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 wouldn’t call ourselves the queens of automation, but, boy, are we pretty darn good at it. Over the years, we’ve automated more things in our business than we can count, and it’s saved us hours of valuable time that we can focus elsewhere.

We believe automation is a huge piece of the puzzle in allowing small business owners to either avoid or break free of overwhelm. When you have to manage the administrative, financial, marketing, support, and countless other duties in your business, the stress can quickly build up.

That’s why in this blog post, we want to share 10 things we think every small business should automate to avoid overwhelm!

This year has been a wild year of content for us! We’ve cranked out almost 200 total blog posts and podcast episodes, dropped almost 50 new collections of templates, updated some of our programs and added a new one, and overall have really been dedicated to helping creative business owners.

We thought the perfect post for the end of 2021 would be to gather all of the best resources for creatives and wrap them all up with a pretty bow. (Late Christmas gift, maybe?) We have a lot to dive into, so let’s get started!

We’ve been outsourcing for a while now and have always had some sort of team regardless of the size. Over the years, we’ve had various highs and lows with our team, and team members have come and gone. However, now we’re at a place with our current team where we feel really good about the energy and cadence we’ve built in the workplace, no matter the fact that we’re virtual.

Our team members are happy to come to work, they know that this is a safe space, that we value life first in our business, and that they’ll be recognized for their achievements. We’re able to keep them happy and productive using 5 apps and tools, which we’re going to share in this blog post!

The biggest struggles we’ve seen service providers face includes difficulty landing high-paying clients consistently. They may land just one or two clients per month at their highest package, but the rest always fall on the smaller scale. This can lead to just breaking even each month, which leads to feelings of discouragement, worry, and self doubt.

But before we say “Just raise your prices!”, we understand that there are other steps that go into that as well. Part of being able to offer a premium package is providing more value through your client experience. That may sound to you like you need to start holding your clients’ hands more or putting more of your time into how you take care of them, but that simply isn’t the case.

You can completely transform your business with one single tool that we’re going to share with you in this blog post!

There are two top dogs in the CRM game right and now, and they’re crushing it: Dubsado and HoneyBook. About half of the service providers you talk to will be Team Dubsado, while the other half are Team HoneyBook.

No matter which team you choose, though, having a CRM is a massively important piece of running a service-based business. You need some type of system to help you streamline your processes, leads, client communication, and more, and either of these platforms will help you do so.

So, which team are we? Today we’re going to dive into comparing Dubsado vs. HoneyBook’s features and interface. For us and many others we know, these are the two main deal breakers when it comes to choosing any sort of software, not just CRMs. Keep reading if you want to find out who comes out on top!

There’s definitely no shortage of CRMs available out there for service providers, but the difficulty is choosing which one. If you’ve already started your research, chances are you’ve seen Dubsado pop up quite a few times as being one of the top CRMs. We’ll be the first to back up those claims and say they’re absolutely true!

Dubsado is the #1 CRM that we personally recommend to every service provider who’s struggling to maintain an organized system of managing and streamlining their client processes. However, what makes Dubsado different from the rest, and what are some things you need to know about Dubsado before you even buy?

If you know anything at all about us over here at Boss Project, you know that we’re long-time Dubsado fans. Before we transitioned to digital courses years ago and were still offering services, Dubsado was our go-to. Now, we’ve kept up with the software updates and new features, and it’s the #1 CRM we recommend to service providers looking to organize and streamline their business.

While we’re positive it would win you over at the major, more well-known features (think workflows, forms, the client portal), it’s the smaller features that will have you shouting from the rooftops about Dubsado. That’s why we want to talk about 5 of our favorite lesser-known Dubsado features and how to use them!

Dubsado boasts proudly that they’re an all-in-one CRM (as they should), but we understand that it’s common to get a bit scared at that thought. What will you do with all of the features? Is it too robust for your needs? It can be a bit overwhelming for a first-time user or someone who’s browsing different CRMs to invest in for their business.

When you understand all the different features and their functions, though, you can see how nicely they flow together. Every feature complements the next, and it really helps eliminate the confusion when you understand how they work. With that said, this is the beginner’s guide to Dubsado!