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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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Our Top 3 Favorite Dubsado Features
Dubsado is our absolute favorite CRM because it brings the perfect blend of simplicity and robustness. It’s laid out in such a user-friendly way, yet it takes care of so many functions that the average business owner would need. From their forms, to workflows, to client portal, Dubsado is truly an all-in-one platform that we just can’t get enough of. Out of all of these amazing features though, we want to share our top three favorites.
How to Create and Set Up an Email Opt-In with Flodesk
Flodesk is one of the most simple and user-friendly email marketing services we’ve ever used, and we’ve been with multiple services over the years. We made the switch in the middle of 2020, and we haven’t looked back since! One thing that makes Flodesk stand out from other platforms is the fact that it’s just so beautiful (but that $38/month price isn’t too bad either, but read until the end to find out how you can get Flodesk for just $19). From the emails to the forms, they make it easy to show off your style and brand in everything you create.
Creating and setting up forms is an easy-peasy task. It takes no longer than 15 minutes total, if that. Today, we’ll be showing you a complete walk through of how to create and set up an email opt-in with Flodesk!
4 Things to Automate Using Dubsado and Zapier Integration
We all know how much we love Dubsado’s workflows (so much so that we wrote a whole blog post about them, which you can check out here). But what you may not know is that, although their native workflows serve tons of amazing actions, you can take your automation game one step further by integrating with Zapier.
We’ve been around the block with Zapier a few times, so much so that we could dub ourselves Zap experts, and we’ve thought of more ways that you can take Dubsado to the next level! Keep reading to learn 4 more things you can automate using the Dubsado and Zapier integration.
How to Create a Beautiful and Branded Client Portal in Dubsado
Dubsado is one of our favorite CRMs, and a big reason for that is because it’s so robust. There are tons of features that are needed by any service-based business, and one that we think is sometimes overlooked is the client portal. Not only is it useful for your clients to easily keep track of files, emails, and documents that you’ve shared with them, but it also adds that “wow” factor to their experience.
We’re all about branding everything, so it’s no surprise that we fell in love when we learned that the client portal can also be branded. With a few quick tweaks in your settings and 15 minutes in Canva, you can have a beautifully branded client portal.
The Ultimate Guide for Dubsado Features and How to Use Them in 2021
Dubsado can seem like this monster CRM that you really want to learn but are just too intimidated to do so. While it is a super robust software, it actually isn’t as hard to learn nor navigate as you might think. In fact, it’s one of the more user-friendly softwares that we’ve come across during our business journey, and it’s only gotten better since we first laid eyes on it a few years ago.
From forms to call schedulers to automated workflows, there are many features that beautifully work together to make your client processes as easy and streamlined as ever. We believe in its power to change your business around for the better, which is why we want to give you a complete guide to Dubsado’s features, how to use them in 2021, plus more tips to better your experience so that you’re using it to its fullest potential!
How to Use Dubsado Workflows + Tips
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!
5 Steps to Use Dubsado to Launch a New Business or Service
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!
How to Streamline Projects and Tasks Using Dubsado
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!
How to Use Dubsado When You Don't Have a Website
“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.
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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