Need to prioritize building your email list as a small business, but struggling to pin down which platform to start with? During the last ten years, I’ve been with four different email marketing software companies, and Flodesk by far the longest. If I had to start over and choose again, I’d STILL pick Flodesk.

Client acquisition is likely the single-handed most asked about topic we get from our audience and members of our various communities. Lately, we’ve been hearing a common complaint from business owners that they need more leads. While there have been some market shifts recently, they’re not necessarily impacting the way we acquire clients. It may feel like it’s changing when actually, everything with clients is exactly the same.

Here’s the thing; marketing is cyclical. There are things that work now that aren’t going to work in 6 months, then in 2 years, those things could come right back around again. There will always be hotspots, but you shouldn’t rely on them if you want consistency. We have lots to talk about on this topic, so let’s dive in!

At this point, we think we’ve established that Dubsado is the perfect CRM for service-based businesses. Really, it doesn’t even matter what kind of service-based business you are or what industry you’re in– Dubsado is almost guaranteed to be a surefire option for you.

However, many people use it in different ways depending on their industry and their own client processes, one of those industries being event planners. So, today, we want to cover how to use Dubsado specifically to improve your client experience as an event planner!

Managing your client experience is one thing, but managing and streamlining your client projects is a whole other beast to tackle as a service provider. You might be wondering what the difference is, so when we talk about managing your client experience, we mean all of the communication, appointment scheduling, sending forms, proposals, contracts, getting paid, and all that jazz. (Dubsado’s our trusted CRM for that– here’s why.)

On the other hand, you also have to deal with the actual tasks that come with fulfilling a client project for both you and your team. For this, we recommend using a project management system like Asana. It’s robust enough to handle even the most complex projects, yet simple enough that if you don’t need to use all of the fancy-shmancy extras, you don’t have to.

Today we’ll be diving into the best way to streamline your client projects using Asana!

As a coach, spending the most time perfecting your client experience is what’s going to take you such a long way. You could even say it’s the basis for what will allow you to scale to and past 6-figures and more. Creating a VIP experience allows you to raise your rates, charging prices that you didn’t even think were possible before.

Clients pay for the experience more than they do the actual results. Any other coach in your niche can provide the same results, but your quality of service and the experience is what will make you stand out from the rest.

Our roots are tied in services, and even though that’s ebbed and flowed over the years, we’ve always upheld the same value in experience, and Dubsado has been our go-to CRM to allow us to systematize that. We now teach it to our clients, and we’re so excited to share it with you, too!

Client testimonials are the proof in the pudding to potential clients about how amazing you are. You need to be able to back up your claims of being able to achieve XYZ results for your clients and the wonderful experience you provide. Not only do they serve as a diverse marketing asset that you can repurpose in numerous ways, but they’re also like hanging those sticky fly traps.

The fact of the matter is that dreamy clients know other dreamy clients. As soon as you land who you consider a dream client, you have to use that person and their testimonial for every referral or potential client that you can because you’ll get even more like-minded clients from them.

So in what ways can you use testimonials to signal more dream clients that they should work with you?

Marketing your business as a service provider can be super nerve wracking and awkward. You might be thinking, “So I’m just supposed to talk about how good I am all day long and hope people believe me?”

The short answer: not exactly. You don’t always have to be the one doing the talking. There’s one single marketing asset for service-based business that’s the most powerful…

The client testimonial.

There are essentially two sides to every service-based business: 1) The actual delivery of the services, and 2) The client experience. Even if you can perform your services exceptionally well and get your clients amazing results, making sure your clients feel valued is equally as crucial. There’s no better time to start than from the very beginning.

By making new clients feel valued, you’re ensuring that they actually enjoyed working with you. They can enjoy the results your work brought them, but you’re less likely to receive a great testimonial, repeat business, or referrals if they didn’t feel like their experience was a positive one.

So to avoid all of that, we’re here to show you three extremely easy and effective ways to make new clients feel valued!

We’ll be the first to admit, there’s a lot of noise when it comes to marketing strategies for small business owners. The online marketing space has exploded in recent years and with that, inevitably, comes some confusion. With the focus of those strategies being mostly geared for folks who have the desire (and skill) to move to a 1:many model (i.e. offering digital products like courses, memberships and downloads), 1:1 service providers have been left in the dust.

These same service providers are left thinking those same strategies will work for them, or worse, that the only way for them to reach their goals is to change up their entire business model.