Dubsado is a client management tool. Originally built with photographers in mind, Dubsado serves as a bridge between you and your clients. It offers things like contracts, invoicing, forms, and automated workflows. By using Dubsado, you are able to keep all of your client’s information in one place, while seamlessly streamlining your process with them.
The Important of Streamlining Your Business
Client experience is increasingly becoming more necessary than ever, especially in the photography industry. An efficient client experience isn’t just about streamlining business operations; it’s about nurturing this relationship with our clients. In an industry where emotions, trust, and memories play a huge part, photographers have a unique role. We’re not just providing a service; we’re capturing memories. A smooth, efficient experience allows us to focus more on capturing those once-in-a-lifetime moments and less on potential administrative hiccups.
When I first started my photography business, I was looking for the perfect tool to continue to build trust and relationships with my clients, and after trying out multiple different options, I discovered Dubsado and have been using it ever since.
What is Dubsado?
Dubsado was founded in 2015 by Becca and Jake Berg. Their mission? To help businesses run their businesses and serve their clients well. Dubsado was built to help manage clients and create those clients that become repeat customers and rave about your business to their friends.
In short, Dubsado is a Client Relationship Management tool that helps business owners keep track of their clients, send forms and invoices, schedule meetings, and so much more. All inside their program. It allows for a seamless experience for your clients, while still keeping an aspect of human connection inside the business.
Key Features of Dubsado for Photographers
Dubsado has many key features that can be useful for photographers, but some of my personal favorites that I believe all photographers should consider using are:
Contracts and Invoicing – Dubsado has the ability to send legally binding contracts to clients as well as invoice them for their sessions. Implementing these two things will keep you organized with the most important part of your admin work.
Forms – Dubsado has proposals, questionnaires, and lead capture forms that you can use with your clients to keep your experience seamless and gather everything you need for your shoots in one place, instead of keeping track of it in your emails.
Scheduling – Dubsado has an in-house scheduler that allows you to schedule meetings and shoots with clients effortlessly. With automatic reminders and the ability to charge clients for sessions before they book, this is a great tool for photographers.
Workflows – The automation and workflows are the number one reason I’m still with Dubsado. The possibilities for customization are endless. This truly allows you to build your own unique experience for your clients by scheduling out emails, forms, contracts, etc. To go out at specific times.
Actionable Tips to Get Started With Dubsado
Looking to get started with Dubsado? Here are some of my top tips:
Take advantage of the free trial. Dubsado is unique in that they do not have a time limit on their free trial. You get access to every single one of their features, free of charge, for as long as you like, up to three clients. Once you hit three clients, you will be required to pay, but this allows you to get into the system, try everything out, and set everything up – all before making a commitment!
Watch Dubsado’s Free Education – Dubsado has its very own education portal, which allows you to be able to learn how every single component of the program works. This is my #1 recommended free resource for learning everything there is to know about the program. You can access their education resources HERE.
Grab my FREE workflows – Learning a totally new system can be tricky, especially when it comes to workflows. But I’ve got you covered. Grab my free workflow guide for both portrait and wedding photographers to get a jump start on setting them up in your business. Grab that HERE.
As business owners, we should constantly be looking for tools that uplift our clients and our service to them. Although Dubsado might not be right for every single business, I believe that it can be a very powerful tool for many.
Every tool, like Dubsado, is a step closer to perfecting your client experience and giving them an even better journey with you as a business. The more we work on perfecting this, the more we will be able to see our business grow.
If you are ready to take your client experience to the next level, I highly recommend Dubsado. Click the button below to get 30% off your first month or year!