Blog

Funnels: What They Are, Where They Came From, and Why Most Are Built Backward

business insights

Blog

Funnels: What They Are, Where They Came From, and Why Most Are Built Backward

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.”

fan favorite

100 Profitable Digital Product Ideas

Plus, a totally free challenge to kick you into action and get this baby launched.

Get Your Copy Now

Guest User 2/24/22 Guest User 2/24/22

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!

Abagail Pumphrey 2/15/22 Abagail Pumphrey 2/15/22

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!

Abagail Pumphrey 2/1/22 Abagail Pumphrey 2/1/22

10 Things Every Small Business Should Automate to Avoid Overwhelm

We wouldn’t call ourselves the queens of automation, but, boy, are we pretty darn good at it. Over the years, we’ve automated more things in our business than we can count, and it’s saved us hours of valuable time that we can focus elsewhere.

We believe automation is a huge piece of the puzzle in allowing small business owners to either avoid or break free of overwhelm. When you have to manage the administrative, financial, marketing, support, and countless other duties in your business, the stress can quickly build up.

That’s why in this blog post, we want to share 10 things we think every small business should automate to avoid overwhelm!

Guest User 2/23/21 Guest User 2/23/21

The Ultimate Guide for Dubsado Features and How to Use Them in 2021

Dubsado can seem like this monster CRM that you really want to learn but are just too intimidated to do so. While it is a super robust software, it actually isn’t as hard to learn nor navigate as you might think. In fact, it’s one of the more user-friendly softwares that we’ve come across during our business journey, and it’s only gotten better since we first laid eyes on it a few years ago.

From forms to call schedulers to automated workflows, there are many features that beautifully work together to make your client processes as easy and streamlined as ever. We believe in its power to change your business around for the better, which is why we want to give you a complete guide to Dubsado’s features, how to use them in 2021, plus more tips to better your experience so that you’re using it to its fullest potential!

Guest User 2/16/21 Guest User 2/16/21

How to Use Dubsado Workflows + Tips

We’re very excited for this post today because we’ve been writing about Dubsado for a while, and we always find some way to sneak in workflows because they’re our absolutely favorite feature of the software. Finally, we’re here to dedicate a whole post just to workflows!

Workflows in Dubsado give you the opportunity to automate so many processes of your usual client workflow. In turn, this frees up so much space in your calendar for you to be able to focus on caring for your clients, completing their projects, and giving them the attention they need without worrying about the techy stuff that happens on the backend.

We’ve heard from many people that workflows allow Dubsado to serve as their VA of sorts because they can set and forget so many different things. So, 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!

Guest User 2/9/21 Guest User 2/9/21

5 Steps to Use Dubsado to Launch a New Business or Service

So, you’re either about to launch your business or add a new service, but you want to know if the logistics of that are possible using just Dubsado? We’re here to tell you that the answer is yes!

Dubsado is a CRM that has many robust features that can be turned into whatever you need them to be to help you launch, meaning you don’t even need a website nor sales page to make it happen. For example, lead capture forms can be turned into waitlists, proposals can act as a landing page, workflows can allow you to send automated emails, and more.

We know you’re wondering But how?, so that’s what we’re going to dive into today!

Guest User 2/2/21 Guest User 2/2/21

How to Streamline Projects and Tasks Using Dubsado

One thing about us is that we’re always looking for ways to improve our systems and processes to keep things streamlined and running smoothly. And a favorite system of ours that allows you to do this very thing with your client processes is Dubsado.

When we were a service-based business that dealt with one on one clients, Dubsado was our absolute favorite CRM, and that was back when they were fairly new and weren’t as robust as they are now. Since they’ve made total updates and added new features, they’ve become every business owners dream system.

So, today, we’re going to share with you different ways that you can use Dubsado to streamline your projects and tasks!

Guest User 2/20/18 Guest User 2/20/18

Why Your Business Needs a Systems Audit (If You Want to See Growth)

Emylee here. Words like “systems”, “audits”, “workflows”, “processes” and “checklists” - they can either make the extreme Type A person rejoice and ask for more or they can make the whimsical creative clam up and cringe.

Here at Think Creative Collective, part of “thinking creative” is to put on the business hat every once in awhile so we can check in with our growth and sustainability. And that’s exactly what a systems audit does for you.

Guest User 2/27/17 Guest User 2/27/17

Automation FTW: How to Streamline Trello to Get EVEN MORE Done

So, this ain’t your first Trello rodeo.

You have Abagail and Emylee’s boards. Your business is insanely organized. You spend your days doing the things and moving the cards to the right, to the right.

Like Beyonce on opposite day.

Anyway, you spend most of your day in Trello and love it that way. But is that really a good thing?

I mean, I get it.

The app is a-mah-zing for planning and organizing, and that stuff is so important. But you need to focus on the doing, not just the planning and organizing, so maybe you need to find another way to get that stuff done.

Woman leaning against back of chair and smiling at camera

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!

More About Abagail