Your client workflow can be a similar experience for your customers. It can be well thought out and smooth, like major highways with well placed rest stops…or it can feel like a bunch of backroads with no bathrooms and no GPS. Today we’re discussing the first stop in your road trip: lead acquisition.

If you’re a service provider looking to get away from the back-and-forth emails and reclaim some precious time, Dubsado’s built in scheduler is like waving a magic wand 🪄 over business. 

Let’s dive into Dubsado’s scheduler and how it can make your life easier and help your business thrive. Stick with me until the end as I show you how the scheduler folds into your workflows and sends your clients reminders on your behalf. Say goodbye to the headaches!

You know that feeling when your to-do list seems to be growing by the minute, and you’re juggling more tasks than you can count? Yep, we’ve all been there.

If you’re a service provider looking to reclaim some precious time, having killer workflows in place is like waving a magic wand 🪄 over your productivity.

Here are my top three recommended workflows for every service provider that’ll help your business thrive.

As a business owner, we all want to be successful in generating steady and predictable sales. But what if we don’t have systems that allow the business to run smoothly without us? Until you can establish and document viable systems and processes, the business activity only exists in your mind.

Think of it this way: If you want to take a hard earned vacation with your family, or {heaven forbid} something happens to you and you end up incapacitated, do you have a solid plan for how your business will continue to run without you?

Today we’re talking about what happens when something goes sideways with a client and you’re not getting your hard-earned payment from them. 

Let’s be real for a minute: Asking anyone for money is awkward, no matter who you are. Unless you’re the 1% that can pull that off without feeling gross about it.

But what do you do when your client isn’t paying their outstanding invoices?

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…