We’re very excited for this post today because we’ve been writing about Dubsado for a while, and we always find some way to sneak in workflows because they’re our absolutely favorite feature of the software. Finally, we’re here to dedicate a whole post just to workflows!

Workflows in Dubsado give you the opportunity to automate so many processes of your usual client workflow. In turn, this frees up so much space in your calendar for you to be able to focus on caring for your clients, completing their projects, and giving them the attention they need without worrying about the techy stuff that happens on the backend.

We’ve heard from many people that workflows allow Dubsado to serve as their VA of sorts because they can set and forget so many different things. So, 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!

So, you’re either about to launch your business or add a new service, but you want to know if the logistics of that are possible using just Dubsado? We’re here to tell you that the answer is yes!

Dubsado is a CRM that has many robust features that can be turned into whatever you need them to be to help you launch, meaning you don’t even need a website nor sales page to make it happen. For example, lead capture forms can be turned into waitlists, proposals can act as a landing page, workflows can allow you to send automated emails, and more.

We know you’re wondering But how?, so that’s what we’re going to dive into today!

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 all know that testimonials are a crucial part to a functioning business. Unfortunately, many of us are met with fear and anxiety just from the thought of having to ask clients for testimonials/feedback.

“What if I’m actually not doing a good enough job to warrant a great testimonial?”

Thinking of actually bringing it up to your clients almost makes you want to run away or barf (or both). It can even seem like a super awkward conversation, like you’re saying, “Hey, I know we’ve working together for a while, and I think I’ve been doing a great job, but can you just confirm that by writing a testimonial that will potentially be shared with thousands of people depending on how good it is?”

Okay, so you won’t actually say it that way, but it can seem like it! So today, we’re going to walk you through how you can put this task on autopilot so that you can avoid the testimonial-asking anxiety. Or if you’re just simply the worst at remembering to ask for them, these tips are also for you!

Instagram recently released their new feature, Instagram Reels, and it’s catching like wildfire due to the similarities with its rival, TikTok. The reason TikTok is such an amazing platform for businesses is all thanks to the possibilities you have of organically reaching a large audience, and now Instagram has adopted this capability.

Accounts have been able to grow by the thousands after landing on Instagram’s explore page and gaining views from hundreds of thousands of people (similar to what happens when a TikTok video lands on the For You page). If you tailor your content to catch the attention of the right people, the opportunity to grow on Instagram is higher now more than ever.

But for those people who aren’t experienced with TikTok and the culture that’s now been brought over to Instagram, it can be super difficult determining what kind of content to post, how it works, etc. So, with that, we want to give a breakdown of Instagram Reels, how to use it, and what kind of content to post so you can increase your organic reach!

There are nearly 300 million daily users on Pinterest. That’s 300 million potential customers and clients out there just waiting to scroll upon your content. In fact, 97% of searches on Pinterest are unbranded, which leaves a huge opportunity for your content to show up. But how do you make them stop scrolling to check it out?

Since Pinterest is a visual search engine, you can bet that there are millions of beautifully stunning images already, but images are static, so a great way to catch someone’s eye is by creating a video Pin.

They’ve been around for a while, but their popularity has been rising exponentially in the past couple of years with the amount in 2019 increasing six times what it was in 2018. Even though video Pins are gaining traction, they’re still less used than images, which means there’s a huge opportunity just waiting for you to increase your visibility on the platform.

Another great thing about video Pins is that they automatically start playing when they’re halfway on a user’s screen. In a sea of static images, that’ll immediately catch someone’s eye and, hopefully, entice them to click through to your website. Why else should you create video Pins, though, and how do you create them?

“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.

The Instagram algorithm, A.K.A. this seemingly mythical being that’s confusing the heck out of tons of people. You may see it talked about a lot either by Instagram gurus or in Facebook groups, but one piece of information that seems to get left out is what it is and how it even works.

We’re all aware that a few years ago, Instagram stopped showing posts in users’ home feed by chronological order, so now it almost feels more like a popularity contest. (We miss those simpler times!)

Everyone is scrambling around searching for information on how to beat this beast, so we pulled together a list of our top tips for making Instagram’s algorithm your very best friend.

When was the last time you were excited about creating a sales page? When was the last time you felt empowered to create something that was going to put your amazing offer out into the world?

If there’s anyone that’s been around the block a few times with sales pages, it’s us. That’s why we want to spill our secrets and give you the rundown on how we create highly converting sales pages and how you can, too.

Sales pages can sound super scary, especially for someone who’s never created one before. There are a lot of things to think about when it comes to not only the copy but the design and how they work together as a whole.

How easily will visitors be able to read it? What information needs to be first? How do you coerce them to the checkout page? Do you have too much? Too little?