5 Dubsado Automations That Save Me Hours Each Week

Running a creative business means juggling a lot- emails, scheduling, invoices, and client communication. That’s where Dubsado becomes a game-changer. As a virtual assistant specializing in creatives, I use these 5 Dubsado automations every week to save hours and stay on top of my clients' needs.

1. Automated Lead Capture + Questionnaire

When someone fills out a lead form on your site, it automatically sends a tailored questionnaire and adds them to your pipeline- no manual entry needed.

2. Proposal → Contract → Invoice Workflow

With one click, a lead receives a beautifully branded proposal that seamlessly flows into a contract and invoice. Once signed and paid, they’re officially booked.

3. Payment Reminders

No more chasing invoices. Dubsado automatically sends reminder emails before and after due dates, so payments stay on track.

4. Session Reminders + Prep Guides

Automated reminder emails (with links to guides, outfit tips, or FAQs) help clients feel prepared and reduce last-minute questions.

5. Post-Project Follow-Up

Once a project wraps, Dubsado sends a thank-you note, links to a feedback form, and even a review request for Google- automated client care at its finest.

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