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!

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!

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!

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!

Email can be such a game-changer for businesses that want to connect with their audience in a more personal way. When you compare your people scrolling upon a social media post versus getting valuable content delivered directly to their inbox, email is the way to go if you want to build authentic relationships.

Plus, email gives you an opportunity to share exclusive content with your list, making it even more valuable to your audience. Anyone can see your social media accounts and not follow you, but your subscribers have already signed up for the long haul and are ready to devour new content as it comes.

But email marketing is more than just creating a list and hoping people subscribe to it. It takes work to make sure people know about it, and even more work to make sure that they actually want to subscribe, which is where your opt-in comes in.

Since you’re reading this post, we’ll assume you already have an opt-in created (but if not, this is the post for you) and are looking for ways to market it. If so, you’ve come to the right place! Today, we’re going to share 5 successful strategies to market your opt-in, your freebie, your lead magnet - whatever you want to call it!

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!

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.

Email is one of our most favorite things to talk about! In the 5 years we’ve been in business, we’ve seen 100k+ new subscribers come through our doors. It’s been an amazing outlet for us to provide exclusive value to our audience outside of your everyday Instagram post. With email, there’s a more personal connection you gain by being allowed space in someone’s inbox.

Since we’ve had our fair share of methods that worked (and didn’t) to grow our email list, we wanted to share with you our top 5 favorite ways to get people to sign up for your email list and increase conversions!

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.