Dubsado for Managing Your Prospects

by Michele | May Contain An Affiliate Link, Planning-Organization-Productivity

Dubsado for Managing Your Prospects

Dubsado for managing your prospects

Utilizing Dubsado for managing your prospects is an ingenious time-saving move as a business owner.

For Reals

Yes, really! How are you currently managing your prospects? Let me share with you how I handled them before Dubsado was recommended to me by a Mastermind Sister.

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

They would get entered into my project management system for follow up. All pretty manual, ya I know I could use Zapier to connect everything. However, it is so much simpler going into one application for all the things.

And Now

When a prospect visits my website they still fill out a form, though this form is from Dubsado. I’m able to map the fields, create a new lead, tag them with interest and 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.

Following the discovery call, a task to follow up at a later time is set up or if we both decide to say“yes” to working together than a proposal, contract and invoice are sent out of Dubsado.

A Little Side Note

This isn't the first time that I've professed my love of Dubsado.

Check out my earlier post too!

After it’s signed they go into another workflow, that actives them on my client portal, send them all the information they need about working with the Miss Task Team and creates a project. Did it take some time to set up – heck ya. Still, once it is set up say bye-bye to doing all the work manually every single time.

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!

Go-To Apps For Managing My Business

by Michele | Online Business

Go-To Apps For Managing My Business

Hey Friends, if you’re a little like me and spend a great deal of time managing your online business from your phone. Great minds, all I have to say. Here are a few of my go-to apps for my business.

Spark
Tide Lite
Voxer
Insight Timer
Podcasts

Let’s Get The Apps Out

Spark

oh boy, this is my new favorite email management application that I’ve been for the past six months. This app makes it easy to pin the emails that need to be looked at later. Mark something as unread. Send a message at a later time. For my brain, it makes cleaning out the inbox easy and painless. Psst… I wrote about Spark here too.

Voxer

This is a walkie talkie app for your phone that you can talk back and forth to people in the app. You can listen as they are talking or when you have time. Its a bit easier than text and you can actually hear the voice inflection. (:

This wasn’t on the list, but another go-to app more recently, I’ve been using Marco Polo for conversations. Marco Polo is actually a short video conversation that you can have. Not only can you hear them, but you can see them too. Yay!

A Little Side Note

Have you heard that the ambient from working in a coffee shop is more productive? It could also be the energy of productivity is all around you in a coffee shop.

Insight Timer

this app helped kick start my meditation practice. They offer so many guided meditations or you can use the timer with selected chimes and sounds. It allows you to do you.

Tide Lite

This app is for productivity and time management. It is based on The Pomodoro Technique. It provides background noises, can you say coffee shop in my office, for a specific amount of time that you want. The default is 25 minutes. It has a number of add on that you can turn on such as break time and longer break times.

Podcasts

I love the podcast app just as much as my Kindle. I listen to so many and L-O-V-E them! I listen to them in the car, on a walk, when I exercise. It’s my go too. When I was a sales rep and travel all the time I would listen to hours of podcasts while I drove or flew. Time flies when you’re having fun.

That is a quick list of my go-to apps. What are yours?

Guide To Quarterly Planning For Your Online Business

by Michele | Planning-Organization-Productivity

Guide To Quarterly Planning For Your Online Business

Are you quarterly planning for your online business? I’m not talking about a huge extensive plan, just getting your projects laid out for the next quarter. Where you want to focus your time and energy.

Let Me Guide You Through A Quarterly Planning…

At the end of last year did you get an idea of the types of projects that you wanted to complete in the up coming year? If not, no big deal. Do it now.

Brainstorm

Brainstorm an exhausted list of all the projects that you want to accomplish in the next four to five quarters. When I say exhausted, I mean braindump all the ideas and information from your head on the list. No project is too small or simple for the list. Write down everything that pops into your head, no judgment.

Narrow It Down

Get out your pen and paper and get the projects out on paper. I like to highlight, cross off and of course color code.

Quarterly Planning For Your Online Business post by Miss Task

Align

With your brainstorm list, figure out which projects are aligned with the vision and mission of your online business.

Select projects that are aligned with your online business and rank each of the tasks by importance. This will aid in where you need to start.

Each quarter will be assigned three projects to achieve! Basically, one per month. Start with the projects that have the most impact on the growth of your online business or is the quickest path to cash. Either highlight the three tasks for Q1, Q2, Q3, Q4 with a different color or note the Q in front of the task.

Now on to quarterly planning for your online business

Now, it's time to organize your next quarter plan. From your list above what did you select as projects to work on for the upcoming quarter?

Do you have a project management application?

If you have a project management system you can set this all up inside so you know what to do when. If not, paper will work just fine.

At the top, write out your online business mission, vision, and goals for the upcoming quarter. Under this break it into three columns. One for each project.

Under the Project Header

Now we are going to put in all the tasks that need to be completed by who and when. Will you need any resources, such as a new software application, to complete the task?

Not all the tasks must be completed by you. It’s very important that you stay in your lane and delegate out the tasks that can be done by someone else.

Little Side Note

If you’re planning a large launch to take place in the next quarter and you know all focus needs to go into this. This would be your only project for the quarter.

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