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CREATING SIMPLE, ORGANIZED, INTENTIONAL SYSTEMS FOR CREATIVE ONLINE BUSINESSES

Blog

Tips and tools to serve you and your growing design and copywriting business

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.

My 3 favorite things about HoneyBook

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!

The first thing you need to do before using Dubsado

Take your time back

Grab the Readiness Assessment to determine if you’re ready to add a Project or Operations Manager to your team.

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Ready to hire an Online Business Manager?


Trying to decide if you're ready to hire an OBM or if you need to hire a different team member? Download the OBM Readiness Assessment to see if you're ready in 5 steps.