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Funnels: What They Are, Where They Came From, and Why Most Are Built Backward

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Blog

Funnels: What They Are, Where They Came From, and Why Most Are Built Backward

A funnel is not a website. It’s not a single email. It’s not an overpriced software platform someone tried to sell you in a webinar. It’s the journey someone takes from “Who are you?” → “This is interesting...” → “I need this in my life” → “Take my money.”

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100 Profitable Digital Product Ideas

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Guest User 5/11/22 Guest User 5/11/22

Step-by-Step Guide to Creating Dubsado Proposals

Dubsado is an all-in-one CRM that allows you to do many many things right within the software. One of those things includes creating a variety of different forms, like proposals, contracts, questionnaires, and lead capture forms. Proposals are one of our favorite forms because when you send them, you have the option to make it an easy 3-step process for your clients where they can choose a package in your proposal, sign the contract, and pay the invoice all in three streamlined steps

Sending them is easy, and creating them can be even easier. Dubsado has a drag-and-drop form builder that makes building your proposal a breeze, which we’ll be diving into later. So, keep reading for our step-by-step guide to creating Dubsado proposals!

Abagail Pumphrey 4/26/22 Abagail Pumphrey 4/26/22

How to Set up Business Systems That Work for You

Not many people would say systems get them excited but at Boss Project we feel passionately that systems are THE THING that gets us excited. (yeah, you heard us right!) Systems are what give you more time and freedom, they give you the opportunity to step away, they run your business smoothly, and they provide your clients with an excellent experience.

We’ve heard many business owners say that systems and automations are overwhelming to tackle because it’s one more thing to think about. If that’s the case for you then you really NEED systems. With some up front work, you’ll actually have less things to think about and more time to do other things.

Abagail Pumphrey 4/19/22 Abagail Pumphrey 4/19/22

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!

Abagail Pumphrey 3/29/22 Abagail Pumphrey 3/29/22

What Subject Matter Experts Need to Know About Running a Profitable Business

By definition, a Subject Matter Expert (SME) is a person who is an authority in a particular area or topic. They’re knowledgeable about their topic, they focus on a very specific field, and they’re extremely sought after. If you’re a 1:1 service provider whose expertise lies in a specific niche, then you, our friend, are a Subject Matter Expert!

For example, a general Social Media Manager wouldn’t usually be classified as a SME, but an Instagram Strategy Consultant for veterinarians could be. You can fill in the blanks with your specific niche and ideal client. This isn’t to say one is better than the other, but we do want you to understand the difference between a generalist title versus a SME.

In this post, we’ll be covering 4 things that we think SMEs really need to be aware of about running a profitable business!

Guest User 2/24/22 Guest User 2/24/22

The 25 Best Dubsado Resources for 2022

We’re longtime Dubsado users and fans, and we know the impact that this particular CRM has on the way so many service providers are running their businesses. On the other hand, we know that with the implementation of any new or unfamiliar technology comes a learning curve that you have to get over.

To help you expand your knowledge (and therefore your user experience) with Dubsado, we’ve compiled a list of 25 resources that will teach you or guide you through many different aspects of using Dubsado. Stick around at the end for a bonus resource that will be a complete game changer for setting up and using Dubsado in your business!

Guest User 2/17/22 Guest User 2/17/22

11 Things You Need to Know Before Scaling Your Service Based Business

Scaling a service-based business is a special kind of feat. As a service provider, there are only so many hours in the day that you can dedicate to client work after all. This can definitely make scaling seem impossibly difficult or out of reach. After starting off as a service-based business for years and then working directly with service providers to scale their own 1:1 services, we’ve learned that there are 11 things you absolutely need to know before scaling. We’re going to dive into what those are in this blog post!

Abagail Pumphrey 2/15/22 Abagail Pumphrey 2/15/22

5 Ways to Maximize Your CRM and Boost Productivity

CRMs and service-based businesses go together like peanut butter and jelly. Having a CRM software means that you have a digital database for all things pertaining to your leads and clients.

While we know service providers who are getting by tracking their leads and clients using spreadsheets or other methods, CRMs allow you to boost your overall client experience. You’re able to streamline the way you send contracts, proposals, forms, invoices, schedulers, and other documents, all the while maintaining a consistently branded and professional image.

Unfortunately, we often see service providers massively underutilizing their CRM, so in this post, we want to share 5 ways to maximize your CRM and boost your productivity!

Abagail Pumphrey 2/1/22 Abagail Pumphrey 2/1/22

10 Things Every Small Business Should Automate to Avoid Overwhelm

We wouldn’t call ourselves the queens of automation, but, boy, are we pretty darn good at it. Over the years, we’ve automated more things in our business than we can count, and it’s saved us hours of valuable time that we can focus elsewhere.

We believe automation is a huge piece of the puzzle in allowing small business owners to either avoid or break free of overwhelm. When you have to manage the administrative, financial, marketing, support, and countless other duties in your business, the stress can quickly build up.

That’s why in this blog post, we want to share 10 things we think every small business should automate to avoid overwhelm!

Guest User 1/20/22 Guest User 1/20/22

The Art of Creating a Client Concierge Experience

When you hear the word “concierge”, what comes to mind? Your first thought may be a hotel concierge, the person you can count on to suggest restaurants, answer all your questions, show you the way, and just be your wing person throughout your time there, so you can have a great experience.

Well, you as a service provider can create a concierge-esque experience for your clients. In fact, it’s what we’d suggest you do, especially if you’re wanting to uplevel your offer and market to high-ticket clients.

In this blog post, we’ll be breaking down the art of creating a client concierge experience, so you can be confident that you’re not only delivering a service but also providing a top-notch client experience.

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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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