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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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!
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.
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.
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!
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!
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.
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.
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