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!

We all know how much we love Dubsado’s workflows (so much so that we wrote a whole blog post about them, which you can check out here). But what you may not know is that, although their native workflows serve tons of amazing actions, you can take your automation game one step further by integrating with Zapier.

We’ve been around the block with Zapier a few times, so much so that we could dub ourselves Zap experts, and we’ve thought of more ways that you can take Dubsado to the next level! Keep reading to learn 4 more things you can automate using the Dubsado and Zapier integration.

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.

Dubsado is one of our favorite CRMs, and a big reason for that is because it’s so robust. There are tons of features that are needed by any service-based business, and one that we think is sometimes overlooked is the client portal. Not only is it useful for your clients to easily keep track of files, emails, and documents that you’ve shared with them, but it also adds that “wow” factor to their experience.

We’re all about branding everything, so it’s no surprise that we fell in love when we learned that the client portal can also be branded. With a few quick tweaks in your settings and 15 minutes in Canva, you can have a beautifully branded client portal.

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!

There’s no denying that social media came into our lives and completely took over. For both personal and business use, 7 in 10 Americans are on some form of social media platform.

Businesses are turning to social media as their main source of traffic with most solely focusing their marketing efforts on platforms like Facebook, Pinterest, and Instagram. But can you blame them? Just take a look at the numbers.

Facebook has 2.8 billion active users every month.

416 million people are using Pinterest each month.

1 billion people are active on Instagram every month.

That’s a LOT of people and a huge pond to swim in that will only continue to grow, but that just means nailing down your social media marketing game is as important as ever. We know how scary that sounds, which is why we want to give you our top 6 tips to boost your social media marketing game for 2021!

We’re no stranger to Instagram Stories, and we’d venture to guess that you might not be either. Even if you aren’t utilizing Stories in the way that you could, they’ve been around for almost 5 years now, and over 500 million people use them each day. (source) Their popularity is only increasing, regardless of the new takeover by Reels. Stories are, you could say, a classic!

They’re the perfect way to connect with your followers on a more personal level than just a static feed post, or really even an IGTV video. Stories are more real-time, with photos and videos posted having usually been taken right there on the spot. The plus of also being able to see your face and mannerisms and hear your voice gives your audience the opportunity to see the face behind the brand, which can be so essential for small businesses.

They hold a great power for business owners to build relationships and trust with their followers. But sometimes, they almost seem like a strange artform that some have perfected and some haven’t, so that’s why we want to share with you 8 ways to use Stories to boost engagement for your business!

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!