In this episode, Emma sits down with Taryn Rachelle, Community and Partnerships Leader at Dubsado, to discuss how Dubsado’s powerful features can elevate your client experience and streamline your business processes. Taryn shares her insights on underutilized features like white labeling links and multi-branding, and how they can create a seamless and professional experience for your clients. She also provides details on how to access Dubsado for free and shares upcoming opportunities to engage with the Dubsado team.
Listen in as we discuss:
- Leveraging Dubsado’s white labeling and multi-branding features
- The importance of an elevated client experience for business success
- How to streamline your client onboarding and payment processes
And much, much more!
Leveraging Dubsado’s Hidden-Gem Features:
Taryn explains how Dubsado users can take advantage of lesser-known features like white labeling links to customize client-facing URLs with their own website domain. This helps create a more branded, professional client experience. She also covers Dubsado’s multi-branding capabilities which allow users to manage multiple business ventures under one account but with separate branding for each. This streamlines business operations for entrepreneurs with diversified offerings.
The Importance of an Elevated Client Experience for Business Success:
Both Taryn and Emma emphasize how providing an excellent client experience positively impacts your business’s profitability and growth. Taryn shares her own success story of being able to raise her prices after improving her client processes through Dubsado. They discuss how a seamless, enjoyable client onboarding experience leads to more referrals. Prioritizing client satisfaction through thoughtful systems and elevated touchpoints has a ripple effect that benefits the entrepreneurial community as a whole.
How to Streamline Your Client Onboarding and Payment Processes:
Taryn advises you to focus on the essential features of Dubsado that are needed to start getting paid, like lead capture forms, package/offering templates, and strong contracts. She recommends using cost-effective pre-made templates and suggests simplifying lead forms if a website isn’t available yet. Efficiently moving leads to becoming paying clients is key. Taryn discusses how to quickly create invoices and automate onboarding workflows to provide a professional experience. The pair note how Dubsado’s new mobile app supports fast, easy invoicing and client interactions. Ultimately, Taryn emphasizes that it’s possible to promptly implement a system to collect payments without spending months building it out.
Connect with Ninety Five Media:
Need Support with Your Podcast? We’ve got you covered
Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand: strategyintensivecall.co
Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call
Connect with Taryn + Dubsado:
Try Dubsado for yourself! Use our link to receive 20% your first month or year!
Be the first to comment