Dubsado Client Proposal
Francesca Dispirito Styling
new york Bridal Stylist
Francesca is a stylist in NYC. She came to me knowing something needed to change! She was spending loads of time trying to keep track of inquiries and bookings. She had not previously used a CRM but knew she needed to invest in one to create an elevated client experience.
Her clients can now inquire through her website and get an automated response, knowing what to expect from her. She then checks her availability before inviting them to book a consultation with her. Her clients get reminders about their appointments and afterward, receive a beautiful proposal to book her services. Her proposal will automatically create their customized contract and invoice so she can spend time focusing on their styling and look, not admin tasks!
What we accomplished in Dubsado:
- Luxurious & consistent client experience
- A streamlined inquiry & booking process
- All of her canned emails written for her in her voice & with smart fields
- Code-Free proposal design
All I had to do was give Kelly my vision and she took it from there.
Working with Kelly was easy, fun, and extremely supportive. As a busy wedding pro, I am focusing on my client's needs. Having another pro help with the technical details so I can focus on what I love to do. It took the stress and frustration of learning a new program off my plate. All I had to do was give Kelly my vision and she took it from there. It was worth the investment and time.
I highly recommend working with Kelly if you're looking for Dubsado support. I'll always be grateful for her help!
~ Francesca
Feeling inspired by the results in these case studies? Good, because these outcomes aren’t just possibilities, this can be the story for your business, too!
When we team up on a Dubsado setup, you get to skip all of the trial and error and jump straight into a system that’s perfectly tailored to you.
With proven workflows, tested email templates, and custom frameworks that actually make sense for every single step of your client experience, we’re not just clicking buttons and setting up automations. We’re setting you up to confidently take on bigger projects, deliver the kind of premium experience that gets people talking, and grow in the ways that matter most to you.
As a Certified Dubsado Specialist, I’ll guide you through with clear expertise and intentional strategy from someone who's seen inside successful businesses like yours and knows how to make them run even better.
