How to Set Up Dubsado for Black Friday Deals: A Stress-Free Guide

Black Friday, the biggest shopping day of the year, isn’t just for big retailers anymore. As a service-based entrepreneur, you can take advantage of this shopping extravaganza by offering your own Black Friday specials. 

Virtual assistant, consultant, or creative professional – This guide will help you set up Dubsado to smoothly run your Black Friday offers.

1. Plan Your Offer in Advance

Consider what you want to offer your clients. Will it be a discounted service, a VIP day at a special price, or something entirely unique to your business? Decide on the specifics, including the offer price, what’s included, and any limitations.

2. Create a Clear Process

Will they need to book a session immediately, or will they purchase a voucher to redeem later? Depending on your offer, you might need a scheduler with available dates or a straightforward purchase process.

3. Set Up Dubsado Forms

In Dubsado, create the necessary forms to facilitate your Black Friday deals. This might include a scheduler form with available dates, discount code or a purchase form for vouchers. Ensure that all client information and preferences are captured within these forms.

4. Automate Invoice Creation

If your offer involves a payment, decide how you’ll invoice in Dubsado. If clients are booking a specific day (such as a workshop or mini session) with the offer, use the scheduler, toggle on the invoice and add the package information. If you’re using a proposal, link the invoice in the settings so that when a client selects a service or voucher, it generates an invoice automatically. This streamlines the payment process.

5. Develop a Workflow

Create a workflow in Dubsado to manage the entire client journey for your Black Friday offers. 

This workflow should include:

  • Initial Email: Send an automated email to clients who express interest, providing details of the offer.
  • Scheduler or Purchase Form: Depending on your offer, direct clients to either the scheduler or the purchase form.
  • Confirmation: Send a confirmation email with all the relevant details and a thank-you message.
  • Preparation: Before the session or voucher redemption, send any necessary instructions or reminders.
  • Follow-Up: After the service or session, follow up with a thank-you email and, if applicable, any next steps.

6. Marketing Materials

Design eye-catching graphics, start conversations on social media and create compelling emails & newsletters to promote your Black Friday offers. Include the links to your scheduler or purchase form in your emails to make it easy for clients to access your deals.

7. Public Proposal Link

Don’t have a website? No problem. Dubsado allows you to create public proposal links that function as your sales page. This link can be shared in your marketing materials, making it simple for clients to learn about and purchase your Black Friday offers.

8. Test Your Setup

Before Black Friday arrives, test your entire setup. Go through the client journey yourself to ensure that everything runs smoothly. Check for any hiccups in the process and fix them promptly.

9. Get Ahead of the Game

Remember that preparation is key. Don’t wait until the last minute to set up your Black Friday deals. Starting your marketing efforts 2-3 weeks before Black Friday to build anticipation. Having everything in place ahead of time ensures a stress-free Black Friday experience for both you and your clients.

10. Get Expert Assistance

Setting up Dubsado for Black Friday offers can be a breeze when you have the right guidance. However, if you’re feeling overwhelmed or short on time, don’t hesitate to seek expert assistance.

Contact Marcy, your Dubsado specialist, today to ensure you’re set up in time to make the most of your Black Friday offer. Marcy can provide personalized support, help you fine-tune your processes, and ensure that your Black Friday campaign runs smoothly. Don’t miss out on this fantastic opportunity to boost your business.

Reach out now and get ready to rock Black Friday!