Better yet, how does a client management system impact my business? Is it necessary or is it just a luxury? Find out in this blog.

Your Dubsado setup isn’t only about offering a high-quality client experience. It’s also designed to protect your energy, focus, and business boundaries.

Certified Specialist Raye Hines tried multiple systems to run her wedding business and found that Dubasdo provided the best client experience she had ever encountered.

You'll be surprised just how easy it is to transfer your clients to Dubsado. In this blog, we're sharing our best tips and tricks to make transferring quick and easy.

Take control of your data, enhance your insights, and drive your business forward with our latest CSV Export feature.

Learning to use project statuses and project tags effectively in Dubsado can be an organizational game changer! This blog is to help you understand each feature more fully and get ideas for how to use them with your clients and most importantly - save you time!

Hands raised if you’ve ever sent a proposal to a client? Chances are, if you’re here you’ve sent proposals in your business or you know you need to start but you’re not entirely sure what a proposal even is. We’ve all been there, but the good news is that I’m breaking it all down for you right here.

You may initially think of the “contact” page of someone’s website for example, the standard 3 questions Name Email Message, but we’re going to help you take that one step further by giving you the exact breakdown of what you should ask for on a lead capture form and why it matters.

We can't predict what will happen in life, but it's important to make sure our businesses are prepared for the unexpected.

When businesses think of automation, they assume that means they won't be able to create a customized experience for every single client. Heather is here to share how you can overcome that belief and start using automation in your event venue business.

How important is having a strategic & stunning proposal and seamless process to go along with it? I say it’s *essential* if you want your dream clients thinking “heck yes, where do I sign!?” 

Have you ever thought, "what should I include in my workflows?" We're taking this one beyond the logistics of building a Dubsado workflow and diving into what really makes a workflow powerful.

We’ve all heard the phrase “Communication is the key to a successful relationship”, right? But did you know that it’s also the key to a successful business? Our businesses are built on relationships: fellow entrepreneurs, clients, potential clients, our audience on social media. So today I’m going to share with you how your communication with clients and potential clients can either make or break your client experience.

You’ve probably heard the term client experience thrown around here and there during your time as a business owner, but do you know what impacts your client experience and why it’s crucial for building a successful business and a sustainable one?

By planning your client process before you begin your Dubsado set-up, you’ll be able to map out every detail of each phase to ensure you don’t forget to write any emails, create any schedulers, or skip any steps when setting up your workflows. Having a documented client process will also ensure you deliver consistent client experiences.