Dubsado 3.0 Workflow: From 'Contract Signed' to 'Project Complete'

Your client just signed the contract and paid... now what? If you're figuring out what to send every single time someone books, a job booked workflow in Dubsado 3.0 takes that off your plate. In this video, I'm building a booked client flow from scratch in Dubsado 3.0 (using a brand designer as the example) so you can see what to send, when to send it, and why I set it up this way. This is especially helpful if you already have your client process dialed in and you're ready for Dubsado to run it for you, so nothing gets missed between "you're booked" and "here are your final files." ✨ WHAT YOU'LL LEARN: Why I split the client journey into separate lead, booking, and booked client workflows How to map out every step before you touch Dubsado How to send the welcome guide, kickoff call scheduler, and intake questionnaire (with an automatic reminder if it's not finished) How to use to-dos and "require approval" as stop points so nothing goes out too early Why the six-month check-in needs to go out before you archive the project ————————————————————— 🔗 LINKS MENTIONED IN THIS VIDEO: 🤑 Get 30% off your first month or year of Dubsado: https://dubsado.com/?c=smartercreative 🗺️ DIY Dubsado Workflow Dashboard (the Notion dashboard I use to map it all out): https://thesmartercreative.com/dubsad... 📓 Personalized Dubsado Playbook (your custom roadmap, you do the build): https://thesmartercreative.com/dubsad... 🪄 Done-for-you Dubsado build: https://thesmartercreative.com/system... 📞 Free clarity call: https://thesmartercreative.com/clarit... ▶️ More of my Dubsado workflow videos:    • Dubsado Workflows   ————————————————————— 📌 TABLE OF CONTENTS: 00:00 Types of Dubsado Workflows to Create 02:38 Mapping Out the Booked Flow 05:15 Starting the Flow Template 06:16 Welcome Guide Email 07:26 Kickoff Call Scheduler 08:42 Sending an Intake Questionnaire 09:46 Setting Delays and Triggers 10:38 Reminder for Unfinished Forms 11:43 To-Dos as Stop Points 13:47 Final Approvals Step 14:48 Thank You + Status Change 16:16 Six-Month Check-In + Archive 17:19 What to Build Before the Flow 18:13 Need Help With Your Dubsado? 19:30 Keep It Simple for Clients 20:28 Test Your Workflow ————————————————————— WORK WITH LAUREN: 🛒 Shop templates & resources → https://thesmartercreative.com/shop 📞 Book a free clarity call → https://thesmartercreative.com/clarit... 📝 Read the blog → https://thesmartercreative.com/blog 🫶 Join the Society: https://society.thesmartercreative.com/ 💌 Send me a DM -   / thesmartercreative   ▶️ Subscribe for more →    / @thesmartercreative   ————————————————————— 🎵 Epidemic Sound share.epidemicsound.com/zxp7k14 #dubsado #thesmartercreative #dubsadoworkflow #clientonboarding #businessautomation