Running a successful copywriting business isn’t just about delivering great content—it’s about creating a seamless client experience and managing the back end with precision. When Nikki, a talented copywriter working with clients worldwide, reached out for help, she had a Dubsado setup that wasn’t cutting it. Between juggling complex workflows and handling multiple currencies, she needed a solution that could keep up with her growing business.

Here’s how we revamped her Dubsado system and unlocked new efficiency in her business.

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Meet Nikki: A Copywriter With International Reach

Nikki specializes in crafting brand messaging, email sequences, and website copy for creative entrepreneurs. Her work often requires deep collaboration with her clients, many of whom are based in different countries with unique project needs.

While Nikki loved working with her clients, her workflows weren’t working for her. She struggled with:

• Overly complex workflows that took too long to set up and maintain.
• Managing invoices in different currencies, which created unnecessary back-and-forth.
• Ensuring a professional and seamless client experience without spending hours on admin work.

She needed a Dubsado setup that would allow her to:

1. Simplify and organize her workflows.
2. Handle multi-currency payments efficiently.
3. Automate her processes without losing the personal touch her clients loved.

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The Plan: Building a Scalable and Simple System

To tackle Nikki’s pain points, I started by auditing her existing Dubsado setup. From there, we developed a plan focused on three key areas:

1. Simplifying Workflows
   Nikki’s old workflows were unnecessarily complex, with separate workflows for every single service. Instead, we grouped similar services into master workflows, using conditional logic to personalize steps as needed. For example, all VIP Day offerings now run through one streamlined workflow, with customization options depending on the specific project.
2. Multi-Currency Management
   For Nikki’s international clients, we implemented Dubsado’s multi-currency features. This meant clients could pay in their preferred currency, eliminating confusion and making the process frictionless. Paired with automated payment reminders, this ensured no delays in receiving payments.
3. Automating Client Onboarding
   We built a smooth onboarding experience that included branded proposals, contracts, and invoices—automatically triggered once a client submitted their inquiry form. This system not only impressed clients but also saved Nikki hours of repetitive work each week.

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The Results: Transforming Nikki’s Process

By the time we wrapped up, Nikki’s Dubsado setup included:

• Streamlined Client Onboarding: Clients could inquire, book, and start their projects with minimal manual intervention, ensuring a smooth and professional start to every collaboration.
• Efficient Workflow Management: With fewer workflows to oversee and automated tasks like payment reminders, project milestones, and follow-ups, Nikki was free to focus on writing stellar copy.
• Multi-Currency Integration: Accepting payments and sending contracts in clients’ native currencies was no longer a headache, removing a common friction point for international clients.
• Enhanced Professionalism: The new client experience—from inquiry to project completion—felt cohesive, professional, and on-brand, positioning Nikki as a premium service provider.

This transformation not only saved Nikki hours of administrative work each week but also gave her the confidence to scale her business without worrying about backend bottlenecks.

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Lessons for Copywriters Using Dubsado

1. Create Modular Proposal Templates
   Simplify your offerings by creating a base proposal template that can be customized with add-on services. This reduces repetitive work while still giving you the flexibility to offer bespoke solutions.
   Example: If you provide web copy, email sequences, and brand voice guides, build one master proposal template and use conditional logic to show clients only the services that match their needs.
2. Automate Client Follow-Ups Without Losing the Personal Touch
   Use Dubsado’s automated email sequences to follow up with leads, send reminders, or request testimonials. By adding smart field mapping, every email feels personal without manual effort.
   Pro Tip: Use specific phrasing in follow-up emails, like “I noticed you mentioned needing this project completed by [deadline field]—let’s lock in your spot soon!”
3. Centralize Resources in Client Portals
   Eliminate back-and-forth emails by providing clients with everything they need in a single portal. Include contracts, invoices, project timelines, and feedback forms.
   Specific Benefit: This is especially useful for collaborative copywriting projects with multiple stakeholders, where keeping everyone aligned is critical.
4. Design Workflows That Grow With Your Business
   Build modular workflows for common project types, ensuring that when a client books multiple services (e.g., web copy + email marketing), your systems can handle the overlap seamlessly.
   Example: If a client hires you for both a brand guide and website copy, your workflows can automatically adjust timelines and deliverables to avoid overbooking or missed deadlines.
5. Customize for Your Market
   For global copywriters, Dubsado’s multi-currency support is a game-changer. Pair this with contract templates and payment schedules tailored for international clients to make your services easy to access.
   Quick Tip: Include a FAQ section in your proposal that clarifies how currency exchange rates and tax compliance are handled for international projects.

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Are You a Copywriter Struggling With Dubsado?

If your Dubsado setup feels overwhelming, let me help you create a system that works for your business. From organizing proposals to automating client touchpoints, I’ll make sure your workflows are as polished as the copy you deliver.

Ready to get started? Let’s chat!