We run an event business and use tools – apps + software to help organize our projects, keep our clients’ events organized, and have systems in place.
One of the tools that we absolutely love and cannot live without is Dubsado.
I purchased a business course and business coaching from 2 different mentors and both used Dubsado to onboard me as their client. The method to pay and sign their contract was all taken care of inside Dubsado and was extremely smooth experience that I became curious and had to give Dubsado a try!
Here at Lokahi Events, we offer Event Planning and Event Strategy services. Dubsado is a one shop stop where everything from lead generation to project completion is all located in one place.
Features that we use in our business that we love are:
▷ keeping our lead generation system organized
▷ trigger follow up emails for interested potential clients
▷ send proposal + invoice
▷ create custom contracts from a library full of templates
▷ send contract with e-signature capability
▷ send automated monthly recurring invoices
▷ receive payment
▷ all email correspondence with client is in dashboard
I absolutely fell in love with the ease as a customer of how smooth it was to have a client portal dashboard where all information was in one place.
Are you ready to streamline your business?
Instead of running your business with Google Spreadsheets and Excel, Dubsado will help you be more productive, save you time, and make you look professional.
