In today's fast-paced and technology-driven workplace, managers are constantly seeking innovative ways to support their employees' career development and maximize the impact of their 1:1 meetings. Artificial intelligence (AI) has emerged as a powerful tool that can assist managers in achieving these goals. By leveraging AI-powered solutions, managers can gain valuable insights, facilitate personalized discussions, and provide tailored guidance to their team members. In this blog post, we will explore how managers can harness the potential of AI to develop their employees and have more effective 1:1s. We will also provide specific prompts that you can ask an AI language model like Chat GPT to enhance your 1:1 interactions and empower your employees' career growth.

The end of the year is possibly our most favorite season of business! It’s the time where you get to reflect on your year in business, assess your analytics and results, and plan for the year ahead. Because this is such a fun time for us, we love making sure our audience is equipped with the resources to help them make these things happen. In The Creative Template Shop, we drop so many helpful templates for reflection and new year planning.

With hundreds of templates to choose from, we wanted to do a quick round-up of our top 5 must-have templates to review your year in business and plan for 2023!

With everything we try in marketing our services, we do it with the goal of ensuring we’re speaking to our ideal clients and making it clear who the offer is for. This way, we’ll have as many qualified leads as possible that fill out our lead capture form. But something that often goes unchecked or doesn’t have much strategy put into it is what information you’re actually asking for on the form. If you want to repel unqualified leads while also making sure you’re gathering all of the information you need to make that initial “possible fit” decision, then this is definitely something you should put thought towards.

In this post we’ll be covering 9 critical questions that we recommend service providers include in your lead capture form! (These are questions aside from the usual spaces to collect contact information.)

One of the ultimate ways to make Dubsado serve as your very own Virtual Assistant is to utilize Dubsado Workflows. Workflows are our absolute favorite feature of Dubsado because we’re able to automate so many aspects of our usual client process. In turn, this frees up so much time to allow us to give our clients and their projects the attention that they deserve without worrying about chasing down payments, sending off emails or forms, scheduling meetings, and so much more.

Keep reading to learn more about workflows, how they work, what you should do before creating them, and how you can be using them in your business right now!

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.

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!

As two self-dubbed Dubsado connoisseurs, we were over the moon when we first learned about the updates to Dubsado’s form builder. While it wasn’t terrible to use before, this upgrade that just rolled out for all accounts in July has increased our love for the platform times a thousand. Even though all of the blocks and options are basically the same, the form builder now has a whole new look that the majority of users will find more intuitive and easy to use.

We were part of the lucky group who were able to use the beta version of the new form builder for months, so we’ve already gotten used to the upgrade and have been sticking to it exclusively. Because of that, we knew we had to put out this unofficial guide to Dubsado’s new form builder!

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.

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.