business insights
A funnel is not a website. It’s not a single email. It’s not an overpriced software platform someone tried to sell you in a webinar. It’s the journey someone takes from “Who are you?” → “This is interesting...” → “I need this in my life” → “Take my money.”
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How to Improve Your Client Experience as an Event Planner Using Dubsado
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!
The Best Way to Streamline Your Client Projects as a Service Provider
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!
How to Improve Your Client Experience as a Coach Using Dubsado
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!
How to Develop a Luxury Client Experience
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.
Step-by-Step Guide to Creating Dubsado Proposals
Dubsado is an all-in-one CRM that allows you to do many many things right within the software. One of those things includes creating a variety of different forms, like proposals, contracts, questionnaires, and lead capture forms. Proposals are one of our favorite forms because when you send them, you have the option to make it an easy 3-step process for your clients where they can choose a package in your proposal, sign the contract, and pay the invoice all in three streamlined steps
Sending them is easy, and creating them can be even easier. Dubsado has a drag-and-drop form builder that makes building your proposal a breeze, which we’ll be diving into later. So, keep reading for our step-by-step guide to creating Dubsado proposals!
10 Tips for Networking When You Hate Networking
Networking is one of those words that can either make the social butterfly beam with excitement or the introverted feel more stressed and anxious. It’s not everyone’s favorite thing to do but if you’re a business owner it’s important to put yourself out there.
Making connections can help your business in so many ways. It enables you to meet influential people, gather info that may be beneficial to your business, and/or even just attain some biz support with like minded people.
Businesses are built around relationships. It’s truly who you know in many instances. So here are our 10 tips for networking when you hate networking.
The Art of the Customer Experience
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!
The #1 Key to Reigniting Your Service-Based Business
Have you ever felt like this? It’s a weekday morning, you know you need to get out of bed and work on your business but you just do NOT have the energy or the brain power. You’ve lost the gumption you had when you first started your business and now you’re just feeling burnt out, and in a Cycle of Doom™.
How to Create a Signature Service for Your Virtual Assistant Business
As a Virtual Assistant, likely one of the best ways to describe your services is “flexible.” Especially as a General VA, flexibility is one thing that seemingly allows you to keep growing your business. Because you probably don’t specialize in one specific area, you’re able to keep adjusting and bending to your clients’ needs and adding more skills to your bucket.
However, another common theme within the VA world is one that we believe can become detrimental: hourly pricing. As you become more efficient in your work and take less time to complete things, this comes back to bite you in the rear.
The solution? Honing into a signature service that you can offer at a package rate. In this blog post, we’ll be diving into what a signature service is and how you can create one for your Virtual Assistant business!
Which is Best for Your Business? Group Coaching or 1 on 1
We’ve heard it many times before and we’re sure it won’t be the last time. You want to burn your business to the ground and rebuild it into something new? We get it, building a business is not easy and sometimes plateaus are hit and building something new feels like the best answer.
We know there’s a ceiling that gets hit over and over again with 1:1 service providers.You’re cruising along and then one day you’ve hit an income ceiling and time ceiling and it seems like the only way out is to pivot. You’re convinced that your done-for-you service is the timesuck (and it is), but your solution is to pivot to serve more people, but less hands on. And it seems sexy at first, we get it! But we’re here to do what we do best and poke holes in your seemingly seamless shift so you can truly find the best solution for you.
When is the "Right" Time to Work on Your Business
You’re technically working “on your business” all the time, but what about the time you take out to learn from someone else? To get new insights and ideas, what to do differently, growth strategies and guidance? Your schedule is so full that you hardly even have time to do the things outside of work that you enjoy, much less focus on business education.
You know that you need outside help, but you continue to push it back because you’re waiting for the “right” time, for a moment where you feel like you have more time on your calendar to dedicate to it. The thing is, how many other things are you waiting until that calendar space opens up for you to get to it?
Keep reading to find out when is actually the right time to work on your business and the importance of actively prioritizing education, so you can start seeing drastic changes quickly.
This Simple Title Shift Can Drastically Increase Your Average Client Value
It’s a no-brainer that if you really pay attention to the language and messaging you use, you start to attract your ideal clients. As a niche service provider, you know that you have the power to change lives and businesses with your service.
But one of the most important pieces of messaging that, with a simple shift, could change how you feel, your lead generation, conversions, pricing, and how you show up as an expert is what you call yourself.
We’re inviting you to try a new phrase to use outside of the usual “one-to-one service provider,” “creative entrepreneur,” “small business owner” terms that are so common in this tightly knit space.
Instead, what if you called yourself a “consultant” (whether that’s a marketing consultant, operations consultant, or [insert industry type] consultant)?
5 Ways to Maximize Your CRM and Boost Productivity
CRMs and service-based businesses go together like peanut butter and jelly. Having a CRM software means that you have a digital database for all things pertaining to your leads and clients.
While we know service providers who are getting by tracking their leads and clients using spreadsheets or other methods, CRMs allow you to boost your overall client experience. You’re able to streamline the way you send contracts, proposals, forms, invoices, schedulers, and other documents, all the while maintaining a consistently branded and professional image.
Unfortunately, we often see service providers massively underutilizing their CRM, so in this post, we want to share 5 ways to maximize your CRM and boost your productivity!
3 Strategies to Successfully Streamline Tasks and Projects in Asana
We’ve tried many project management systems throughout the different stages of our business, and the one that’s allowed us to completely revolutionize how we complete projects and daily tasks is Asana. It’s the perfect fit for our team and, honestly, Boss Project has never been more organized and streamlined!
We’re learning new things and ways to refine our systems in Asana every single day. Even though our project management is ever-developing, we’ve still picked up on 3 strategies that have really amped our overall experience with the platform. Keep reading to find out what they are!
Work Less, Make More: How to Streamline Your Work Week & Increase Your Client Capacity
It probably wouldn’t be too far-fetched to say that a common dream amongst business owners is to be able to work less but make more money. It sounds like a contradiction, but it’s actually entirely possible to achieve. By streamlining your work week and increasing your client capacity, you’re able to get back more time in your business and make more money.
There are really only two levers to pull in order to do this: 1. Increase the price of your package, and 2. Decrease the amount of time it takes to complete a client project. In this blog post, we’ll break down what it means to accomplish each of these, so you can finally reach your “work less, make more” goal.
Welcome to My Blog
Hey, I’m Abagail Pumphrey!
You know when you are so deeply passionate about something you can’t help but share it? That’s how this blog has felt for the last decade. I’ve written about my latest strategies, tech how-tos, experience with scaling and so much more. I hope you find just what you’re looking for. We’re here to help!
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