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I’m officially building my first Al app. No code. No hoodie-wearing co-founder. Just me, my idea, a no-code tool called Lovable.dev, and two years of quietly training an Al on everything I know about marketing, messaging, and digital products.
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Use Dubsado Subcontracts to Create and Send Proofs!
In our humble opinion, subcontracts are the underdog of Dubsado forms. Most of the love is given to proposals, questionnaires, and lead capture forms, but subcontracts can also be an amazing asset to your business! If you’re a photographer, wedding planner, brand and web designer, stationery designer, or florist, for example, it’s likely that you need to send proofs of your work for clients to approve.
What better way to do this than to have the legal backup of a subcontract? Since clients need to sign off on them, trust us when we say that this will save you a ton of headache in the future. So, if you want to learn how to create a proof from a subcontract, keep reading!
Step by step Guide for Using Dubsado for Bookkeeping
Well, folks, Dubsado’s done it again. And by that, we mean completely blown us away with its functionality. On top of the bajillion other features it has, did you know it’s able to even handle basic bookkeeping? This is absolutely perfect for small businesses that need a start at keeping track of their finances, but that aren’t ready for a super robust software like Quickbooks.
There are tons of simple bookkeeping tools for you to stay up-to-date on your finances and track lead generation metrics right inside of Dubsado, which is what we’re going to go over today!
Our Ultimate Guide to Client Onboarding + Crafting an Extraordinary Client Experience
Client onboarding is the most crucial beginning phase to starting a project with a new client. It sets the tone for the working relationship and can make or break your project depending on how you handle it. If handled poorly, it can lead to your client having a bad experience with you, and it’s the client experience that determines whether or not you’ll receive positive testimonials, repeat business, and future referrals. (No pressure!)
After working with clients during both our time as separate businesses and even after we first became business partners, we know a thing or two about client onboarding and making sure the client feels comfortable and taken care of before, during, and after the project.
With that said, let’s dive into our ultimate guide to client onboarding, plus crafting an extraordinary client experience!
5 Ways to Use Dubsado Forms to Run Your Business
We’ve said it a million times and we’ll say it again: One of our favorite features of Dubsado is their forms! Their form builder is beyond easy to use, and they’re even easier to send off to clients or embed in your website. Within minutes, you can have a beautiful form created thanks to their user-friendly layout.
Forms are so versatile and can serve many different purposes. Don’t let the categories fool you– whether it’s a proposal, questionnaire, or lead capture form, you can turn it into just about anything you need. In this post, we’re going to share different ways that you can use Dubsado forms to run your business!
10 Must-Have Details to Include in Your Client Welcome Packet
We preach often (probably entirely too often) about the importance of your client experience, but it’s one of the key defining factors between a client having a good time with you, referring you to others, and leaving a positive testimonial… Or not.
Mastering the art of providing an amazing experience for your clients is crucial to your reputation as a service provider. We know this sounds super scary, but it can actually be pretty dang easy. As long as you’re able to check in often, respond quickly, and provide important information, you’re already at an advantage.
One way of stepping off on the right foot with a new client is by sending a welcome packet. You may have also heard it called a welcome guide, onboarding guide, or onboarding packet. We’ve sent a welcome packet or two– or a million– during our years in business, and now we’re here to share 10 must-have details you should include in your client welcome packet!
How to Use Dubsado Custom Mapped Fields
Do you ever wish there was a way that you could keep information on file for your clients in Dubsado aside from the default basic contact and project info? Say you’re a wedding planner and you want to easily keep track of guest count, or perhaps you’re someone who loves sending gifts to your clients on their birthday.
Whatever the case may be, you’re able to collect and keep track of this information using custom mapped fields. A custom mapped field is a place on a client profile or project to store information in the form of text or a date. You’re able to add fields that are relevant to your business, so you can always have it at a glance, or even use an integration with Zapier to add this info to other tools.
Today, we’re going to go over everything related to custom mapped fields in Dubsado and how to use them!
5 Successful Strategies to Market Your Email Opt-In
Email can be such a game-changer for businesses that want to connect with their audience in a more personal way. When you compare your people scrolling upon a social media post versus getting valuable content delivered directly to their inbox, email is the way to go if you want to build authentic relationships.
Plus, email gives you an opportunity to share exclusive content with your list, making it even more valuable to your audience. Anyone can see your social media accounts and not follow you, but your subscribers have already signed up for the long haul and are ready to devour new content as it comes.
But email marketing is more than just creating a list and hoping people subscribe to it. It takes work to make sure people know about it, and even more work to make sure that they actually want to subscribe, which is where your opt-in comes in.
Since you’re reading this post, we’ll assume you already have an opt-in created (but if not, this is the post for you) and are looking for ways to market it. If so, you’ve come to the right place! Today, we’re going to share 5 successful strategies to market your opt-in, your freebie, your lead magnet - whatever you want to call it!
How to Take Your Dubsado Forms to the Next Level Using Code Blocks
One of our favorite features of Dubsado are the forms. They’re easy to design and even easier to send off to clients or embed on your website. In fact, the design possibilities are endless, and with Dubsado’s drag-and-drop builder, you’ll have them created in no time!
You’re able to add text boxes, images, questions, drop-down menus, columns, and more to your forms, but one of the most versatile blocks in the code block. With it, you’re able to integrate third party applications directly into your proposals, questionnaires, and lead capture forms!
This means that you can completely take your forms to the next level and amp up your client experience. The possibilities for what you can embed are endless, but we’re here to give you 5 ideas for how to take your Dubsado forms to the next level using code blocks!
How to Write a Welcome Sequence that Converts Subscribers to Buyers
So you have a freebie created, your opt-in form set up, and your freebie delivery email ready to go so that you can deliver the goods when someone joins your list. But before you start telling people about it… Do you have a welcome sequence?
When someone joins your list, they’re the warmest within the first few days. That’s your window to let them get to know you more and show them what you can offer before they forget who you are or why they even subscribed in the first place. After all, first impressions matter, and this is your way to make a great virtual first impression on your audience!
We’re huge fans of welcome sequences because it means that when the time comes to sell to someone, they won’t be in the dark about who you are– they’ll already know, like, and trust you (or at least that’s the goal). So, what actually goes into a welcome sequence? Read along as we walk you through how to write a welcome sequence that converts subscribers to buyers!
Top Website Design Trends in 2023
The main point of design trends is to break expectations. We want an element of surprise, whether that’s through color, shapes and patterns, animation, or overall layout. This’ll be reflected in the trends we’ve noticed that we’re going to break down for you in this post, but don’t let these trends intimidate you– there are a lot of ways to add in that organic surprise that feels really true to your brand direction.
How We Are Working With Clients in 2023
Sometimes, being in business since 2015, makes us feel a little prehistoric. Our company has certainly had its fair share of evolutions and pivots as not only we have grown, but our clients as well. We’ve had the privilege of working with folks from across the globe whether they tune in to our top-charting podcast, get sucked into our rabbit hole with our Trello for Business course, join our growing community of creatives, work with us in an intimate group setting or hang out with us 1:1 to tackle the big stuff. We thought it was time for us to update you on our suite of offerings and give you insight on how you can make magic happen with us.
Maximizing Your Potential: Understand the Relationship Between Capacity and Business Goals
One of the largest issues we see in the service industry, specifically related to CEOs and their time, is that they aren’t aware of what their capacity is or how to best split their time to focus on all of the areas that need their attention. Without the knowledge of what baseline their capacity should cover (i.e. 20% in this area and 10% in another), they also aren’t able to see the clear path forward to reaching their goals. In this post, we’ll be breaking down how your time should be spent as a CEO and how to understand your capacity and its effects on your business goals.
Success in Your Service Based Business: This is the Key Factor You Must Get Right
There is, without a doubt, one thing that can make or break your service-based business: capacity. This is something that has dramatic effects when not practiced carefully or correctly, and the people who are doing it wrong are often those who are overworked and underpaid. By not understanding your capacity in an in-depth and intimate way, you’re constantly sacrificing your mental health and wellbeing, you probably feel like everything is working against you, and you may not be making the progress you’d like to see in your goals.
In this post, we hope to leave you with tons more clarity on how capacity works, its cause-and-effect nature, and how to finally leave the path of burnout.
How to Set up Business Systems That Work for You
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.
The Art of the Customer Experience
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!
Welcome to My Blog
Hey, I’m Abagail Pumphrey!
You know when you are so deeply passionate about something you can’t help but share it? That’s how this blog has felt for the last decade. I’ve written about my latest strategies, tech how-tos, experience with scaling and so much more. I hope you find just what you’re looking for. We’re here to help!
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