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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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5 Ways to Use Dubsado Forms to Run Your Business
We’ve said it a million times and we’ll say it again: One of our favorite features of Dubsado is their forms! Their form builder is beyond easy to use, and they’re even easier to send off to clients or embed in your website. Within minutes, you can have a beautiful form created thanks to their user-friendly layout.
Forms are so versatile and can serve many different purposes. Don’t let the categories fool you– whether it’s a proposal, questionnaire, or lead capture form, you can turn it into just about anything you need. In this post, we’re going to share different ways that you can use Dubsado forms to run your business!
How to Use Dubsado Custom Mapped Fields
Do you ever wish there was a way that you could keep information on file for your clients in Dubsado aside from the default basic contact and project info? Say you’re a wedding planner and you want to easily keep track of guest count, or perhaps you’re someone who loves sending gifts to your clients on their birthday.
Whatever the case may be, you’re able to collect and keep track of this information using custom mapped fields. A custom mapped field is a place on a client profile or project to store information in the form of text or a date. You’re able to add fields that are relevant to your business, so you can always have it at a glance, or even use an integration with Zapier to add this info to other tools.
Today, we’re going to go over everything related to custom mapped fields in Dubsado and how to use them!
How to Take Your Dubsado Forms to the Next Level Using Code Blocks
One of our favorite features of Dubsado are the forms. They’re easy to design and even easier to send off to clients or embed on your website. In fact, the design possibilities are endless, and with Dubsado’s drag-and-drop builder, you’ll have them created in no time!
You’re able to add text boxes, images, questions, drop-down menus, columns, and more to your forms, but one of the most versatile blocks in the code block. With it, you’re able to integrate third party applications directly into your proposals, questionnaires, and lead capture forms!
This means that you can completely take your forms to the next level and amp up your client experience. The possibilities for what you can embed are endless, but we’re here to give you 5 ideas for how to take your Dubsado forms to the next level using code blocks!
Everything You Need to Know About Dubsado Canned Emails
Do you ever find yourself writing the same email to clients multiple times? At this point, it’s just a part of your usual process. While we’re sure you’re probably not a stranger to canned responses in Gmail (They’ve been a lifesaver for us), what you may not be aware of is that you can create them in Dubsado.
You’re able to add canned emails to automated workflows or send them manually, and they’re an absolute time- and headache-saver. Instead of having to rewrite the same email multiple times in a different platform outside of your CRM, you can bring that function inside of it since Dubsado also connects with most email services to allow you to send and receive emails straight through the software.
In this blog post, we’re going to be breaking down canned emails from start to finish. Don’t worry, this won’t be a super long one. Canned emails are so simple to use, you can have yours up and running in as little as 10 minutes!
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 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.
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!
Honest Teachable Review - Why I’m Loyal After 8 Years
You’re ready to diversify your income by adding a digital product or course to your offer lineup? You’ve come to the right place. I’ve been in business 9 years, run a multi-7-figure online education business, and have built 388 digital products, 25 courses, 5 online summits, 3 group coaching programs, and 4 memberships. Nearly all of them in some variation or another have landed on Teachable.
10 Reasons Why Outsourcing Your Podcast Editing is a Game-Changer
The podcasting industry is continually and consistently growing, with the current market size clocking in at over $20 billion. Celebrities, individuals, and brands are all finding that a podcast is a fantastic way to build their authority in their niche and connect on a very personal level with their audience. And while it’s certainly possible to find podcast success using a DIY approach, many are realizing that outsourcing certain aspects of their podcasting journey can be a game-changer. One such aspect is podcast editing. In this blog, we'll explore the compelling reasons why you should consider outsourcing your podcast editing.
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.
The Ultimate Guide to Hiring a Web Designer: Finding the Perfect Match for Your Website Design Needs
Designing a website that captures the essence of your brand and converts visitors into leads is a critical aspect of building an online presence and growing your client base. To ensure you achieve the best results, it's important to find a skilled web designer who understands your vision and can bring it to life. In this comprehensive guide, we'll walk you through the process of hiring a web designer, comparing popular platforms like WordPress, Showit, and Squarespace, scheduling consultations, providing essential tips for a successful collaboration, and highlighting the benefits of working with our team here at Boss Project.
Top 5 Time-Saving Tips for Managing Your Social Media
Social media has become an essential part of any business or individual's marketing strategy. However, managing multiple social media platforms can be time-consuming, especially if you're doing it all yourself. The good news is that there are several time-saving tips that can help you streamline your efforts and increase your productivity. Read on to learn our top 5 time-saving social media management tips!
Mastering the Transition from Business Owner to CEO: A Comprehensive Guide for a Successful Shift in Role
As a business owner, you inherently are a CEO, but it’s how you show up in that role that makes all the difference. CEOs play a super specific role in the company that evolves as the business grows. Right now, you may still be doing a lot of things related to your skill set and the results you bring to clients. After all, getting paid to do the things you love are part of the whole reason you started your business in the first place. But in order to run a successful and sustainable business, this involves doing things and having conversations that are otherwise out of your comfort zone.
Keep reading as we help you define what it means to step into your true CEO role and essential skills needed to run your business as the founder.
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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