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!

We’ll gladly join the masses of people saying that they’re so glad that 2020 is over! And it isn’t so much that we expect the pandemic and all of the issues that come with it to just disappear with a new year, but more so that we’re now able to reflect on the year and kick everything in gear for 2021.

For us, 2020 was a whirlwind, but it was actually our best years ever. Of course we still dealt with setbacks just like everyone else, but we changed up the way we did things at the beginning of 2020, and it had a profound impact on how the year played out.

So what did we change? What actually happened for us in 2020? And what lessons did we learn that we’re carrying into 2021?

It’s been over three years (really, close to four) since we launched The Strategy Hour Podcast. Since then, we’ve made the ranks of Apple’s Top 30 Business Management Podcasts, have been featured in multiple blog posts about business-related podcasts, have had X total downloads on Apple Podcasts alone, and we’re coming up hot on the heels our 500th episode (that’s a lot of freakin’ recording time!).

And while we’re so grateful that our podcast took off the way it did and has influenced thousands of lives and launching it was a blast, in no way has it always been easy. So, today, we’re going to be pulling back the curtain on how we launched our podcast, the challenges we faced, all of the hustle we put in to launch, how we plan and upload new episodes, the whole 9.

If the idea of launching a podcast has been tossing and turning in your brain, our totally candid and honest experience will hopefully help you determine whether this is the right next move in your business journey!

“Do I need a website to use Dubsado?”

“How will I be able to use it for all the things I need to launch my business?”

We get these questions tons. The short answers are no, you absolutely do not need a website in order to make Dubsado work for you. And yes, you will be able to use it for every aspect of your launch and beyond. In fact, Dubsado could actually completely replace your website.

Evenmoreso, although Dubsado is a CRM, it can serve the same purposes as many other softwares, especially for someone who might be new to being in business and doesn’t have the extra income right now to invest in other tools.

So, keep reading if you want to deep dive into all things Dubsado, how to use it if you don’t have a website, how to use it to launch your business, and how to bypass the headache and set it up in just one or two days.

Conversion rates. Analytics. Measuring growth. Lifetime value. There are so many business buzzwords that get thrown around that can feel really intimidating to the average creative business owner.

However, knowing this information is super crucial to your profits, your growth and the decisions you make every single day in your business.

Keeping track of your business’ numbers allows you to make strategic decisions instead of just saying, “Well, I feel like this is going well, so I’m going to keep doing it” or “I feel like this new thing could really help, so I’m going to try it.”

Honestly? We’d rather make business decisions rooted in facts and data instead of basing everything soley of feelings. We love us a good “gut instinct” and we like to back it up with cold hard facts.

Knowing how much weight a product or service is pulling for you or if it’s time to let it go, the rate of growth across all of your channels, and your overall progress is so important in order to plan and set goals realistically in your business, both short and long term.

So how do you find this information (or sexy math as we like to call it)? Where do you begin?

It all starts with your analytics.

What do we actually do with information overload? When it comes to making plans for your small business you’ve got ideas and game plans out the wahzoo.

You see a shiny new course from this A-list business strategist and you just have to buy it, or maybe your favorite influencer has just released another free resource, so you rush to download it. Perhaps you’ve spent hours scrolling through Pinterest and saving tons of Pins that look interesting. Or you’ve just finished watching yet another webinar about a new thing you think could help, and you’ve filled a page or two with notes.

Can we get real with you for a second?

All of those countless courses, freebies, saved Pins, and webinar notes don’t mean a darn thing if you aren’t going to actually start doing something with them.

Sure, “knowledge is power”, but we’d like to think you don’t have much power if that knowledge isn’t being applied or even retained because you forget about it the next day when a new shiny squirrel catches your attention.

So, what do you do with a strategy once you’ve learned it besides just letting it sit in your virtual cupboard to collect dust?
These actionable steps will help you to figure out your own actionable steps when wanting to implement a new strategy. And if you have no idea what you even want to implement, stick around for a surprise at the end!

You’ve been doing this business thing for a little while now, and you feel like you’ve finally found your footing. Everything seems to be going great, except for one thing.

You don’t have any features, collabs, partnerships, or PR opportunities in general!

Opportunities for exposure could be so many different things, but they all circulate back to working with another brand. This could be writing a guest blog post or being featured in a blog post, collaborating with another brand on an upcoming launch, being a guest on a podcast episode, having your story told in a popular magazine, landing an interview on a daytime talk-show program, etc.

Some of those examples seem far more reachable than others, but in order to land any of them, it all starts with the steps you take before and leading up to pressing send on that pitch (and don’t worry, we’ll be going over that, too!)

A few of these steps you might not even think twice about, especially if you’re DIYing this whole pitch-your-biz-to-other-brands thing, which is why we’ve made sure to give you a solid plan to put yourself out there confidently.

It feels like you’re still playing “pretend business” and you’re wondering if you’re even smart enough to figure this all out like it seems like everyone else has.

This convinces you that the only way to get clients is to do what works for everyone else - posting 3x a day on Instagram, blogging “value add” content, showing up in Facebook groups where you *think* your client might be and so on…

You’re listening to countless other business owners tell you that doing all that ^ is what’s going to work for you...so why isn’t it?

Here’s the truth: it’s not you. It is the strategies you’re using. They aren’t right for YOUR business.