A client workflow in the service industry can be a hard thing to put into words. At least for me. But I love analogies to verbally paint a picture.

Today I’ll show you how I equate a client workflow to the most epic road trip you’d ever want to take across the United States, from West coast to East….

The whole point of working in a CRM like Dubsado is to simplify the back-office work you have to do every.single.day to keep your business moving forward. And every business is different. Every business has those small, intricacies that makes it unique from its competitor.

But what if those intricacies play a vital part in your service delivery?

What if keeping those small details straight was actually sucking more and more time out of your day? Let’s look at how an Interior Designer used custom fields to capture critical business details and make her workflow seamless.

When you started your dream business, did you ever imagine that all of your free time would be spent doing those “not-so-sexy” tasks like answering tons of emails, going through spreadsheets, and filing lots and lots of documents? I didn’t think so either.

I’ve learned that systemizing my online business can help to free up some of my time, so that I can focus on the tasks that will help me grow my business. Here are some great FREE tools to use when you’re first starting to create systems in your online business…

Think about this: when a customer drives through one of McDonald’s drive-thru’s or steps up to their counter, how hard is the ordering process? Not hard at all!

Why? Because their systems and processes have been refined and repeated day-in-and-day-out….worldwide! Keep reading about how creating documented business processes can help you avoid burnout in your business…

Yes, it's important to hire. Yes, it's important to delegate. Yes, team makes all things possible.

BUT there is something that many business owners aren't prepared for when they start hiring.

They fall into the management trap. How to avoid falling into that trap? Keep reading….