Dubsado Help: How to Start a Workflow with a Lead Capture Form | A Must-Have Automation in Business
Simplifying your lead and client onboarding process doesn't just have to remain a dream. For us service-based business owners, wearing multiple hats is part of the job, but it doesn't have to be as overwhelming as it sounds.
This is where the power of automation and the right CRM software come into play, particularly with a tool as robust and user-friendly as Dubsado.
I am here to walk you through how you can use Dubsado's lead capture forms to kickstart workflows to help you automate email sending (even form or scheduler link sending if you wish).
Allowing you to save time but more importantly in my opinion ensuring a consistent and solid foundation for your business operations.
Why Automate Your Business with CRM Software?
Automation in business is not just about saving time; it's about creating a consistent, reliable process that underpins your business's very foundation.
Having consistency in your business will allow you to streamline tasks, give your brand the professionalism it deserves, help you bring on help easily when needed, and help you get crystal clear on a client's journey in your business.
Everyone always talks about how automation saves you money and time. And don’t get me wrong it does! But in my opinion, creating consistency is more important, especially if you are a one-person show that wants to grow. As a Virtual Assistant, I have started working with clients that have 3 different partially put-together processes for the same things (such as his very topic of sending an email automatically to an interested lead.) And let’s be honest that isn’t going to do anyone any good.
Get a process together, 1 process for a task and stick to it. That way when you grow and finally need a Virtual Assistant you can be super clear and fill them in correctly on your client's journey.
Lead Capture Forms: Your First Step Towards Automation
For those unfamiliar, Dubsado is a game-changer in the realm of CRM software, especially for small business owners, online coaches, and freelancers. Its workflow feature stands out, automating tasks with precision and freeing up your schedule for the more creative aspects of your work.
Dubsado’s lead capture forms are the first point of contact between you and your potential clients. They allow you to collect essential information without the need for a public calendar link, adding a layer of qualification to your leads, if you feel it is needed in your business. Having a public calendar link on the internet for your Discovery Calls isn't for everyone. And I get it and so does Dubsado!
Link your Lead Capture Form to a Workflow
After capturing a lead, what's next? Here's where Dubsado's magic shines brightly. With workflows, you can automatically send out a confirmation email, detailed program information, or even a personal message without lifting a finger.
Diving into the world of automation with Dubsado doesn’t just simplify client onboarding for service-based businesses; it revolutionizes the way you interact with your clients from the first point of contact.
By implementing these steps, you're setting your business up for efficiency and consistency and ensuring a smooth and professional experience for your clients.
Start your journey towards a more streamlined, productive business model today, and let Dubsado take the wheel on the road to success.
