Dubsado for Wedding Planners: Automate Your Client Workflow with the Right Software скачать в хорошем качестве

Dubsado for Wedding Planners: Automate Your Client Workflow with the Right Software

Planning weddings means juggling a lot, but not every task needs to be done manually. In this video, I show you how I use Dubsado for wedding planners to automate the parts of your business that repeat with every client. From the first inquiry to post-wedding follow-ups, you’ll learn how to use Dubsado to save time, stay organized, and create a smoother client experience from start to finish. What You’ll Learn in This Video: • How to automate replies to new inquiries • How proposals, contracts, and invoices work together in Dubsado • How to automate client onboarding with welcome emails, Dubsado's client portal, and questionnaires • How to schedule planning calls at the right time • How to deliver resources, guides, and reminders during the planning process • How to collect important information like the wedding timeline using Dubsado forms • How to automate post-wedding emails, feedback requests, and anniversary messages Chapters: 00:00 Introduction 00:47 Automate responses when a Lead Capture Form is submitted 04:35 Send Proposals, Contracts, and Invoices 07:33 Welcome new clients 08:13 Schedule calls with clients 08:55 Share resources with clients 09:32 Send questionnaires 10:33 Send thank you emails, feedback requests and anniversary email 11:04 Book a Discovery Call Want a setup built for your business? Book a discovery call and let’s make it happen: https://www.emakatiraee.com/call #weddingplanners #weddingplanner #weddingplanningtips ------------------------------------------- ------------------------------------------- 👍 Give this video a thumbs up & subscribe to this channel:    / @emakatiraee   💰 Get 30% off your first month or year of Dubsado with my code EMAKATIRAEE: https://www.dubsado.com/?c=emakatiraee 🎨 Save time with my ready-to-use Dubsado templates: https://www.emakatiraee.com/shop // ABOUT THIS CHANNEL // On this channel, I create tech tutorial videos about Dubsado and other software to help you run an online business. Learn more at: https://www.emakatiraee.com/ Affiliate Disclaimer: Some of the links in this description are affiliate links, and I will earn a commission if you make a purchase using them. This commission comes at no additional cost to you. Your support through these affiliate links is much appreciated and allows me to continue sharing valuable insights and resources.