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Optimize, Systems & Automation Abagail Pumphrey Optimize, Systems & Automation Abagail Pumphrey

The Ultimate Dubsado Set Up Checklist

So, you’re ready to get started with Dubsado as your CRM, but you’re unsure where the heck to start. We love Dubsado and would back it up with our lives, but we also know that, as with any software, it can be super intimidating to think about setting it all up. That’s where we come in!

We’re going to walk you through everything you need to know about getting your Dubsado account up and running in no time. When you break it all down, it really isn’t confusing or hard, there are just a lot of steps involved that can make it seem daunting.

So, save this post to come back to as you get to know Dubsado more and want to use it to its full potential! If you want, you can open up Dubsado in another tab now and read along as you set it up, but you definitely don’t have to complete all of this in one day.

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Use Dubsado Subcontracts to Create and Send Proofs!

In our humble opinion, subcontracts are the underdog of Dubsado forms. Most of the love is given to proposals, questionnaires, and lead capture forms, but subcontracts can also be an amazing asset to your business! If you’re a photographer, wedding planner, brand and web designer, stationery designer, or florist, for example, it’s likely that you need to send proofs of your work for clients to approve.


What better way to do this than to have the legal backup of a subcontract? Since clients need to sign off on them, trust us when we say that this will save you a ton of headache in the future. So, if you want to learn how to create a proof from a subcontract, keep reading!


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Inspire, Mindset Guest User Inspire, Mindset Guest User

How to Stay Motivated by Making Your Goals Visible

The month of December (a.k.a. the month of goal-setting) is one of our favorite times of the year. Nothing fuels us more than to sit down with each other and discuss our aspirations for what we aim to achieve in the new year. For some reason we’re especially fueled this month, probably because we can’t wait to leave behind the chaos that is 2020 (or soon to be was).

However, a struggle for many of our fellow creatives is actually staying motivated all year long. We know the feeling– you’re pumped to crush your goals while you’re planning them, and you still have the ball rolling through Q1, but then.. it slows down.

And it keeps getting slower.. and slower.. and slower until you reflect on your year, realize how shitty it’s been, aim to change that in the next year, get all pumped up again, and the cycle repeats.

So, how do you break the cycle?

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Learn, Leadership Guest User Learn, Leadership Guest User

Pulling Back the Curtain: How We Launched Our Top 30-Ranking Podcast

It’s been over three years (really, close to four) since we launched The Strategy Hour Podcast. Since then, we’ve made the ranks of Apple’s Top 30 Business Management Podcasts, have been featured in multiple blog posts about business-related podcasts, have had X total downloads on Apple Podcasts alone, and we’re coming up hot on the heels our 500th episode (that’s a lot of freakin’ recording time!).

And while we’re so grateful that our podcast took off the way it did and has influenced thousands of lives and launching it was a blast, in no way has it always been easy. So, today, we’re going to be pulling back the curtain on how we launched our podcast, the challenges we faced, all of the hustle we put in to launch, how we plan and upload new episodes, the whole 9.

If the idea of launching a podcast has been tossing and turning in your brain, our totally candid and honest experience will hopefully help you determine whether this is the right next move in your business journey!

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