Are You Automating These 5 Time-Consuming Tasks?

TIME. The most valuable asset that every entrepreneur out there (including you) just cannot afford to lose.

But does it feel like you’re always running out of it? Like you’re constantly being pulled in a hundred different directions? So many things to do. So little, little time.


You quit your 9 to 5 because you wanted to have more control over your time, but now it seems like you just ended up getting chained to your desk 24/7 instead.


There’s gotta be a better way to run your business than letting your business run you, right? Right!


And here’s how: AUTOMATION.


If you want to stay on top of things, you need to start automating some of your tasks and free up your time.


Not sure what to automate? Here are 5 time-consuming tasks you can start with, plus time-saving features on Dubsado that you can use for this.



Email Follow-Ups


You probably don’t notice this, but your emails can actually eat up so much time. Sure, responding to emails can be quite easy, especially if we’re just talking about a couple of emails throughout the day. But if you put together all of the time you spend in your inbox each week, you’ll most likely find out that you spend hours just sending all those little emails.



What you can do


Instead of drafting every email from scratch, why not prepare templates for recurring emails? That way, you won’t have to spend so much time writing the same things over and over again. Here are just some email templates you can start with:


  • Thank You for Reaching Out


  • Welcome and Onboarding Instructions


  • Check-Ins / Status Updates


  • Final File Delivery


  • Payment Reminders


  • Appointment Confirmation and Reminders


  • Thank You for Working With Me


  • Post-Project Follow-Ups


Once you’re done writing all those email templates, you can simply have Dubsado send them at the right time. Now that’s one task off your list!


Where to do this on Dubsado: Go to Templates > Canned Emails



Recurring Invoices


Ever find yourself forgetting to send out invoices? Don’t worry. Happens to the best of us too. With all the tasks that you need to do, it’s pretty much understandable that you also miss sending invoices. Unfortunately, forgetting an invoice also means delays in your cash flow schedule, and that’s not something you want for your business, is it?



What you can do


The good thing is, you can also automate your invoice on Dubsado! You can even automate payment reminders, so you can skip having those awkward conversations with your client. Now you’ll never have to worry about getting paid on time ever again. Congratulations!


Where to do this on Dubsado: Go to a project > Invoices


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Lead Capture


Swamped with all the things you have to do each time a lead reaches out to you? All those forms, appointment schedules, and reminders that you have to send prior to closing the deal can take up so much of your time (and that of your prospect’s)!



What you can do


Instead of manually sending every little thing to your lead, you can simply automate this workflow on Dubsado. Simply create a lead capture form and let the platform handle things for you. From sending forms to your prospects to scheduling an appointment with them and reminding them of it, Dubsado can definitely help you run your business on autopilot.


Where to do this on Dubsado: Go to Templates > Forms > Lead Capture



Appointment Scheduling


Having trouble keeping track of your availability and that of your clients’? Tired of having to go back and forth to determine a date and time that would work for both of you? You’re not alone! It’s not only time-consuming, but it also makes for a very complicated, and definitely not the best, client experience.



What you can do


Skip the overwhelm of having to use too many tools! One of the best things I love about Dubsado is the fact that I can get so much done and automated without having to leave the platform.


All you have to do is set up your calendar under Scheduler and then include it in your workflows so your clients and leads can easily schedule appointments in Dubsado and receive automated responses + reminders


Where to do this on Dubsado: Go to Templates > Scheduler


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Proposal Creation


How long does it typically take you to prepare a proposal for your client? Putting together all the stuff you need for your proposal and getting your clients to pay your invoice and sign the contract can take up a lot of time!



What you can do


Make client onboarding a breeze by setting up automated onboarding workflows so you don’t have to start from the bottom each time. Remember, you want your clients to feel like VIPs right from the start of your project together. So put your best foot forward and create automation that would build an efficient + consistent client experience!


Where to do this on Dubsado: Go to Templates > Forms > Proposals


(Image from Dubsado)

(Image from Dubsado)


Wanna automate your business?


There’s so much more you can automate on Dubsado than just these 5 tasks I wrote about! Wanna know how you can do more while working less?


Book a discovery call with me today and let’s talk about how Dubsado can work for you and your biz!