How Dubsado Can Streamline Your Stationery Business with Workflows

If you’re a stationery designer, you know how important it is to keep your workflow organized. You have orders to fulfill, payments to process, edits to make, production to start and clients to keep in the loop. With the help of Dubsado workflows, all those tasks can be streamlined into one comprehensive system that takes the stress out of running your business. Here’s how Dubsado workflows can benefit your stationery business. 

Manage Leads Effectively 

Dubsado helps you manage leads effectively by giving you a central place to store all of your contacts and information about them. You can assign tags and labels to each contact so they are easily searchable later on when you need to find something. This makes it quick and easy for you to stay organized and on top of your leads. It also allows you to easily track when activities have been completed or need attention, keeping everyone in the loop. For each new lead that comes in through my website inquiry form (that was built in Dusbado and embedded into my website), I have an “on boarding workflow” attached to it that kicks off for each new project. This allows Dubsado to know that this is a potential new client and I tell it to automatically add alllll of the forms I know I will need for a new client (a proposal, proofing form, contract, print release, etc).

Automate Tasks 

Dubsado automates tasks such as sending contracts, payment reminders, invoices, and other documents so that everything gets done in a timely manner without having to manually enter information every time. I have it set up so that Dusbado knows when a client signs a contract and submits their retainer, Dubsado needs to send them their welcome email with their wording questionnaire to start working on. This streamlines the process and ensures that no step is overlooked or forgotten. Plus, with automated workflows like this, it’s much easier for you to keep track of what needs doing when—saving you time in the long run! 

Save Time & Money 

By automating tasks with Dubsado workflows, you save both time and money because there’s no need for manual entry or extra staff members. Everything is automated and handled quickly with minimal effort from your side—allowing you more time and resources to focus on other areas of your business instead of tedious administrative duties! Plus, since Dubsado integrates with popular accounting software like QuickBooks and Xero, it makes managing finances even simpler (and more affordable). While it may take you some dedicated time upfront to set up your workflows and forms inside of Dusbado and make sure it’s a well-oiled machine, I promise, it will be worth its weight in gold in your business.

Over the last 5 years of using Dusbado in my business, I have been able to easily quadruple my business while working less.

I am spending way less time doing all of the millions of backend maintenance things and focusing solely on growing my business and serving my clients well. 

Integrating Dubsado workflows into your stationery business is a great way to streamline processes and make things run smoother overall. It saves both time and money by automating tasks such as sending forms or emails while providing an efficient way for business owners like yourself to manage projects effectively—ensuring everything runs smoothly at all times! So if you want an easier way to manage workflow within your stationery business—check out what Dubsado has to offer today! Are you interested in learning more about how I use Dubsado in my stationery business, check out this blog post here! Or if you’re ready to set up your workflows, be sure to sign up for our Workflows Workshop!