Real stories, smart systems & Simple strategies to help you work less, make more & wow your clients

Systems for Creatives
Blog + Podcast

Welcome to Systems for Creatives — your home for all things systems, strategy, and client experience.

Here you’ll find every podcast episode and blog post in one place, so you can listen, read, or revisit anytime you need a spark of clarity.

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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!

How to Create a Small Business Quotes in Dubsado: A Step-by-Step Guide

Dubsado Tips

the latest

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 someone who’s built systems in both HoneyBook and Dubsado, I’m here to give you the inside scoop. In this detailed comparison, we’ll explore everything from pricing and integrations to the nitty-gritty of user experience and client satisfaction. Let’s find the right CRM for your business together.

Dubsado vs HoneyBook, Which is the Best Fit for Your Business?

Dubsado Tips

HoneyBook vs dubsado which one is best for your business?

In today’s fast-paced digital landscape, personal touches can make all the difference in how your business is perceived. Integrating videos into your Dubsado forms and emails is a fantastic way to add that personal flair. By using video recording tools like Loom or Vimeo, you can create engaging, personalized content that truly speaks to your […]

How to Add Videos to Your Dubsado Forms

Dubsado Tips

We both know the saying you never get a second chance to make a first impression. Well, I’m here to help you streamline your lead management process and make an amazing first impression so you can book more clients. If you’ve ever felt like your creative process is chaotic or like you’re missing opportunities to […]

5 Strategies to Streamline Your Lead Management Process and Book More Clients

Dubsado Tips

Someone asked me for some hacks to easily switch your CRM (Client Relationship Management software) from HoneyBook (or whatever else you’re using) to Dubsado. If you have thought about switching from HoneyBook or any other CRM to Dubsado you are going to want to read this. It will make your life a lot easier.