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Dubsado vs. HoneyBook - The Best CRM for Creatives

We’re back with the second (and final) post in this comparison game between the three top CRMs in the game: Dubsado, 17Hats, and HoneyBook! Last week, we compared Dubsado vs. 17Hats. If you want to find out who our personal winner was, head here to check out that blog post.

Today, we’ll be diving into Dubsado vs. HoneyBook, so you can make an informed decision about which platform would be the best CRM for your business. Let’s get started!

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How Brand Collateral Can Make Your Business Turn Heads

Your branded marketing collateral is like the sidekick to your business. They aid you in marketing and promoting your brand across different mediums, which means they play a huge part in your overall brand strategy.

Your branded marketing collateral is what makes the first impression on people, so it’s important to make sure that each asset is planned and designed to effectively let the market know about your brand story and what you offer.

OK, so it plays such an important role, but what actually is it? Keep reading as we dive into how brand marketing collateral can make your business turn heads, plus the different types of collateral!

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Dubsado, Systems & Automation Abagail Pumphrey Dubsado, Systems & Automation Abagail Pumphrey

Dubsado vs. 17Hats - Which CRM is the best for your business?

CRMs offer an easier and more streamlined approach to sending contracts, proposals, forms, invoices, and other documents, all the while maintaining a consistently branded and professional image.

The thing about CRMs is that there are a lot of them, and it can make choosing the right one a very difficult decision. Three of the main top dogs in the CRM game right now are Dubsado, 17Hats, and Honeybook. Even though we’re hardcore Dubsado lovers, we believe in fair game for all, so to help you decide if it’s the best CRM for your business, we’ll be comparing it to 17Hats today

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Optimize, Branding & Design Guest User Optimize, Branding & Design Guest User

How to Create a Powerful Brand Identity (our 5 step guide)

Having a brand that’s authentic means being more in tune with who you are and where your passions lie, as well as the needs of your audience. Spoiler alert: It isn’t just about an amazing logo and a pretty color palette. When you pull together elements of yourself and your personality, the benefits you’ll reap are well worth the extra time and effort it takes to really dive in and build a powerful brand identity.

With all that said, here’s our 5-step guide to creating a powerful brand identity that stays closer to the things you love, the things that represent you and your business, and your personality!

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How to Amplify Your Client Experience Using the Dubsado Client Portal

At the heart of every service-based business is the client experience.

It’s like the one key that unlocks great testimonials, referrals, repeat clients, and all around an awesome business reputation. Without taking the effort to refine and make better your client experience, you’re missing a huge opportunity to stand out from the competition!

An amazing way to amplify your client experience is by using Dubsado’s client portal feature! Not only does it give your brand a polished and professional feel, but it also makes things 10x easier on your clients. With the client portal, your clients are able to easily view email exchanges between you, documents you’ve shared, forms, invoices, task boards, and more.

Keep reading to learn more about the client portal, how to use it, and how it can amplify your client experience!

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What is Your Client Experience (And Why it is so Important)

When it comes to running a service-based business, there’s one term that you’ve likely heard a lot– client experience. It’s honestly the sole thing that service-based businesses revolve around because it can make or break your business.

But what exactly does client experience mean? Why is it so important? These are the questions that we’ll be answering in today’s blog post!

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Learn, Systems & Automation Guest User Learn, Systems & Automation Guest User

The Ultimate List of Tools for New Service-Based Businesses

it’s super easy to fall down the rabbit hole of Googling which tools are best for which purpose, signing up for free trial after free trial, and getting lost in a sea of overwhelm when you notice that you’re 50 applications deep yet you only use about 2 or 3 semi-consistently.

So, to prevent you from going anywhere near that rabbit hole and save the time that you would otherwise be spending on trial and error, we’re going to break down our ultimate list of tools for new service-based businesses! We’ll be listing a few options for different categories so as to not overwhelm you. Some of these we currently use and some we’ve used in the past before our business grew and evolved.

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Use Dubsado Subcontracts to Create and Send Proofs!

In our humble opinion, subcontracts are the underdog of Dubsado forms. Most of the love is given to proposals, questionnaires, and lead capture forms, but subcontracts can also be an amazing asset to your business! If you’re a photographer, wedding planner, brand and web designer, stationery designer, or florist, for example, it’s likely that you need to send proofs of your work for clients to approve.


What better way to do this than to have the legal backup of a subcontract? Since clients need to sign off on them, trust us when we say that this will save you a ton of headache in the future. So, if you want to learn how to create a proof from a subcontract, keep reading!


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Step by step Guide for Using Dubsado for Bookkeeping

Well, folks, Dubsado’s done it again. And by that, we mean completely blown us away with its functionality. On top of the bajillion other features it has, did you know it’s able to even handle basic bookkeeping? This is absolutely perfect for small businesses that need a start at keeping track of their finances, but that aren’t ready for a super robust software like Quickbooks.

There are tons of simple bookkeeping tools for you to stay up-to-date on your finances and track lead generation metrics right inside of Dubsado, which is what we’re going to go over today!

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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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