Here on the blog, you will find tips and tricks to help you work less, make more, and impress your clients—creating lasting contacts. 

Blog to Help Businesses Improve Their Client Experience & Processes 

TECH tips

Client Experience

Dubsado

Browse the blog :

Stripe Instant Payouts can help improve cash flow

read post

If you’re a service provider using Dubsado, Stripe Instant Payouts can help you get paid in minutes instead of days. In this post, I’m breaking down why I ditched PayPal, how Stripe ACH payments save you money, and what settings you need to start getting paid faster—no tech headaches required.

How to Use Stripe Instant Payouts to Get Paid Faster in Dubsado

the latest

Sending invoices doesn’t have to be stressful or time-consuming. In this quick and clear guide, you’ll learn exactly how to send an invoice in Dubsado—step-by-step. Whether you’re brand new to the platform or just want to make your invoicing process smoother, this post will help you get paid faster and create a seamless client experience.

How to Create and Send an Invoice in Dubsado

Dubsado Tips

Booking events doesn’t have to be a manual, time-consuming process. With Dubsado, you can automate everything—from capturing leads to sending contracts and invoices—so you can focus on delivering an amazing client experience. In this guide, I’ll walk you through the exact steps to set up your event booking system, including must-have forms, essential canned emails, and powerful workflows to streamline the process. Ready to book more events with ease? Let’s dive in!

How to Simplify Event Booking on your Website with Dubsado

Dubsado Tips

Always wondered how I became a systems strategist? Here’s my story of starting my own business as a VA and the steps I took to get here.

How I Went from Virtual Assistant to Systems Strategist & Certified Dubsado Pro

Case Studies

Tired of spending hours creating proposals, sending contracts, and manually invoicing clients? With Dubsado proposals, you can streamline the entire booking process—allowing clients to select their package, sign the contract, and make their payment all in one step. In this post, I’ll walk you through how to create a high-converting proposal that saves you time, improves the client experience, and helps you book more sales with ease.

How Dubsado Proposal Templates Can Help You Book More Sales, Get Paid Faster, and WOW Clients

Dubsado Tips

Struggling to send a small business quotes in Dubsado? This step-by-step guide will show you how to create a seamless quote-like proposal that lets your clients approve, sign, and pay—all in one easy process. Plus, discover how to automate the next steps to save time and streamline your workflow!

How to Create a Small Business Quotes in Dubsado: A Step-by-Step Guide

Dubsado Tips

Are your photography contracts protecting your business? Too many photographers rely on generic contract templates that leave them vulnerable to client disputes and legal issues. In this post, I’m breaking down the essential clauses every photography contract should include—plus, how to streamline the signing process with digital contracts. Whether you’re a wedding photographer, portrait artist, or event pro, this guide will help you set clear boundaries and protect your work!

Photography Contract Template: Essential Clauses Every Photographer Needs

Client Experience

Dana, wedding planner and founder of DWD Travel and Destination Weddings, realized she needed a better way to onboard and manage her destination wedding couples. She turned to Dubsado as her CRM of choice. But while she had a vision for the perfect workflow, she struggled to bring it to life. That’s where my Done-With-You Dubsado program came in—helping her go from scattered processes to a seamless client experience that both she and her couples love.

How Adding a CRM Transformed DWD Travel’s Destination Wedding Planner Business

Case Studies

As a creative entrepreneur, you pour your heart into every project, crafting beautiful experiences for your clients. But what happens after the final invoice is paid and the work is delivered? Too often, amazing client relationships fade simply because we don’t have a plan to stay in touch. The good news? A little thoughtful follow-up can go a long way in keeping your business top-of-mind and turning happy clients into repeat customers and enthusiastic referrers.

How to Develop Clients for Life and Stay Top-of-Mind After Your Project is Done

Client Experience

Client longevity is a big reason to focus on client experience

As someone who’s built systems in both HoneyBook and Dubsado, I’m here to give you the inside scoop. In this detailed comparison, we’ll explore everything from pricing and integrations to the nitty-gritty of user experience and client satisfaction. Let’s find the right CRM for your business together.

Dubsado vs HoneyBook, Which is the Best Fit for Your Business?

Dubsado Tips

HoneyBook vs dubsado which one is best for your business?

download now

Get my ultimate getting started with Dubsado guide including a checklist, tips, canned system emails and canned emails that I use ALL THE TIME!

Getting Started with Dubsado Guide

free guide