Hello and welcome!
My name is Denise and it’s lovely to meet you! Thank you for checking out my blog. This is where I will be sharing with you my love of all things tech and how you can use some fantastic systems and automated processes to help you start or grow a thriving business.
One of the hardest things when you’re a solo entrepreneur or the owner of a small business is finding the time and the headspace to do everything yourself. You end up working all the hours under the sun and still feel like you’re getting nowhere. I know – I’ve been there!
So how can you get on top of things, reduce the overwhelm and free you up to do the important work you were meant to do? The answer is to use business tools and software systems that can simplify, organise and automate your business. In this first blog I’m going to focus on one such system, Dubsado, which is a type of CRM.
So what is a CRM, and how can Dubsado help you?
CRM stands for ‘customer relationship management’. As the name suggests, it is a way of managing how you organise your existing clients’ details, the relationship you have with them and how you interact with and attract new clients. We all know how important it is to build trusted relationships in business, and a CRM makes it easier to do this in an efficient and consistent way.
There are several different CRM systems out there, but in my opinion by far the best is Dubsado. I love it! I use it in my own business and I help my clients use it in their businesses too. It saves time. It saves money. And it makes your clients’ experience of working with you simple and attractive. These are just some of the things that you can do with Dubsado:
- create automated workflows customised to your business and automatically send emails and fully branded documents such as invoices, contracts, quotes, forms and questionnaires
- schedule and book calls
- track time spent on different projects
- create and send invoices, track payments, and issue payment reminders without lifting a finger
- create branded client portals customised for each particular client.
Everything is done in one place, so you no longer have to juggle a multitude of platforms and software applications. In my next two blog posts, I’ll show you exactly how to set up Dubsado to work for you and then give you a step-by-step process to use Dubsado when beginning a relationship with a new client. In the meantime, if you would like to have a chat with me about how I can help you set up or manage your business systems and processes, book a discovery call here:
BOOK A DISCOVERY CALL And if you’d like ongoing tips, advice and support, why not follow my page over on Facebook?