Onto it VA

Still struggling to find the time to do a declutter and tidy of your Dubsado account? 🙋🙋🙋

You’re trying to do ALL the things in your business and tidying your Dubsado always seems to fall to the bottom of the heap. Cue.... your set-up is a bit of a mess 🤯🤯🤯 forms with ‘out of date’ branding, which version of your contract is the updated one and your package list hasn’t been tidied in foreva!

I get it, it’s frustrating! .... finding the time to tidy and declutter just never seems to happen! 😔

But it doesn’t have to be a big chunk of time.
Set aside some time once a month to do a small section so you don’t have to do it ALL at once.

I’ve been posting a declutter and clean up tip at the end of each month to break jobs down and make it easier for you so follow along and avoid 🆘

End of August's tidy task is your projects page. Review your projects page and make changes so that:
✔️your project titles provide helpful details (name of client, what service you are providing and date)
✔️your tags describe your services and help with analysis
✔️project statuses let you know at a glance where your clients are at in their customer journey/process
✔️project sources let you know where your leads are coming from
✔️old projects are archived

You can do it! Comment below with your best ‘YES I did it’ emoji when you’re done. And if you're not sure about any of these important project page features and have questions please just ask 💖
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Nothing better than helping my clients make their workflows hum so that they can create a great experience for their client’s 😍 because providing that wonderful client experience is something we all strive for so that our clients not only want to come back for more but also gladly tell all their friends how great we are 🎇🎇🎇

Together you and I smash out the minute details – you know your process and I know Dubsado! And while we’re at it, we look at ways to improve your process and client journey. Yes it requires work from you but I hold your hand so you know what info I need. And I do the ‘brain drain work’ of mapping your processes into Dubsado workflow language 👩‍💻

You’ll fill out a questionnaire, we’ll meet for 90 minutes, I’ll ‘Dubsado’ your process and you’ll walk away with a worksheet that lists every step of your workflow PLUS a big ole list of content you need to create to compliment your workflow.

After you create the content and copy the workflow steps into your Dubsado, you’ll be offering your clients the top notch client experience you’ve been wanting to. And don’t worry, I’ll not let you wander aimlessly with the worksheet - you’ll also receive an implementation guide to follow and help you keep your momentum going 🏃‍♀️🏃‍♀️🏃‍♀️

If you want to get serious about creating a client experience that makes life easier for you AND lights up your client then click the link in bio and lets chat soon.
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There’s only one reason why you're taking way too long to set up your Dubsado.

It’s because it really is a huge learning curve!

You have most of your content created but the Dubsado forms are doing your head in 🤯

You want to use the scheduler but the template settings and how to send them are a bit confusing 🤔

You want to get your workflows built but you keep going in circles with actions and triggers 🌀

So what do you do?
You try to watch some more of the Dubsado training videos....
You google other people's workflows to see if they'll work for you ....
& scroll the gram for ‘Dubsado set-up checklists'......

But this just makes it all more overwhelming.
AND THIS STOPS YOU ALL TOGETHER

How do you get better at something?
You learn about it and you do it over and over.
Just gathering ideas via videos and scrolling doesn't give you a customised set-up.
Mapping and BUILDING your unique system is what does.
The more you BUILD vs. GATHER IDEAS, the faster you will get your bespoke set-up.

If this is you and you need the accountability to GET OVER GOING IN CIRCLES and get it done.
I invite you to click the link in bio and book a free discovery call with me.
I'll let you know how we can precisely map out your processes.
And we’ll create a road map for how to get those Workflows built and start upping your efficiency!

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Are you trying to build Workflows but keep going round in circles with how many you need?

There are FOUR that I consider KEY...

⭐ Inquiry – from when a lead reaches out to you to when you are ready to send them a proposal
⭐ Booking – sending your beautiful proposal and signing up lead to become your client – YAHOO!
⭐ Onboarding (+ Delivery) – welcoming your client into your business and getting stuck into the work
⭐Offboarding! – finishing up and farewelling your client.

Sound like a plan for your biz? (then you should probably save this post for later).

Are you providing these clear phases for your clients? Or just winging it with each new lead???

Taking your clients through these four steps will provide them with a smooth and clear client journey with you. They’ll want to come back for more!

If you need help building workflows to save you time and streamline your client journey with Dubsado, send me a DM or click link in bio to book a free call 💕
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