How award-winning visibility and leadership coach Christina Olivarez used Dubsado to build and expand her platform
At 24, Christina Olivarez was an aspiring television reporter who pivoted to starting her own business as a social media manager.
A decade later, she's adopted 6 different business models, fulfilled a goal of giving a TEDx talk, and hosted a yearly Hustle + Socialize conference for Latina and Women of Color business leaders in her hometown of San Antonio, Texas.
In the early days, her growth depended on getting the right systems in place to deliver a polished client experience.
She didn't have formalized contracts and invoicing
As Christina started taking on bigger campaigns and clients, she needed formal contracts and invoices to convey expectations and prompt timely payments.
Client onboarding was an ongoing struggle
Without a system in place to create automated workflows for different steps of her process with clients, it was difficult to ensure projects stayed on track.
She was losing sight of her customer journey
While using multiple tools to deliver different aspects of her service, Christina lacked visibility and confidence in clients' end-to-end experience
Using Dubsado enabled Christina to solidify processes and expand her business in exciting new directions.
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.
"One of the ways Dubsado has helped me grow is that it allows me to look very well put together. To build a certain level of trust in that growth stage, you need to have all your ducks in a row. Dubsado has made me a more legit business owner because my processes and systems are in place, and I don't have to worry about them."
How Dubsado helps Christina build trust and confidence with clients:
Greater visibility within a single platform
With her proposals, contracts, invoices, and scheduling all in one place, Christina can intentionally map out her client experience and proceed through projects with confidence that she can consistently meet and exceed clients' expectations.
Example: She especially appreciates having visibility into where her clients were coming from within Dubsado, which has allowed her to be more strategic in her marketing efforts.
Seamless scheduling for different experiences
As Christina has expanded the types of services she offers, it's been critical for her to have a scheduling tool that can adapt to the variety of different meetings a client may book at any given time.
Example: Christina has five different schedulers for the different types of client meetings she offers, all of which sync seamlessly with her Google calendar to ensure she never double books, and never misses an opportunity.
Invoicing and contract workflows
With an automated invoicing process and formalized contracts documenting every client engagement, Christina can keep tabs on payment schedules across her client base, keep her business protected with binding agreements, and keep projects moving with workflows she can can rely on.
Example: Christina has some clients using payment plans for long-term contracts, so Dubsado's invoicing feature gives her visibility into how much she'll receive and when.
"With my clients, I know when they have a payment that's being scheduled or when their card is going to go through, so it alleviates the need to ask, 'Did you pay your invoice?' Everything is just automatic, and I don't have to worry about chasing the clients down... I absolutely love Dubsado. I will vouch for it all the time."What results has Christina achieved using Dubsado?
Greater growth potential
Dialing in her administrative processes has enabled Christina to professionalize her operations, grow her client base, and expand her business in exciting new directions.
Positive client feedback
Clients and speakers at Christina's conferences routinely compliment how quick and efficient her processes are, which makes them feel taken care of from day one.
More 1:1 time with clients
By eliminating the back-and-forth of scheduling meetings, Christina can focus on rewarding 1:1 interactions with clients, speakers, and podcast guests.
"One of the things that has really been helpful for me was setting up workflows, so that all I have to do is just review, hit accept, and the next phase just goes. I 100% recommend Dubsado, and that's one of the reasons why I keep using it year after year."
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 thesocialbutterflygal for 20% off your first month or year.