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 

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Client Experience

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Choosing the right CRM can make or break your creative business. In this in-depth review of HoneyBook, I share everything you need to know to decide if it’s the perfect fit for your needs. From its user-friendly interface to powerful features like smart files, AI tools, and automation, you’ll learn how HoneyBook can help you save time, streamline your client experience, and grow your business. Plus, discover the pros and cons, who it’s best suited for, and why I recommend it to my clients. Whether you’re a photographer, designer, or coach, this post will guide you toward a simpler, more organized workflow. Don’t miss my tips on how to get started and exclusive perks with my referral link!

My HoneyBook Review for 2024: Is it the right CRM for your biz?

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In today’s fast-paced digital landscape, personal touches can make all the difference in how your business is perceived. Integrating videos into your Dubsado forms and emails is a fantastic way to add that personal flair. By using video recording tools like Loom or Vimeo, you can create engaging, personalized content that truly speaks to your […]

How to Add Videos to Your Dubsado Forms

Dubsado Tips

Explore Dubsado’s new payment option, Affirm. Understand transaction fees, integration, and decide if it’s right for your business.

Navigating Dubsado’s New Payment Option: Affirm and Its Impact on Your Business

New Dubsado Features

We both know the saying you never get a second chance to make a first impression. Well, I’m here to help you streamline your lead management and make an amazing first impression so you can book more clients. If you’ve ever felt like your creative process is chaotic or like you’re missing opportunities to impress […]

5 Strategies to Streamline Your Lead Management Process and Book More Clients

Dubsado Tips

Someone asked me for some hacks to easily switch your CRM (Client Relationship Management software) from HoneyBook (or whatever else you’re using) to Dubsado. If you have thought about switching from HoneyBook or any other CRM to Dubsado you are going to want to read this. It will make your life a lot easier.

How to Easily Switch from HoneyBook (or Any Other CRM) to Dubsado

Dubsado Tips

Dubsado desktop view

Today, we’re diving into something every entrepreneur struggles with—protecting your energy and finding more time (especially when it comes to scheduling appointments with clients). As business owners, energy is one of our greatest assets, and without clear boundaries, we can quickly find ourselves drained and unable to deliver our best work. Trust me, I’ve been […]

Protect Your Energy as an Entrepreneur by Using a Client Scheduler

Dubsado Tips

Woman using electronic dubsado client scheduler

Streamline your client onboarding process without extra work. Learn simple steps to automate and enhance your onboarding, saving time and creating a seamless experience.

How to Streamline Your Client Onboarding Without Adding More to Your Plate

Client Experience

How to Streamline Your Client Onboarding Without Adding More to Your Plate

Have you been wondering what the benefits of using a CRM are and if you’re ready to use it in your business? You’re not alone. One thing that I get asked all the time about CRMs and platforms like Dubsado or HoneyBook is: “I’m just getting started in my business. When is a good time […]

Maximize Your Creativity: Discover the Game-Changing Benefits of a CRM

Client Experience

Let’s talk about the best CRMs for small business. I remember when I started my business, I didn’t even know what a CRM even WAS. It wasn’t long before I saw a webinar on the tools you need to run an online business. I JUMPED on the CRM bandwagon right away. I don’t know how […]

The Best CRMs for Small Business: Spotlight on Dubsado and HoneyBook

Dubsado Tips

Enhance your client experience (and save yourself a boatload of time) by avoiding these 5 common client experience mistakes in your CRM.

Avoid These 5 Common Client Experience Mistakes in Your CRM

Dubsado Tips

Avoid These 5 Common Client Experience Mistakes in Your CRM

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