What if I told you that with Dubsado you could...

  • Quickly book clients, schedule calls, send invoice reminders and get paid by your clients ALL while you run to grab a coffee.

  • Put all your client communication, contracts, and questionnaires in one centralized location!

  • Improve your client experience by offering customized portals where clients can view project information, documents, invoices and your task list.

  • Turn new leads into clients with a click of a button! Literally takes me less than 5 minutes 😱

  • Feel at ease with your bookkeeping because your clients will be paying you through one centralized system.

  • Gain a digital accountability buddy that will email you reminders about your task list and appointments!

Your life before a CRM system...

🚫

  • Wearing all the hats in your business and super overwhelmed!
  • Spending too much time creating each proposal, contract and invoice from scratch.
  • Missing out on new leads because you forgot to send your discovery call scheduler and the reminders!
  • Stressing out because your clients don't know where to check on their project progress

Your life with a CRM system...

✅

  • Chillin like a villain because you know your email updates, invoice reminders and other business tasks are automatically taken care of!
  • You have a streamlined place for new inquiries and existing clients (aka only one system you need to check daily)
  • You will finally gain a better work/life balance and will be wondering how to spend your free time!

Course curriculum

    1. Meet Your Instructors

      FREE PREVIEW

    2. What's inside this course

      FREE PREVIEW

    3. Why sign up for Dubsado (20% discount code offer)

    1. As A CRM Tool

    2. As A Project Management Tool

    1. Brand Settings

    2. Receiving Money/Packages/Payment Plans/Discounts

    3. Client Communication (Email Settings)

    4. Appointments (Scheduler and Setting Your Office Hours)

    5. BONUS: Preparing to Surprise & Delight Your Clients

    6. BONUS: Example Discovery Call Scheduler Embedded on Website

    1. Forms and Form Elements

    2. Lead Capture Forms

    3. Proposal Forms and Contracts

    4. Sub Agreements and Questionnaires

    5. Canned Emails (Template and Tutorial)

    6. BONUS: Public Forms vs Project Specific Forms

    7. BONUS: My REAL Graphic Design Proposal

    1. Preparing To Automate Your Client Processes

    2. Inquiry Workflow

    3. Design Workflow

    4. Onboarding Workflow

    5. Offboarding Workflow

    6. BONUS: Tracking Your Client Journey

    1. How to Set Up a Client Portal

    2. Task Boards and Adding That to a Portal

    3. BONUS: Best Client Portal Practices for Web and Brand Designers

About this course

  • 30 lessons
  • 3.5 hours of video content
  • Step by step process
  • Taught by 2 instructors

Student Wins

5 star rating

From Overwhelmed to Organized

Andria Vetick

As a brand and web designer, I had steady client work for my first year as a business owner. But as I gained more credibility and social proof, I started to ...

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As a brand and web designer, I had steady client work for my first year as a business owner. But as I gained more credibility and social proof, I started to attract more clients. I then I booked 5 clients in one week. This was so exciting for me and my business, but I quickly became overwhelmed and needed a platform to better manage my contracts, invoices, questionnaires, proposals and more. Megan and Moya are so detailed and did a wonderful job breaking down all of Dubsado's capabilities in an easy to follow, step-by-step process. I've taken several of Megan's courses and align with her design style and professional and personable approach to business, so I knew this course was going to be worth the investment, and it totally was! I currently have 10 clients on my project dashboard and new inquiries every month! This course helped me set up and navigate Dubsado with ease, helped organize and streamline my business, and helped me create a better experience for my clients! Thank you Megan and Moya!

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If you want reviews like this from clients...

↓

then this is the course for you!

This Course is Right for You If...

  • You’re a creative service provider (AKA graphic designer, copywriter, freelancer, VA)

  • You already have Dubsado or want to get it in the future and are ready to start using a project management software in your biz

  • Your client experience is lacking and needs insight from an expert to become smoother & more streamlined

  • You want to earn more testimonials from clients and more revenue from repeat business

  • You want to impress leads & emphasize your value with “WOW!”-worthy proposals and forms

Your Instructors

↓

Megan Weeks

Graphic Designer

Hey there! My name is Megan! I am super excited to launch my very first project management course! My goal is always to help aspiring graphic design business owners or professionals just looking to improve their skills, feel at ease when entering in the real world of working with clients! Unlike other Dubsado courses, this one combines the expertise of Client Experience Specialist Moya Minns with my design knowledge to give you a CRM that is both functional and totally on-brand.

Moya Minns

CRM Specialist

Hi! I’m Moya and I’m thrilled to be partnering with Megan to bring you this Dubsado course. It’s a true labor of love, combining my expertise in Dubsado and the client experience with Megan’s wealth of design knowledge. Together, we’ve designed this course to empower fellow designers and creatives and make the process of setting up your CRM easy. More importantly, this course was created with your clients in mind—focusing on how you can tend to them thoughtfully at every touchpoint and build a system to make it happen - a true win-win experience.

Set up your creative business so it operates while you sleep!

Enroll Today!

Previous Student Wins

5 star rating

So helpful, loved it very much!

Lena Schabram

As I'm just starting out, this course helped me so much. I got an insight on how to communicate with clients and how the overall process looks. I loved to wa...

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As I'm just starting out, this course helped me so much. I got an insight on how to communicate with clients and how the overall process looks. I loved to watch Megan do her creative work and this inspired me so much, to get startet. Thank you! :)

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5 star rating

Excellent Course

Andria Vetick

I learned so much about the entire branding process, from onboarding and pricing to brand messaging, vision, overall strategy, and delivery of the final pack...

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I learned so much about the entire branding process, from onboarding and pricing to brand messaging, vision, overall strategy, and delivery of the final packaging to the client. For anyone looking to take this course, do it! Megan is professional, very knowledgeable, and extremely creative! She is there to answer any additional questions and guide you through the course. Thank you for offering an excellent course at an affordable price!

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5 star rating

Excellent Course

Andria Vetick

If you are struggling to get clients and feel like you have “tried it all”, chances are you haven’t! In this course, Megan goes into detail on what has worke...

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If you are struggling to get clients and feel like you have “tried it all”, chances are you haven’t! In this course, Megan goes into detail on what has worked for her and her business to land clients. Throughout the course, Megan provides excellent outside resources, tips on utilizing social media, a deeper dive into what niching down may look like for you and so much more!

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5 star rating

Level Up!

Andria Vetick

Where do I even begin!? This course has so much valuable information. Not only does Megan walk you through her whole web design process and interacting with ...

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Where do I even begin!? This course has so much valuable information. Not only does Megan walk you through her whole web design process and interacting with clients, but she also incudes a client questionnaire, website contract, web content planner, and client feedback form! This is going to help me so much in my business! Thank you so much!

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5 star rating

Great!

Richael Fletcher

I usually purchase themes and just work through everything in Wordpress. After this course I cant wait to start using Adobe XD first and then creating in Wor...

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I usually purchase themes and just work through everything in Wordpress. After this course I cant wait to start using Adobe XD first and then creating in Wordpress using Divi all of the step by step instructions were so easy to follow I learned so much!

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Disclaimer: This is a general summary and overview of the settings and features within Dubsado. As a result, some processes and advanced features may be omitted for the purpose of this Dubsado Decoded course.