Not many people would say systems get them excited but at Boss Project we feel passionately that systems are THE THING that gets us excited. (yeah, you heard us right!) Systems are what give you more time and freedom, they give you the opportunity to step away, they run your business smoothly, and they provide your clients with an excellent experience.

We’ve heard many business owners say that systems and automations are overwhelming to tackle because it’s one more thing to think about. If that’s the case for you then you really NEED systems. With some up front work, you’ll actually have less things to think about and more time to do other things.

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.

Dubsado boasts proudly that they’re an all-in-one CRM (as they should), but we understand that it’s common to get a bit scared at that thought. What will you do with all of the features? Is it too robust for your needs? It can be a bit overwhelming for a first-time user or someone who’s browsing different CRMs to invest in for their business.

When you understand all the different features and their functions, though, you can see how nicely they flow together. Every feature complements the next, and it really helps eliminate the confusion when you understand how they work. With that said, this is the beginner’s guide to Dubsado!

Canva and Picmonkey are two of the largest editors for those looking for a quick and simple way to create designs. If you’re a beginner in graphic design or photo editing, you’ll probably find these two tools to be lifesavers. There’s always the question, though, of which one is the best and why?

In this blog post, we’re going to give a side-by-side comparison of Canva and Picmonkey, so you can decide which would be best for your needs and business!

When it comes to all the different options of CRMs for service providers, Dubsado takes the cake. It's all-in-one capabilities mean that not only do you have easy access to basically all the tools you could possibly need to run your business, but also that you no longer have to pay separately for each one.

Because of this versatility, it’s perfect for all types of service-based businesses, and we want to show you how. We’ve previously walked through how to use Dubsado as a virtual assistant, photographer, and wedding planner. Today, we’ll be covering how to use Dubsado as a coach!

We preach a lot about consistent branding and how that’s important to your audience and to the client experience. However, it’s often thought that we mean the “big” places, like across your social media accounts or public-facing materials (think freebies and client documents). Yeah, consistent branding on these things is super crucial, but there are also smaller spots that are often overlooked.

Take your email signature for example. That one small piece of your business can upgrade your presence with almost no time at all. Depending on how many people you’re emailing and how often, your signature can come into contact with tons, if not hundreds, of people per day!

So why can it have such a big impact on your business, and how can you make it stand out?

One of our favorite features of Dubsado are the forms. They’re easy to design and even easier to send off to clients or embed on your website. In fact, the design possibilities are endless, and with Dubsado’s drag-and-drop builder, you’ll have them created in no time!

You’re able to add text boxes, images, questions, drop-down menus, columns, and more to your forms, but one of the most versatile blocks in the code block. With it, you’re able to integrate third party applications directly into your proposals, questionnaires, and lead capture forms!

This means that you can completely take your forms to the next level and amp up your client experience. The possibilities for what you can embed are endless, but we’re here to give you 5 ideas for how to take your Dubsado forms to the next level using code blocks!

Hey, you. Yeah, you over there who has this passion that fuels your soul. This passion that you think deep down inside might just be able to turn into a business, but you’re maybe more than a little bit nervous about even thinking that. I mean, who makes money from doing something they actually love? We do. And so can you. We believe in treating your business (what you might be calling a hobby) like a business from day zero. Before we had clients or raving customers. Before it helped pay the bills and allowed us to work from home and make our own schedule. Before we had to pay quarterly taxes and consider an LLC. Before any of that, we decided that this little ole passion was going to be a full blown, soul fulfilling, freaking profitable business.

As an online business owner, it’s easy to get wrapped up in all the software, all the apps and all the things in general. But really, sometimes the simplest systems are the best to keep yourself organized. In fact, some of the most heavily relied upon systems are the ones that include the least amount of setup and have the highest return on that time invested. Today, I’m going to share with you a foolproof system for keeping content creation organized using Trello, Google Drive, and Butler for Trello, all of which can be used for little to nothing in the cost department. Perfect for the budget conscious boss, right?