurs, this tool covers how to create seamless systems and a consistent user-friendly experience for your clients.
00:50 - Using Dubsado to manage multiple clients and services!
02:55 - 6 Features to use in Dubsado to save time and preserve the quality of services you offer your clients
03:10 - 1. The Dashboard: Give
you key metrics on if you are on pace to reach your goals,
notifications of tasks that require your action!
03:55 - 2. The Client Portal: Gives clients the
ability to access their documents, schedule a call, review and pay
invoices AND MORE!
04:55 - 3. The Client Workflow feature: Allows you to create workflow project templates ahead of time!
06:00 - 4. Email Templates: templates you can customize or create your very own!
06:55 - 5. Ability to assign tasks to your team: ad-hoc basis and automatically within the workflow (mentioned above).
07:20 - 6. Invoicing with customizable payment schedules; set due dates including automatic reminders for you clients to make their payment.
09:40 How I use re-occurring and standard invoices.
10:35 - How to use Dubsado to automate or delegate tasks, stay organized, and SAVE TIME!
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Work with Lauren Ruiz:
https://www.guidemybusiness.co/book-a-consultation
Connect with Lauren on Instagram: @thelaurenruiz
https://www.instagram.com/thelaurenruiz/
Join the “Guide My Community” Facebook Group:
https://www.facebook.com/groups/guidemycommunity
Check out Dubsado and Use Discount Code: legallyaligned