Welcome to Season 1 Episode 6 of the Creative Business Success Podcast! In today's episode, I talked to Anni, a creative consultant for ethical and sustainable businesses. She has a mish-mash of tools cobbled together to form a makeshift client onboarding procedure, but it isn't her dream system. Anni would like to move her client onboarding to a single program (i.e. a client relationship management system like Dubsado) as much as possible, but she first wants to have a concrete plan in place for how to set it up. That's what we're talking about on Sparking Growth today!
Here is a cheat sheet of some of the episode highlights:
Anni's intro, 00:55
Anni's current client onboarding system, 1:40
Dubsado: Anni's new CRM, 3:43
How workflows will help Anni's client onboarding, 4:40
Reducing your email inbox overload within Dubsado, 7:12
Setting up a new client onboarding system within Dubsado, 8:24
Budgeting and why a CRM like Dubsado is worth the cost, 10:41
The importance of a CRM's customer service, 12:43
Back to the client onboarding workflow! 14:05
Invoicing and accounting in Dubsado, 15:36
-If you're looking for an accountant, here's the link I mentioned for my accountant Shaneh!- (Don't forget to tell her I sent you. ?)
Dubsado's 3-client trial, 17:50
-Here's the link we mentioned for Dubsado's Facebook group-
Dubsado's canned emails and free template library, 20:33
-Here's the link I mentioned for Dubsado's list of upcoming features-
Where to find Anni! 22:42
Let’s dive a little deeper into a few solutions to help you improve your client onboarding system, though!
Whether or not you have a system in place already, moving to a CRM like Dubsado can drastically improve your client experience and reduce the administration time you have to spend on each project. Dubsado works for SO many types of businesses - photographers, consultants, coaches, even retail locations! By setting up workflows within a CRM, you can streamline your system and make it seamless for your clients.
For example, Anni could set her workflows up like this:
A lead fills out the inquiry form on her website → Dubsado sends them an emailing thanking them for their inquiry along with a questionnaire based on which service they selected on the inquiry form → Once the questionnaire is filled out, they receive an email with Anni's scheduling link
As of the time of this writing, Dubsado's upcoming built-in scheduling tool isn't available yet, but once it is, these two workflows would merge. For now, after Anni meets with the lead, she could trigger a second workflow that could look something like this:
After the meeting, Dubsado sends the client Anni's proposal → If the client accepts, they just have to sign and initial as indicated → Dubsado automatically signs the...
