How to Map Your Client Journey Before Setting Up Dubsado

Before you start building workflows in Dubsado, you need to know what your client journey actually looks like. In this video, I’m showing you how to map your client journey before setting up Dubsado, so you can plan your workflows, forms, emails and automations around the way your business actually works. We’ll go through how to: → Choose one service to map → Break your client journey into clear stages → Work out what needs to happen at each stage → Spot decisions and branches in your process → Decide what should be automated and what should stay personal → Turn your client journey into a Dubsado setup If you’ve ever opened Dubsado and wondered where on earth to start, this is the bit I’d do first. Because Dubsado should support your process, it shouldn’t be the thing deciding what your process is. ✨ DUBSADO FLOW DESIGN If you know your client journey needs some thought before you start building, my Dubsado Flow Design service helps you map the whole process properly, from enquiry through to offboarding, so you know exactly what needs to happen inside Dubsado. https://portal.betsancoleman.co.uk/pu... 🎁 Grab my FREE Dubsado Enquiry Workflow Template 👉🏼 https://www.thefreedomcreative.co.uk/... 💻 Sign Up To Dubsado 👉🏼 https://www.dubsado.com/?c=freedomcre... ⭐Get 30% off your first month or year using code 'freedomcreative30' This is an affiliate link, which means I may earn a small commission if you choose to upgrade, at no extra cost to you. 💫 Dubsado Templates 👉🏼 https://www.thefreedomcreative.co.uk/... 👩🏼‍💻Work With Me 👉🏼 https://www.thefreedomcreative.co.uk/... 🫶🏼 Let’s Connect 📸 Instagram:   / betsancoleman   ✨ Facebook:   / betsancoleman1   💻 Website: https://www.thefreedomcreative.co.uk 💌 Email: hello@thefreedomcreative.co.uk __________ I’m Betsan 👋🏼 a Systems Strategist and Dubsado Certified Specialist helping established service-based businesses create client processes that are easier to run and lovely to experience. I help you look at the whole client journey first... what needs to happen, what could be simpler, what should happen automatically and where a personal touch makes more sense, then use Dubsado to support it properly. Because there’s no point having a clever system you don’t actually use. On this channel, you’ll find: → Practical Dubsado tutorials and walkthroughs → Workflow and client journey strategy → Behind the scenes Dubsado setups → Enquiry, booking, onboarding and offboarding advice → Thoughtful automation that keeps the personal touch → Ways to simplify and improve an existing Dubsado setup → Systems advice for creative and service-based businesses Whether you’re setting up Dubsado for the first time or you’ve been using it for years and know it could be working better, you’ll find practical advice here to help you build a system that actually makes sense for your business. The goal isn’t to automate absolutely everything. It’s to create clearer processes, more capacity and a client experience where people still feel personally looked after. ____ Chapter 00:00 - Intro 00:58 - Map the stages of your client journey 03:14 - Map what needs to happen at each stage 07:17 - Decide what Dubsado should actually handle 07:31 - Outro