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Optimize, Branding & Design Guest User Optimize, Branding & Design Guest User

How to Create a Powerful Brand Identity (our 5 step guide)

Having a brand that’s authentic means being more in tune with who you are and where your passions lie, as well as the needs of your audience. Spoiler alert: It isn’t just about an amazing logo and a pretty color palette. When you pull together elements of yourself and your personality, the benefits you’ll reap are well worth the extra time and effort it takes to really dive in and build a powerful brand identity.

With all that said, here’s our 5-step guide to creating a powerful brand identity that stays closer to the things you love, the things that represent you and your business, and your personality!

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Dubsado, Client Experience Guest User Dubsado, Client Experience Guest User

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!

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Grow, Client Experience Guest User Grow, Client Experience Guest User

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!

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Optimize, Client Experience Guest User Optimize, Client Experience Guest User

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!

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Optimize, Client Experience Guest User Optimize, Client Experience Guest User

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!

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Optimize, Marketing Guest User Optimize, Marketing Guest User

How to Write a Welcome Sequence that Converts Subscribers to Buyers

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!


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Dubsado, Client Experience Guest User Dubsado, Client Experience Guest User

How to Automate Your Client Onboarding Process

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.

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Optimize, Marketing Guest User Optimize, Marketing Guest User

How to Plan a Month’s Worth of Social Content at Once

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.

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Learn, Client Experience Guest User Learn, Client Experience Guest User

How to Send Project Proposals + What to Include

Sending a project proposal can be intimidating for a number of reasons. If you’re new to business and this is the first (or even the fourth or fifth) client you’re sending a proposal to, it can be mega nerve-wracking. You’re likely having a ton of negative and worrisome thoughts. What if they have an issue with something? What if they decide to go with someone else? Does it look okay?

These are all common thoughts to have, especially when this is such an important piece to wowing your potential clients and making it a no-brainer to work with you. After years of running as a service-based business and sending countless PDF proposals to clients, we’ve learned a thing or two about making it as less overwhelming as possible for you (and them)!

So, keep reading to find out how to send project proposals, plus what information to include!

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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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