During this blog post, I am going to walk you through how to create a waiting list/ customer
You’ve spent months creating your next group program or course, you have scheduled all of your social media posts, created a free live-stream event, and you are ready to hype your course before it’s launched. You are ready to start the launch process.
Whilst engaging with your audience on which program name is best to use, dropping hints on the modules within your course, and whilst delivering your free 5-day live-stream streaming event you want potential customers to have a place to register their interest in your program/course. You want to keep all leads together, gather information from your leads before your launch, and also find out how your customers found out about you. After all, you want to know which marketing channel is most effective.
Besides being a place to collect and store information about your potential customers, having a lead capture form attached to your website for potential customer
Let’s get started in Dubsado….
I am going to teach you how to put together various elements of Dubsado to create a high-end and sleek experience for your business and potential customers.
Create a Lead Status for Your program/ course in Dubsado.
Open up Dubsado and head to the “Projects” section.
The projects page will list all your leads and jobs in Dubsado (in my test area we currently have none), however when you have a host of jobs and leads they are all listed in chronological order and can be hard to spot which leads/jobs belong to which products/ services you offer.
To differentiate between different leads, projects or programs in Dubsado, it’s best to create a custom project status.
- Click “customize” in the right hand corner.
- In the next window click “Add Status”
- When the window opens named “Add funnel”, enter the name of your program or course to help identify the leads in Dubsado. Make sure that “Lead” is selected.
In my test area I have created a lead status of “Group program waiting list”, as shown in the picture.
Create a Workflow in Dubsado.
Now we will create a short workflow. A workflow is created so you can automatically send e-mails, call scheduling information, proposals and more to set of contacts In Dubsado. Creating a workflow here, and later attaching this to a lead capture form gives you the ability to send out information about your new program or course prior to the official launch automatically. Plus once you have created and applied a workflow to a customer, any updates you wish to make to this workflow at a later stage can be sent to all customers with this workflow applied.
- Under Templates in the left -hand menu, select Workflow.
- This page shows you a list of all the different workflows currently in Dubsado.
- In the right-hand
cornerclick add workflow.
- Enter a name for your workflow, and click ‘next step’
The workflow will give you the option to base your workflow around a payment schedule set up in the system. In the purpose of creating a workflow for your waiting list, we don’t need to use this feature.
- Click ‘add action’
Here you will see a whole host of actions you can set during the workflow.
- Select add e-mail, so in this instance, so we can e-mail all enquiries or leads on the waiting list with more details about your services.
- We need to select when the E-mail will be sent out. You can either do a fixed date in the calendar or select a relative date, dependent on a set of previous actions in your workflow.
- Here we will select ‘after the workflow started’ and the number of days as 0, in this instance as soon as the workflow is triggered (which will be from the completion of a lead capture form) the e-mail will be sent out to the potential customer.
- If you have entered canned responses into Dubsado, you can select the canned response, and the e-mail content will automatically be entered into the e-mail body. If you haven’t set up Dubsado with canned responses. Enter your e-mail content into the body section and press ‘apply’.
Here we have created a basic workflow to attach to your lead capture form, ensuring that once a potential customer has completed the capture form, they receive an e-mail with more information on your course/ program.
Create a Lead Capture Form in Dubsado
In the lead capture form we shall be gathering information about the potential customers coming through via your marketing activity. The form will gather information such as e-mail address, names, business name, how those leads found your program, information about their business struggles, what they might want to gain from your course or program, and whether they are ready to invest in their business. This is the opportunity to gather information from your leads, so when you jump on a sales call or when developing your messaging to our ideal client further you have relevant client information to help solve your clients problems.
Creating a waiting list, or using lead capture forms is an excellent way to review potential clients to see if they are a good fit for you. Making sure you don’t jump on a sales or discovery call with a potential customer who isn’t the right fit. Save your time and energy for those leads you know are right for you and your business.
The forms area of Dubsado contains all your contract templates, lead capture forms, questionnaires, proposals, and sub-agreements. In this blog post we will be looking at lead capture forms.
- Under templates on the left-hand menu, select “forms”
- Select the + button next to Lead Capture Form
- Here you can create your form, which contains a series of questions to ask your potential customers. Here is an example form I have created for the purpose of this training. Click here to view the form in a
- On the right-hand side, you can select the building blocks for your form. Inserting images, text boxes, dropdown menus, yes/ no questions, and upload files or documents to the form.
- ‘Short answers’ question type gives you the ability to map fields to the contacts section in Dubsado. So when your potential customers are completing the form you can keep your main records in Dubsado up to date. Here you can map customer entries to fields in Dubsado. Such as e-mail address, name, and address.
Now you have created your lead capture form, it’s key to look at the form settings. On the right-hand side, you can select the building blocks for your form. Inserting images, text boxes, dropdown menus, yes/ no questions, and upload files or documents to the form.
‘Short answers’ question type gives you the ability to map fields to the contacts section in Dubsado. So when your potential customers are completing the form you can keep your main records in Dubsado up to date. Here you can map customer entries to fields in Dubsado. Such as e-mail address, name, and address.
On the form settings, we can apply workflows, change font size and style, apply a project status, and assign team members to this lead.
- Firstly, under ‘Default Workflow’ select the workflow created earlier in this blog post.
- On this page you can also change the font, font size and default colour.
- Under ‘Project Status’ select the lead status we created earlier ‘Group program waiting list.’
When a potential customer completes the form from your website, a new contact in Dubsado will be created, and a lead will be in the system with the lead status “Group program waiting list”. This status makes it easy to find all leads for a particular program or course you are launching.
- On the forms settings page you will also notice there is a space to leave a short ‘Thank you’ message for completing this form, letting people know their form has been successfully submitted.
- If you want a more branded Thank you page, there is also a space for a ‘redirect URL’, where you can redirect leads to a custom Thank You page from your main website.
It’s now time to embed this form onto your website or landing page created to capture leads for your program.
- On the righthand side of the of the page click Share
Here you can see the iframe code to place onto your website, so the form can be completed directly on the page, or you can use the direct link given and hyperlink this from your website/ Click Funnels page/ Leadpages.
There you go!
You have now successfully created an enquiry form and/or a waiting list for your next course or program. All of your
If you want to use lead generation forms in your business, to help filter out prospective clients, or create that waiting list for your next course or program, but want to save yourself time and energy, I offer a range of