How to Automate Your Sales Process with Dubsado for a Streamlined Client Experience for Bookkeepers
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When you're creating a sales process for your bookkeeping or accounting firm, there's a lot of moving parts to consider.
But don't let that stop you from creating a process that's efficient AND an extension of your incredible customer service!
At Magnetic Bookkeeping & Consulting, we use Dubsado as part of our tech stack to automate and personalize our sales process.
The software makes it sooo easy to create custom proposals for each new lead, without starting from scratch every time!
In this blog, we'll explore:
The benefits of using Dubsado
How to set up Dubsado for your firm
How Dubsado fits into our sales process
If you're looking for a way to automate your sales process and create a more efficient workflow, Dubsado is definitely worth checking out!
Let's dive in!
What is Dubsado?
Image credit: dubsado.com
Our CRM recommendation to streamline your firm? Dubsado!
Dubsado is a cloud-based software that helps businesses automate their sales and operations.
The Dubsado platform includes almost everything you need to run your business, from proposals and contracts to invoicing and payments.
Dubsado also offers a wide range of integrations with other tools and tech, making it easy to create a seamless workflow.
The Benefits of Using Dubsado in Your Firm
There are tons of benefits to using Dubsado to automate your sales process, including:
A free trial so you can test out the software before committing to a paid plan (3 free leads)
Very user-friendly and easy to learn, even if you're not tech-savvy
Personalize your sales process and create custom quotes for each client
Offers handy features like proposals, contracts, invoicing, and payments
Integrates with other tech tools, making it easy to create a seamless workflow
See where I’m going with this?
Dubsado is an amazing tool to add to your sales and even onboarding processes.
We have a whole blog about how to use it for onboarding right here! In it, we also share our favorite course on how to onboard your clients on autopilot, created by our biz bestie - Serena Shoup, CPA.
How to Set Up Dubsado for Your Firm
Now that we've gone over some of the benefits of using Dubsado, let's take a look at how to set it up for your bookkeeping and accounting firm.
The first thing you'll need to do is create a Dubsado account.
Once you've created your account, you'll be able to access the Dubsado platform and start setting up your sales process.
Here's a quick overview of how to get started:
Create a Dubsado account
Add your team members (if any)
Edit your settings and add your branding
Connect your payment gateway
Once you've completed these steps, you'll be ready to start using Dubsado to automate your sales process!
How Dubsado Fits Into Our Sales Process
Dubsado is an essential part of the sales process at our firm Magnetic Bookkeeping & Consulting.
We use Dubsado to create custom proposals for each new lead, which helps us stand out from the crowd. Before sending a proposal, we’ll even record a Loom video explaining the quote!
Using the packages feature, we’re able to template our offers and add them to a proposal based on what we think will best support our potential client.
Once we add the package to the proposal, we’re free to add or subtract anything we want - without messing up the original template!
We can set up workflows with tasks, canned emails, and automations to ensure that we stay on top of our workflow and nothing slips by.
Using software has helped us streamline our sales process and majorly increase efficiency (and you KNOW we’re all about that!).
Here’s a Peek Into Our Sales Process at Magnetic Bookkeeping & Consulting
When someone books a call in Calendly, their information is added as a new lead in our Dubsado account.
After we hold our initial consultation call, we preform a diagnostic review and check out their QuickBooks Online account.
With that information, we can create a custom proposal to suit their specific needs.
We’ll often give the potential client a couple packages at different price points so they can choose what feels right for them.
Then, we’ll record a video via Loom explaining the different package options and send it in an email directly inside Dubsado.
From that proposal, the potential lead can select a package, sign a contract, and pay their first invoice!
We’ll set them up for recurring invoices in Plooto and begin collecting documents and information via Content Snare.
And that’s about it! At this point, we can begin executing any work that needs to be done to prepare us for taking over their monthly bookkeeping services.
Dubsado is truly an incredible tech tool that has truly improved our sales process and helped us manage leads to create a seamless client experience.
It’s SUCH a relief to know that our leads won’t fall through the cracks and that the business owners coming to us for help know that we’re sooo excited to work with them!
A great customer experience is just (if not more) important as a smooth internal process. Dubsado gives us both! So set up your free Dubsado account and give it a try!
Also, if you’re still feeling stuck on the exact steps to set up Dubsado and want all the done-for-you steps, check out the Ambitious Bookkeepers program Onboarding on Autopilot… we used her program to learn to implement Dubsado!
