Real stories, smart systems & Simple strategies to help you work less, make more & wow your clients
Systems for Creatives
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Skip the year-end scramble! Learn how to automate sending your W-9 using Dubsado, Google Drive, and one recurring task. This five-minute setup saves hours, looks professional, and keeps you organized for tax season.
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.
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 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.
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