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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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 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.
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.
Your invoice shouldn’t feel like a generic receipt—it’s an extension of your brand and a chance to reinforce the client experience. In this post, you’ll learn how to customize invoices in Dubsado so they feel warm, on-brand, and clear—like adding personalized header and footer messages, branded packages, and flexible payment links your clients actually use.
Contracts aren’t just boring paperwork—they’re powerful tools that protect your business and your peace of mind. In this post, I’m sharing real stories from my own experience where a solid contract saved me from sticky client situations. If you’re a wedding pro who wants to avoid misunderstandings, set clear boundaries, and look professional at every step, this one’s for you.
Looking for a way to elevate your client experience and bring in extra income—without adding more to your plate? In this post, we’re diving into how photographers can use affiliate marketing to not only share helpful, trusted resources with their clients but also create a more seamless, value-packed journey from inquiry to delivery. If you’re ready to boost your photography business and your bottom line, this one’s for you.
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.
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