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

business insights

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 3/23/21 Guest User 3/23/21

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.

Guest User 3/16/21 Guest User 3/16/21

How to Automate Your Client Onboarding Process

Contrary to popular belief, you can automate your client process and still sound like a human.

If you searched every page of our website for the words “automation” or “automating”, it’s likely that more results would come up than there are people in the state of Missouri. We talk about it so much because we’re in love with it! We’re two women with a lot of stuff on our plates, and whenever we can put something on autopilot, we’re all over it in a heartbeat.

One of the key places we believe automation should happen is in your client onboarding process. Wait a second, we see that grimace on your face. Oftentimes, it isn’t thought that “automate” and “client” should be in the same sentence together because automation usually brings images of a robot *beep boop beep*, and no one wants to seem like a depersonalized robot to the people that are going to be giving you their money.

But what if we told you there’s a way you can automate your client onboarding process while, yes, still sounding like a human being? In today’s blog post, we’re going to take a dive into how you can do this in Dubsado so that you’ll have more time on your hands to care for your clients like the human you are.

Guest User 2/25/21 Guest User 2/25/21

How to Send Project Proposals + What to Include

Sending a project proposal can be intimidating for a number of reasons. If you’re new to business and this is the first (or even the fourth or fifth) client you’re sending a proposal to, it can be mega nerve-wracking. You’re likely having a ton of negative and worrisome thoughts. What if they have an issue with something? What if they decide to go with someone else? Does it look okay?

These are all common thoughts to have, especially when this is such an important piece to wowing your potential clients and making it a no-brainer to work with you. After years of running as a service-based business and sending countless PDF proposals to clients, we’ve learned a thing or two about making it as less overwhelming as possible for you (and them)!

So, keep reading to find out how to send project proposals, plus what information to include!

Guest User 2/16/21 Guest User 2/16/21

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!

Guest User 1/28/21 Guest User 1/28/21

Our Top 10 Favorite Productivity Tools for 2021

Owning and operating your own business generally means that you end up wearing lots of hats, especially when you haven’t yet formed a team. You’re not only the director of pushing out and creating all the content, but the one who markets it, organizes getting paid, communicates with clients, and so much more.

Needless to say, all of this can be beyond overwhelming, unless you have the tools and systems in place to help you save energy, time, and money. If you know anything about us at all, it’s probably that we’re all about tools and systems. It’s like therapy for us knowing that we have a system for every part of our business.

Today, we want to share our top 10 favorite productivity tools for 2021 and how they impact our business, in hopes that they can help you in your business, too! And, yes, we actually use and love the tools on this list!

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How Your Enneagram Type Affects Your Life & Business

In the age of Myers Briggs and the Enneagram, personality types have never been more of a topic of conversation in the online business world than they are now. This increased popularity is leading to more talks about strengths and weaknesses, which we think is absolutely wonderful!

Knowing this information about yourself allows you to learn how to leverage those qualities in the way you do business. Not only that, but you’re also able to find business companions that you fit along with really nicely, which can be especially useful when growing a team.

But in what other ways does your Enneagram affect your life and business?

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How to Stay Motivated by Making Your Goals Visible

The month of December (a.k.a. the month of goal-setting) is one of our favorite times of the year. Nothing fuels us more than to sit down with each other and discuss our aspirations for what we aim to achieve in the new year. For some reason we’re especially fueled this month, probably because we can’t wait to leave behind the chaos that is 2020 (or soon to be was).

However, a struggle for many of our fellow creatives is actually staying motivated all year long. We know the feeling– you’re pumped to crush your goals while you’re planning them, and you still have the ball rolling through Q1, but then.. it slows down.

And it keeps getting slower.. and slower.. and slower until you reflect on your year, realize how shitty it’s been, aim to change that in the next year, get all pumped up again, and the cycle repeats.

So, how do you break the cycle?

Guest User 10/1/20 Guest User 10/1/20

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.

Guest User 5/7/20 Guest User 5/7/20

How to Tell The Future of Your Business: Find Conversion Rates, Lifetime Value, Profit Margins and More

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.

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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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