Dubsado

A little over a year ago Mary hired me to streamline her business in Dubsado. She was switching from Honeybook to Dubsado, but to be honest, she was barely using that CRM for more than sending out invoices and contracts. So we can safely say this was a brand-new systems setup ? We started with […]

You know why I love automating your onboarding stage? I can be riding Dumbo at Disney without a business care in the world.  I don’t have to micro-manage my leads because any new inquiries will be automatically taken care of with my workflows.  It is an AMAZING feeling to enjoy a peace-of-mind knowing there is […]

You know you would rather be spending time photographing your clients’ most precious moments, but instead you spend almost as much time answering emails as you do editing images. You did not become a photographer to sit behind a computer all day, right? So how can we get you more client time and less administrative […]

I recently implemented new Airtable feedback forms after each module where students could tell me any feedback they had or anything they felt confused about. What I didn’t realize was this allowed me to track how quickly a student was progressing through the material. A recent student Lena went through the 4 main modules, plus […]

Your CRM can do MUCH more than send emails automatically, especially if you are a Dubsado user. While CRMs are perhaps best known for sending automatic emails, you can create reminders, forms, and emails for each step in your client’s customer journey. Doing the same thing over and over for each client? Automate it! Back […]

Do you listen to the Tog Republic Podcast? A recent episode featured Sam Jacobson and was reframing the discovery call as the non-sales call. By emphasizing the D-I-S-C-O-V-E-R-Y in the initial call, it helps bring back the value you offer as the expert + determining if a working relationship is what’s best for both parties. […]