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!

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!

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?

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!

Conversion rates. Analytics. Measuring growth. Lifetime value. There are so many business buzzwords that get thrown around that can feel really intimidating to the average creative business owner.

However, knowing this information is super crucial to your profits, your growth and the decisions you make every single day in your business.

Keeping track of your business’ numbers allows you to make strategic decisions instead of just saying, “Well, I feel like this is going well, so I’m going to keep doing it” or “I feel like this new thing could really help, so I’m going to try it.”

Honestly? We’d rather make business decisions rooted in facts and data instead of basing everything soley of feelings. We love us a good “gut instinct” and we like to back it up with cold hard facts.

Knowing how much weight a product or service is pulling for you or if it’s time to let it go, the rate of growth across all of your channels, and your overall progress is so important in order to plan and set goals realistically in your business, both short and long term.

So how do you find this information (or sexy math as we like to call it)? Where do you begin?

It all starts with your analytics.

What do we actually do with information overload? When it comes to making plans for your small business you’ve got ideas and game plans out the wahzoo.

You see a shiny new course from this A-list business strategist and you just have to buy it, or maybe your favorite influencer has just released another free resource, so you rush to download it. Perhaps you’ve spent hours scrolling through Pinterest and saving tons of Pins that look interesting. Or you’ve just finished watching yet another webinar about a new thing you think could help, and you’ve filled a page or two with notes.

Can we get real with you for a second?

All of those countless courses, freebies, saved Pins, and webinar notes don’t mean a darn thing if you aren’t going to actually start doing something with them.

Sure, “knowledge is power”, but we’d like to think you don’t have much power if that knowledge isn’t being applied or even retained because you forget about it the next day when a new shiny squirrel catches your attention.

So, what do you do with a strategy once you’ve learned it besides just letting it sit in your virtual cupboard to collect dust?
These actionable steps will help you to figure out your own actionable steps when wanting to implement a new strategy. And if you have no idea what you even want to implement, stick around for a surprise at the end!

You’ve been doing this business thing for a little while now, and you feel like you’ve finally found your footing. Everything seems to be going great, except for one thing.

You don’t have any features, collabs, partnerships, or PR opportunities in general!

Opportunities for exposure could be so many different things, but they all circulate back to working with another brand. This could be writing a guest blog post or being featured in a blog post, collaborating with another brand on an upcoming launch, being a guest on a podcast episode, having your story told in a popular magazine, landing an interview on a daytime talk-show program, etc.

Some of those examples seem far more reachable than others, but in order to land any of them, it all starts with the steps you take before and leading up to pressing send on that pitch (and don’t worry, we’ll be going over that, too!)

A few of these steps you might not even think twice about, especially if you’re DIYing this whole pitch-your-biz-to-other-brands thing, which is why we’ve made sure to give you a solid plan to put yourself out there confidently.

It feels like you’re still playing “pretend business” and you’re wondering if you’re even smart enough to figure this all out like it seems like everyone else has.

This convinces you that the only way to get clients is to do what works for everyone else - posting 3x a day on Instagram, blogging “value add” content, showing up in Facebook groups where you *think* your client might be and so on…

You’re listening to countless other business owners tell you that doing all that ^ is what’s going to work for you...so why isn’t it?

Here’s the truth: it’s not you. It is the strategies you’re using. They aren’t right for YOUR business.