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Learn three simple CRM tweaks—instant lead replies, automated follow-ups, and ready-to-book proposals—that save time, reduce overwhelm, and create a wow-worthy client experience for creative entrepreneurs.
Let’s talk about a hot take that might ruffle a few feathers in the creative entrepreneur world: Automation isn’t the cold, robotic villain it’s made out to be. In fact, when done right, it’s the unsung hero of personal client care. If you’ve ever worried that automating your business will make you sound like a robot or leave your clients feeling like just another number, stick with me. We’re about to flip that script—and your client experience—on its head.
Discover 5 essential automations for wedding creatives to streamline bookings, client experience, and offboarding using Dubsado & HoneyBook.
(and what you should do instead.) ’ll be honest: I was totally shocked when I logged onto Threads this morning and saw a flood of posts about the HoneyBook being down. Part of the glitch was that templates were missing. (Which I can imagine was very disconcerting.) People were panicking, talking about leaving, and some […]
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 […]
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