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 […]