Tired of spending hours creating proposals, sending contracts, and manually invoicing clients? With Dubsado proposals, you can streamline the entire booking process—allowing clients to select their package, sign the contract, and make their payment all in one step. In this post, I’ll walk you through how to create a high-converting proposal that saves you time, improves the client experience, and helps you book more sales with ease.

Dana, wedding planner and founder of DWD Travel and Destination Weddings, realized she needed a better way to onboard and manage her destination wedding couples. She turned to Dubsado as her CRM of choice. But while she had a vision for the perfect workflow, she struggled to bring it to life. That’s where my Done-With-You Dubsado program came in—helping her go from scattered processes to a seamless client experience that both she and her couples love.

As a creative entrepreneur, you pour your heart into every project, crafting beautiful experiences for your clients. But what happens after the final invoice is paid and the work is delivered? Too often, amazing client relationships fade simply because we don’t have a plan to stay in touch. The good news? A little thoughtful follow-up can go a long way in keeping your business top-of-mind and turning happy clients into repeat customers and enthusiastic referrers.

In today’s fast-paced digital landscape, personal touches can make all the difference in how your business is perceived. Integrating videos into your Dubsado forms and emails is a fantastic way to add that personal flair. By using video recording tools like Loom or Vimeo, you can create engaging, personalized content that truly speaks to your […]