3 Ways You Can Offer a Better Service to Your Wedding Clients Using Dubsado
Improve your client experience using Dubsado (with harriet evans)
Planning a wedding is a whirlwind, not just for the couple but for you as a wedding industry expert too, trust me I know, my sister is a florist and the amount you have to organise is insane! From securing bookings to collecting details and making sure invoices go out on time, it’s a lot to juggle especially when you’re not at your desk that much.
That’s where my favourite business tech tool Dubsado comes in. It’s not just a CRM; it’s your behind-the-scenes wedding planning assistant, making client experience smoother and stress-free.
This guest blog is written by Harriet from HEO. I'm a client experience and systems strategist who goes beyond just time saving automations and creates you a system that’s going to build your brand reputation. I build these systems using my two favourite tech tools Dubsado and ClickUp to ensure you get headspace on delivery for your clients.
HOW DUBSADO CAN ELEVATE YOUR WEDDING CLIENTS EXPERIENCE WITH YOU
I’ll be the first one to tell you how much better my life is with tools like Dubsado in it, honestly you can say goodbye to endless hours of client admin, amending contracts, manually creating invoices and the worst, playing diary tennis getting calls booked! But I’ve also set up enough Dubsado systems for my wedding industry clients to know just how much it impacts their lives too.
So I’m really excited to dive into three of the ways you can use Dubsado to elevate your service and create a seamless experience for your wedding clients that’ll help build your brand reputation. This list isn’t the extent of Dubsado's features, they are just 3 that really standout for wedding industry folk like yourself.
3 Ways You Can Offer a Better Service to Your Wedding Clients Using Dubsado
Harriet Evans Ops guest blog for Sunshine SEO Studio.
1. Proposals: Showcase your work & get booked easily
Gone are the days of back-and-forth emails with pricing PDFs and endless questions about packages. With Dubsado’s proposals, you can create a beautifully designed, interactive proposal that:
Are an extension of your social media and website
Showcase your work with stunning mood boards, testimonials & timelines
Clearly lay out your packages (especially if they are bespoke) and pricing
Allow couples to select their package (plus any addons), sign the contract AND pay their deposit all in one go - the dream
Automatic follow ups so you stay front of your potential clients minds
No awkward “Did you get my last email?” follow-ups, just a seamless process that lets your couples say “YES!” with ease.
2. Payment Plans: No more missed invoices (or awkward reminders)
If, like me, chasing payments gives you a sinking feeling in your stomach then you’ll love this feature. So many creatives I speak to in the wedding industry either forget to invoice on time or struggle with keeping track of due dates.
With Dubsado’s payment plans, you can relax because Dubsado actually knows when to send invoices and reminders based on the clients wedding date. So as soon as they book Dubsado already knows when to send reminders, the dream!
Plus it can send out reminders when a payment is coming up and nudges when one is overdue which takes the pressure off you. There’s honestly nothing better than getting paid without even realising a reminder was sent!
So you can drop the spreadsheets and manual diary reminders to yourself… PHEWW!
3. Questionnaires: Get all the details without the back-and-forth
The final weeks leading up to a wedding are hectic for you and your couples, and the last thing you need is to be scrambling for key details like venue access times, supplier contacts, or must-have requirements for the day. Instead of sending multiple emails (that can get lost), use Dubsado questionnaires to:
Collect all the important details in one place
Set up automatic reminders in case they have forgotten to complete them
Allow clients to save progress and come back later
No more “Sorry, I missed your email!” moments. Everything is organised, easy to access (you can download as a PDF onto your phone and share with your team too!), and ensures you have exactly what you need to show up and deliver an unforgettable experience.
So there’s three ways you can improve your client experience using Dubsado, which one will you implement first?
Ready to build your brand reputation with Dubsado?
I’ve really just touched the surface of everything you can do with Dubsado in this blog. If you love the idea of using Dubsado but don’t have the time (or patience) to set it all up yourself, I can help! My Dubsado Setup service takes the tech stress off your plate so you can focus on what you do best; creating unforgettable wedding experiences.
Or if you just want to have a play around with Dubsado yourself I can get you 30% off your first month or year using my affiliate code here.
Guest written by Harriet - HEO
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