Are You Ready to Hire Your Right Hand?

Running a business requires so many moving parts…

  • Tracking customer leads
  • Onboarding
  • Invoicing
  • Customer relationship management (CRMs)
  • Marketing
  • Contracts
  • Bookkeeping
  • Questionnaires 

…and the list goes on and on.  Not only are these tasks cumbersome. But figuring out how to organize and manage all of these moving parts can be nothing less than overwhelming. And at times, downright confusing.

Wouldn’t it be wonderful if you had a one-stop shop for all of these tasks (plus more?)

If you haven’t already, be sure to check out my blog post about why Dubsado is the clear choice for many creative home professionals here.  Interior Designers in particular have loved implementing Dubsado for many reasons. I would be here for days talking about all of them. But I’ve pared them down to 5 reasons interior designers love Dubsado…

Workflows are easily automated and specialized based on your clients' design needs

As an interior designer, odds are that you cater to the needs of a variety of different clients. Maybe you offer design services for homes AND corporate businesses. Or perhaps you offer consulting services, re-design and shopping services. Wherever your expertise as a designer lies, I have no doubt that the packages and/or a la carte selections you offer, require very different workflow processes. These could easily become extremely labor intensive.

With Dubsado, you can automate individualized workflows for each service your business offers. Then you can easily organize the information you need, to ensure your team is all ‘on the same page.

Information Guides & Proposals can be integrated

Let’s say you have a warm lead. Someone is potentially interested in working with your company. But they want some more information. With Dubsado, you can send over your information packet and include links for your potential client. Then, they  can go ahead and book with you if they feel like your services will be a good fit.

This cuts out an entire step for your customer! They don’t have to then take time to email or call you. They can simply click a button and begin their onboarding process right then and there. And let’s be real…..anytime you can make the steps to working with you easier, your customers are going to be much more likely to book. Dubsado, also automatically alerts you that a customer has begun the onboarding process. So you are aware to be on the lookout for questionnaires they may be sending in. Or, if you own a larger design company you can get your new client connected with whomever it is, that will be handling their design experience. 

Forms, Questionnaires, Canned emails, etc., can be easily branded

As designers it’s vital that even your clients’ interactions with your business online are beautifully branded and visually appealing. Although they may not consciously be aware of it; Customers who interact with an aesthetically pleasing website and onboarding templates have peace of mind that they are trusting their design needs to someone who pays attention to details.

You wouldn’t hire an interior designer whose office space was dull and boring. So, your online leads are not going to hire an interior designer whose online presence is blase. Customers who are coming to you for design, want their onboarding and information gathering experience to be beautiful as well! Whatever design software you use to brand your content can easily be downloaded onto your computer and then uploaded to Dubsado to create a visually appealing, online experience for your potential clients.

Dubsado was created by creative entrepreneurs FOR creative entrepreneurs

One of the reasons interior designers in particular can easily implement the offerings within Dubsado is that it was created by Becca and Jake Berg. They needed to be able to automate and organize their business systems for Becca’s photography business.

The creators intimately understand the need for specialized workflows for creative entrepreneurs. They needed an all-in-one platform that includes invoicing, canned emails, questionnaires, to-do lists, +more. Dubsado was specifically created to replace the jobs of 15+ people. (Think of all the time and money you’re saving with an app that costs you $35/month!) 

Dubsado is SO easy

It may take some time to talk and think through what your client journey will look like. But once you have clarity and the initial setup of Dubsado is taken care of, Dubsado is very intuitive. It can be scary to try something new. But think about how far technology has come just in your lifetime.

I’d be willing to bet that most of you have gone from not even owning a cell phone to practically RUNNING a business through the apps on your cell phone! And just like there was a bit of a learning curve in that instance; There will be a bit of a learning curve when you switch to Dubsado. But I PROMISE the learning curve will be worth it. Just think of the time you’ll save with automations for invoicing, gathering important information, and organizing your client files for easy access.

If you’re intrigued by all of the offerings Dubsado contains and would like to chat more about how to implement it in your own interior design business, I would love to connect.   Head here to schedule a free, no obligation call. We can talk about the frustrations you’re currently having and how to remedy those issues.

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Are You Ready to Hire Your Right Hand?

This blog post is going to be a little bit of a heart to heart. When I say your right hand it screams Game of Thrones, hand of the king! IYKYKI get on a lot of calls with people who say they are ready to hand over some of the main responsibilities within their business. A lot of times business owners/CEOs say that because they are overwhelmed and know they need to hire somebody to help them grow the business. But when I hear that during a discovery call, it prompts me to go a little deeper with them.  I ask you now if you are considering bringing on a DOO, are you sure you’re ready to relinquish some of the major/main responsibilities of your company??? Because in order to do that you must be willing to trust in the person that you will be investing in. 


You have to trust that they may have more experience than you. When you look outside of your four walls of your business, you’re looking to bring somebody on that knows a little bit more about your industry than you do. You need to trust that they may have been there, done that more times than you or have the resources to troubleshoot issues that may arise in your business that you just don’t have the time to manage.

Trusting with your business systems

You have to trust that they know more about systems and processes than you. Let’s be real, you aren’t in business to create eight processes and build out the systems you need in order to grow your business. That’s what you hire an expert for. Let me put it to you this way, would you hire a mechanic to perform open heart surgery on you?


And lastly, you need to know if you are a micromanager or not. Many individuals in the DOO roll are the type of people who know how to take the ball and run with it. They are natural born leaders. They don’t require a lot of day-to-day touching base. Rather, weekly meetings are a great way to stay in touch with the team and delegate new tasks. Who better to facilitate those meetings than your DOO. You need to trust that those objectives are going to be met in a timely manner.

So, my friend, please do a sole check before you consider hiring somebody for a top level position in your company. You will be doing yourself and your new hire a disservice. The old saying is you can lead a horse to water but you can’t make them drink is so true in the situation.

Let's Connect

Looking for a little more help with yours?  My Director of Operations services might be a great start for you! We will take an in-depth look at your processes, your team, the inner working of your business operations, and where you want to go. Let’s connect today!

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