Client Management Software for Creative Service Businesses

The number one reason people don't set up workflows is fear. What if it goes out wrong. What if it sounds robotic. What if your client gets something at 2am that was never supposed to send. That fear is valid. You've worked too hard on your client experience to risk something weird going out with your name on it. But this is exactly what manual approval steps inside Dubsado are for. The workflow does the heavy lifting in the background, and pauses to wait for your yes on the moments that need your eyes. You stay in control of the parts that matter. The rest just runs. If automation has felt too scary to start, you don't need to do the big build. Pick one thing. One template. One trigger. Even if it saves you 5 minutes a week, that's 5 minutes you didn't have before. Start small. Build from there. Ready to get back even just 5 minutes per week? Start your free 21-day trial.

Maybe you've been thinking about turning what you love into a business. Maybe you're tired of the corporate grind or navigating a tough job market. Or maybe you're just looking to freelance on the side and earn a little extra. Whatever brought you to consider building something of your own... you're more ready than you think. On June 17th, we're hosting a free live session with Abbey Ashley of @thevirtualsavvy to give you the blueprint you've been missing. How to package the skills you already have, how to find your first clients, what to set up from day one, and the real talk about what it actually takes to start. Between Dubsado's 10 years supporting 120k+ creative businesses and Abbey's work helping 7k+ people launch their own - we've seen what works. And we're putting all of it into one hour, for you. Comment BET and we'll send you the registration link, or grab it at the link in bio. Know someone who's been sitting on an idea? Tag them or send this their way.

“Following up on a proposal makes me feel desperate” “Sending a payment reminder feels so awkward” “I don’t want to feel like I’m bothering them if I check-in again” So you don't. And the lead goes cold. The invoice sits unpaid. We hear this all the time. It's not the follow-up that feels gross. It's because you’re doing it manually and attaching it to you, personally. But when your workflow handles it, it's just good business. The email goes out at the right time, it sounds like you, and you didn't have to think about it once. All of it moves without you chasing a single step and feeling the “ick” that comes with doing it manually.

How many of your “I’m bad at this” days were actually broken systems days? Most of them, probably. Running from memory, manually managing every step, holding it all together yourself is genuinely exhausting work. It has nothing to do with your talent. Broken systems make great business owners feel incompetent. And most people blame themselves long before they ever think to look at the process. When your systems work, everything changes. You stop carrying the weight of a business that was never designed to run this hard. It’s a systems problem. And that means it’s fixable. Dubsado can help. 😉 Comment GROWTHGUIDE and we’ll send our free guide to help you find the bottlenecks and build a plan to reset, simplify, and scale your creative business without burning out.

Your template library called. It wants a little organization refresh. Template tags and archiving in Dubsado means you can finally tag everything the way your brain works, find exactly what you need inside a project without scrolling through everything you’ve made since 2018, and archive the stuff you’re not using without it being gone forever. If you’ve used these already - how is it going? If you haven’t yet, comment “TAGS” to get all the details and we’ll get you started.

Starting a second business while recovering from burnout sounds objectively insane btw 😭 but systems literally save lives! Comment “Dubsado” for a free month + discount code to try the system that brings me consistent 5 figure months! After building @moremediaco into a six-figure agency, I realized the thing that almost took me out wasn’t the creativity… it was the lack of systems. So when I started @merchthemoment I promised myself this business would feel different. I need structure because even though I’m chaotic creatively, my businesses can’t run like that. I save the“lemme just figure it out as I go” energy for creative work instead💀 Before we even launched, we audited every single workflow pain point from my first business and rebuilt the backend intentionally using Dubsado so both companies could operate seamlessly under one ecosystem. Thanks to @solution.integrators the vision is being realized as we speak. We even booked our first paid booking using a Dubsado lead capture form and custom proposal! Because contrary to popular belief… creative side quests still need contracts, proposals, onboarding, lead capture, and boundaries 😭 This reel is basically a reminder that scaling creatively does NOT mean suffering unnecessarily.

Think about the last bad date you went on. You know the one. The person who talked about themselves the entire night. Every answer circled back to them. Every story was about how impressive they were. And instead of feeling connected, you just felt... bored. And a little exhausted. That's exactly what most business websites are doing to their clients right now. "We do this. We've worked with these people. Here's our process. Here's our story." All about them. None of it about you, the person reading it, wondering if any of this is actually going to solve your problem. Here's the shift that changes everything: your clients are the hero of the story. Not you. The moment you stop trying to impress people and start showing them that you understand their problem, that you see them, that you know how to help, that's when your message actually starts to work. That's what the StoryBrand framework teaches. And on May 14th, we're spending four hours helping you build a message that gets this right, from the ground up. If your marketing has been feeling like a one-sided conversation, it might be time to change who's doing the talking. Comment STORYBRAND to get the link to register.

You don't have to tell anyone you have automated workflows running your business. But the people around you are about to notice. The fast responses. The "wow you have it so together" comments. The fact that you actually take lunch now. Comment STARTTRIAL to get 21 days free. We'll never tell.

I use the wrong analogies like 90% of the time… but hey it makes the people I work with laugh and feel something. Your secret sauce is something no one can copy. As I once incorrectly said “it only hurts to try” 🫠

Here's something I need you to hear…because sometimes I need someone to say it to me too. That thing you keep putting off. The website that still doesn't feel right. The pitch you still stumble through. The marketing that still feels like guesswork. You've been living with it long enough that it almost feels normal. It's not normal. And you don't have to keep figuring it out alone. May 14th is coming whether you're in the room or not. The question is just where you'll be on May 15th. Still guessing. Still over-explaining. Still wondering why the right people aren't converting. Or you'll have a complete BrandScript. Built by you, for you. A clear, structured message you can use across every part of your marketing starting that day. That's the only difference between signing up and not signing up. One decision. Comment STORYBRAND for the link to register.

@carriekerpen doubled her recurring revenue within 90 days of switching to Dubsado. Same offer. Same audience. A faster sales process changed everything. Before Dubsado, Carrie Kerpen was manually creating contracts, sending them through separate tools, following up, then invoicing. It was slow, clunky, and it was limiting how fast she could scale The Whisper Group. Then she received a Dubsado proposal from someone with the proposal, contract, invoice… all in one seamless flow. She switched immediately. Now clients review, sign, and pay on the go from their phones. No friction. No delays. She’s closing deals in half the time. “What used to take multiple tools and steps now happens almost automatically. It didn’t just save me time. It changed our cash flow. I wouldn’t have been able to grow this quickly without Dubsado.” When your system works, your business moves faster. Start for free at dubsado.com and use code WHISPER for 30% off your first year.

Are you chasing your own dreams and goal… Or someone else’s? 👀 There’s a lot of noise in the creative business world. And it would have you believe your dreams aren’t worth chasing unless they’re $1mil+ sized I disagree. And I think that noise keeps people from starting. Most businesses never hit $1mil ARR… but we need them anyways. We need your work, your passion and dreams ♥️❤️‍🔥 @anniemosbacher from @dubsado on @becomingobsessedpod