06/14/2023
I made the decision to be an entrepreneur who works 25 hours a week- a huge stretch for someone who was doing almost 3x that amount of time every week.
Achieving this goal would not have been possible without putting some systems in place and hiring some great people in my team.
One of the biggest game-changers I implemented was the use of a Client Relationship Manager (CRM), specifically Dubsado.
Why I use it:
✨ Dubsado is completely free for an to use if you have less than 3 clients! Once you hit more than 3 clients, you have the option to upgrade your plan to an unlimited number of clients for a low monthly (or annual) fee.
✨I love all things productivity and this tool has helped me automate a lot of my project and client-related busy work and tasks!
✨ It allows me to render top-notch customer service. The automations I have in place mean that I'm able to send emails, contracts, invoices, scheduling links, and reminders and confirmations without delay, enabling my clients to have what they need when they need it.
✨I’ve streamlined multiple programs and platforms by leveraging Dubsado’s many capabilities, replacing several apps that I used!
How I use it:
✨Automation: I set up automated emails to create a customized workflow for my business; pens without any work on my part and they receive support immediately.
✨Proposals: Dubsado proposals are attached to contracts and invoices. Less back and forth during the sales proccess means a much quicker time to closing the deal.
✨Scheduling: Since starting with Dubsado, I’ve been able to toss the manual booking process I was using and allow people to book at their convenience without waiting on me!
✨Invoicing: With Dubsado, all the invoices, tracking, spending, and receivables are accounted for and organized for me so I’m not trying to make sense of it later on.
✨Client Portal: This feature allows me to store all files & links where clients can access all in one place!
Have you used a CRM in your business?
And if you haven’t gotten started, DM me “Dubsado” and I’ll send you a discount code for 20% off!