business insights

More to Read


fan favorite

100 Profitable Digital Product Ideas

Plus, a totally free challenge to kick you into action and get this baby launched.

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!

Read More
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!

Read More
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!


Read More
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.

Read More
Optimize, Systems & Automation Guest User Optimize, Systems & Automation Guest User

How to Streamline Projects and Tasks Using Dubsado

One thing about us is that we’re always looking for ways to improve our systems and processes to keep things streamlined and running smoothly. And a favorite system of ours that allows you to do this very thing with your client processes is Dubsado.

When we were a service-based business that dealt with one on one clients, Dubsado was our absolute favorite CRM, and that was back when they were fairly new and weren’t as robust as they are now. Since they’ve made total updates and added new features, they’ve become every business owners dream system.

So, today, we’re going to share with you different ways that you can use Dubsado to streamline your projects and tasks!

Read More
Grow, Project Management Guest User Grow, Project Management Guest User

Our Top 10 Favorite Productivity Tools for 2021

Owning and operating your own business generally means that you end up wearing lots of hats, especially when you haven’t yet formed a team. You’re not only the director of pushing out and creating all the content, but the one who markets it, organizes getting paid, communicates with clients, and so much more.

Needless to say, all of this can be beyond overwhelming, unless you have the tools and systems in place to help you save energy, time, and money. If you know anything about us at all, it’s probably that we’re all about tools and systems. It’s like therapy for us knowing that we have a system for every part of our business.

Today, we want to share our top 10 favorite productivity tools for 2021 and how they impact our business, in hopes that they can help you in your business, too! And, yes, we actually use and love the tools on this list!

Read More
Grow, Project Management Guest User Grow, Project Management Guest User

Launch Simply in 2021

If there’s anyone that knows a thing or two about launching, it’s us. In the past 5 years we’ve been in business, we’ve launched more times than we can count with a multitude of different products and services as our business transitioned and grew.

During the different seasons of our business, we’ve had big launches, small launches, and everything in between, so we’ve also picked up on how to do it without being so stressed. We think the number one important thing about launching is that it’s fun and simple. Otherwise, who the heck would ever want to launch anything?

So, today, we’re going to share with you a little about our plan for launching simply, and show you our little secret for making launching even easier.

Read More
Grow, Project Management Guest User Grow, Project Management Guest User

A New Way to Plan 2021 That Actually Works

2021 is right around the corner, and last week we talked all about the never-ending cycle of being super super motivated to crush your goals in the new year, and then as the year goes on, momentum starts to fade ever so slowly.

We even talked about the importance of reflecting on your goals the week before and how doing so can help you plan strategically and intentionally, so you aren’t just writing down goals that aren’t realistic or reachable.

Now, what about the actual planning process? At the end of 2019, we tried a new technique that helped us plan for 2020 tremendously, and we’re going to break that down for you today.

Read More

How to Automate Your Client Testimonial Process

We all know that testimonials are a crucial part to a functioning business. Unfortunately, many of us are met with fear and anxiety just from the thought of having to ask clients for testimonials/feedback.

“What if I’m actually not doing a good enough job to warrant a great testimonial?”

Thinking of actually bringing it up to your clients almost makes you want to run away or barf (or both). It can even seem like a super awkward conversation, like you’re saying, “Hey, I know we’ve working together for a while, and I think I’ve been doing a great job, but can you just confirm that by writing a testimonial that will potentially be shared with thousands of people depending on how good it is?”

Okay, so you won’t actually say it that way, but it can seem like it! So today, we’re going to walk you through how you can put this task on autopilot so that you can avoid the testimonial-asking anxiety. Or if you’re just simply the worst at remembering to ask for them, these tips are also for you!

Read More
Woman leaning against back of chair and smiling at camera

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!

Forbes logo
CNBC logo
Marie Claire Logo
INC. logo
HuffPost logo
Forbes logo
CNBC logo
INC. logo
Marie Claire Logo

Join 50k+ Subscribers Who Are Building Businesses Their Way