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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 Virtual Assistant
Dubsado is the ultimate CRM for all service-based businesses, and we especially love how useful it is for Virtual Assistants. As a VA, you likely have tons of tasks on your plate, and you’re working hands-on with clients basically every single day. You need a software that’s going to help you streamline and systematize your processes, so you don’t eventually burnout.
Dubsado vs. HoneyBook - The Best CRM for Creatives
We’re back with the second (and final) post in this comparison game between the three top CRMs in the game: Dubsado, 17Hats, and HoneyBook! Last week, we compared Dubsado vs. 17Hats. If you want to find out who our personal winner was, head here to check out that blog post.
Today, we’ll be diving into Dubsado vs. HoneyBook, so you can make an informed decision about which platform would be the best CRM for your business. Let’s get started!
Dubsado vs. 17Hats - Which CRM is the best for your business?
CRMs offer an easier and more streamlined approach to sending contracts, proposals, forms, invoices, and other documents, all the while maintaining a consistently branded and professional image.
The thing about CRMs is that there are a lot of them, and it can make choosing the right one a very difficult decision. Three of the main top dogs in the CRM game right now are Dubsado, 17Hats, and Honeybook. Even though we’re hardcore Dubsado lovers, we believe in fair game for all, so to help you decide if it’s the best CRM for your business, we’ll be comparing it to 17Hats today
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!
Use Dubsado Subcontracts to Create and Send Proofs!
In our humble opinion, subcontracts are the underdog of Dubsado forms. Most of the love is given to proposals, questionnaires, and lead capture forms, but subcontracts can also be an amazing asset to your business! If you’re a photographer, wedding planner, brand and web designer, stationery designer, or florist, for example, it’s likely that you need to send proofs of your work for clients to approve.
What better way to do this than to have the legal backup of a subcontract? Since clients need to sign off on them, trust us when we say that this will save you a ton of headache in the future. So, if you want to learn how to create a proof from a subcontract, keep reading!
Step by step Guide for Using Dubsado for Bookkeeping
Well, folks, Dubsado’s done it again. And by that, we mean completely blown us away with its functionality. On top of the bajillion other features it has, did you know it’s able to even handle basic bookkeeping? This is absolutely perfect for small businesses that need a start at keeping track of their finances, but that aren’t ready for a super robust software like Quickbooks.
There are tons of simple bookkeeping tools for you to stay up-to-date on your finances and track lead generation metrics right inside of Dubsado, which is what we’re going to go over today!
5 Ways to Use Dubsado Forms to Run Your Business
We’ve said it a million times and we’ll say it again: One of our favorite features of Dubsado is their forms! Their form builder is beyond easy to use, and they’re even easier to send off to clients or embed in your website. Within minutes, you can have a beautiful form created thanks to their user-friendly layout.
Forms are so versatile and can serve many different purposes. Don’t let the categories fool you– whether it’s a proposal, questionnaire, or lead capture form, you can turn it into just about anything you need. In this post, we’re going to share different ways that you can use Dubsado forms to run your business!
How to Use Dubsado Custom Mapped Fields
Do you ever wish there was a way that you could keep information on file for your clients in Dubsado aside from the default basic contact and project info? Say you’re a wedding planner and you want to easily keep track of guest count, or perhaps you’re someone who loves sending gifts to your clients on their birthday.
Whatever the case may be, you’re able to collect and keep track of this information using custom mapped fields. A custom mapped field is a place on a client profile or project to store information in the form of text or a date. You’re able to add fields that are relevant to your business, so you can always have it at a glance, or even use an integration with Zapier to add this info to other tools.
Today, we’re going to go over everything related to custom mapped fields in Dubsado and how to use them!
Everything You Need to Know About Dubsado Canned Emails
Do you ever find yourself writing the same email to clients multiple times? At this point, it’s just a part of your usual process. While we’re sure you’re probably not a stranger to canned responses in Gmail (They’ve been a lifesaver for us), what you may not be aware of is that you can create them in Dubsado.
You’re able to add canned emails to automated workflows or send them manually, and they’re an absolute time- and headache-saver. Instead of having to rewrite the same email multiple times in a different platform outside of your CRM, you can bring that function inside of it since Dubsado also connects with most email services to allow you to send and receive emails straight through the software.
In this blog post, we’re going to be breaking down canned emails from start to finish. Don’t worry, this won’t be a super long one. Canned emails are so simple to use, you can have yours up and running in as little as 10 minutes!
Maximizing Productivity and Well-being: 8 Strategies for Working Smarter, Not Harder
A kind of shift happens to most people when they become busy business owners. We tend to start putting our own health and happiness on the back burner and pouring all of our energy into the business. We’re guilty of doing this in the past, but we quickly realized the importance of prioritizing those things for the sake of our own sanity. Hustle culture is overrated, and we want more business owners to start working in smarter and healthier ways, consequently maximizing your productivity and well-being.
Here are our top strategies for working smarter, not harder this year and for years to come!
The Ultimate Guide to Creating Dubsado Workflows
One of the ultimate ways to make Dubsado serve as your very own Virtual Assistant is to utilize Dubsado Workflows. Workflows are our absolute favorite feature of Dubsado because we’re able to automate so many aspects of our usual client process. In turn, this frees up so much time to allow us to give our clients and their projects the attention that they deserve without worrying about chasing down payments, sending off emails or forms, scheduling meetings, and so much more.
Keep reading to learn more about workflows, how they work, what you should do before creating them, and how you can be using them in your business right now!
How to Overcome Perfectionism, Procrastination and Imposter Syndrome
Perfectionism, procrastination and imposter syndrome are three struggles that go hand in hand. When perfectionism is discussed in our industry, or in the context of work and running a small business, it often gets paired with negative behavior like procrastination. This causes indecision and feeling like you don’t actually have any idea what you’re doing, otherwise known as imposter syndrome.
Luckily, there are ways to not overcome these feelings– there isn’t some mindset exercise you can do to make them completely disappear, but you can make shifts to prevent them from inhibiting growth in your business and perhaps actually serve you. Keep reading to find out how!
How to Take Action When You’re an Overthinker
We’ve talked before on our podcast about what it means to be the type of person who immediately takes action versus someone who tends to overthink before doing something, if they even do it. In the past, we’ve used the terms “be-er” and “do-er” to describe these two types, and then we learned there’s actually a more scientific Scholarly-level phrase– having a cognitive bias towards action or thinking.
If you have a cognitive bias towards thinking (a be-er), you’re someone who needs to, well, think. A ton. We believe that be-ers need to believe something specific about themselves first before they take action. (Like that you’re actually a productive or organized person before purchasing a planner. Or that you are the type of person who goes to the gym before you actually go to the gym.)
Is it possible to change your cognitive bias and become an action-taker when you’ve historically been an overthinker? Keep reading as we dive into the how-to!
How to Develop an Experimental Mindset and Curiosity Culture in Your Small Business
We have seen too many business owners allow themselves to get stuck in a planning and research phase (because planning is fun!) that the big dreamy goals they have for their business never really come to fruition. The #1 thing that’s helped our business reach 7-figures, employ us and our amazing team, allow us to take time away and live Life-First, grow (when we want to) and sustain is the fact that we’ve created an Experimental mindset for ourselves and a culture of curiosity for our team.
In today’s blog we go over how to develop an experimental mindset not just for you and your business but how to also implement it within your growing business.
The Problem With Burnout (And Why It’s Not Actually The Problem)
If you’ve been following Boss Project for a while then you know we like to reclaim words and then redefine their meanings to what aligns with us AND for you (business owners). We’re at it again and this time we want to take back the word “burnout”.
Burnout has been given a negative reputation and business owners are running away from it as fast as possible. However, we’ve come to find out that burnout isn’t this big, bad thing everyone makes it out to be. In fact, burnout has helped change our business for the better.
In this blog, we’re going to tell you what burnout means to us and how you can reclaim it into something productive and powerful in your business.
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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