At this point, we think we’ve established that Dubsado is the perfect CRM for service-based businesses. Really, it doesn’t even matter what kind of service-based business you are or what industry you’re in– Dubsado is almost guaranteed to be a surefire option for you.

However, many people use it in different ways depending on their industry and their own client processes, one of those industries being event planners. So, today, we want to cover how to use Dubsado specifically to improve your client experience as an event planner!

Managing your client experience is one thing, but managing and streamlining your client projects is a whole other beast to tackle as a service provider. You might be wondering what the difference is, so when we talk about managing your client experience, we mean all of the communication, appointment scheduling, sending forms, proposals, contracts, getting paid, and all that jazz. (Dubsado’s our trusted CRM for that– here’s why.)

On the other hand, you also have to deal with the actual tasks that come with fulfilling a client project for both you and your team. For this, we recommend using a project management system like Asana. It’s robust enough to handle even the most complex projects, yet simple enough that if you don’t need to use all of the fancy-shmancy extras, you don’t have to.

Today we’ll be diving into the best way to streamline your client projects using Asana!

As a coach, spending the most time perfecting your client experience is what’s going to take you such a long way. You could even say it’s the basis for what will allow you to scale to and past 6-figures and more. Creating a VIP experience allows you to raise your rates, charging prices that you didn’t even think were possible before.

Clients pay for the experience more than they do the actual results. Any other coach in your niche can provide the same results, but your quality of service and the experience is what will make you stand out from the rest.

Our roots are tied in services, and even though that’s ebbed and flowed over the years, we’ve always upheld the same value in experience, and Dubsado has been our go-to CRM to allow us to systematize that. We now teach it to our clients, and we’re so excited to share it with you, too!

We’ve talked a lot about there being a shift in the market lately. Getting people in the pipeline feels more difficult than before, making sales is taking a little longer, and marketing feels harder to understand. So, what can we do about this market shift? How can we set ourselves up for success?

We have two words for you, “client experience.” The best part? Your client experience is something you have control over and when done correctly, it can have a huge impact on your business moving forward. In this blog, we talk about the importance of your client experience and how to ultimately develop that will set you up for success, especially in this market.

When talking about the customer experience, there’s one word in particular that should come to mind: feelings. After all, that’s what it revolves around– how you make your customers or clients feel before, during, and after working with you.

But because the experience is based around feelings, that raises a ton of questions. How can you track feelings as a measurable KPI? What parts of your process should you focus on to invoke those positive feelings? Why the heck is all of this so important to begin with?

Keep reading for the answers to all of your questions as it relates to the art of the customer or client experience!

When you hear the word “concierge”, what comes to mind? Your first thought may be a hotel concierge, the person you can count on to suggest restaurants, answer all your questions, show you the way, and just be your wing person throughout your time there, so you can have a great experience.

Well, you as a service provider can create a concierge-esque experience for your clients. In fact, it’s what we’d suggest you do, especially if you’re wanting to uplevel your offer and market to high-ticket clients.

In this blog post, we’ll be breaking down the art of creating a client concierge experience, so you can be confident that you’re not only delivering a service but also providing a top-notch client experience.

When you think about it, client communication, the experience, and testimonials are the holy trifecta of an amazing service-based business. They also work as a kind of cycle– great client communication leads to a great experience, which leads to even greater testimonials when it’s all said and done!

We’ve had our fair share of not only working with clients but also helping other service providers work with their clients. In doing so, we’ve learned a myriad of ways to improve that client cycle. So today, we’ll be sharing our 23 ideas for better client communication, client experience, and client testimonials!

There are 2 main things that every service provider strives to do:

1. Perform your services amazingly.

2. Give your clients an even more amazing experience working with you.

Unfortunately, number 2 falls short way too often for so many service-based business owners. Even though you’re the bomb at what you do, it isn’t just about your skill set when it comes to working with clients. You could be the #1 service provider in your industry, but if there’s someone else whose services are above par yet they always provide a phenomenal experience for their clients, they’re going to get the most business.

It all comes down to simple science-- humans like to feel good. They like to be happy and have positive experiences. It doesn’t always matter if the work is perfect, it’s how they felt during that process.

We love to go all-in when it comes to providing exceptional, VIP client experiences. And one of those ways is by harnessing the power of a private podcast using Hello Audio.

If that sounds totally wacky, keep reading to find out why it’s actually a great idea, plus some tips and ideas for how you can implement a private podcast in your business!

There are essentially two sides to every service-based business: 1) The actual delivery of the services, and 2) The client experience. Even if you can perform your services exceptionally well and get your clients amazing results, making sure your clients feel valued is equally as crucial. There’s no better time to start than from the very beginning.

By making new clients feel valued, you’re ensuring that they actually enjoyed working with you. They can enjoy the results your work brought them, but you’re less likely to receive a great testimonial, repeat business, or referrals if they didn’t feel like their experience was a positive one.

So to avoid all of that, we’re here to show you three extremely easy and effective ways to make new clients feel valued!