Creating templates for forms in Dubsado will save you time and stress when a new client comes in. Dubsado forms make it easy to collect the information you need from your clients. Gone are the days of sending emails back and forth to work out the details of your next project... just send your client a form and you'll have all the info you need in one place.
This series will walk you through all you need to know about contracts, sub-agreements, questionnaires, proposals and lead captures and when best to use them in your process.
📣 This workshop series is currently in progress! New videos will be added here as they are released. To join a session live or receive replays via email, register below!
Defining Your Entry Points
Dubsado is a system that's built around getting new leads into the system when they express direct interest in your product or service. Before getting new leads into the system, it's important to know how your leads will come into the system! This webinar will focus on how define your entry points into Dubsado.
Setting Up a Lead Capture
Learn how to set up a lead capture form that you can share on your website or social media step-by-step! We'll cover what you should include in your form, how to map fields, helpful settings, and even a way to track how your clients heard about you.
Questionnaires are the most open-ended forms that we have in Dubsado. In this webinar, we will go over all of the unique ways a questionnaire can be used.
Questionnaire Tips & Tricks
Questionnaires can be so much more than a list of questions! In this webinar, we'll cover a few of the fun and creative elements you can add to your Dubsado questionnaires, including images, a file uploader, and even an embedded video.