Looking back there is something magical about the beginning stages of business. It’s like we all had this young naive way of thinking at the beginning. You’re learning all the things, you’re hustling, you’re saying yes a lot (probably more than you should have) but you’re doing it. You’re building something that is yours.

And then you get to a point where you’re hitting 10K months consistently. You did the thing! You’ve become an established business owner BUT you’re still holding onto that “beginner” energy. Yeah, you might be making more money but you’re still feeling stressed, overwhelmed, and stretched thin.

As two self-dubbed Dubsado connoisseurs, we were over the moon when we first learned about the updates to Dubsado’s form builder. While it wasn’t terrible to use before, this upgrade that just rolled out for all accounts in July has increased our love for the platform times a thousand. Even though all of the blocks and options are basically the same, the form builder now has a whole new look that the majority of users will find more intuitive and easy to use.

We were part of the lucky group who were able to use the beta version of the new form builder for months, so we’ve already gotten used to the upgrade and have been sticking to it exclusively. Because of that, we knew we had to put out this unofficial guide to Dubsado’s new form builder!

We have seen too many business owners allow themselves to get stuck in a planning and research phase (because planning is fun!) that the big dreamy goals they have for their business never really come to fruition. The #1 thing that’s helped our business reach 7-figures, employ us and our amazing team, allow us to take time away and live Life-First, grow (when we want to) and sustain is the fact that we’ve created an Experimental mindset for ourselves and a culture of curiosity for our team.

In today’s blog we go over how to develop an experimental mindset not just for you and your business but how to also implement it within your growing business.

As dreamy as it would be to only ever work with clients we love, we know that isn’t always the case. There are even the few that put on a good front and seem like they’ll be a really great fit, but something goes astray during the relationship. It could be an issue as simple as miscommunication, lost expectations, scope creep, etc.

No matter the root issue, it’s hard! It may even be so hard that you’ve come to a point where you’re ready to fire a client and finally part ways for good. Before you let anxiety get the best of you, keep reading as we dive into how to determine if you actually need to say goodbye, some other ways to get back on track, and– if it comes down to it– how to fire a client without ruining your reputation.

Not many people would say systems get them excited but at Boss Project we feel passionately that systems are THE THING that gets us excited. (yeah, you heard us right!) Systems are what give you more time and freedom, they give you the opportunity to step away, they run your business smoothly, and they provide your clients with an excellent experience.

We’ve heard many business owners say that systems and automations are overwhelming to tackle because it’s one more thing to think about. If that’s the case for you then you really NEED systems. With some up front work, you’ll actually have less things to think about and more time to do other things.

When talking about the customer experience, there’s one word in particular that should come to mind: feelings. After all, that’s what it revolves around– how you make your customers or clients feel before, during, and after working with you.

But because the experience is based around feelings, that raises a ton of questions. How can you track feelings as a measurable KPI? What parts of your process should you focus on to invoke those positive feelings? Why the heck is all of this so important to begin with?

Keep reading for the answers to all of your questions as it relates to the art of the customer or client experience!

By definition, a Subject Matter Expert (SME) is a person who is an authority in a particular area or topic. They’re knowledgeable about their topic, they focus on a very specific field, and they’re extremely sought after. If you’re a 1:1 service provider whose expertise lies in a specific niche, then you, our friend, are a Subject Matter Expert!

For example, a general Social Media Manager wouldn’t usually be classified as a SME, but an Instagram Strategy Consultant for veterinarians could be. You can fill in the blanks with your specific niche and ideal client. This isn’t to say one is better than the other, but we do want you to understand the difference between a generalist title versus a SME.

In this post, we’ll be covering 4 things that we think SMEs really need to be aware of about running a profitable business!

We’re longtime Dubsado users and fans, and we know the impact that this particular CRM has on the way so many service providers are running their businesses. On the other hand, we know that with the implementation of any new or unfamiliar technology comes a learning curve that you have to get over.

To help you expand your knowledge (and therefore your user experience) with Dubsado, we’ve compiled a list of 25 resources that will teach you or guide you through many different aspects of using Dubsado. Stick around at the end for a bonus resource that will be a complete game changer for setting up and using Dubsado in your business!

Scaling a service-based business is a special kind of feat. As a service provider, there are only so many hours in the day that you can dedicate to client work after all. This can definitely make scaling seem impossibly difficult or out of reach. After starting off as a service-based business for years and then working directly with service providers to scale their own 1:1 services, we’ve learned that there are 11 things you absolutely need to know before scaling. We’re going to dive into what those are in this blog post!