Amy Pearson, Dubsado and Client Experience Expert

May 16, 2025

How to Improve Conversion Rates (Without Working 24/7)

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I'm Amy - Dubsado Systems Strategist. I love to help female entrepreneurs work less, make more & WOW clients with systems and automation.

Meet Amy

Why Conversion Rates Matter More Than You Think

Let’s be real: leads slipping through the cracks, ghosting after they inquire, or vanishing into your inbox black hole… It’s exhausting. One way to improve conversion rates and address this issue is focusing on how you engage leads. And it’s probably costing you bookings. In addition to another thing that might be costing you bookings and you might not even be aware of it.

A lot of creative entrepreneurs think they need more leads to make more money. But here’s the truth:
👉🏼 You don’t need more leads. You need a better system.

Your conversion rate is the percentage of people who reach out and actually book. So if you’re getting inquiries but not turning them into clients, that’s where your energy should go. Not on another Reel. Not on another freebie. Just… fix the leaks.

Here’s a simple 3-step system I use with my clients to help them capture, connect, and convert more effectively—with way less back-and-forth.

In Case We Haven’t Met Yet…

Amy Pearson, Certified Dubsado Specialist and HoneyBook Educator.
Amy Pearson, Certified Dubsado Specialist & HoneyBook Educator

Hey, I’m Amy! I help creative entrepreneurs ditch the chaos and set up systems that actually make life (and business) easier—think: automated workflows, smoother booking, and way fewer “oops, I forgot to reply” moments. I’m a certified Dubsado Specialist and HoneyBook Educator, but really, I’m just a big fan of helping you work less, wow your clients, and stop losing leads to the black hole of your inbox.

When I’m not nerding out over client experience and automation, you can find me hanging out with my 5 cats and 2 dogs in our little beach town in western Michigan. 🐾✨

Step 1: Capture Inquiries in a Way That Sets You Up for Success

If your current lead process starts in your DMs and ends in a game of email tag, this is where things are going sideways.

The first step to improving conversion rates is making sure every inquiry lands in the right place, with the right info.

A solid lead capture form on your website is the foundation. It lets you:

  • Stop missing messages (no more “Oops, I meant to reply…”)
  • Ask just enough to know if the lead’s a good fit
  • Route everything into your CRM so your workflows can take it from there

And yes, increase conversion rates with a strong lead capture system—because you’re not just gathering info, you’re setting expectations and building trust from the first click.

💬 True story: I used to have a lead form that asked everything—how they found me, what they needed, what their timeline was, what their favorite pizza topping was (okay, maybe not that last one). I thought I was being thorough, but turns out, I was just turning people off.

After hearing a podcast episode that called out long forms as a big reason potential clients ghost, I cut mine way down—and wouldn’t you know it, my inquiries went up. Way up.

💡 Keep it short and sweet. Ask for just enough to qualify the lead—name, email, service interest, maybe a date if it’s event-based. That’s it. You can always get more info later.

Amy Pearson, Systems Strategist and Certified Dubsado Pro

Step 2: Improve Conversion Rates with an Instant, Personalized Response

Now that they’ve reached out, the clock is ticking.

Responding quickly doesn’t mean you need to drop everything—it just means you need automation that feels human.

A friendly, auto-sent email that lands seconds after they submit your form can do a ton of heavy lifting. It should:

  • Thank them genuinely
  • Tell them what to expect next (like when they’ll hear from you)
  • Include helpful links (think: a service guide or booking calendar)

Not only does this build trust—it also weeds out folks who aren’t serious and nudges the ready-to-book leads into action.

Bonus move? Drop your scheduler link or service guide in the email so they can take the next step without waiting on you.

Step 3: Make Booking Seamless to Convert More Leads

Here’s the thing: the more hoops people have to jump through, the more likely they’ll disappear.

Want to improve your conversion rates? Make booking ridiculously easy.

Try this:

  • Embed a scheduler (so no one has to play email ping-pong)
  • Send a simple proposal with a few curated options (no decision overwhelm)
  • Automate a gentle follow-up if they don’t book within a few days

Your goal? Remove friction and make the path to “yes” feel natural.

And please—make sure it’s mobile-friendly. Most leads are checking your emails from their phone during lunch or in the carpool line.
Optimize your client journey to improve conversion rates, and your future clients will thank you.

Project Breakdown Reporting in Dubsado the first key to improving your conversion rates is knowing where your leads come from.
Project Breakdown Reporting in Dubsado

Bonus: Track What’s Working (and What’s Not)

Here’s your quick and dirty formula:
Total bookings ÷ total inquiries = your conversion rate

From there, your CRM (Dubsado, HoneyBook, etc.) can help you track where inquiries are coming from—like Instagram, your contact page, or vendor referrals. That way, you know what’s actually bringing in ready-to-book leads so you can spend more time focusing on those marketing channels.

You Don’t Need More Leads to Improve Conversion Rates—You Need a Better System

Here’s the recap:
✅ Capture inquiries with a form that is short and sweet.
✅ Respond instantly with warmth and clarity using an automated email that builds your relationship and shares more info to keep them interested in working with you.
✅ Make it easy (and dare I say enjoyable) to book you

And if that sounds like a lot, don’t panic. Just start with one thing. Clean up your inquiry form. Add a scheduler link. Set up one auto-email. Progress over perfection, friend.

Ready to book more dream clients—with less overwhelm?

Book a discovery call if you want hands-on help getting your system setup and ready to help you book more clients.

✨ Or check out my Lead Management Magic mini-course if you’re ready to DIY your way to more bookings.

Did you find this content helpful? If so, I'd love it if you'd share it to help other creative business owners.

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