How business strategist and coach Tracey Jazmin used Dubsado to build and retain a loyal client base after a career pivot
Having worked as both a wedding photographer and brand photographer, Tracey Jazmin had substantial experience as a creative professional before she bet on herself and pivoted to studying psychology to become a business strategist and coach.
For her business to quickly grow and thrive, she needed to deliver a thoughtful, polished experience that made clients feel seen and heard.
If she wanted to take on as many new clients as possible without burning out, manual processes weren't an option.
Missing manual steps risked eroding client trust
While relying strictly on manual processes to move her projects forward, Tracey had to spend precious hours keeping tabs on admin to avoid keeping clients waiting.
Hours spent on admin limited capacity for new work
Spending so much time building proposals, contracts and communications from scratch each time meant she had to limit the number of new projects she took on.
Using multiple tools added time and stress
Maintaining timely communications and forward momentum with clients became even more complicated when using multiple platforms for basic tasks.
Using Dubsado allowed Tracey to build trust and loyalty with clients, so she could quickly scale her business.
Dubsado is software for creative service businesses, designed to help you succeed at doing what you love with the business management tools to handle everything else. Within a single platform, Dubsado enables you to streamline your operations, create repeatable processes, and elevate your client experience—so you can keep growing your brand.
"Of all the tools I could have used, Dubsado had so much depth to it. It was so powerful. It gave me everything, all in one shot. It has streamlined everything for me that I need it to streamline, and there's still an opportunity for me to streamline so much more. By being able to do everything I needed it to do, it literally took hours off my plate."
How Dubsado helps Tracey grow her business without risking burnout:
Automated workflows to keep projects moving
By setting up workflows to move clients though projects and personalizing every step to reflect her brand and service, Tracey has been able to consistently impress clients and ensure that nothing falls through the cracks as she goes about her daily life.
Example: She loves being able to quickly send contracts and approve workflow steps with just a few clicks while she travels or spends quality time with loved ones.
A polished, personalized client experience
In an industry where clients can often feel like they're no more than a number to their coaches, Tracey has been able to differentiate her service by consistently making clients feel seen, heard, and supported through automated, personalized, fully-branded communications and documents.
Example: Clients appreciate receiving beautifully designed proposals and invoices, as well as thoughtful call invites and reminders to help them stay on track.
A single, time-saving platform for everything
Tracey found Dubsado to be user-friendly and intuitive from the beginning, which allowed her to streamline her processes by keeping them all in one place, neatly organized by project.
Example: Tracey describes Dubsado as being like a "virtual assistant," doing the admin work behind the scenes so she can perform better as a business coach and CEO.
"My clients have felt so seen and heard and supported through the entire client experience, and that is all Dubsado. Seeing these beautiful proposals and feeling so special proves to clients that this is something that's really worth investing in. I've been able to charge more with Dubsado, because I can put all my branding into my proposals, invoices and all of that. Those little things people see make a big difference."What results has Tracey achieved using Dubsado?
Increased bandwidth for new clients
With all the time Tracey has saved on admin work, she's able to book more calls with prospective clients and take on a higher volume of new business with confidence.
Increased rates and client retention
Dialing in her client experience has allowed Tracey to charge more for her services while growing and maintaining a happy and loyal client base.
More quality time in her personal life
No longer beholden to hours of manual work to move projects forward, Tracey can enjoy more time with her fiance stress-free.
"With the help of Dubsado, I have the time to do it all. I can bring in all of these clients. They can all feel special. The pieces of my client experience are never going to fall through the cracks, and the process of onboarding clients doesn't take me hours like it used to. Because everything is streamlined... Dubsado is a life changer—I couldn't operate my business without it."
Enjoy running your business—without letting it run you.
Dial in your admin processes, so you can flex your creative process. And focus on what's most rewarding about your job.
Use code traceyjazmin for 20% off your first month or year.