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Funnels: What They Are, Where They Came From, and Why Most Are Built Backward

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Blog

Funnels: What They Are, Where They Came From, and Why Most Are Built Backward

A funnel is not a website. It’s not a single email. It’s not an overpriced software platform someone tried to sell you in a webinar. It’s the journey someone takes from “Who are you?” → “This is interesting...” → “I need this in my life” → “Take my money.”

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Guest User 10/19/22 Guest User 10/19/22

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!

Guest User 10/12/22 Guest User 10/12/22

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!

Abagail Pumphrey 10/5/22 Abagail Pumphrey 10/5/22

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!

Abagail Pumphrey 9/26/22 Abagail Pumphrey 9/26/22

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.

Guest User 5/11/22 Guest User 5/11/22

Step-by-Step Guide to Creating Dubsado Proposals

Dubsado is an all-in-one CRM that allows you to do many many things right within the software. One of those things includes creating a variety of different forms, like proposals, contracts, questionnaires, and lead capture forms. Proposals are one of our favorite forms because when you send them, you have the option to make it an easy 3-step process for your clients where they can choose a package in your proposal, sign the contract, and pay the invoice all in three streamlined steps

Sending them is easy, and creating them can be even easier. Dubsado has a drag-and-drop form builder that makes building your proposal a breeze, which we’ll be diving into later. So, keep reading for our step-by-step guide to creating Dubsado proposals!

Abagail Pumphrey 5/10/22 Abagail Pumphrey 5/10/22

10 Tips for Networking When You Hate Networking

Networking is one of those words that can either make the social butterfly beam with excitement or the introverted feel more stressed and anxious. It’s not everyone’s favorite thing to do but if you’re a business owner it’s important to put yourself out there.

Making connections can help your business in so many ways. It enables you to meet influential people, gather info that may be beneficial to your business, and/or even just attain some biz support with like minded people.

Businesses are built around relationships. It’s truly who you know in many instances. So here are our 10 tips for networking when you hate networking.

Abagail Pumphrey 4/19/22 Abagail Pumphrey 4/19/22

The Art of the Customer Experience

When talking about the customer experience, there’s one word in particular that should come to mind: feelings. After all, that’s what it revolves around– how you make your customers or clients feel before, during, and after working with you.

But because the experience is based around feelings, that raises a ton of questions. How can you track feelings as a measurable KPI? What parts of your process should you focus on to invoke those positive feelings? Why the heck is all of this so important to begin with?

Keep reading for the answers to all of your questions as it relates to the art of the customer or client experience!

Abagail Pumphrey 4/12/22 Abagail Pumphrey 4/12/22

The #1 Key to Reigniting Your Service-Based Business

Have you ever felt like this? It’s a weekday morning, you know you need to get out of bed and work on your business but you just do NOT have the energy or the brain power. You’ve lost the gumption you had when you first started your business and now you’re just feeling burnt out, and in a Cycle of Doom™.

Abagail Pumphrey 4/5/22 Abagail Pumphrey 4/5/22

How to Create a Signature Service for Your Virtual Assistant Business

As a Virtual Assistant, likely one of the best ways to describe your services is “flexible.” Especially as a General VA, flexibility is one thing that seemingly allows you to keep growing your business. Because you probably don’t specialize in one specific area, you’re able to keep adjusting and bending to your clients’ needs and adding more skills to your bucket.

However, another common theme within the VA world is one that we believe can become detrimental: hourly pricing. As you become more efficient in your work and take less time to complete things, this comes back to bite you in the rear.

The solution? Honing into a signature service that you can offer at a package rate. In this blog post, we’ll be diving into what a signature service is and how you can create one for your Virtual Assistant business!

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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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