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100 Profitable Digital Product Ideas

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

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

Our Ultimate Guide to Finding and Pitching Potential Clients

One of the most overwhelming parts of starting a service-based business is how to actually find clients. You’ve done all of the beginning steps— you’ve decided what to offer, packaged and priced it, created your social channels, set up your financial shiz, and all of that fun jazz. But now, where the heck do you find clients and how do you pitch them?

Before we offered digital products, we were service providers, so we’ve had our fair share of finding and pitching clients. Today, we want to unveil our best tips to you in this ultimate guide!

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The Frugal Business Owner’s Guide to Running a Service-Based Business

The thing is, you don’t have to spend hundreds per month in expenses for all of these fancy tools and platforms to run your business. In fact, there’s one secret weapon we believe every service-based business should keep in their back pocket. It’s an all-in-one software that will eliminate the need for racking up on 17 different subscriptions, and it goes by the name Dubsado.

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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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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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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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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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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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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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How to Magnetically Attract Clients You Love (without the Use of Social Media)

Many small businesses are basically “doomed” from the start.

Although done unknowingly, many entrepreneurs design their business in a way that keeps them stuck in the Merry-Go-Round trap.

They’ve designed their business in a circle. Doing the same things over and over again. Answering the same questions. Dealing with the same problems. And they aren’t growing.

I bet you know the feeling: you’re working and working and working, but you just aren’t seeing any progress. And where the heck are all those clients you desperately want to be working with?

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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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