Discovery Calls Booking Themselves? Here's How

Someone fills out your Dubsado inquiry form, you send the scheduler link... and then silence. You want to follow up, but you definitely don’t want to keep following up after they’ve already booked the call. In this video (screen recording tutorial!), I’m walking you through exactly how to build a discovery call follow-up workflow in Dubsado 3.0 that automatically sends reminders — and stops the moment they schedule. This one’s for you, Jennifer — and everyone else who’s been wondering the same thing. ✨ WHAT YOU’LL LEARN: Why Dubsado schedulers don’t have a built-in “resend after X days” feature — and the workaround How to build a timed follow-up sequence for your inquiry/discovery call The key trick: using two separately named schedulers so Dubsado pauses correctly How to automatically change the project status and pause the flow when a call is booked Why you should NOT auto-start your proposal workflow after the call (and what to do instead) How to test your workflow from start to finish ————————————————————— 🔗 LINKS MENTIONED IN THIS VIDEO: 🛑 Not a Good Fit Workflow video →    • Tired of Custom Rejection Emails? Try This...   📞 Book a free clarity call → https://thesmartercreative.com/clarit... ————————————————————— 📌 TABLE OF CONTENTS: 00:00 Intro — Jennifer’s Question 00:44 The Problem: Dubsado’s Scheduler Limitation 01:12 Why Schedulers Work Differently Than Forms 01:36 The Solution: Building the Follow-Up Flow 02:07 Inside Dubsado 3.0 — Let’s Build It 02:22 Step 1: Inquiry Received Flow + Scheduler 03:36 Step 2: Follow-Up Email (2 Days Later) 04:22 Step 3: Second Call Link (7 Days Later) 05:25 The Two-Scheduler Workaround Explained 06:18 Changing Project Status When Call Books 06:41 Pausing the Flow Automatically 07:05 Pro Tip: Using Manual Approval Instead 07:53 Testing the Workflow 10:24 Seeing It Work (Flow Pauses + Status Changes) 10:41 After the Call: Manual Next Steps ————————————————————— WORK WITH LAUREN: 🛒 Shop templates & resources → https://thesmartercreative.com/shop 📞 Book a free clarity call → https://thesmartercreative.com/clarit... 📝 Read the blog → https://thesmartercreative.com/blog ▶️ Subscribe for more →    / @thesmartercreative   ————————————————————— #dubsado #thesmartercreative #dubsadoworkflow #discoverycall #clientworkflow