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I’m officially building my first Al app. No code. No hoodie-wearing co-founder. Just me, my idea, a no-code tool called Lovable.dev, and two years of quietly training an Al on everything I know about marketing, messaging, and digital products.
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Everything You Need to Know About Dubsado Before You Buy
There’s definitely no shortage of CRMs available out there for service providers, but the difficulty is choosing which one. If you’ve already started your research, chances are you’ve seen Dubsado pop up quite a few times as being one of the top CRMs. We’ll be the first to back up those claims and say they’re absolutely true!
Dubsado is the #1 CRM that we personally recommend to every service provider who’s struggling to maintain an organized system of managing and streamlining their client processes. However, what makes Dubsado different from the rest, and what are some things you need to know about Dubsado before you even buy?
5 of Our Favorite Lesser-Known Dubsado Features
If you know anything at all about us over here at Boss Project, you know that we’re long-time Dubsado fans. Before we transitioned to digital courses years ago and were still offering services, Dubsado was our go-to. Now, we’ve kept up with the software updates and new features, and it’s the #1 CRM we recommend to service providers looking to organize and streamline their business.
While we’re positive it would win you over at the major, more well-known features (think workflows, forms, the client portal), it’s the smaller features that will have you shouting from the rooftops about Dubsado. That’s why we want to talk about 5 of our favorite lesser-known Dubsado features and how to use them!
The Beginner’s Guide to Dubsado
Dubsado boasts proudly that they’re an all-in-one CRM (as they should), but we understand that it’s common to get a bit scared at that thought. What will you do with all of the features? Is it too robust for your needs? It can be a bit overwhelming for a first-time user or someone who’s browsing different CRMs to invest in for their business.
When you understand all the different features and their functions, though, you can see how nicely they flow together. Every feature complements the next, and it really helps eliminate the confusion when you understand how they work. With that said, this is the beginner’s guide to Dubsado!
Why Dubsado is the #1 CRM for Service-Based Businesses
If you’ve been a reader of our blog for a while, you may have picked up on something: We. Love. Dubsado. Like, we’re quite possibly the world’s biggest Dubsado fans. We recommend it to every single service provider we know because that’s just how much we believe in the results that it can achieve service-based businesses.
But we know that there are those who have their doubts about whether Dubsado really is the best, not just in our eyes. So, in this blog post, we want to break down exactly why Dubsado is the #1 CRM for service-based businesses.
How to Use Dubsado as an Interior Designer
If you’ve happened to check out our blog in the past month or so, you may have picked up on a sort of mini series that’s been happening here where we walk through how to use Dubsado for different types of service providers. So far, we’ve covered virtual assistants, wedding planners, and photographers, and the list series continues with today’s post for interior designers!
We’re hardcore Dubsado lovers and quite possibly the biggest fans ever. It’s our favorite CRM to recommend and talk about because we have so much faith that it can make a dramatic difference in how every service provider runs their business. So, if you’re an interior designer who’s been eyeing Dubsado or trying to find a great CRM, keep reading!
How to Use Dubsado as a Coach
When it comes to all the different options of CRMs for service providers, Dubsado takes the cake. It's all-in-one capabilities mean that not only do you have easy access to basically all the tools you could possibly need to run your business, but also that you no longer have to pay separately for each one.
Because of this versatility, it’s perfect for all types of service-based businesses, and we want to show you how. We’ve previously walked through how to use Dubsado as a virtual assistant, photographer, and wedding planner. Today, we’ll be covering how to use Dubsado as a coach!
The Ultimate Guide to Canva Features + How to Use Them in 2021
Canva takes the cake as one of our all-time favorite graphic design tools. Its user-friendly interface makes it the perfect go-to for small business owners (really, anyone) to create graphics for all different aspects of their business. Instead of having to use a super robust software like Adobe, Canva gives you all the best features wrapped up in one platform that’s available on desktop or the mobile app.
Even though it’s designed with the average user in mind, you face a learning curve with any tool or software. So today, we want to give you a complete walkthrough of Canva features inside the builder, plus how to use them!
How to Use Dubsado as a Photographer
Dubsado is the ultimate CRM for all service-based businesses, but we also know that every service provider has different processes depending on their personal preference and industry. Luckily, Dubsado is so versatile that any service-based business can use it no matter if you’re a calligrapher, doula, photographer, stationery designer, event planner, etc.
We’ve already covered how to use Dubsado as a Virtual Assistant and Wedding Planner. What about how to use Dubsado as a Photographer?
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!
Empowering Managers: Harnessing AI for Effective Employee Development and Productive 1:1s
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.
Roundup: 5 Must Have Templates to Help You Review Your Year in Business and Plan for 2023
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!
9 Critical Questions for Building Lead Capture Forms
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.)
The Ultimate Guide to Creating Dubsado Workflows
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!
The Best Way to Streamline Your Client Projects as a Service Provider
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!
Complete Guide to Dubsado’s New Form Builder 2022
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!
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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