How I Use Dubsado For Client Onboarding As A Wedding Pro

As a wedding planner, wedding show producer, and business coach—and busy mama—I don’t have time for scrambling across multiple platforms and wading through a sea of emails every time I onboard a new client. If that’s you, too, I’m thrilled to introduce you to Dubsado!

Their genius platform simplifies client onboarding with time-saving templates and intuitive tools.

Read all about why I chose Dubsado over Honeybook, right here.

Gone are the days of spending hours creating client forms manually, scrambling to respond to an influx of inquiries—and missing out on your life. With Dubsado, you can create automated workflows that guide you step-by-step through the inquiry process, ensuring consistency and speed in your responses.

Interested? I thought so! Stick around for a coupon code, and to discover how I use Dubsado to facilitate smooth client onboarding as a wedding pro. You can also learn more about Dubsado and its mission here!

4 Benefits of Client Onboarding with Dubsado:

Respond to Inquiries Faster

Statistically, responding quickly to inquiries is a HUGE positive for your business. You want to transform a warm lead into a loyal client—before they move on and forget they ever inquired in the first place! Also, be mindful that potential clients are probably emailing your competitors too. The faster you can respond to their inquiry, the more likely they are to book a discovery call with you!

When a fresh inquiry lands in your inbox, Dubsado empowers you to gather the potential client’s details swiftly without missing critical information. You can customize Dubsado’s templated questionnaires and forms ahead of time to collect the client’s necessary details like wedding date, venue preference, and other specifics. Doing this helps you understand your client better before hopping on a call. Plus, it gives your responses a personalized touch!

pro tip

Using Dubsado’s workflow feature can even automate an email sequence with would immediately reply to anyone who uses your wedding contact form.

This allows you to respond quickly, and then follow up more thoughtfully.

In today’s fast-paced digital era, couples seeking wedding services expect swift and seamless communication. Dubsado helps you manage and streamline your workflow effortlessly, ensuring you never miss a beat (or give your competitors the edge) when nurturing warm leads into satisfied clients.

Quick and Easy Proposals

Sometimes, a proposal is necessary to reinforce that a service is a good fit for a client or to help them choose between packages, or even upgrades.

With Dubsado’s help, I’ve outlined proposal templates for these situations that are clean, branded, and ready to go! Updating them with a client’s specific information is quick and easy. You can create a template with your logo, branding and standard information, plus fave images and client testimonials (for important social proof). Then further update and customize for each client. While small, this is a significant gesture that goes a long way toward building trust and establishing my reputation as a reliable wedding professional.

great read

Don’t forget to read “How to make the most of your Dubsado free trial”

Branded Templates

My Dubsado templates look much cleaner than my old DIY invoices and copy-and-paste contracts. Plus, they work faster!

Now, everything I send my clients looks polished and professional, and they can easily sign their contracts online in minutes. No need to print, sign, scan, and email. They can sign digitally right in Dubsado. So I no longer need a separate software HelloSign. Not only does this make it easier for the client, but it reinforces the value of my services and puts them at ease, knowing they’re in capable hands.

With Dubsado, you can create branded email templates with embedded attachments and links, ensuring professional, consistent communication—with minimal effort. Gone are the days of copy-pasting repetitive email responses, or emails for each step of the client onboarding process. No more struggling to attach brochures and portfolios manually.

You can even automate personalized email sequences with follow-ups, reminders, and additional information for your clients! This tool helps you stay engaged with leads as they decide whether or not to work with you without overinvesting time and energy.

Payment Reminders

Even payment reminders are quick and easy to set up with Dubsado! Before using Dubsado, I scheduled payment reminder emails manually. It was a painstaking and drawn-out process that took away from my time planning weddings and working on my business! Now I’ve set up Dubsado to send four payment reminders per client, which automatically shut off when I receive a credit card payment. I have peace of mind, and my clients send fewer late payments.

Take Your Client Onboarding to the Next Level With Dubsado!

In an industry where first impressions matter more than ever, Dubsado empowers wedding professionals to respond quickly and efficiently to inquiries. It streamlines your workflow, sends personalized responses, and allows you to automate communication to revolutionize the way you handle leads, leaving a lasting impression on potential clients.

Ready to get started?

Dubsado promo code

Receive 20% off Dubsado software when you use my affiliate link and code: KJANDCO.

Get 20% off your first month or your first year, with my link right here.

Their sales run in February and November and can be stacked with the promo code as well.