Using Dubsado in Your Financial Service Business
We’re continuing our mini-series about the tech that makes your bookkeeping and financial service life so much easier than it used to be in the past. And today, we are talking all about workflows. What is a workflow, you may ask? Well, it’s everything about how you serve your clients, from the prospect phase all the way to them becoming a paying client. Things like sending your scheduler to get on a call with a prospect, sending follow-up emails, sending invoices — sound familiar?
The bad news is that all of these tasks can sap your energy and take up a lot of time. The good news is that you can automate all these processes!
The more you can automate it, the easier and more streamlined serving your clients gets, which leads you to serving your clients better. Automation also frees up your time to do other things you want, or need, to do.
So how can you be hands on with prospects and clients, while being hands-off at the same time? Enter Dubsado — a platform that allows you to set up workflows for every phase of your customer journey.
And to talk about Dubsado, we brought on Krystal Clark. Krystal is a Workflow Strategist helping service-based solopreneurs and small teams organize their business with systems and automation so they can work smarter, serve better, live freely, and be profitable. Through her Dubsado setup and consulting services, she helps you create a signature feel-good client process that wows your clients and helps you to manage your day-to-day with more freedom, confidence, and peace of mind. She’s all about transforming the way you work so you can live life unchained from your desk while still wowing your clients into raving fans who refer you again and again.
Connect with Krystal:
Special offer: sign up for her Free Resource Vault (including a guide on getting to inbox zero and client gifting)
Visit her website: KrystalClarkCreative.com
@krystalclarkcreative on Instagram and Facebook
FB community – Organize Your Empire
About Kemberli
Kemberli Stephenson is a business coach, accountant, and Amazon bestselling author. Each week, she interviews a guest from a carefully curated group of coaches, support professionals, and even other MoneyPro’s who are the best in their zone of genius and who want to share their favorite business tips, tools, and strategies with you.
If you’re tired of playing small and ready to consistently hit your income goals and go from novice to freelancer to CEO, then you’re in the right place. And remember, just because you’re doing this alone doesn’t mean you have to be lonely while you’re doing it.