How Dubsado Can Help You Scale with Ease (and Change Your Life)

7/12/22 | 28:03 | Ep 42

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

Do you find yourself writing the same emails over and over again? What about feeling awkward about letting a client know that an invoice is overdue? A CRM (customer relationship management) system is your answer.

On today’s episode, I’m chatting with Devin Lee, a Certified Online Business Manager and Certified Dubsado Specialist. We’re diving into how Dubsado literally changed my life and how it can not only make it easier for you as the business owner, but also elevate the experience for your clients.

In today’s episode we covered:

• What a CRM is and how it can help business owners stay more organized and scale efficiently
• What Dubsado offers and how it’s different from other CRMs
• How workflows in Dubsado can take work off your plate
• How a CRM system elevates your client’s experience when working with you
• Why automation isn’t cold and how it actually benefits your clients
• Creative ways to uplevel your client’s experience

Resources Mentioned

• Dubsado* (get 20% off your first month or year)
• BOXFOX
• Zapier 
• Trello

*This post contains affiliate links. If you use these links to buy something, we may earn a commission.

Connect with Devin Lee

Devin Lee, an entrepreneur since the age of 27, is a self-proclaimed “fun big sis for your biz”. 

Officially, she is a Certified Online Business Manager and Certified Dubsado Specialist. She specializes in helping you get your time + energy back by perfecting your clients’ journey and putting it on autopilot. Unofficially, she is the high-energy hype woman who’ll bring a calm oasis to your business. 

When she isn’t creating exceptional client experiences, you can find her studying the Enneagram, roller skating, and chasing the sun.

Website

Instagram: @devinleeobm

Freebie: Elevated Client Journey Workbook