The end of the year is possibly our most favorite season of business! It’s the time where you get to reflect on your year in business, assess your analytics and results, and plan for the year ahead. Because this is such a fun time for us, we love making sure our audience is equipped with the resources to help them make these things happen. In The Creative Template Shop, we drop so many helpful templates for reflection and new year planning.

With hundreds of templates to choose from, we wanted to do a quick round-up of our top 5 must-have templates to review your year in business and plan for 2023!

With everything we try in marketing our services, we do it with the goal of ensuring we’re speaking to our ideal clients and making it clear who the offer is for. This way, we’ll have as many qualified leads as possible that fill out our lead capture form. But something that often goes unchecked or doesn’t have much strategy put into it is what information you’re actually asking for on the form. If you want to repel unqualified leads while also making sure you’re gathering all of the information you need to make that initial “possible fit” decision, then this is definitely something you should put thought towards.

In this post we’ll be covering 9 critical questions that we recommend service providers include in your lead capture form! (These are questions aside from the usual spaces to collect contact information.)

One of the ultimate ways to make Dubsado serve as your very own Virtual Assistant is to utilize Dubsado Workflows. Workflows are our absolute favorite feature of Dubsado because we’re able to automate so many aspects of our usual client process. In turn, this frees up so much time to allow us to give our clients and their projects the attention that they deserve without worrying about chasing down payments, sending off emails or forms, scheduling meetings, and so much more.

Keep reading to learn more about workflows, how they work, what you should do before creating them, and how you can be using them in your business right now!

In this day and age of hot trends that dissipate just as quickly as they come, the backbone of marketing tends to be forgotten about: relationships. In every social media strategy, you’re trying to post the things that will build a better relationship with your target audience. When running paid ads, you’re picking and choosing who you want to display the ad to so that you can nurture those relationships. But when you strip away whatever conduit you try to mask it in, relationship marketing will bring so much more reward when implemented as the real, raw thing.

We’ve been able to successfully sell our services over the years mostly thanks to relationship marketing, and we can’t wait to share with you 5 ways to create lifelong customers and clients.

This year has been a wild year of content for us! We’ve cranked out almost 200 total blog posts and podcast episodes, dropped almost 50 new collections of templates, updated some of our programs and added a new one, and overall have really been dedicated to helping creative business owners.

We thought the perfect post for the end of 2021 would be to gather all of the best resources for creatives and wrap them all up with a pretty bow. (Late Christmas gift, maybe?) We have a lot to dive into, so let’s get started!

When you have a team that works from home or any sort of virtual community space, it can be a little more difficult to make sure everyone is being productive. One way we’ve been able to set accountability and give that much needed support to each other is by holding co-working sessions.

Co-working sessions are when you, a team member, or even your whole team hop on a group video chat (we prefer Zoom) to literally work together. Back when Boss Project was just Abagail and Emylee, we’d often hop on Zoom or Google Hangouts to complete tasks together. We’d hang out for hours on end, sometimes a whole working day just to hold each other accountable.

Now, we want to share how we host efficient co-working sessions to boost productivity in our business!

Not being in the physical presence of team members means that there’s a bit more extra work involved to make sure everyone feels connected. You can absolutely still have a closely knit virtual team, and we absolutely love the workspace tone we’ve set with our team!

One of the ways we get in some much-needed face time is by hosting virtual team mixers. Since the holidays are coming up hot, hosting a virtual holiday party is the perfect way to get your team members chatting and connecting with each other outside of the usual workplace communication!

Keep reading to find out exactly how we host our virtual team mixers, plus some team building questions to ask to keep everyone engaged!

We’ve been outsourcing for a while now and have always had some sort of team regardless of the size. Over the years, we’ve had various highs and lows with our team, and team members have come and gone. However, now we’re at a place with our current team where we feel really good about the energy and cadence we’ve built in the workplace, no matter the fact that we’re virtual.

Our team members are happy to come to work, they know that this is a safe space, that we value life first in our business, and that they’ll be recognized for their achievements. We’re able to keep them happy and productive using 5 apps and tools, which we’re going to share in this blog post!

Get inspired and stay focused for the new year with a vision board showcasing beautiful imagery. We love to use canva for this for a clean and crisp look, and show you how to get it too in this super handy tutorial--including a free template!