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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Client Experience

Dubsado

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Good news: you don’t need to rebuild your entire backend — you just need a simple, stress-free system that welcomes clients, sets expectations, and saves you hours. In this post, I’ll walk you through a client onboarding strategy built for creative entrepreneurs who want to wow their clients and protect their time. It’s quick to set up, easy to automate, and totally worth it.

A Stress-Free Client Onboarding Strategy for Creative Entrepreneurs

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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 […]

How a Customer Relationship Management Plan Brings Clarity and Confidence to Your HoneyBook or Dubsado Setup (it Also Saves Hours)

Dubsado Tips

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.

Zapier Tutorial: How to Automatically Create and Share Google Drive Folders with Dubsado

Dubsado Tips

Don't wait for a disaster to get a legal photography contract

Wondering whether to use Aisle Planner or HoneyBook? The truth is, you don’t have to pick just one. In this post, I’ll show you how savvy wedding pros integrate both tools—using HoneyBook for contracts and onboarding, and Aisle Planner for planning and design—to create a seamless, stress-free experience for their clients.

Aisle Planner vs. HoneyBook or Dubsado: How Wedding Pros Can Use Both to Elevate Their Workflow

Aisle Planner

Wondering if Dubsado is right for your wedding business? From streamlining inquiries to sending invoices in your sleep, here’s how this CRM can help you ditch burnout, wow clients, and finally reclaim your time—with real stories from pros who’ve done it (plus a sweet 30% discount to get started).

What Is Dubsado? And Is It the Right Fit for Your Wedding Business?

Dubsado Tips

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.

How Affiliate Marketing Can Enhance the Client Experience for Photographers

Client Experience

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!

How to Simplify Event Booking on your Website with Dubsado

Dubsado Tips

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.

How Dubsado Proposal Templates Can Help You Book More Sales, Get Paid Faster, and WOW Clients

Dubsado Tips

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.

How Adding a CRM Transformed DWD Travel’s Destination Wedding Planner Business

Case Studies

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.

How to Develop Clients for Life and Stay Top-of-Mind After Your Project is Done

Client Experience

Client longevity is a big reason to focus on client experience

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