Hello there! As your Diligent Assistant, I’m excited to share why Dubsado is a fantastic CRM for busy coaches running their own coaching businesses. If you’re not familiar with what a CRM is, it stands for Customer Relationship Management. Essentially, it’s a system that helps you manage your interactions with clients and potential clients. While Dubsado is classified in the CRM Category, it is more commonally known as a Business Management solution. It is an all-in-one system that streamlines the necessary but normally time-consuming tasks for small business owners.
Dubsado has come a long way since its early days when it was primarily designed for creatives. Now, it offers a plethora of features that make it an excellent option for coaches. Here are just a few reasons why:
Dubsado’s tailored forms, contracts, questionnaires, and proposals (with digital signatures included) allow you to send a complete onboarding kit to a new coaching client via a workflow. This keeps you organized and impresses your clients, as you can send forms and “how to work with me” documents at the appropriate times. Plus, Dubsado will notify you when forms are outstanding so that you can follow up promptly.
Your clients will love having their own private client lounge or portal. In the Client Portal, your clients can view upcoming appointments, contracts, previously completed forms, as well as invoices that have been issued and paid. It’s a convenient way for your clients to see what is outstanding.
Dubsado’s scheduler is a great tool for setting appointments and getting paid. You can embed the scheduler on your website or share a link directly. You can also send nice-looking scheduler emails from within Dubsado that have the link attached as a button. You can set some appointments to be confirmed only if they are paid for upfront, or you can set up a deposit amount. The scheduler is customizable, and it syncs directly with your Google Calendar, Apple Calendar, and others.
Dubsado allows you to create beautifully branded questionnaires that you can use to track and monitor progress. You can send questionnaires out prior to a coaching session, gather feedback, or give out “homework assignments.” You can automate all 17 templates in our New Client Onboarding Kit in Dubsado!
Payment schedules are a perfect way to invoice the full amount to your client but have them pay over a set timeline. You can even set up payment reminders to go out before payment is due and after a payment is missed, so you don’t have to worry about manually following up. You can also set up automatic re-occurring invoices to go out at set times every month or week.
Add a customizable lead capture form to your website, and potential customer details will go right from your website to Dubsado CRM. Add in an automated workflow, and you can send a thank-you email, a scheduler appointment for a free consultation, or an additional information form right back to the potential client in an instant! Screen potential clients by adding discovery questions at the lead capture stage!
Zoom Integration & Google Meet Virtual Meeting Integrations
Connect your appointments with Zoom or Google Meet for a streamlined way to set up your virtual meetings. Reminders will also automatically go out with those all-important links.
Dubsado currently integrates with Quickbooks Online and Xero integrations for bookkeeping and accounting. This means you can send invoices automatically through Dubsado and have them automatically sync to QBO or Xero. In addition, Dubsado works with Zapier, allowing for many customized integrations. Dubsado also syncs with Gmail and other email platforms so you can view and send emails within the system.
Dubsado’s drag-and-drop form builder allows you to create fully customizable contracts, including digital signatures. Your clients can open, type their name, hit send, and have the contract returned to you without opening other software or printing, signing, and scanning.
In addition to the features we’ve already mentioned, Dubsado also offers several other features that coaches may find valuable.
Easy-to-pay online invoices:
Dubsado makes it easy to invoice clients and get paid quickly. Clients can pay directly from their invoice using a credit card through Stripe or PayPal as a credit Card Processor.
Workflows are a powerful feature in Dubsado that allow you to automate your business processes. You can create workflows for everything from onboarding new clients to following up on unpaid invoices. Workflows can be customized to fit your specific needs, and they can save you a lot of time and hassle in the long run.
As a coach, it’s important to have a professional and consistent brand image. Dubsado allows you to fully customize your client-facing documents, including contracts, proposals, and invoices, so they reflect your unique brand identity. This feature can help you stand out from the competition and create a more memorable client experience.
Dubsado’s proposal feature is a great tool for coaches who need to create and send detailed proposals to potential clients. You can customize your proposals with your branding, include pricing options, and even embed videos and images. Plus, clients can easily accept or decline your proposal right from the platform.
Overall, Dubsado is a fantastic option for any business that needs contracts with digital signatures and the ability to automate workflows. However, we think it’s especially great for coaches. At $40 USD per month for yourself and up to 3 other users, it’s a relatively inexpensive platform considering all the heavy lifting it does.
If you use our code “diligent,” you’ll receive an additional 20% off the sale price for your first month or year.
So, if you could wish for a system or tool for your coaching practice that would help you work smarter, what would it be? Let us know in the comments, and who knows? We might just have something up our sleeve that can help! As always, we’re here to assist you in any way we can.
Disclosure: This blog contains affiliate links. We only partner with websites and platforms that we use on a daily basis and provide real value to our business and our team. Diligent Assistant does not make money from platforms we have not rigorously tested.