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Grow, Leadership Guest User Grow, Leadership Guest User

What You Need to Know About Client Acquisition in 2022

Client acquisition is likely the single-handed most asked about topic we get from our audience and members of our various communities. Lately, we’ve been hearing a common complaint from business owners that they need more leads. While there have been some market shifts recently, they’re not necessarily impacting the way we acquire clients. It may feel like it’s changing when actually, everything with clients is exactly the same.

Here’s the thing; marketing is cyclical. There are things that work now that aren’t going to work in 6 months, then in 2 years, those things could come right back around again. There will always be hotspots, but you shouldn’t rely on them if you want consistency. We have lots to talk about on this topic, so let’s dive in!

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Grow, Client Experience Guest User Grow, Client Experience Guest User

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!

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Grow, Client Experience Abagail Pumphrey Grow, Client Experience Abagail Pumphrey

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!

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Learn, Client Experience Abagail Pumphrey Learn, Client Experience Abagail Pumphrey

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!

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Learn, Systems & Automation Guest User Learn, Systems & Automation Guest User

The 25 Best Dubsado Resources for 2022

We’re longtime Dubsado users and fans, and we know the impact that this particular CRM has on the way so many service providers are running their businesses. On the other hand, we know that with the implementation of any new or unfamiliar technology comes a learning curve that you have to get over.


To help you expand your knowledge (and therefore your user experience) with Dubsado, we’ve compiled a list of 25 resources that will teach you or guide you through many different aspects of using Dubsado. Stick around at the end for a bonus resource that will be a complete game changer for setting up and using Dubsado in your business!

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Learn, Client Experience Guest User Learn, Client Experience Guest User

The Art of Creating a Client Concierge 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.

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Optimize, Client Experience Abagail Pumphrey Optimize, Client Experience Abagail Pumphrey

23 Ideas for Better Client Communication, Client Experience & Client Testimonials

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!

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

The BEST Tool to Help Land High-Paying Clients Consistently

The biggest struggles we’ve seen service providers face includes difficulty landing high-paying clients consistently. They may land just one or two clients per month at their highest package, but the rest always fall on the smaller scale. This can lead to just breaking even each month, which leads to feelings of discouragement, worry, and self doubt.

But before we say “Just raise your prices!”, we understand that there are other steps that go into that as well. Part of being able to offer a premium package is providing more value through your client experience. That may sound to you like you need to start holding your clients’ hands more or putting more of your time into how you take care of them, but that simply isn’t the case.

You can completely transform your business with one single tool that we’re going to share with you in this blog post!

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Grow, Client Experience Abagail Pumphrey Grow, Client Experience Abagail Pumphrey

3 Easy Ways to Make New Clients Feel Valued

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!

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