business insights

More to Read


fan favorite

100 Profitable Digital Product Ideas

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

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

How to Take Your Dubsado Forms to the Next Level Using Code Blocks

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!

Read More
Learn, Systems & Automation Guest User Learn, Systems & Automation Guest User

Why We Moved Our 100k+ Email List to Flodesk

Listen, we’ve been around the block a few times when it comes to email marketing platforms. Over the years, we’ve migrated and re-migrated to a handful of different ones to find the best fit, yet we always ended up leaving. After our recent switch last year to Flodesk, we definitely aren’t planning to leave any time soon.

While we’re aware that moving over such a large email list with over 100k subscribers to a beta platform seems completely absurd and irrational, but honestly? It was absolutely the most no-brainer migration we’ve ever done, and here’s why.

Read More
Dubsado, Client Experience Guest User Dubsado, Client Experience Guest User

How to Automate Your Client Onboarding Process

Contrary to popular belief, you can automate your client process and still sound like a human.

If you searched every page of our website for the words “automation” or “automating”, it’s likely that more results would come up than there are people in the state of Missouri. We talk about it so much because we’re in love with it! We’re two women with a lot of stuff on our plates, and whenever we can put something on autopilot, we’re all over it in a heartbeat.

One of the key places we believe automation should happen is in your client onboarding process. Wait a second, we see that grimace on your face. Oftentimes, it isn’t thought that “automate” and “client” should be in the same sentence together because automation usually brings images of a robot *beep boop beep*, and no one wants to seem like a depersonalized robot to the people that are going to be giving you their money.

But what if we told you there’s a way you can automate your client onboarding process while, yes, still sounding like a human being? In today’s blog post, we’re going to take a dive into how you can do this in Dubsado so that you’ll have more time on your hands to care for your clients like the human you are.

Read More
Learn, Client Experience Guest User Learn, Client Experience Guest User

How to Send Project Proposals + What to Include

Sending a project proposal can be intimidating for a number of reasons. If you’re new to business and this is the first (or even the fourth or fifth) client you’re sending a proposal to, it can be mega nerve-wracking. You’re likely having a ton of negative and worrisome thoughts. What if they have an issue with something? What if they decide to go with someone else? Does it look okay?

These are all common thoughts to have, especially when this is such an important piece to wowing your potential clients and making it a no-brainer to work with you. After years of running as a service-based business and sending countless PDF proposals to clients, we’ve learned a thing or two about making it as less overwhelming as possible for you (and them)!

So, keep reading to find out how to send project proposals, plus what information to include!

Read More
Learn, Systems & Automation Guest User Learn, Systems & Automation Guest User

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!

Read More
Learn, Leadership Guest User Learn, Leadership Guest User

Lessons from 2020: Sales, Setbacks, and Surprises

We’ll gladly join the masses of people saying that they’re so glad that 2020 is over! And it isn’t so much that we expect the pandemic and all of the issues that come with it to just disappear with a new year, but more so that we’re now able to reflect on the year and kick everything in gear for 2021.

For us, 2020 was a whirlwind, but it was actually our best years ever. Of course we still dealt with setbacks just like everyone else, but we changed up the way we did things at the beginning of 2020, and it had a profound impact on how the year played out.

So what did we change? What actually happened for us in 2020? And what lessons did we learn that we’re carrying into 2021?

Read More

How to Automate Your Client Testimonial Process

We all know that testimonials are a crucial part to a functioning business. Unfortunately, many of us are met with fear and anxiety just from the thought of having to ask clients for testimonials/feedback.

“What if I’m actually not doing a good enough job to warrant a great testimonial?”

Thinking of actually bringing it up to your clients almost makes you want to run away or barf (or both). It can even seem like a super awkward conversation, like you’re saying, “Hey, I know we’ve working together for a while, and I think I’ve been doing a great job, but can you just confirm that by writing a testimonial that will potentially be shared with thousands of people depending on how good it is?”

Okay, so you won’t actually say it that way, but it can seem like it! So today, we’re going to walk you through how you can put this task on autopilot so that you can avoid the testimonial-asking anxiety. Or if you’re just simply the worst at remembering to ask for them, these tips are also for you!

Read More
Learn, Leadership Guest User Learn, Leadership Guest User

Pulling Back the Curtain: How We Launched Our Top 30-Ranking Podcast

It’s been over three years (really, close to four) since we launched The Strategy Hour Podcast. Since then, we’ve made the ranks of Apple’s Top 30 Business Management Podcasts, have been featured in multiple blog posts about business-related podcasts, have had X total downloads on Apple Podcasts alone, and we’re coming up hot on the heels our 500th episode (that’s a lot of freakin’ recording time!).

And while we’re so grateful that our podcast took off the way it did and has influenced thousands of lives and launching it was a blast, in no way has it always been easy. So, today, we’re going to be pulling back the curtain on how we launched our podcast, the challenges we faced, all of the hustle we put in to launch, how we plan and upload new episodes, the whole 9.

If the idea of launching a podcast has been tossing and turning in your brain, our totally candid and honest experience will hopefully help you determine whether this is the right next move in your business journey!

Read More
Optimize, Learn, Marketing Abagail Pumphrey Optimize, Learn, Marketing Abagail Pumphrey

What the Heck is the Instagram Algorithm and How Does It Work in 2020?

The Instagram algorithm, A.K.A. this seemingly mythical being that’s confusing the heck out of tons of people. You may see it talked about a lot either by Instagram gurus or in Facebook groups, but one piece of information that seems to get left out is what it is and how it even works.

We’re all aware that a few years ago, Instagram stopped showing posts in users’ home feed by chronological order, so now it almost feels more like a popularity contest. (We miss those simpler times!)

Everyone is scrambling around searching for information on how to beat this beast, so we pulled together a list of our top tips for making Instagram’s algorithm your very best friend.

Read More
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!

Forbes logo
CNBC logo
Marie Claire Logo
INC. logo
HuffPost logo
Forbes logo
CNBC logo
INC. logo
Marie Claire Logo

Join 50k+ Subscribers Who Are Building Businesses Their Way