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How to Use Dubsado as a Wedding Planner

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 people being Wedding Planners. So, today, we want to cover how to use Dubsado as a Wedding Planner! If you’re a Planner who’s been on the fence about whether Dubsado will work for you, hopefully this will clear up any worries or confusion you may have about the software!

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How Dubsado is the Ultimate All-in-One CRM

One of the many many perks we believe there is to Dubsado is the fact that it’s pretty much the only tool you would need as a brand new business owner. Everything you could possibly need so far is inside this all-in-one CRM, saving you oodles of both time and money. It’s immensely valuable these days to be able to have all of your tools packed neatly inside of one software, which is why Dubsado is our absolutely favorite CRM.

In today’s post, we’ll be diving into everything that Dubsado can do that makes it the ultimate all-in-one CRM!

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How to Use Dubsado as a Virtual Assistant

Dubsado is the ultimate CRM for all service-based businesses, and we especially love how useful it is for Virtual Assistants. As a VA, you likely have tons of tasks on your plate, and you’re working hands-on with clients basically every single day. You need a software that’s going to help you streamline and systematize your processes, so you don’t eventually burnout.

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The Ultimate Dubsado Set Up Checklist

So, you’re ready to get started with Dubsado as your CRM, but you’re unsure where the heck to start. We love Dubsado and would back it up with our lives, but we also know that, as with any software, it can be super intimidating to think about setting it all up. That’s where we come in!

We’re going to walk you through everything you need to know about getting your Dubsado account up and running in no time. When you break it all down, it really isn’t confusing or hard, there are just a lot of steps involved that can make it seem daunting.

So, save this post to come back to as you get to know Dubsado more and want to use it to its full potential! If you want, you can open up Dubsado in another tab now and read along as you set it up, but you definitely don’t have to complete all of this in one day.

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Dubsado vs. HoneyBook - The Best CRM for Creatives

We’re back with the second (and final) post in this comparison game between the three top CRMs in the game: Dubsado, 17Hats, and HoneyBook! Last week, we compared Dubsado vs. 17Hats. If you want to find out who our personal winner was, head here to check out that blog post.

Today, we’ll be diving into Dubsado vs. HoneyBook, so you can make an informed decision about which platform would be the best CRM for your business. Let’s get started!

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Dubsado vs. 17Hats - Which CRM is the best for your business?

CRMs offer an easier and more streamlined approach to sending contracts, proposals, forms, invoices, and other documents, all the while maintaining a consistently branded and professional image.

The thing about CRMs is that there are a lot of them, and it can make choosing the right one a very difficult decision. Three of the main top dogs in the CRM game right now are Dubsado, 17Hats, and Honeybook. Even though we’re hardcore Dubsado lovers, we believe in fair game for all, so to help you decide if it’s the best CRM for your business, we’ll be comparing it to 17Hats today

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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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The Ultimate List of Tools for New Service-Based Businesses

it’s super easy to fall down the rabbit hole of Googling which tools are best for which purpose, signing up for free trial after free trial, and getting lost in a sea of overwhelm when you notice that you’re 50 applications deep yet you only use about 2 or 3 semi-consistently.

So, to prevent you from going anywhere near that rabbit hole and save the time that you would otherwise be spending on trial and error, we’re going to break down our ultimate list of tools for new service-based businesses! We’ll be listing a few options for different categories so as to not overwhelm you. Some of these we currently use and some we’ve used in the past before our business grew and evolved.

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Use Dubsado Subcontracts to Create and Send Proofs!

In our humble opinion, subcontracts are the underdog of Dubsado forms. Most of the love is given to proposals, questionnaires, and lead capture forms, but subcontracts can also be an amazing asset to your business! If you’re a photographer, wedding planner, brand and web designer, stationery designer, or florist, for example, it’s likely that you need to send proofs of your work for clients to approve.


What better way to do this than to have the legal backup of a subcontract? Since clients need to sign off on them, trust us when we say that this will save you a ton of headache in the future. So, if you want to learn how to create a proof from a subcontract, keep reading!


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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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