Is your Dubsado account feeling like a cluttered mess? 🤯 You’re not alone! I recently did a deep dive into my own setup, clearing out outdated workflows, email templates, and forms-and WOW, what a difference it made!
In this video, I’m walking you through the exact process I used to clean up my Dubsado account and make my client experience smoother and more seamless than ever. I’ll share:
✅ How I reorganized my canned emails (and why I stopped using them in workflows!)
✅ The naming system that makes it easier to track forms and workflows
✅ Why simplifying my lead capture forms helped me get MORE leads
✅ The importance of reviewing project statuses, tags, and automations
✅ My step-by-step process for cleaning up and optimizing Dubsado
If you’re ready to stop feeling overwhelmed by your CRM and start making it work for you, this video is a must-watch! 🎉
📌 Ready for a fully streamlined Dubsado setup? My VIP Day is perfect for getting everything set up and optimized so you can focus on your business instead of your backend systems. DM me or visit [your website] to book your spot!
💬 Let’s chat! What’s one thing you KNOW you need to clean up in your Dubsado account? Drop a comment below!
#DubsadoSetup #ClientExperience #DubsadoTips #Automation #CreativeEntrepreneurs #WorkLessWowClients
💠 Ready to set up your Dubsado account? Grab my Ultimate Guide to Getting Started With Dubsado. amysgould.ck.page/fd88c12bab
💠 Save 20% on Your Dubsado Subscription with this link
dubsado.com/?c=amysgouldco
💠 Want to dive deeper? Check out my Mastering Dubsado course amygouldcompany.vipmembervault.com/products/courses/view/1155155
Time stamps:
00:00 Introduction and Personal Story
01:01 Why a Dubsado Cleanup is Necessary
06:26 Challenges and Lessons Learned
08:19 Tips for a Successful Dubsado Cleanup
11:16 Top Changes That Made a Difference
13:33 Final Thoughts and Offer
WHAT TO WATCH NEXT
How to Set up a Lead Capture Workflow in Dubsado (Create an Amazing First Impression with New Leads)
th-cam.com/video/xojFbMDK3GM/w-d-xo.htmlsi=ZkzVtTYlfCjpG_wP
How to Create a Luxury Lead Management Process for Your Potential Clients
th-cam.com/video/nBHn3uIA0KY/w-d-xo.htmlsi=T14u6u1De2dL5lqB
How to Set Up a Dubsado Scheduler and Book Appointments While You Sleep
th-cam.com/video/7oL9KwKcSsg/w-d-xo.htmlsi=iK41cTgxRTUfp-1b
💠 LINKS
Learn more about Amy and find resources to work less, make more, and WOW clients.
www.amysgould.com
Follow Amy on Instagram:
amyspearson_
🎙️Love a good podcast? Be sure to check out my podcast:
amysgould.com/podcast
📖More of a reader? You can find blog posts about all of my TH-cam videos on my blog.
www.amysgould.com/blog
Have questions for me? Reach out to me at amy@amysgould.com
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