Automating Your Creator Workflow Using Dubsado

Much of a creator’s job is distinctly uncreative: drawing up contracts, emailing clients, creating proposals, etc. In this course, learn how to reclaim some of your time—and work with potential clients and partners in a more professional manner—by automating workflows with Dubsado.

Award-winning business expansion coach Gabrielle Leonard broke down each lesson into small steps to help busy creators of all skill levels leverage this B2B online platform.

Discover how to create a client questionnaire form, build a customized proposal that helps you stand out from your competition, and create contracts and invoices. After a client has signed a contract and paid the invoice, learn how to set the right tone for your new working relationship by assembling a welcome email and/or packet and creating a hub where new clients can communicate, organize documents, and more. Plus, learn how to build a client offboarding process that meets the goals you have for your business.