Upscale your Doula Business: how Dubsado improves virtual client experience

Going virtual - if it wasn't something you were doing before, chances are 2020 pushed you into this new avenue to support your clients.

Maybe you're doing virtual client consults because of the pandemic.

Maybe you're offering new and creative virtual options to meet your client needs.

Maybe you've been offering virtual services for some time but you want to upscale that client experience.

When you aren't meeting your clients face-to-face, all of your digital actions become that much more important. 

What are you communicating to your clients about who you are and how you value you them in your digital interactions?

And, at the very least, you  likely wonder - how do I upscale that experience and make it personal to each client while ALSO maintaining my sanity and not spending my entire life crafting individual forms and emails?

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I hear you.  You want the personal touch with the seamless ease of automation.

Enter Dubsado.

Dubsado is a client management system that combines power, flexibility, and ease of use into one wonderful package - perfect for doulas or other small business owners.

Here are five (of MANY) ways Dubsado allows you to upscale virtual client experience!

• Canned Emails - Do you often respond to the same queries over and over? Using Dubsado's canned emails you can added these to Workflows but set them to require you approve them first.  This upscales any email interactions by allowing you to take a few minutes and personalize the canned email (which saves you time) and connect with the client.
• Video Conferencing Integration - This one saves me so much time AND makes for a well-designed client experience.  Dubsado interfaces with popular video conferencing platforms.  This allows me to simply check a box and schedule a video conference for consultations and client support calls.  By using Dubsado's Smart Fields, I can then added that unique link to my Canned Emails confirming client appointments or reminding them of an upcoming appointment. 
• Workflows - My work with virtual clients often includes an in-depth consultation where I ask them to complete an intake form or other document ahead of time.  With these forms loaded as Dubsado Templates, I can create seamless workflows that save me time and make sure I can juggle all my clients at once.
• Customization - With Dubsado's easy to use drag and drop builder, you can create contracts, forms, proposals, and lead captures in just a few minutes.  If and when you decide you are ready to customize these to upscale your client interactions, Dubsado is a powerhouse of flexibility.  Adding custom graphics from Canva makes branding a snap.  Or, add code block and make the form your own.  Not ready to do that all independently? Check out these gorgeous and easy to implement templates from Forms and Flows.  What this means for you, as a the business owner, is that you don't have to worry that you'll outgrow the platform or run into issues as you develop your brand in the long-term.  The tools are all there for whenever you want to use them.
• Support - Dubsado is committed to helping you maximize their platform and make it work for you.  I've used their chat box many times and always received a prompt and helpful answer - sometimes I've simply sent them a link to my issue and they've fixed it for me! They care deeply that this work for you and it shows. So, as work to upscale your client experience, you'll know you have the tools you need and the support behind you to make it so.

I'm grateful EVERY DAY for the way Dubsado allows me to balance supporting my clients and the busy life of a homeschooling parent.  What will Dubsado help you do?

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