Dubsado is an all-in-one CRM that allows you to do many many things right within the software. One of those things includes creating a variety of different forms, like proposals, contracts, questionnaires, and lead capture forms. Proposals are one of our favorite forms because when you send them, you have the option to make it an easy 3-step process for your clients where they can choose a package in your proposal, sign the contract, and pay the invoice all in three streamlined steps

Sending them is easy, and creating them can be even easier. Dubsado has a drag-and-drop form builder that makes building your proposal a breeze, which we’ll be diving into later. So, keep reading for our step-by-step guide to creating Dubsado proposals!

Networking is one of those words that can either make the social butterfly beam with excitement or the introverted feel more stressed and anxious. It’s not everyone’s favorite thing to do but if you’re a business owner it’s important to put yourself out there.

Making connections can help your business in so many ways. It enables you to meet influential people, gather info that may be beneficial to your business, and/or even just attain some biz support with like minded people.

Businesses are built around relationships. It’s truly who you know in many instances. So here are our 10 tips for networking when you hate networking.

Have you ever felt like this? It’s a weekday morning, you know you need to get out of bed and work on your business but you just do NOT have the energy or the brain power. You’ve lost the gumption you had when you first started your business and now you’re just feeling burnt out, and in a Cycle of Doom™.

As a Virtual Assistant, likely one of the best ways to describe your services is “flexible.” Especially as a General VA, flexibility is one thing that seemingly allows you to keep growing your business. Because you probably don’t specialize in one specific area, you’re able to keep adjusting and bending to your clients’ needs and adding more skills to your bucket.

However, another common theme within the VA world is one that we believe can become detrimental: hourly pricing. As you become more efficient in your work and take less time to complete things, this comes back to bite you in the rear.

The solution? Honing into a signature service that you can offer at a package rate. In this blog post, we’ll be diving into what a signature service is and how you can create one for your Virtual Assistant business!

We’ve heard it many times before and we’re sure it won’t be the last time. You want to burn your business to the ground and rebuild it into something new? We get it, building a business is not easy and sometimes plateaus are hit and building something new feels like the best answer.

We know there’s a ceiling that gets hit over and over again with 1:1 service providers.You’re cruising along and then one day you’ve hit an income ceiling and time ceiling and it seems like the only way out is to pivot. You’re convinced that your done-for-you service is the timesuck (and it is), but your solution is to pivot to serve more people, but less hands on. And it seems sexy at first, we get it! But we’re here to do what we do best and poke holes in your seemingly seamless shift so you can truly find the best solution for you.

You’re technically working “on your business” all the time, but what about the time you take out to learn from someone else? To get new insights and ideas, what to do differently, growth strategies and guidance? Your schedule is so full that you hardly even have time to do the things outside of work that you enjoy, much less focus on business education.

You know that you need outside help, but you continue to push it back because you’re waiting for the “right” time, for a moment where you feel like you have more time on your calendar to dedicate to it. The thing is, how many other things are you waiting until that calendar space opens up for you to get to it?

Keep reading to find out when is actually the right time to work on your business and the importance of actively prioritizing education, so you can start seeing drastic changes quickly.

It’s a no-brainer that if you really pay attention to the language and messaging you use, you start to attract your ideal clients. As a niche service provider, you know that you have the power to change lives and businesses with your service.

But one of the most important pieces of messaging that, with a simple shift, could change how you feel, your lead generation, conversions, pricing, and how you show up as an expert is what you call yourself.

We’re inviting you to try a new phrase to use outside of the usual “one-to-one service provider,” “creative entrepreneur,” “small business owner” terms that are so common in this tightly knit space.

Instead, what if you called yourself a “consultant” (whether that’s a marketing consultant, operations consultant, or [insert industry type] consultant)?

CRMs and service-based businesses go together like peanut butter and jelly. Having a CRM software means that you have a digital database for all things pertaining to your leads and clients.

While we know service providers who are getting by tracking their leads and clients using spreadsheets or other methods, CRMs allow you to boost your overall client experience. You’re able to streamline the way you send contracts, proposals, forms, invoices, schedulers, and other documents, all the while maintaining a consistently branded and professional image.

Unfortunately, we often see service providers massively underutilizing their CRM, so in this post, we want to share 5 ways to maximize your CRM and boost your productivity!

We’ve tried many project management systems throughout the different stages of our business, and the one that’s allowed us to completely revolutionize how we complete projects and daily tasks is Asana. It’s the perfect fit for our team and, honestly, Boss Project has never been more organized and streamlined!

We’re learning new things and ways to refine our systems in Asana every single day. Even though our project management is ever-developing, we’ve still picked up on 3 strategies that have really amped our overall experience with the platform. Keep reading to find out what they are!