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I’m officially building my first Al app. No code. No hoodie-wearing co-founder. Just me, my idea, a no-code tool called Lovable.dev, and two years of quietly training an Al on everything I know about marketing, messaging, and digital products.
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How to Use Dubsado as a Coach
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!
Why You Shouldn't Overlook Your Email Signature
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?
How to Convey Your Personality Through Your Branding
When you think of “branding”, what comes to mind first? We’d venture to guess a popular logo popped up in your head, or a specific color palette. In all actuality, branding is much more than just the visuals that represent a company. It’s also the voice, personality, mission, and tone that make up a brand.
Even if the brand is run by multiple individuals, the brand as a whole should have its own personality that, well, personifies it! It should coax certain feelings from an audience and specifically target a certain group of people.
It all seems very confusing, but by following just a few steps, you’ll be able to intertwine your personality into elements of your branding and successfully convey that to your audience, whether you’re just starting out or in the midst of a rebrand!
The Components of a Successful Brand (6 key elements for success)
As small businesses competing against larger or more well-known businesses, it isn’t as effective to just talk about what you do as a business. The key to standing out is the brand that you build. A recognizable and loved brand is one of the most valuable assets a business owns.
However, a brand is much more than just a name, tagline, logo, and other visuals. Even though these pieces do play a role in the bigger picture, there are other elements that bring it all together.
How to Amplify Your Client Experience Using the Dubsado Client Portal
At the heart of every service-based business is the client experience.
It’s like the one key that unlocks great testimonials, referrals, repeat clients, and all around an awesome business reputation. Without taking the effort to refine and make better your client experience, you’re missing a huge opportunity to stand out from the competition!
An amazing way to amplify your client experience is by using Dubsado’s client portal feature! Not only does it give your brand a polished and professional feel, but it also makes things 10x easier on your clients. With the client portal, your clients are able to easily view email exchanges between you, documents you’ve shared, forms, invoices, task boards, and more.
Keep reading to learn more about the client portal, how to use it, and how it can amplify your client experience!
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!
The Ultimate List of Tools for New Service-Based Businesses
it’s super easy to fall down the rabbit hole of Googling which tools are best for which purpose, signing up for free trial after free trial, and getting lost in a sea of overwhelm when you notice that you’re 50 applications deep yet you only use about 2 or 3 semi-consistently.
So, to prevent you from going anywhere near that rabbit hole and save the time that you would otherwise be spending on trial and error, we’re going to break down our ultimate list of tools for new service-based businesses! We’ll be listing a few options for different categories so as to not overwhelm you. Some of these we currently use and some we’ve used in the past before our business grew and evolved.
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!
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!
How to Improve Your Client Experience as an Event Planner Using Dubsado
At this point, we think we’ve established that Dubsado is the perfect CRM for service-based businesses. Really, it doesn’t even matter what kind of service-based business you are or what industry you’re in– Dubsado is almost guaranteed to be a surefire option for you.
However, many people use it in different ways depending on their industry and their own client processes, one of those industries being event planners. So, today, we want to cover how to use Dubsado specifically to improve your client experience as an event planner!
The Best Way to Streamline Your Client Projects as a Service Provider
Managing your client experience is one thing, but managing and streamlining your client projects is a whole other beast to tackle as a service provider. You might be wondering what the difference is, so when we talk about managing your client experience, we mean all of the communication, appointment scheduling, sending forms, proposals, contracts, getting paid, and all that jazz. (Dubsado’s our trusted CRM for that– here’s why.)
On the other hand, you also have to deal with the actual tasks that come with fulfilling a client project for both you and your team. For this, we recommend using a project management system like Asana. It’s robust enough to handle even the most complex projects, yet simple enough that if you don’t need to use all of the fancy-shmancy extras, you don’t have to.
Today we’ll be diving into the best way to streamline your client projects using Asana!
How to Improve Your Client Experience as a Coach Using Dubsado
As a coach, spending the most time perfecting your client experience is what’s going to take you such a long way. You could even say it’s the basis for what will allow you to scale to and past 6-figures and more. Creating a VIP experience allows you to raise your rates, charging prices that you didn’t even think were possible before.
Clients pay for the experience more than they do the actual results. Any other coach in your niche can provide the same results, but your quality of service and the experience is what will make you stand out from the rest.
Our roots are tied in services, and even though that’s ebbed and flowed over the years, we’ve always upheld the same value in experience, and Dubsado has been our go-to CRM to allow us to systematize that. We now teach it to our clients, and we’re so excited to share it with you, too!
How to Develop a Luxury Client Experience
We’ve talked a lot about there being a shift in the market lately. Getting people in the pipeline feels more difficult than before, making sales is taking a little longer, and marketing feels harder to understand. So, what can we do about this market shift? How can we set ourselves up for success?
We have two words for you, “client experience.” The best part? Your client experience is something you have control over and when done correctly, it can have a huge impact on your business moving forward. In this blog, we talk about the importance of your client experience and how to ultimately develop that will set you up for success, especially in this market.
How Service Providers Can Identify Their Result and Deliver a Profitable Offer
Looking back there is something magical about the beginning stages of business. It’s like we all had this young naive way of thinking at the beginning. You’re learning all the things, you’re hustling, you’re saying yes a lot (probably more than you should have) but you’re doing it. You’re building something that is yours.
And then you get to a point where you’re hitting 10K months consistently. You did the thing! You’ve become an established business owner BUT you’re still holding onto that “beginner” energy. Yeah, you might be making more money but you’re still feeling stressed, overwhelmed, and stretched thin.
Complete Guide to Dubsado’s New Form Builder 2022
As two self-dubbed Dubsado connoisseurs, we were over the moon when we first learned about the updates to Dubsado’s form builder. While it wasn’t terrible to use before, this upgrade that just rolled out for all accounts in July has increased our love for the platform times a thousand. Even though all of the blocks and options are basically the same, the form builder now has a whole new look that the majority of users will find more intuitive and easy to use.
We were part of the lucky group who were able to use the beta version of the new form builder for months, so we’ve already gotten used to the upgrade and have been sticking to it exclusively. Because of that, we knew we had to put out this unofficial guide to Dubsado’s new form builder!
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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