This blog post is part of The Dubsado Blueprint: a free download to help you build out Dubsado like a pro. You can grab the sep-by-step guide here.

And who wants a workflow that has no flow?

The best way to avoid this problem is to test out your workflows. After all, it’s better to work out any kinks before your prospective/current clients go through your system.

You have a few options for testing out your workflows:

1. Test Workflows by Yourself

In this case, you would go through every step of your workflow by yourself.

This means you will have to act as the client and the service provider. You’ll need to send emails and forms to yourself, etc.

For example, you will not see “submit” buttons when you are logged in as a service provider. Check out this quick video on how to view a proposal as a client.  You can apply the same method in the video to all Dubsado forms!

2. Test Workflows with a Friend

This is the method I recommend.

Why? It’s more foolproof than the first method and you’ll be able to get feedback from someone who goes through your processes.

Have a friend sit next to you with their laptop. They will act as the client while you act as yourself, the service provider.

They’ll respond to your emails, fill out your forms, sign your contracts, etc.

You’ll activate their client portals, send out emails and forms, countersign your contracts, track your time, create invoices, etc. You can even double-check when they receive your emails and when they last look at them. See how to do that in the video below.

That is worth a celebration.

What are you going to do with the time and money you save? Let me know in the comments below.