the secret behind my organizational success

Happy Monday!


I receive so many questions on how, as a business owner, I stay organized and keep my legal end of things in check. The answer is a lot more simple than you'd think, and I'm always happy to share.

Joining Dubsado and What it helped me achieve

Dubsado was the first CRM (Customer Relationship Management) platform that I'd found myself able to connect to. From lead generation to contracts and payments, everything seamlessly integrated in one place and the best part? It wasn't creating unnecessary anxiety for me while doing so. 

Full disclosure: I am an anxious person by nature. A large task, such as setting up a CRM, is a lot for me. As my business began to expand further about two years ago, I realized paper contracts and sending PayPal invoices just wasn't cutting it anymore -- and even more so, it wasn't in line with my branding to be so disorganized. 

Finding Dubsado created a huge shift in my work flow. After trying at least five competitor CRMs (who shall remain nameless), I hadn't even made it fifteen minutes through my Dubsado free trial before I was absolutely hooked and knew I needed to be a paying member.

One of the best things about Dubsado, is it's -not- just for photographers. It's got  free templates and ideas for doulas, designers, website creators, and so much more.

I love Dubsado almost as much as I love donuts. Okay... maybe more.

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So what's the big deal? What EXACTLY has Dubsado helped me to change, utilize, incorporate, and broaden? 

•  With one click I can send: Proposals, invoices, contracts, and even direct emails with read receipts detailing dates and times my correspondence has been viewed. 
• I can manage: Leads and jobs (meaning - every single website inquiry is seamlessly transferred in to my CRM!), tasks and task boards (to-do lists!!!!), accounting (yay easy taxes!), and calendar syncing (google calendar reminders for EVERY session, lead inquiry, etc!)
• Everything is customized! My domains, my forms (questionnaires, inquiries, proposals, everything!!!), my email is completely integrated, and I even have private client portals for my clients to access ALL of their correspondence, contracts, invoices, questionnaires and more -- in one place. No more late night emails when clients are unable to find something you'd previously sent -- it's all safe within the Dubsado platform.
• The ease of Automation: My favorite time saver is setting up and automating payment schedules, recurring invoices, workflows and subscriptions -- something that saves me *so* much time and enables me to spend more of it editing and doing what I do best - photographing and styling.
• Integration: Make your Dubsado a one-stop-shop for payments (stripe, square, and PayPal integrations) as well as link your calendars and emails (google, iCal, outlook and more) and let's not forget the Quickbooks integration -- making my accounting the easiest it's ever been. 

And SO much more.

This isn't a paid ad, and I'm not here to steal you away from your current CRM (BUT, if you WANTED to leave them, did I mention Dubsado does offer a FREE white glove migration service?! That means: if you have a paid plan, and leave your current CRM platform for Dubsado, they will migrate *all* of your workflows, jobs, contracts - everything! for free). I want to encourage you to make your life easier - spend more time doing the things you love, with the people you love, and less time sending and receiving payments, contracts, questionnaires and emails, as well as fielding leads. Hand all of those tasks over to Dubsado and watch them take your business to the next level. 

So, if you want to be more organized (like I did!) check out Dubsado, and let them know I sent you. By clicking this affiliate link, you're letting them know I'm out here singing their praises.. and well, if you know me, you know I love to support a great business. 

Let's Get Organized!