Dubsado Is A Game Changer

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Dubsado is a Game Changer for your Online Business

Dubsado is a game changer in your productivity. Since day one I’ve been singing the praises of Dubado for this one software application makes online business owners so effective and efficient. Those are two words that I love to use.

What is it?
What is Dubdado exactly, you know besides a game changer in your productivity… Well, here is the description that Dubsado gives: From invoicing, signing contracts, scheduling appointments, Dubsado is a software built to save you time, impress clients, and grow your business.

What is Dubdado to me as an Online Business Manager? Oh my gosh, it is some many things but in short, it’s the hub for all my important business workflows.

Here is the list of where I use it in my business:

New client applications
Invoicing
Recurring Invoicing
Contracts
Questionnaires
Email Communication
Information gathering

Workflows are A-maz-ing

Workflows are a game changer in your productivity. It turns a manual process into an automatic flow of efficiency. Before moving to Dubsado, I had several software applications and it was not streamlined.

Before:

The prospective client fills out a web form

The form is emailed to me

The landing page has a link to schedule a meeting

The meeting is scheduled via Calendly

Or they missed the link and it is sent to them after reviewing the web form

Dubsado Is A Game Changer a blog from Miss Task OBM

We meet and decide we are a good fit

The proposal is created in Word and PDF is email to the client

The contract is sent via Sign Now

Invoice is sent via Quickbooks or Wave

Emailed a New Client Onboarding Form

Emailed Business Policies and W9

After:

The prospective client fills out an application on the website

Once the form is submitted it creates a

New Project in Dubsado and adds tags

Email is sent to them with a link to schedule a meeting

We meet and decide we are a good fit

Send a proposal, contract and invoice

The contract is signed it kicks off the workflow

Customer Tag is added

Client Portal is activated

The Client Portal Guide is emailed

OBM New Client Onboarding form is sent

Business Policies and W9 are sent
All the information is stored in the clients recorded from the first contact to the current day.

This is all done in the background. Did it take some time to set up – heck ya. But, nothing compared to doing all the work manually every single time.

Would you like Dubsado to be a game changer with 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 let you dip your toe in the water first – love it!

P.S. Did I mention that the support is absolutely fantastic!

How to not look like a dork in your video image link

by Michele | Digital Products, Online Business

How to not look like a dork in your video link

Oh, you know exactly what I'm talking about, and I bet you would like to know – how to not look like a dork in your video link. Because somehow no matter how poised you think you are when you click the record button your face still ends up in a hot mess.

The key is so simple you take a still image and make it appear like its a video link!

This is my secret to not looking like a dork

Take a picture of yourself before or after your video in the same setting.

Do you have Canva?

If you do not have a Canva account I suggest you start one. This is a simple to use design tool. I gave up on Photoshop years ago. For what I wanted to do I didn't need the complexity. I've been singing the praises of Canva since the day we meet.

Here are the steps:

Open up the YouTube Thumb Nail Canvas. Upload the Photo that you'd like to use Drop it onto the background and move around and size to your liking Next, in the elements menu pick the outline of a circle. Add it and center it in the middle of the photo Go back to the elements and find a triangle. Rotate the triangle to look like it a play icon. Move it to the middle of the circle and make sure it is centered. Download and you have your image. How simple was that? If you prefer… Here is the video tutorial:

Would you like to use my Canva Creation?

Click the button below to copy and edit!

Once the image opens, go to file in the menu and select make a copy.

Edit In Canva

Your business went from in control to complete chaos

by Michele | Online Business

Your business went from in control to complete chaos

Can you pinpoint the exact time when your business went from in control to complete chaos?

Not many of us can; we are busy with the day to day items that need to get done.

marketing
working with clients
building relationships
social media
finances
the list goes on and on

But as a solopreneur, that's what ya do. Handle all the things. But the question is. Do you need to handle all the things?

Is it in your best interest to do it all?

We all have the same amount of time during the day, and it's our choice how to spend those hours. If you came back with yes it's in my best interest to do it all. Let me ask is it in the best interest of your clients and family? For me putting it in this perspective, makes me think outside of my need to control and avoid chaos.

What are the pieces that are most important to you?

Those need to get scheduled first. What are the things that light you up? Now, this is a tricky one because sometimes the things that light us up aren't always the things that we should be doing? The question should be asked, does doing ____ move my vision forward or keep me in the same spot?

Outsource

Could you outsource just one-time consuming thing that takes up so much of your time but you don't realize it?

This is what I do, I track my time just as if I'm a customer. Then I send myself a bill. It forces me to take a hard look at the numbers. I charge my worth, no discounting, no freebies.
Track the time, if you could outsource just 5 hours a week what would your business and life feel like?
At first, it may be fear that something will get dropped or not done the same as you would do it. But, how will you feel once you let someone else into your business? It's going to feel fantastic! Because it gives you fewer decisions to make in the day, fewer distractions and more time with the things or people that you love.

Today I'm leaving you with a few things to think about what is it that you can let go of to allow the feeling of relief and joy into your life?

Shout out to unsplash.com for post image by Ferenc Horvath

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