The blog I wish was available when I started

Tips, tools, and tutorials that would’ve saved me time (and stress) when I first started working with CRMs.
What Is Dubsado?
Dubsado Valerie Di Paolo Dubsado Valerie Di Paolo

What Is Dubsado?

In this post I’ll explain what Dubsado is and everything it offers a service based business owner, in a clear and fluff free way.

Read More
Automate Your Proposal → Contract → Invoice Workflow in Dubsado
Dubsado, Dubado Proposals, Dubsado Contracts, Dubsado Invoices, Dubsado Automations, Dubsado Tutorial, Dubsado automation, Dubsado setup Valerie Di Paolo Dubsado, Dubado Proposals, Dubsado Contracts, Dubsado Invoices, Dubsado Automations, Dubsado Tutorial, Dubsado automation, Dubsado setup Valerie Di Paolo

Automate Your Proposal → Contract → Invoice Workflow in Dubsado

In this post, I’ll show you exactly how to build a “smart file” that includes your Proposal, Contract, and Invoice in Dubsado — and more importantly, how to support it with the right emails, payment plans, and follow-up steps that actually get clients booked (and paid) without you lifting a finger.

Read More