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I know I might be a bit biased here as an OBM, but certain automations should always be a non-negotiable in a business. If you’re like me and are always curious about what everyone else’s behind the scenes setups look like, I’ve got 3 easy automations to tell you about. Lead management  The moment someone […]

In this post are the top 5 most read blog posts from 2020. And surprise surprise, they’re all about creating systems and the tools to use for running your business.

Back in the day when I was designing websites, clients were communicating with me everywhere. I thought by giving my clients the freedom to communicate with me however they wanted it would serve them the best. I was wrong.

I broke up with Dubsado after 4 years. Since 2016, I have used the CRM for my own business, launched multiple courses about how to use the platform, and set up countless accounts for clients. I literally have a t-shirt from an event I was a part of that says “Team Dubsado.” So why did I break up with Dubsado? Keep reading to find out and to see why I chose Honeybook.

To give your leads a high-touch experience, you don’t need a fully automated workflow or write each lead a compelling email from scratch. By using a simple, semi-automated workflow in Dubsado you can begin to nurture and engage with your leads.

So you’re ready to start automating and creating processes for your business. But you’re using too many programs and nothing talks to each other. There’s a better, more efficient way to do things. I’ll cover why you only need Dubsado and Asana to manage your clients and projects and how they work together.

One of the first systems I recommend clients get setup is their CRM (client relationship management). This is where they’ll be able to keep track of their leads and current and past clients. One thing that a lot of people don’t fully realize is how much time and work it takes to get a CRM set up. A lot of people get overwhelmed when it comes to setting up a new program, but today I’m walking you through the very first thing you need to do to setup Dubsado!