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. https://www.dubsado.com/?c=celab (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 https://www.dubsado.com/?c=celab (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 http://e-3services.com/?utm_source=thecelab.com&utm_medium=referral&utm_campaign=SparkingGrowthPodcast (-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 https://www.facebook.com/groups/dubsado/ (-Here's the link we mentioned for Dubsado's Facebook group-) Dubsado's canned emails and free template library, 20:33 https://help.dubsado.com/new-features-coming-soon/new-features-coming-to-dubsado?utm_source=unit25creative.com&utm_medium=referral&utm_campaign=SparkingGrowthPodcast (-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!

1 | Utilizing workflows in a CRM system like https://www.dubsado.com/?c=Unit25&utm_source=unit25creative.com&utm_medium=referral&utm_campaign=SparkingGrowthPodcast (Dubsado)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. https://www.dubsado.com/?c=celab (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 https://thecontractshop.com/collections/all-contracts?ref=jennzellers (signs the contract) AND invoice and fills in the client's details for Anni → The client initials and https://thecontractshop.com/collections/all-contracts?ref=jennzellers (signs the contract) and pays their 50% deposit, all from the same window as the proposal! That's it. Literally all Anni has had to do is meet with the client and make sure that the proposal meets their needs, then trigger the second workflow. https://www.dubsado.com/?c=celab (Dubsado is like entrepreneurial...