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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Client Experience

Dubsado

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Customer feedback tools are a huge win for improving client experience and gathering testimonials to share social proof on your website, social media, and other marketing assets. I Used to Be ALL About Dubsado Forms When I first started using Dubsado, I was all about using the Dubsado forms for everything, including client feedback. Part […]

Why I don’t use Dubsado forms to collect client feedback (and what I use instead)

Dubsado Tips

the latest

Struggling to send personalized client gifts or thank-you cards? Discover Handwrytten, an app that sends handwritten cards for you! Just set up a Zap to automate gift sending after a client contract is signed. I also share a free Zap template and a guide on connecting Dubsado and Handwrytten to streamline the process. It’s a game-changer that keeps that personal touch without the hassle.

How I Use Dubsado and Zapier to Automatically Send Client Gifts (It’s my Favorite Zap EVER!)

Dubsado Tips

How I use Dubsado and Zapier to Automate Sending Client Gifts

Looking for a CRM that’s a good fit for a home stager? Look no further. I’ll walk you through the ways that Dubsado can help you streamline your client management so you can spend less time managing clients and more time designing gorgeous homes that sell!

Unleashing the Power of Dubsado as a Home Stager to Effortlessly Manage Clients

Dubsado Tips

Home Stager meeting with client

Hey there, creative entrepreneurs! We’ve all been on those discovery calls with prospective clients where you just KNOW they’re not a good fit for you and your business. Here’s a way to quickly and easily deal with those leads, leave both of you feeling good about it and keep your leads organized too.

Crafting an Effective ‘Not a Good Fit’ Dubsado Workflow

Dubsado Tips

Calendly Dubsado integration is possible (as is Acuity Dubsado integration) read this post to learn how to do it.

How to Integrate Calendly or Acuity with Dubsado

Dubsado Tips

If you want to scale your business, but you’re still running with the same systems and processes that you started with, read this first.

Episode 2: How a CRM Can Help Scale Your Business Without Burn Out Episode

Work Life Balance

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Getting Started with Dubsado Guide

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