Steps For Setting Up Dubsado
There are several steps involved in setting up Dubsado. Here is a breakdown of what they are.
Step 1 - Setting Up Your Basic Account
The point of this step is to establish your account and have all your work information recorded. They include:
- Branding (for your logo, brand colours, contact details)
- International Settings
- Payments/Invoices (connect to your payment processor)
- Emails (connect to your email account)
- Calendar (connect to an external calendar)
There are also several optional settings. Some of these may be useful in your business and include:
- Dashboard (add your branding to personalise)
- Portal (add your branding to personalise)
- Integrations (connect with other software you currently use)
- General Settings
Step 3 - Manual Test
This is where you will conduct tests by running through the business process manually. This allows you to identify any potential issues so they can be corrected before you start to automate. Manual testing will also show you what a customer must do to complete the business process so that you understand what they experience and where you may wish to streamline it further.
How To Conduct A Manual Test
The most efficient way to conduct a manual test is to slowly go through the entire process step-by-step looking at each step as both a customer and business owner. As you go through the process, enter your information on a lead capture form and any other form that a new customer will encounter. As you move through the steps, carefully examine everything to:
- ensure the process operates correctly
- that there are no typos or other errors on forms, etc.
Once you are satisfied that the workflow system is operating as you would like it to, move on to the next step.
Step 2 - Templates
This is where you create all the content required for your business processes. That will probably include emails and forms. Start by writing out your process then create the templates you need for:
- Lead Capture (the main entry point)
- Bookkeeping
- Packages
- Contracts
- Sub-Agreements
- Questionnaires
- Proposals
- Custom Fields
- Emails
- Payment Plans
Canned Emails
This is where you will find templates for emails you will automate to address various scenarios through the business process. The types of emails you should create templates for include the following:
- Welcome
- Thank You
- Payment Reminder
- Appointment Reminder
- Appointment Confirmation
- Follow-Up
- Review/Survey Requests
- Available/Not Available Inquiry Responses
Step 4 - Automation
The purpose of this step is to take the templates you created and turn them into a structured, streamlined process.
At this point, you will do the following:
- Build Your Workflow (a rough draft of the basic workflow steps)
- Project Tags (create tags based on the project/client)
- Refine Workflow (fine-tune everything)
- Test Workflow
- Connect Workflow (to your lead capture form)
Testing Your Workflow
As you did when you conducted a manual test of the business process, it is important to run a test of your workflow system. The easiest way to do this is by creating a sample project and running it through. This allows you to see how everything operates and confirm that you like how it is done. If you spot errors or want to make any changes, this is your last chance to do any of that.
After you have reached the point where you are pleased with everything from the look and feel of the system to how it responds, you can connect it all to your lead capture form. When this is complete, you are ready to go live with Dubsado and let it handle new customers for you.
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Conclusion
In today’s world of new technology, the difficulties of running a small to medium-sized business are easing thanks to software programs like Dubsado. Dubsado is a customer relationship management tool that sends new clients or customers through a short system that creates a relationship with them through automation. This automation is communication-based and gives you the means to focus on developing new customer relationships without pulling you away from running your business.
Setting up the program is much like any other new program – you must input your details to personalise how it responds to those who enter through a lead capture form. Once set up and running, Dubsado takes care of customer management for you.