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
read post
Good news: you don’t need to rebuild your entire backend — you just need a simple, stress-free system that welcomes clients, sets expectations, and saves you hours. In this post, I’ll walk you through a client onboarding strategy built for creative entrepreneurs who want to wow their clients and protect their time. It’s quick to set up, easy to automate, and totally worth it.
Feeling too busy to fix your systems? This 30-minute summer reset will help you stop losing leads and save your sanity — even when life is wild.
Trying to decide how to set up your CRM? Whether you’re dreaming of a fully automated client experience or just need a few shortcuts to save time, this guide will help you figure out which setup style fits your workflow—Done-For-You, Done-With-You, or DIY with templates.
Why create a customer relationship management plan before you setup your CRM? If you’ve ever opened your CRM only to stare blankly at the dashboard wondering, “Where do I even start with my customer relationship management system?”-You’re not alone. Most people don’t know how to plan their client experience and translate it into tech. You’ve […]
Tired of manually setting up Google Drive folders for every new client? This post walks you through how to automate the entire process using Zapier and Dubsado—so folders get created, shared, and even emailed to you without lifting a finger. Say goodbye to repetitive admin work and hello to a smoother, more professional client onboarding experience.
Essential Elements to Look for in Your Contract Written by: Paige Griffith JD – The Legal Paige Running a wedding business is a blend of creativity, passion, and service. But every successful client relationship starts with a solid, legally-sound contract. Having the right professional contract in place saves you from unforeseen risk and liability. No […]
Wondering whether to use Aisle Planner or HoneyBook? The truth is, you don’t have to pick just one. In this post, I’ll show you how savvy wedding pros integrate both tools—using HoneyBook for contracts and onboarding, and Aisle Planner for planning and design—to create a seamless, stress-free experience for their clients.
Tired of leads ghosting you or slipping through the cracks? You’re not alone. The truth is, most creative business owners don’t need more inquiries—they need a better system to manage the ones already rolling in. In this post, I’m breaking down a simple, 3-step process to help you capture, connect, and convert more leads—without the constant back-and-forth or missed messages. If your lead management feels like a hot mess right now, this one’s for you.
Wondering if Dubsado is right for your wedding business? From streamlining inquiries to sending invoices in your sleep, here’s how this CRM can help you ditch burnout, wow clients, and finally reclaim your time—with real stories from pros who’ve done it (plus a sweet 30% discount to get started).
Tired of chasing leads and losing inquiries in your inbox? In this podcast feature, I share how automating your client experience can save time, create a seamless process, and help you book more dream clients — without sacrificing a personal touch.
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
Socialize