Dubsado Setup Tutorial: 2 Ways to Convert Leads to Clients

Dubsado Setup Tutorial: 2 Ways to Convert Leads to Clients

2 Methods of Turning Leads into Clients with Dubsado Setup (Tutorial)

You’ve been getting email inquiries or messages in your Instagram DMs. You’ve had a couple of discovery calls scheduled and more than a few interested people, ready to work with or buy from you. But the whole process is a ton of work. Scheduling calls that line up with everyone’s schedule? Exhausting. Following up with details you need before a call? Easy to forget. Making sure the interested person is the right fit for you before a call? Nearly impossible. At least, that’s how it all feels.

Did you know there’s a way to collect leads’ information, keep track of important details, and have all the information you need to host a discovery call or confidently let a lead know you’re not the right person or brand for them? It’s called… Dubsado. If you’re a return reader, you know that I love Dubsado. If you’re new here, well, now you know, too.

If you want to make it easier to turn leads into clients faster, let’s talk about how to use Dubsado to your advantage. I’ve got setup tutorials below for two great Dubsado options that have worked wonders for some of my clients. These processes can speed up the conversion process and help you weed out leads who may need to find someone who better fits their needs. But first, let’s talk about what you need before digging into Dubsado.

How to turn leads into clients using Dubsado

Prep for Your Dubsado Setup

You don’t want to just start slapping things together for a discovery call or inquiry process — trust me. Instead, take a minute to think about the actual flow you want people to go through. Do you want people to give you a lot of information before the call? Are you OK with a little less information? Are people going to be scheduling a discovery call, or are these appointments for services/deliverables (i.e. a VIP day, a coaching call, etc.)? 

You should also think about what you and your inquiring lead will need to know before the call. Do you want them to bring anything to the call? How many reminders will they need so they don’t miss the Zoom link? 

You should also think about when you want to take these discovery calls (or project calls), and how many per day you want to take. This is all important information that will help you set things up in Dubsado faster. Now that I’ve got you thinking about all that, let’s talk about the two different ways to vet leads in less time.

Option 1: The Discovery Form Setup

Do you keep getting inquiries that you know aren’t the right fit, but only after you’ve spent time and maybe even a good hair day discussing it with them? 

While you may need to bring on a few not-so-ideal clients as you get your business up and running, you don’t want to keep attracting those kinds of leads. That’s where Dubsado can really shine for you. With a discovery form (sometimes called an application form), you can set up “standards” and required fields that give you information about a potential lead — before you ever have to schedule a call with them. 

For example, this discovery form is embedded on my Dubsado Setup Services page — and it makes it super clear how I work, what they need help with, and more.

example screenshot of Dubsado lead form

The best thing about this automatic discovery form process is you get to vet the lead BEFORE you schedule the call. 

This way, you can make sure it’s a strong fit beforehand, and nobody has to spend time on a call that isn’t right for them. If it’s not a fit, you can gently let the person know (with an automatic response inside Dubsado, if you like!) that someone else or another service may be more in line with their needs. It’s a timesaver for you, helps you maintain your boundaries, and can make potential clients feel cared for even if they can’t work with you.

How does the discovery form process work?

Before I break down this automation into all the nitty-gritty steps, it helps to have an overview of the journey your lead will take through your discovery form process. So here are the basic steps: 

  1. A potential lead finds your website, social account, videos, or other materials and is totally wowed by what you do. They think to themselves, ‘Yeah, this person can definitely help me.’ They want to know more, so they visit your website and click on your discovery call link, or click on your services/packages pages to learn more.
  2. The discovery call link takes them to the lead intake form (rather than a scheduler), which you’ve set up to ask helpful questions, like ‘What are you looking for?’ or ‘What services do you need?’ If you’ve set this form up correctly, you should learn who they are and what help they need from you.

    Here’s a tip: Don’t make the lead form too long. Be strategic with the questions you ask, but don’t make it take too long. This can discourage people from working with you!

  3. The lead submits the form and is either directed to a page that says, “We’ll get back to you soon!” or they can schedule a call from there. You’ll get a notification of their lead form. You read it over and decide if you want to extend a call invite, or whether or not to take the call they scheduled.
  4. If you do decide to move forward with the call and it’s a match, you start the onboarding process. Huzzah!

    Here’s another tip: You can even set up a ‘not a good fit’ process for potential leads who didn’t pan out, where you can periodically send them news and updates on your products or packages. 

As you can see, this process is focused mostly on getting information from the lead before a call. It’s seamless for them and you, and makes it so much easier to see who’s a good fit before ever hopping on another Zoom call (we’re all tired of Zoom, right??).

How to automate the discovery form process in Dubsado

Follow this super simple Discovery Form Checklist to make sure you have everything in place.

  1. Set up your scheduler: 
    1. What days and times are you available for leads to book a discovery call?
    2. Set your meeting location (i.e. a specific Zoom link)
    3. Set other relevant scheduling details (i.e., adding buffer time between calls, etc.) 
  2. Lead intake form:
    1. What information do you need from a lead BEFORE you meet with them? 
    2. What problem are they trying to solve?
    3. What is their timeframe? 
    4. Ask open-ended questions about their industry, business, current struggles, and what they’ve already done to try to fix things
    5. Make sure to rename the lead form once you’ve created it
    6. Make sure the privacy settings are set to PUBLIC
  3. Optional action item: You may want to adjust your standard email templates for the discovery call process by changing the wording or updating your email signature.
    1. Create or update your appointment confirmation template
    2. Create or update your appointment reminder email
  4. Sync everything with your calendar to avoid double-booking
  5. Create the webpage for your lead form through your website platform
  6. Embed the discovery lead form link on your website using the embed code found when you click the “Share” button in the form builder.
Sharing lead capture form to your website from Dubsado

See? That wasn’t so bad, was it? This is a super simple way to create boundaries around scheduling and discovery calls, and learn more about your leads. 

But what happens if you want to make it easy to schedule a call for things like consultations, VIP days, strategy sessions, and more? You may have already vetted those leads and now it’s time to turn them into paying clients faster. Keep reading to see how to do just that!

Option 2: Direct to Scheduler Setup

Do you feel like your inquiries are generally from people who are good fits? Do you have a lead generation process down that seems to send the right people to your calendar? That’s amazing! And the good news is… that means you can have a little cleaner discovery process that just requires a Dubsado scheduler embedded on your site or landing page.

Dubsado embedded inquiry scheduler

The scheduler option is so helpful if you’re at the stage of the business game where you know what you do, and you know how to explain it really well to your potential leads. It’s that sweet spot where you’ve got your processes and workflows figured out, so everything is humming nicely, and you just need to start churning clients through your system. 

The advantage of the scheduler option is that it skips the vetting process of the discovery form and lets you get started faster. At this stage, the discovery call is less of an awkward first date to see if you’re the right fit for one another and more of a marriage proposal after a few years of dating — you’re pretty sure they’re going to say yes.

How does the scheduler process work?

Just like the discovery call process, the lead still fills out an intake form, gets confirmation emails, and picks an appointment time. But the beauty of the scheduler is that this all happens at once, so things go faster. The lead picks an appointment time from the embedded scheduler, fills out a (usually shorter) intake form, and then gets a confirmation email. There’s no back and forth or vetting. The appointment is booked and ready to go.

How to automate the Scheduler in Dubsado

Unlike the discovery call, there is no workflow for this process. It’s all happening simultaneously, so you just want to ensure that everything is in place and correct BEFORE it’s live. This checklist can help.


00:00 Intro

01:06 Basic Process Steps

01:45 Process Steps In Dubsado

02:15 Checklist: Before You Build

03:34 How to Edit the Dubsado Lead Form Template

04:56 How to Edit the Appointment Confirmation and Reminder Emails in Dubsado

07:25 How to Sync Your Calendar with Dubsado

08:16 Syncing, Importing, and Exporting Your Calendar with Dubsado

09:48 How to Build Out the Discovery Call Scheduler in Dubsado

18:49 How to Embed the Dubsado Scheduler in a Website

20:02 Resize the Dubsado Form for Your Web Page

21:31 Previewing the Dubsado Embedded Scheduler

22:14 Tips for Testing Your Dubsado Setup

23:14 Custom Dubsado Setups from The Efficient/Creative

  1. Ensure that all your intake forms, scheduler, and email templates are in place
  2. On the scheduler: 
    1. Check that your discovery call form is attached to the scheduler
    2. Add appointment reminder emails
  3. On the lead form: 
    1. Make sure that it’s clear and direct
  4. Make sure your appointment confirmation emails and reminders are in place
  5. Embed the scheduler on your website
  6. Test the scheduler BEFORE you make it public! Trust me, don’t skip this step. It can help you see any issues or problems your leads may encounter and fix them.

Want My Help Turning More Leads into Clients?

Converting your leads into paying clients is a big part of owning your business, and these processes can help. But if playing around in Dubsado isn’t for you, or you’re making the switch from another system that isn’t working for you, let me help!

With my custom Dubsado setup services, I’ll help you create automatic processes that make it easier to wow leads, convert them into clients, and grow your business — with fewer emails, less calendar math, and less chaos. Want my help? Fill out my Dubsado Setup form below! (See how easy it is??!)

What to Do Before You Automate Processes | The Efficient/Creative

What to Do Before You Automate Processes | The Efficient/Creative

Do THIS Before You Automate Workflows in Dubsado

I’m going to let you in on one of the biggest mistakes I see when people try to automate their business processes. Are you ready?

Don’t automate processes that don’t exist yet! 

What do I mean? Well, automating your process isn’t going to fix what’s wrong with your business. It’s not going to create a streamlined customer experience if you have no customer experience process! Instead, you’re going to spend time reworking your Dubsado automations and workflows (or other tools’ automations) because your process wasn’t ready for it yet.

If that’s what you’ve been dealing with, don’t feel bad! This mistake often happens with business owners who are either new to the industry or have a brand-new offer structure. They haven’t test-driven their strategy in the real world, so they don’t know what roadblocks will come up. So when they automate their processes, they find themselves editing and rebuilding their Dubsado automations more often than not.

Of course, I’m not just going to tell you to stop creating automations before you’re ready Instead, I’m going to show you how to create a process that makes it easy to automate down the road, whether you use Dubsado or another tool!

Do This Before You Automate Processes in Your Business

How to create an automation-ready process

1. Build your roadmap

Start sketching your ideal process. Ask questions like: How does a lead contact you? What happens when turning a lead into a client? What needs to happen for onboarding? Offboarding? Take the time to ask these questions and build your process path — it will absolutely help in the end.

2. Create your templates

Once you know the process you want to follow, you can start collecting the tools you need to get there. For example, start building your forms, contracts, invoices, emails, etc. Alternatively, you can also create as you go for your first few leads, then save those items so you can update and edit them as you refine your process.

3. Stick with a manual process

Until you’ve refined your workflow, don’t worry about automating your workflow. You haven’t put your process to the test yet, so you don’t know what kinks or snags may come up. Instead, you’ll save time and energy by using the templated materials you’ve already prepared and simply editing them as you adjust your process.

4. Find the weak links

As you go along, you’re naturally going to find the places where the process breaks down or needs fine-tuning. For example, you may need to combine a few emails into one email or send out your questionnaires sooner. Take notes of these snags, make adjustments, and smooth out the process as you go along.

Don’t be afraid to make BIG adjustments if need be (it happens way more than you think!). The more time you spend refining your process to better suit your needs and your customers, the better it will be.

5. Don’t automate until your process is consistent

It’s only time to automate your workflow when your process is (mostly) standardized. Once you’ve stuck with the same process a few times with success, you’ll know it’s ready.

Giving yourself the freedom to explore the correct process BEFORE automating takes time but it will save you so much time and energy. You’ll have the freedom to experiment with what works and what doesn’t, and ultimately, it will make your workflow better than you thought it could be.

Call for help when it’s time to automate

Finding the right processes for your business can be messy at best — but sorting through those processes to make them more concrete and automated is a key to long-term success. 

If you’re ready to get help setting up the processes and workflows you’ve established, I want to help! Working together, we can automate and streamline your operations through my Dubsado setup services — in about 1 day! If that sounds like the kind of support you want to help you create workflows, you can apply for my Custom Dubsado Setup. 

All you have to do is: 

  1. Give me a snapshot of your current business setup
  2. Choose your Dubsado Setup Day on the calendar
  3. Send me your current client assets
  4. Sit back and relax! 

Once I’m done creating your Dubsado workflows, you’ll get a step-by-step walkthrough of your shiny new Dubsado workflow (plus all your forms, emails, schedulers, questionnaires, etc.) We smooth any rough edges together and train you on every step to make sure you’re ready to fly on your own!

The best part? You’ll have your refined process set up as a Dubsado workflow with all your assets in place by a Certified Dubsado Expert who knows all the “secret handshakes” and is on-call for your follow-up questions! If you’re ready to finally automate those workflows and processes you’ve been working on for a while, my Custom Dubsado Setup Services are the perfect solution.