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Creating a simple client onboarding experience with Dubsado

Creating a simple client onboarding experience with Dubsado

by | Online Business

Creating a simple client onboarding experience with Dubsado

Are you making the best first impression with your client onboarding experience? Creating a simple client onboarding experience with Dubsado will be streamlined for you and ultra-impressive to your new client.

It starts with the lead capture form

Yes, really! How are you currently managing your prospects? Is it simple? In other words, are you string together different programs and you just happen to be the glue that holds it all together? 

Oh, how do I know this? 

Let me share with you how I handled lead capture before Dubsado was introduced into my life.

First, a prospect would fill out a Google Form with a list of questions about there business. Second, I would review the form and send a follow-up email with a link to Calendly so that they could schedule a call. 

Third, I’d manually entered them into my project management system for follow up.

In other words, I was the glue that was holding it all together and moving it from one place to another place. This is time-consuming and not efficient. 

While Zapier is a fantastic option to connect everything. Nevertheless, it is so much simpler going into one application for all the things verse three applications. 

Current Workflow

When a prospect visits my website they still fill out a form, that is embedded through Dubsado. Now the form is mapped to the fields in the database, additional it adds them as a new lead, adds a tag that I’ve created with the interest and they can select how they found me. 

Once the form has been completed it enters a workflow, pending the answers they’ve provided it sends the appropriate follow up email to meet the specific done for you service they need.

Scheduling too

Dubsado has rolled out scheduling too. They are so fancy, yet still so simple to use. Instead of using Calendly, I’m able to use Dubsdo for scheduling the discovery call with the prospect. 

Follow Up Happens

Following the discovery call, a workflow is created for the yes and for the not yet. 

For the not yet, they receive a thank you email and a task to follow up at a later time is set up. 

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Fyi - This is an affiliate link

Would you like to use Dubsado for managing your prospects for your business? Here is my affiliate link that provides you with 20% off your first month! Oh, and they do allow you to try it out for FREE up to three projects. Just lets you dip your toe in the water first – love it! 

When the magic happens

Yay, it’s been decided, we are doing this thing together. To begin with a proposal, contract and invoice are sent out of Dubsado. 

After it’s signed they go into a new client workflow, instantly the project status is changed from lead to active project. Next, they are tagged as a customer and set up on my client portal. 

At the same time, all the new client information forms are sent. Immediately followed by the information about working with the Miss Task Team.

Finally, it removes the lead tag. It official. 

Did it take some time to map out and set up – heck yes. Still, once it is set up say bye-bye to doing all the work manually every single time.

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Simple Steps To Creating A Sales Funnel

Simple Steps To Creating A Sales Funnel

by | Content Marketing, Online Business

Simple Steps To Creating A Sales Funnel

Before we dive into the simple steps to creating a sales funnel. Let’s cover the basics, just in case you're new to the online business world. 

Really, what are sales funnel anyway

Sales funnels are the path that a potential customer will go through. In other words, because the path to purchase look like a normal everyday funnel. Wide on the top and small at the button. 

I’m about to lay down shocking news here. In spite of all your efforts, not everyone that starts in the sales process with end up a client. Formerly, in my career as a sales rep, I was excited if one in ten leads converted into a client. Ya, I know. 

On the positive side, if you’re working one to one your funnel doesn’t need to be huge to start. 

Know, Like and Trust

As a result, getting clients to work with you has more to do with know, like, and trust verse selling in your online business. Therefore, if the word sales cause you to break out into hives think of it as a relationship funnel.

Building a relationship with your soulmate client is easy. It’s important to realize that building a relationship online is not any different than building any other relationship. 

In fact, it will follow the same path, you meet, you get to know each other, you decide you like to hang out and the more you hang out the more you trust each other.

When you’re building a sales funnel you’ll make sure that you are doing the same things you would do to building any long-lasting connection.

How you meet

Connecting with your soulmate client online will happen in a variety of ways. For example, It may be through social media, google search, or the biggest is a referral or introduction from one of your mutual online friends.

It’s visibility…

Heed my advice, get visible. You guessed it, I didn’t do this right away in any consistent manner. 

The best sales advice ever, you can’t hope your way to a sale. 

As much as I hoped for my soulmate client to stumble upon my content and instantly fall in love with me. It didn’t happen that way. 

To emphasize to all of those in the back row, if you’re not putting yourself out there, how will anyone, let alone your soulmate client, know what you offer? 

So long as you stay in your own little world you’ll have a difficult time connecting with people that you have a true bond with. 

These are the people that you’re drawn too, the people that you’d like to serve. If you’re not visible and putting yourself out there how will they find you? So get out and mingle. 

If you happened to miss it before, visibility was an area that I struggle with, I really love to have my head down checking all the things off the to-do list. 

Once I added networking to my to-do list this is when things shifted in my business because Friend if you do not let people know about your great services you not sharing your gifts.

Overcoming…

Overcoming visibility phobia can only be done by facing fear. Stop lurking in Facebook groups and actually share your wonderful knowledge. Find hashtags on Instagram to follow and begin to engage. 

A great way to do this is with a virtual coffee chat, in short, these chats are a no pitch, no pressure chat to get to know each other. 

Prefer face to face? Search for local Meet Ups.

Stop assuming that people know what you know. Share your special self.

Trust will come…

Provide valuable content on social media. What would make the life of your soulmate client easier? Figure this out and share it. 

Create and Share

Create a piece of free content to give them in exchange for an email address.

Then continue to wow them with valuable content that they will find useful in their business. Keep in mind that you want your free content to be in line with the services you offer. 

For example, I help build plans. Creating a sales funnel would start with a plan of action. Well, you could start without a plan, but it may not be the most efficient use of your time and I would predict spinning wheels in your future.

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Little Side Note

In the book, Building A Story Brand by  Donald Miller he gives this formula for crafting each nurturing email. 

One, talk about a problem. Two, explain a plan to solve the problem. Three, describe how life can look for the reader once the problem is solved. 

If you’ve not read this book, make it the next book you read.

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Build A Nurturing Series

Okay, but you start to say “I can’t do that.” Say you can and you will. 

First let me say, this does not need to be complicated, actually make it simple and quick. 

Second, open up a google document and start typing. List out all the struggles that you’ve heard from your soulmate clients on coffee chats, in facebook groups, pay attention in the post chats what are they talking about. Now write how you would solve the problem. Repeat this three times. Put this into an automated sequence in MailChimp or Mailerlite. Two very simple and free tools that you can use for your email service provider.   

Third, in that same google document write the fourth email. This one will be a sales email with an ask or call to action. 

Before you get all anxious, you need to do this because no one else will do it for you. In the online world, you either attract or repel. Trust me, if you repel its not a big deal. We aren’t in a popularity contest. This is about creating a connection to your soulmate client that has been praying for your service.  

Put it on repeat

Just like your favorite song, put your nurturing series on repeat. In the same fashion as before, It’s three gives and one ask. 

That’s the simple steps to creating a sales funnel.

Get'em while they last

Planning is my superpower! Would you like help in mapping and accomplishing your commitments?

Each month I open up a limited number of spots to work one-on-one with heart-centered entrepreneurs to create a roadmap to their dreams.

How is this done? With a ninety-day commitment plan. A ninety-day commitment plan breaks down all the to-dos that need to happen to achieve your commitment.

The ninety-day commitment plan includes a three-hour planning intensive along with thirty-six accountability check-ins to ultimately take your vision from do to done. Say you can and you will!

Tell me about you and let's chat!

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Action Steps For A Clean Inbox

Action Steps For A Clean Inbox

by | Planning-Organization-Productivity

Action Steps For A Clean Inbox 

Does your cluttered inbox cause you to feel scattered and chaotic? Not to mention out of control and a total time suck. If you feel this way, these are action steps for a clean inbox that will have you feeling calm and in control.

In reality, either you control your email or it controls you. Here are the action steps I use when clearing and organizing an inbox. Once completed you’ll take control of email organization and keeping your inbox in check. 

I’ve gotten a look or two when I ask clients does your inbox control you or do you control your inbox? While most want to say they are in control, the facial expression will tell the truth. 

An inbox that is chaotic will cause a waste of time and energy. 

Your inbox should be treated as a tool in your online business, it should not be where you spend the bulk of your time. Here are the action steps for a clean inbox, therefore giving you the steps you need to finally take control of your inbox.

Labels and Filters make for a clean inbox

Setting up labels and filters is the first step to an organized inbox. In the past, I've created a number of labels, but I've scaled that back a bit. 98% of the time if you go looking for an email, likely you’ll search for a keyword or person before you go and look for it. If that’s not the case, how are you finding those emails? Searching is quick and easy. 

Here are the best labels or folders that I’ve found to use;

  • 0-Immediate
  • 1-Action
  • 2-Active
  • 3-Hold
  • Finance
  • Finance/Payable
  • Finance/Receivable
  • Review
  • Unsubscribe

Any specific folders that are needed in your business. Such as client or product folder. 

Let's talk about these labels or folders and the purpose they serve. 

If you notice I have a number in front of a few of the labels. You may also use a character, such as an exclamation point or dash. It’s really your preference, you can change these later if need be. 

0-Immediate 

Immediate is the emails that must have immediate action, as in less than 24 business hours to complete or respond. 

1-Action

Action is the emails that require action by you but doesn’t require immediate action.

2-Active

Active is to store the emails for active projects that are getting a number of emails. Generally speaking, I would suggest creating a filter to put them directly into the active folder. The filter can be on an email address or subject. As a result, you know where to go when looking for an active project. 

3-Hold

Hold is for emails for meetings, travel, reservations, activities. Usually, anything you need to hold for a later time. Hence they are tied to a specific date or an agenda that will no longer be needed after the event has taken place. 

Finance

Finance is used to hold the emails that need to have an action done with them. Such as added into your accounting software or anything that may take longer than a couple of minutes to complete. Once the action has taken place, the email can be moved to either the payable or receivable sublabel/folder pending what it is. 

Review

Review is for emails that do not have a timeframe as to when they need to be reviewed. This is where I put the marketing emails that I like to skim and archive. 

Ashlyn from Ashlyn Writes calls her folder Read At Leisure which I think is a cute name. 

Unsubscribe

Unsubscribe, is for all those emails that you signed up for but no longer read. This folder can either be manually added to or a filter can be created. 

Although, I’ve done it both ways, personally, I prefer to manually add these when I’m sorting through my emails. Since some of the marketing emails will be added to my review folder to be skimmed later and possibly archived. 

Inbox Applications

You have options, options and more options when it comes to inbox applications. I can’t even remember all the inbox applications I’ve tried out. At the present time, I regularly use Spark and  Kiwi as they both have a certain set of features that I like to use. Do not be scared to try different applications, you need to figure out what works for you. You have so, so many possibilities! 

Why I like Spark

I like Spark because it has an app for my iPhone, while Kiwi is for my desktop. I can pin emails, save canned responses, schedule emails, and have emails come back into my inbox. 

Not to mention, they also have a paid option for teams to chat back and forth on emails. One other feature is Quick Reply this option allows you to set up canned responses that can be sent with a click of the mouse. 

For example, this can be used to send a quick email to let your client know that you’ve received the email and will take a look at the request. It is handy dandy. 

Why Kiwi

Kiwi brings your Gmail to your desktop and if you have multiple Gmail accounts they receive tabs to jump back and forth with. 

Kiwi, together with Boomerang you’re able to have a number of the same features as Spark. Including, setting up emails to be sent at a later time or to snooze an email to review later. 

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Little Side Note

When cleaning an inbox filters will be your best friend. Filter like messages together to either file, delete or mark them read.

Get out of your inbox

As an online business owner, it’s important that you get out of your inbox. After all, your work should not be driven by the emails that you receive.

Instead, it’s best to block time to work on your email. Schedule when you’ll check and sort your emails. 

As an entrepreneur, it’s important that you plan and schedule inbox time. Otherwise, you’ll find that you’re using it as a procrastination tool instead of revenue-generating activities.

To begin with sort your inbox when it’s first opened. Everything gets filed in the correct label or folder so that it is completed in the correct time block. 

It is possible to get a clean inbox, it just takes a bit of time to clear out the clutter. Once you have the system in place email is so much more. 

Get'em while they last

Planning is my superpower! Would you like help in mapping and accomplishing your commitments?

Each month I open up a limited number of spots to work one-on-one with heart-centered entrepreneurs to create a roadmap to their dreams.

How is this done? With a ninety-day commitment plan. A ninety-day commitment plan breaks down all the to-dos that need to happen to achieve your commitment.

The ninety-day commitment plan includes a three-hour planning intensive along with thirty-six accountability check-ins to ultimately take your vision from do to done. Say you can and you will!

Fill out an inquiry form today!

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