business insights
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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When is the "Right" Time to Work on Your Business
You’re technically working “on your business” all the time, but what about the time you take out to learn from someone else? To get new insights and ideas, what to do differently, growth strategies and guidance? Your schedule is so full that you hardly even have time to do the things outside of work that you enjoy, much less focus on business education.
You know that you need outside help, but you continue to push it back because you’re waiting for the “right” time, for a moment where you feel like you have more time on your calendar to dedicate to it. The thing is, how many other things are you waiting until that calendar space opens up for you to get to it?
Keep reading to find out when is actually the right time to work on your business and the importance of actively prioritizing education, so you can start seeing drastic changes quickly.
This Simple Title Shift Can Drastically Increase Your Average Client Value
It’s a no-brainer that if you really pay attention to the language and messaging you use, you start to attract your ideal clients. As a niche service provider, you know that you have the power to change lives and businesses with your service.
But one of the most important pieces of messaging that, with a simple shift, could change how you feel, your lead generation, conversions, pricing, and how you show up as an expert is what you call yourself.
We’re inviting you to try a new phrase to use outside of the usual “one-to-one service provider,” “creative entrepreneur,” “small business owner” terms that are so common in this tightly knit space.
Instead, what if you called yourself a “consultant” (whether that’s a marketing consultant, operations consultant, or [insert industry type] consultant)?
5 Ways to Maximize Your CRM and Boost Productivity
CRMs and service-based businesses go together like peanut butter and jelly. Having a CRM software means that you have a digital database for all things pertaining to your leads and clients.
While we know service providers who are getting by tracking their leads and clients using spreadsheets or other methods, CRMs allow you to boost your overall client experience. You’re able to streamline the way you send contracts, proposals, forms, invoices, schedulers, and other documents, all the while maintaining a consistently branded and professional image.
Unfortunately, we often see service providers massively underutilizing their CRM, so in this post, we want to share 5 ways to maximize your CRM and boost your productivity!
3 Strategies to Successfully Streamline Tasks and Projects in Asana
We’ve tried many project management systems throughout the different stages of our business, and the one that’s allowed us to completely revolutionize how we complete projects and daily tasks is Asana. It’s the perfect fit for our team and, honestly, Boss Project has never been more organized and streamlined!
We’re learning new things and ways to refine our systems in Asana every single day. Even though our project management is ever-developing, we’ve still picked up on 3 strategies that have really amped our overall experience with the platform. Keep reading to find out what they are!
Work Less, Make More: How to Streamline Your Work Week & Increase Your Client Capacity
It probably wouldn’t be too far-fetched to say that a common dream amongst business owners is to be able to work less but make more money. It sounds like a contradiction, but it’s actually entirely possible to achieve. By streamlining your work week and increasing your client capacity, you’re able to get back more time in your business and make more money.
There are really only two levers to pull in order to do this: 1. Increase the price of your package, and 2. Decrease the amount of time it takes to complete a client project. In this blog post, we’ll break down what it means to accomplish each of these, so you can finally reach your “work less, make more” goal.
10 Things Every Small Business Should Automate to Avoid Overwhelm
We wouldn’t call ourselves the queens of automation, but, boy, are we pretty darn good at it. Over the years, we’ve automated more things in our business than we can count, and it’s saved us hours of valuable time that we can focus elsewhere.
We believe automation is a huge piece of the puzzle in allowing small business owners to either avoid or break free of overwhelm. When you have to manage the administrative, financial, marketing, support, and countless other duties in your business, the stress can quickly build up.
That’s why in this blog post, we want to share 10 things we think every small business should automate to avoid overwhelm!
The Best Strategies to Avoiding Burnout in 2022
We know how easy it is to feel totally burnt out in your business. In fact, you may not have even realized that you’re burned out! You may have convinced yourself that this is just the hustle and grind that it takes to get your business going or to scale past where you’re currently stuck.
In reality, this isn’t effective nor ideal. Growth and progress don’t happen during burnout, so you have to come up for air and create a clean slate. Keep reading to find out the best strategies to help you avoid burnout in 2022, so you can continue to grow and scale your business sustainably.
23 Ideas for Better Client Communication, Client Experience & Client Testimonials
When you think about it, client communication, the experience, and testimonials are the holy trifecta of an amazing service-based business. They also work as a kind of cycle– great client communication leads to a great experience, which leads to even greater testimonials when it’s all said and done!
We’ve had our fair share of not only working with clients but also helping other service providers work with their clients. In doing so, we’ve learned a myriad of ways to improve that client cycle. So today, we’ll be sharing our 23 ideas for better client communication, client experience, and client testimonials!
7 Tips to Streamline Your Services so You Can Boost Your Team’s Productivity
We see you, frazzled service provider. We see you bustling and overwhelmed, reinventing the wheel every time you perform any admin task in your business. You’re building your proposals and forms from scratch, manually emailing clients repetitive emails in your process, chasing down payments, etc.
The overwhelming majority of service providers are, well, overwhelmed (and quite frankly, underpaid). We understand because we originated as a service-based business. There are 7 tips that massively helped us streamline our services and made a huge difference in our overall productivity, which is what we’ll be sharing in this blog post!
If you want to take this a step further with us to help you create a High-Touch Signature Service on Autopilot™ so you can work less and make more, we invite you to apply for The Incubator.
What is Relationship Marketing: 5 Ways to Create Lifelong Customers
In this day and age of hot trends that dissipate just as quickly as they come, the backbone of marketing tends to be forgotten about: relationships. In every social media strategy, you’re trying to post the things that will build a better relationship with your target audience. When running paid ads, you’re picking and choosing who you want to display the ad to so that you can nurture those relationships. But when you strip away whatever conduit you try to mask it in, relationship marketing will bring so much more reward when implemented as the real, raw thing.
We’ve been able to successfully sell our services over the years mostly thanks to relationship marketing, and we can’t wait to share with you 5 ways to create lifelong customers and clients.
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!
How to Fire a Client (Without Ruining Your Reputation)
As dreamy as it would be to only ever work with clients we love, we know that isn’t always the case. There are even the few that put on a good front and seem like they’ll be a really great fit, but something goes astray during the relationship. It could be an issue as simple as miscommunication, lost expectations, scope creep, etc.
No matter the root issue, it’s hard! It may even be so hard that you’ve come to a point where you’re ready to fire a client and finally part ways for good. Before you let anxiety get the best of you, keep reading as we dive into how to determine if you actually need to say goodbye, some other ways to get back on track, and– if it comes down to it– how to fire a client without ruining your reputation.
The 3 Best Scripts to Use With Existing Clients to Increase Revenue and Get More Leads
You probably hear ten new sexy strategies to increase revenue every single day. But, if we’re honest, at the end of the day there are TWO main routes you can take.
One is with brand new, cold leads that you nurture and hope that you can convert into a client. The other is to take what’s already available to you with your existing clients to generate more revenue and super warm connections (that will take a heck of a lot less time to convert.)
Why don’t service providers do this more often? From what we see time and time again, it’s because you’re scared or just don’t know how to start those conversations with your clients. Introverts thrive on avoiding as many uncomfortable conversations as possible, but they don’t have to (and shouldn’t) feel that way. Here’s why.
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!
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.
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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