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!

So you have a freebie created, your opt-in form set up, and your freebie delivery email ready to go so that you can deliver the goods when someone joins your list. But before you start telling people about it… Do you have a welcome sequence?

When someone joins your list, they’re the warmest within the first few days. That’s your window to let them get to know you more and show them what you can offer before they forget who you are or why they even subscribed in the first place. After all, first impressions matter, and this is your way to make a great virtual first impression on your audience!

We’re huge fans of welcome sequences because it means that when the time comes to sell to someone, they won’t be in the dark about who you are– they’ll already know, like, and trust you (or at least that’s the goal). So, what actually goes into a welcome sequence? Read along as we walk you through how to write a welcome sequence that converts subscribers to buyers!

If there’s a way to save time and be more productive in our businesses, we’re all over it. One of our favorite ways to do this is to plan all of our social content. Otherwise, it can be way too overwhelming!

Before we started batching our content, we quickly realized that posting a day at a time was not the way to go. Our thoughts would become scattered from all of the ideas we had, yet no actual system of turning those ideas into content. One we did create a system for batching though, it saved our time, sanity, engagement (no more gaps in posting!).

So, today, we’re going to walk you through our step-by-step system for planning a month’s worth of social content at once, so you can get back to being the productive queen (or king) you are.

One thing about us is that we’re always looking for ways to improve our systems and processes to keep things streamlined and running smoothly. And a favorite system of ours that allows you to do this very thing with your client processes is Dubsado.

When we were a service-based business that dealt with one on one clients, Dubsado was our absolute favorite CRM, and that was back when they were fairly new and weren’t as robust as they are now. Since they’ve made total updates and added new features, they’ve become every business owners dream system.

So, today, we’re going to share with you different ways that you can use Dubsado to streamline your projects and tasks!

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?

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!

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!

Instagram recently released their new feature, Instagram Reels, and it’s catching like wildfire due to the similarities with its rival, TikTok. The reason TikTok is such an amazing platform for businesses is all thanks to the possibilities you have of organically reaching a large audience, and now Instagram has adopted this capability.

Accounts have been able to grow by the thousands after landing on Instagram’s explore page and gaining views from hundreds of thousands of people (similar to what happens when a TikTok video lands on the For You page). If you tailor your content to catch the attention of the right people, the opportunity to grow on Instagram is higher now more than ever.

But for those people who aren’t experienced with TikTok and the culture that’s now been brought over to Instagram, it can be super difficult determining what kind of content to post, how it works, etc. So, with that, we want to give a breakdown of Instagram Reels, how to use it, and what kind of content to post so you can increase your organic reach!

There are nearly 300 million daily users on Pinterest. That’s 300 million potential customers and clients out there just waiting to scroll upon your content. In fact, 97% of searches on Pinterest are unbranded, which leaves a huge opportunity for your content to show up. But how do you make them stop scrolling to check it out?

Since Pinterest is a visual search engine, you can bet that there are millions of beautifully stunning images already, but images are static, so a great way to catch someone’s eye is by creating a video Pin.

They’ve been around for a while, but their popularity has been rising exponentially in the past couple of years with the amount in 2019 increasing six times what it was in 2018. Even though video Pins are gaining traction, they’re still less used than images, which means there’s a huge opportunity just waiting for you to increase your visibility on the platform.

Another great thing about video Pins is that they automatically start playing when they’re halfway on a user’s screen. In a sea of static images, that’ll immediately catch someone’s eye and, hopefully, entice them to click through to your website. Why else should you create video Pins, though, and how do you create them?