6 Ways to Make Your Dubsado Look More Branded

Before we dive deep into the topic of Dubsado branding, let's talk about why it's so important to have your process and systems be fully branded.

Any content that is client facing — such as forms, contracts, invoices, emails etc. — should be branded.

And I don't just mean in your brand colors and fonts.

Branding also means your vibe and the way you communicate with your clients.

That being said, here are 6 ways you can customize your Dubsado account to fit your brand.

(For those that don't know what Dubsado is. It is a popular CRM software that helps small businesses, like freelancers all the way to small marketing agencies, automate their processes and manage their clients.)

Add Your Branding

Adding your business logo and setting your brand's colors and fonts will automatically apply your branding to the buttons and elements within your account's forms.

This will make your forms, contracts, invoices and emails look more professional and cohesive.

Upload Custom Images

To make your forms and emails more visually appealing, you can upload custom images into your Dubsado account.

These could range from images such headshots, branded stock photos and/or graphic elements that you regularly use within your branded content.

Customize Email Templates

Remember, part of branding is the type of "brand voice" you use when speaking to your clients.

Are you upbeat and refreshing? Are you professional and straight to the point? Do you use some filler words in the mix?

Customizing the canned emails you send to clients will keep your wording consistent and create a more personalized experience, even when emails are automated.

Utilize the Custom Form Fields

One of the coolest things about Dubsado is that you can house ALL of your client information all in one place.

Custom Form Fields are there to gather any information you may need from your clients while working with them.

This could be Bridesmaid/Groomsmen names and information, client birthdays, extra email addresses and/or fun facts about your clients.

Create a Custom Domain

When sending links through Dubsado, the links are often sent with a ton of Dubsado logo and numbers.

Not really branded to your business, right?

Using your own custom domain to access Dubsado, will make your Dubsado links look cohesive and not like you're using a third-party tool.

Adding Custom Code to Forms

If you have these skills or know someone with these skills, you can design custom code and add that code to your Dubsado forms.

Doing this will achieve a high-end look and give you the option to have your Dubsado forms, invoices, emails and more look more cohesive to match your website.

Need help with this? Our team can help!

Remember, anything client facing should be branded.

Not only will clients look at you as the leader in your field, but you'll come across as professional and trustworthy.