Using Dubsado to Intake and Manage new Leads

One of the biggest draws to using Dubsado for a small biz owner is being able to seamlessly intake, manage and eventually close the sale with a new lead. Dubsado has the ability to create net new projects for each inquiry, start automation to send follow-ups, and even allow the lead to book a call directly with you if you so choose.

Sounds pretty awesome right?

That’s because it is!

Whether you’re using Dubsado with a lead capture form on your website for leads to learn more about your service offerings, or even selling digital products via a public proposal, Dubsado can add some much-needed relief to the way you do business.

But to ensure you’re using Dubsado effectively, I put together a quick-hit checklist to make sure you’re inquiry process is not just easy, but reliable! Take the guesswork out of how leads contact you and even what happens after they contact you in Dubsado.

Snag the checklist below, FO FREE!!


I analyze your current systems and client journey in order to simplify it so that you can easily scale your business.

Hey there, I'm Ashley!

Chief Systems Officer

Systems Setup & Automation

Business Growth Planning