5 Strategies to Increase Your Income with Dubsado

Because a smooth client experience should come with a sweet ROI 🍪

If you’ve been circling around Dubsado, wondering if it’s worth the setup time or monthly cost, let me just say this: it’s not just a fancy way to save time or look professional (though it does both beautifully). When used intentionally, Dubsado can actually become a revenue-generating machine. And no, this isn’t another “time is money” pep talk. I’m walking you through five specific ways you can increase your income using Dubsado—without adding more to your plate.

1. Automate Your Follow-Ups (And Stop Leaving Money on the Table)

We’ve all forgotten to follow up after sending a proposal or a discovery call invite. Life happens, the inbox explodes, and before you know it, that dreamy lead goes cold.

That’s where Dubsado comes in clutch.

Automated follow-ups mean you never have to remember to nudge a client again—it just happens. And here’s the thing: follow-ups don’t make you look desperate; they make you look on it. Organized. Invested. Like someone they want to hire.

Set up a follow-up workflow that sends a friendly nudge a few days after a proposal goes out, or a gentle check-in if a call hasn’t been booked. You’d be surprised how many leads convert when you simply stay top of mind. (And by the way… I know what you’re thinking: “Yeah, but I still have to manually send the follow-up because I want it to be personal.” Spoiler alert: Me, too – but I use a proprietary system for personalizing those follow-ups and still setting it and forgetting it.)

2. Add Revenue-Boosting Add-Ons to Your Proposals

Want to increase your client value without lifting a finger? Dubsado makes it ridiculously easy to include optional upgrades or add-ons in your proposals.

Think of it like a menu at a really good taco truck—people want to order the extras if you just make them available.

For example:

📸 Photographers might add second shooters, albums, or travel fees

🧠 Coaches might offer bonus accountability calls or Voxer support

📈 Marketers might include extra audits or mini-strategy sessions

No pushy upsells—just clear, compelling choices that let your client customize their experience and increase your bottom line. Win-win.

3. Set Up Automated Upsells That Don’t Feel Sleazy

Let’s be honest: upselling can feel a little awkward when you’re trying not to sound too “salesy.” But when you’ve already delivered a great experience, offering more support is actually a service—not a hard sell.

With Dubsado, you can automate upsell emails to go out after a project wraps or a milestone hits. Think:

• “Need help implementing this now that we’ve mapped it out?”
• “Want to upgrade to ongoing support?”
• “Here’s what’s next if you’re ready to keep growing.”

Craft one or two on-brand templates, connect them to your workflows, and let Dubsado do the asking. Upselling gets a whole lot easier when you let your system handle the delivery.

4. Re-Engage Past Leads (a.k.a. The “Not Right Now” Crowd)

If you’re tagging past leads in Dubsado, you’ve got a goldmine sitting in your CRM.

Here’s what I mean: Tag those who declined due to budget as “Price Declined” or something similar. Then, when things slow down, revisit that tag and send a friendly check-in or a limited-time offer.

This gives you a way to re-engage folks who already know who you are and what you do—no cold outreach required. Some might’ve just needed a little more time (or budget wiggle room). When the timing’s right, they’re far more likely to say yes.

5. Double Down on What’s Actually Working

Not all marketing efforts are created equal—and Dubsado’s Project Sources feature helps you figure out exactly which ones are worth your energy.

By tracking where leads are coming from and which ones are converting into paid projects, you can finally stop guessing and start optimizing.

Spend more time on the channels that bring in your ideal clients and less on the ones that don’t move the needle. Your energy (and ad dollars) will thank you.

TL;DR: Dubsado Isn’t Just a Time-Saver—It’s a Revenue-Booster

From smoother follow-ups to seamless upsells, these strategies aren’t fluff—they’re real ways to make more money without working more hours. If you’re ready to stop manually managing everything and start scaling smart, Dubsado’s got your back.

Let’s map out how Dubsado can work for your business—not against it. If you’re ready to streamline your systems, impress your clients, and boost your bottom line, book a Discovery Call! 📞