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Grow, Client Experience Guest User Grow, Client Experience Guest User

What is Your Client Experience (And Why it is so Important)

When it comes to running a service-based business, there’s one term that you’ve likely heard a lot– client experience. It’s honestly the sole thing that service-based businesses revolve around because it can make or break your business.

But what exactly does client experience mean? Why is it so important? These are the questions that we’ll be answering in today’s blog post!

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Optimize, Client Experience Guest User Optimize, Client Experience Guest User

Our Ultimate Guide to Client Onboarding + Crafting an Extraordinary Client Experience

Client onboarding is the most crucial beginning phase to starting a project with a new client. It sets the tone for the working relationship and can make or break your project depending on how you handle it. If handled poorly, it can lead to your client having a bad experience with you, and it’s the client experience that determines whether or not you’ll receive positive testimonials, repeat business, and future referrals. (No pressure!)

After working with clients during both our time as separate businesses and even after we first became business partners, we know a thing or two about client onboarding and making sure the client feels comfortable and taken care of before, during, and after the project.

With that said, let’s dive into our ultimate guide to client onboarding, plus crafting an extraordinary client experience!

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Optimize, Client Experience Guest User Optimize, Client Experience Guest User

10 Must-Have Details to Include in Your Client Welcome Packet

We preach often (probably entirely too often) about the importance of your client experience, but it’s one of the key defining factors between a client having a good time with you, referring you to others, and leaving a positive testimonial… Or not.

Mastering the art of providing an amazing experience for your clients is crucial to your reputation as a service provider. We know this sounds super scary, but it can actually be pretty dang easy. As long as you’re able to check in often, respond quickly, and provide important information, you’re already at an advantage.

One way of stepping off on the right foot with a new client is by sending a welcome packet. You may have also heard it called a welcome guide, onboarding guide, or onboarding packet. We’ve sent a welcome packet or two– or a million– during our years in business, and now we’re here to share 10 must-have details you should include in your client welcome packet!

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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.

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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!

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Grow, Project Management Guest User Grow, Project Management Guest User

Our Top 10 Favorite Productivity Tools for 2021

Owning and operating your own business generally means that you end up wearing lots of hats, especially when you haven’t yet formed a team. You’re not only the director of pushing out and creating all the content, but the one who markets it, organizes getting paid, communicates with clients, and so much more.

Needless to say, all of this can be beyond overwhelming, unless you have the tools and systems in place to help you save energy, time, and money. If you know anything about us at all, it’s probably that we’re all about tools and systems. It’s like therapy for us knowing that we have a system for every part of our business.

Today, we want to share our top 10 favorite productivity tools for 2021 and how they impact our business, in hopes that they can help you in your business, too! And, yes, we actually use and love the tools on this list!

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Grow, Project Management Guest User Grow, Project Management Guest User

Launch Simply in 2021

If there’s anyone that knows a thing or two about launching, it’s us. In the past 5 years we’ve been in business, we’ve launched more times than we can count with a multitude of different products and services as our business transitioned and grew.

During the different seasons of our business, we’ve had big launches, small launches, and everything in between, so we’ve also picked up on how to do it without being so stressed. We think the number one important thing about launching is that it’s fun and simple. Otherwise, who the heck would ever want to launch anything?

So, today, we’re going to share with you a little about our plan for launching simply, and show you our little secret for making launching even easier.

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Grow, Project Management Guest User Grow, Project Management Guest User

A New Way to Plan 2021 That Actually Works

2021 is right around the corner, and last week we talked all about the never-ending cycle of being super super motivated to crush your goals in the new year, and then as the year goes on, momentum starts to fade ever so slowly.

We even talked about the importance of reflecting on your goals the week before and how doing so can help you plan strategically and intentionally, so you aren’t just writing down goals that aren’t realistic or reachable.

Now, what about the actual planning process? At the end of 2019, we tried a new technique that helped us plan for 2020 tremendously, and we’re going to break that down for you today.

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Learn, Client Experience Guest User Learn, Client Experience Guest User

How to Magnetically Attract Clients You Love (without the Use of Social Media)

Many small businesses are basically “doomed” from the start.

Although done unknowingly, many entrepreneurs design their business in a way that keeps them stuck in the Merry-Go-Round trap.

They’ve designed their business in a circle. Doing the same things over and over again. Answering the same questions. Dealing with the same problems. And they aren’t growing.

I bet you know the feeling: you’re working and working and working, but you just aren’t seeing any progress. And where the heck are all those clients you desperately want to be working with?

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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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