I’ve received this question a lot…How can I sync my Dubsado “To Do” workflow action reminders with my project management system? Yes, it can be done! A few reasons why I do this: #1 – I use a project management system (ClickUp) to manage my internal team tasks and it is so much nicer to […]

How to Link Dubsado To-do’s & ClickUp Tasks

All

Sending a proposal to a potential client can be scary and exciting all at the same time. Your goal is to book more clients, so you want this to be an easy process for everyone involved.

How to Create Beautiful, On-Brand Dubsado Forms

All, Client Experience, Dubsado

Book more clients (bonus: 6 questions to ask before they can get on your calendar!) As an online service provider who works 1:1 with clients, your ultimate goal is likely to book more clients. Inquiries into your business are so important, even more important, learning how to nurture those inquiries. You need to have a […]

3 Ways to Level Up Your Inquiry Process

All, Client Experience

In this tutorial, I’m going to show you how to copy emails from one Flodesk account to another. Super easy & saves soooo much time! I’m here to help you scale & grow your empire using strategic systems. For the big-dreaming entrepreneur who knows what she wants, but isn’t quite sure how to get there […]

How to Copy Emails to Another Flodesk Account & Create Templates

All, Tech Tips

Running your business online is awesome! You can have a flexible schedule, work with your kids at home, set self-care habits, and even (sometimes) find extra time in the day to walk your dog during a phone meeting. Want to know one of my favourite things about owning my business and working from home?Online scheduling […]

Choosing a Scheduling System for Your Coaching Business

Client Experience

Get organized, save time and grow! Have you ever found yourself staying up late, replying to emails or scrambling between documents trying to find the info you need for a client? If so, you are not alone!  No matter what stage you’re at in your business, it can be hard to set boundaries for your […]

Getting Started with HoneyBook

All, Client Experience, Tech Tips

I have always been an Asana lover – it’s an amazing project management tool. The user interface is very clean, and easy to navigate. Asana also offers a great free plan which is great for entrepreneurs who are just starting out with an online project management tool. If you haven’t heard of Asana or ClickUp, […]

Why I Switched from Asana to ClickUp

All, Tech Tips

You’re here because you’re looking to set boundaries with your clients and utilize a communication tool that keeps ALL of your client messages in one place. I got to a place in my business where trying to organize client projects and communicate back and forth was out of control: messy email threads, terrible subject lines, […]

How to Use Slack for Client Communication

All, Client Experience, Tech Tips

Staying organized is paramount if you want to run a successful business, especially if you have multiple clients. Investing in a Customer Relationship Management (CRM) software program is one such way to stay organized while building your client relationships. In its simplest form, a CRM program is similar to an online address book, or an […]

Keep Your Business Organized with a CRM Program

All, Client Experience

    How many of you make a new year’s resolution to lose weight or go to the gym? How many of you actually reach your goals? This is a prime example of knowing WHAT to do but not staying motivated to actually DO it. Intellectually we all KNOW that eating healthy foods and exercising […]

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