Work Less, Make More & Wow Clients with Dubsado, Systems & Automation
Amy Gould is a Systems Coach and Strategist who has helped many creative entrepreneurs to streamline the operations of their business through simplified and tailored software, integrations, and automation. She's also a big fan of yoga and mom to three rescue pets who love to crash Zoom calls. Catch up with her on Instagram https://www.instagram.com/amysgould_
As a small business owner, believe me, I know, bill collection is a real pain in the butt. Making sure to remember to send payment reminders, and follow-up on unpaid invoices, can be a real drag. No one likes to be the bad guy. What if I told you, you could make Dubsado the bad […]
When is the last time you gave your Dubsado account a good Spring Cleaning. Read this post to learn when you should do it and all the steps you need to take to declutter and organize your Dubsado.
Cash flow can make or break a business. You can use Dubsado payment plans to help improve your cashflow and ensure that clients pay you on time, by setting up payment reminders, but sometimes payments are still late.
Here’s another way that you can improve your cashflow and give your clients one less thing to remember. Dubsado autopay can help you automate your invoice payments.
In April 2024, Dubsado rolled out its new Dubsado payments feature powered by Stripe. I’m really excited about some of the additional features that Dubsado is rolling out (hopefully soon) and I know my Done for You Dubsado clients will be too since one of them is something nearly EVERY client asks me about. I […]
I’m talking about an interesting question today. Is it possible to use Dubsado forms as a website if you don’t have one. The short answer is yes… kind of.
One of my weekly newsletter readers asked this question. I’m not just covering the pros and cons, but I’m also talking about what the client portal is and how to get the most out of it.
Switching your CRM from HoneyBook to Dubsado? No worries, I’ve got your back! I’m not pushing Dubsado, but if HoneyBook’s simplicity isn’t cutting it for you and you crave more automation and customization, then Dubsado might be your jam. To ease the switch, my big tips are: take it slow, don’t stress about ditching the old CRM immediately, plan your workflows, and definitely test before you go live. For the nitty-gritty, you’ll need to set up the basics in Dubsado, connect your essentials, transfer client data, and importantly—test all your setups. Overwhelmed? I offer services to guide you through or even handle the whole switch for you. If you’re up for it, check out my full checklist and let’s make your move to Dubsado as smooth as butter!
Ready to simplify your photography business, spend less time following up with leads, booking sessions & getting invoices paid?
Struggling to send personalized client gifts or thank-you cards? Discover Handwrytten, an app that sends handwritten cards for you! Just set up a Zap to automate gift sending after a client contract is signed. I also share a free Zap template and a guide on connecting Dubsado and Handwrytten to streamline the process. It’s a game-changer that keeps that personal touch without the hassle.
Looking for a CRM that’s a good fit for a home stager? Look no further. I’ll walk you through the ways that Dubsado can help you streamline your client management so you can spend less time managing clients and more time designing gorgeous homes that sell!
