September

How I use Dubsado for my Client Onboarding process

How I use Dubsado for my Client Onboarding process

Getting started (or even just knowing where to start) with client onboarding can be tricky. I know this, because I've been there! My old process was cumbersome, unorganized and complicated, because I didn't really have one... at all. 🙈

I'd miss steps during client onboarding simply because I didn't have a system, or even worse, maybe I was so excited to get started on the project that I just bypassed all that "stuff." 

Luckily for me, I have wonderful clients and no problems ever came up because of my previous lack of onboarding organization. BUT I knew then, as I know now, that wouldn't last. Not that my wonderful clients would suddenly become something other than wonderful. No, no, no.

I'm saying my obvious lack of organization would eventually lead to an error SOMEWHERE, whether that was accidentally missing a client's deadline, or not getting paid on time because I had to manually set up invoices in PayPal and send them (or soooo many other possible scenarios).

As I mentioned (in detail) here, in Why Dubsado is My Favorite App, ...it's my favorite business app! I have many others on the list (I 💚  you too, Trello).

But in case you missed that (HINT: go back & read it too!), Dubsado is FREE to try, with no time limit on your trial; it just caps you at 3 clients before you'll have to upgrade.

SO WHAT THE HECK ARE YOU WAITING FOR??? 
LET'S GET STARTED!

How to help your client 'Unearth Their Brand'

How to help your client 'Unearth Their Brand'

My last post was a reader survey, because I wanted to know what kinds of specific things you wanted to hear from me, so I can serve you better!

Several of you mentioned that you needed help with your client's branding & processes, so today I'm tackling one of those things!

I've got an example, sample questions to ask, and of course,...

+ Don't forget to grab the free client workbook:
'Unearthing Your Brand'