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I’m officially building my first Al app. No code. No hoodie-wearing co-founder. Just me, my idea, a no-code tool called Lovable.dev, and two years of quietly training an Al on everything I know about marketing, messaging, and digital products.
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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 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!
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.
How Your Service Pricing Needs to Change When You Build a Team
What we often see in the service-based industry is after 6-figures have been reached (sometimes multiple 6-figures), service providers will try to replace their current offer with something completely brand new. We know this is super tempting, especially when you’ve reached the point where you’ve started to tap out of what you can personally do within your business.
However, pricing is one of your greatest opportunities for expansion, especially when you can work with fewer people and make more money. While many may acknowledge price shifts over time, they aren’t seeing premium pricing as an opportunity to grow their team.
How Service Providers Can Identify Their Result and Deliver a Profitable Offer
Looking back there is something magical about the beginning stages of business. It’s like we all had this young naive way of thinking at the beginning. You’re learning all the things, you’re hustling, you’re saying yes a lot (probably more than you should have) but you’re doing it. You’re building something that is yours.
And then you get to a point where you’re hitting 10K months consistently. You did the thing! You’ve become an established business owner BUT you’re still holding onto that “beginner” energy. Yeah, you might be making more money but you’re still feeling stressed, overwhelmed, and stretched thin.
Do This First When Moving to 1:1 Services
There are a lot of established business owners who are, to say the least, freaking out with the current marketing and lead generation climate. A lot of you are taking clients under the table or starting to offer agency or 1:1 services even though you’ve been building a 1:many business the last few years. While we don’t think this is a bad strategy at all (we actually love it and think you should continue doing it), there are some things to consider first.
More often than not, you’ve gotten used to the digital marketing world where quantity is better than quality; where going viral and getting all the leads, likes, follows, and shares is what’s going to help you get more eyeballs. In a not-so-distant past, that was true. Now, though, there are some mindset shifts that should happen.
And the reason we’re bringing this up now is because we’ve also seen a lot of established business owners (some 7-figure!) that are closing up shop because this is the part where ish gets hard.
Have you considered pivoting or adding on 1:1 services to your existing business?
How to Create a Signature Service in 30 Days or Less
You started your service-based business because you had dreams you wanted to achieve and goals to accomplish. Unfortunately, you just haven’t quite been able to get there yet.
It seems like you keep signing low-ticket clients and doing triple the work than you actually have time for. Your personal life? Virtually non-existent at this point because of how deep you’re buried in client work, yet you have little to no income or growth to show for it.
There’s no secret to making all the problems in your business disappear, and that’s because we don’t want to keep signature services a secret! Creating a signature service is what will enable you to open so many doors in your business that you’ve barely been able to crack thus far.
In this blog post, we’ll be covering how to create a signature service in 30 days or less, so keep reading as we break it down by four tangible weeks!
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!
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™.
Honest Teachable Review - Why I’m Loyal After 8 Years
You’re ready to diversify your income by adding a digital product or course to your offer lineup? You’ve come to the right place. I’ve been in business 9 years, run a multi-7-figure online education business, and have built 388 digital products, 25 courses, 5 online summits, 3 group coaching programs, and 4 memberships. Nearly all of them in some variation or another have landed on Teachable.
How We Are Working With Clients in 2023
Sometimes, being in business since 2015, makes us feel a little prehistoric. Our company has certainly had its fair share of evolutions and pivots as not only we have grown, but our clients as well. We’ve had the privilege of working with folks from across the globe whether they tune in to our top-charting podcast, get sucked into our rabbit hole with our Trello for Business course, join our growing community of creatives, work with us in an intimate group setting or hang out with us 1:1 to tackle the big stuff. We thought it was time for us to update you on our suite of offerings and give you insight on how you can make magic happen with us.
Success in Your Service Based Business: This is the Key Factor You Must Get Right
There is, without a doubt, one thing that can make or break your service-based business: capacity. This is something that has dramatic effects when not practiced carefully or correctly, and the people who are doing it wrong are often those who are overworked and underpaid. By not understanding your capacity in an in-depth and intimate way, you’re constantly sacrificing your mental health and wellbeing, you probably feel like everything is working against you, and you may not be making the progress you’d like to see in your goals.
In this post, we hope to leave you with tons more clarity on how capacity works, its cause-and-effect nature, and how to finally leave the path of burnout.
The Best Way to Grow Your Service Business in 2023
We’re fresh into the new year, which comes the usual phase of absorbing as much information as there is available to help you better your business over the next year. To many service providers, this is actually a pretty fun time! Learning new tips and strategies is so exciting and motivates you to tackle them head-on and reach your goals.
As two gals with lots to share and talk about, we’ve released a massive amount of content about marketing, lead generation, relationship building, pricing and packaging your offers, getting referrals, building teams, the list goes on. So to make it easier on you without having to dig around, here’s a roundup of our top podcast episodes and blog posts on these topics!
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!
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!
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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