I transitioned from HoneyBook to Dubsado and was completely overwhelmed. I didn’t know what I didn’t know, and Dubsado requires a lot of deep-dive research just to set things up properly. With booking season in full swing, I simply didn’t have the time to figure out every little thing on my own. Instead of throwing generic tutorials at me, Tracy walked me through everything in real-time, answered my specific questions, and helped me actually understand how to make Dubsado work for my business.
Our workflows were incomplete and inefficient - when I set Dubsado up myself I didn't know what I didn't know! Setting up something like this is NOT in my zone of genius, so even just figuring out basic workflows was frustrating. We now have greater efficiency and the automated follow-ups and follow-up reminders have ensured fewer balls are dropped and it has shortened our sales cycle! Dubsado is a VERY robust tool - save yourself the time and frustration by hiring Tracy who's a Dubsado guru!
Our back-end system used to be all manual. We were delayed getting back to clients in a timely manner and we weren't guiding them through a consistent workflow for the services that they paid for. Since working with Tracy we have been able to bring in more leads and give our customers a MUCH better experience.
I did not understand the why of things in my Dubsado account, creating confusion. I did not understand what was supposed to happen for a smooth client experience. I found Tracy online and went from being frustrated to understanding the next steps. Tracy is very organized and calm; she takes you by the hand on a step-by-step customized process in Dubsado to your needs and she sets you up for success.
Tracy took my very cobbled understanding of Dubsado and streamlined my entire business to function seamlessly. Now, I have more time to do EXACTLY what I want to do in my business. All my scheduling and billing are totally integrated and take none of my time now thanks to Tracy. If you want someone who understands how to use this application in context for a small business…she’s your girl. She’s literally single handedly saved my life multiple times with Dubsado at her fingerips.
