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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.”

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Guest User 10/19/22 Guest User 10/19/22

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!

Guest User 10/12/22 Guest User 10/12/22

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!

Abagail Pumphrey 10/5/22 Abagail Pumphrey 10/5/22

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!

Abagail Pumphrey 10/21/21 Abagail Pumphrey 10/21/21

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!

Abagail Pumphrey 10/14/21 Abagail Pumphrey 10/14/21

What is a VIP Client Experience + How to Create One Easily

As a service provider, besides delivering your services well, there’s only one other thing that can truly make or break your business. It all ties into how you make your clients feel while working with you, or you may also know it as your client experience.

If you want the technical definition, the client experience is the sum of all interactions a client has with you. It involves every single stage of the client journey, from before they’ve even booked you yet!

The goal is to create a total VIP client experience to make your clients feel like they’re receiving top-notch, exclusive services. And today, we’re going to show you how you can create a VIP client experience and why it’s so important!

Abagail Pumphrey 10/12/21 Abagail Pumphrey 10/12/21

How to Automate and Personalize Your Client Experience Using Dubsado

As a service provider whose calendar is quickly filling to the brim, it’s imperative to find ways to free up space so that you can feel less stressed and overwhelmed, plus have more time to take care of your clients. The key method of getting back as much time as possible is automation.

Automation, quite simply, is when you put certain tasks or processes on autopilot in your business. (Personally, any and everything that’s able to be automated, we automate it.) These tasks either completely run on their own, or they require extremely little effort from you to make it happen.

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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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