Since the very baby beginnings of my business I’ve been on the organization train—if you haven’t figured that out already!
It was Dubsado, a CRM and business management platform, that first captured my attention and after a quick dabble on the platform’s free trial, I jumped in and made the investment. At the time the small monthly fee felt like a very CEO business decision. Shout out to Alexis seven years ago!
Not long after, I found Notion and realized these two platforms would be my back-end besties. My solopreneur sweethearts. My go-to client-lovin power couple.
From signing new clients, organizing tasks, and scheduling projects to managing internal resources and collaborative team notes—I had everything I needed between Dubsado and Notion.
In this blog, I want to share some of the foundational processes you can use these two platforms for in your business and what subscriptions and software you can ditch when you do!
Prepare Proposals That Convert In a Snap
Even if you have an expert setting up a CRM for you, there’s nothing quite like simple software you can confidently use yourself. And even though Dubsado is streamlined, efficient, and user-friendly—it packs a punch when it comes to what it can do for your customer service and bottom line.
To start, you can say goodbye to new-client chaos. If you’re sending proposals through email, invoices in PayPal, and contracts through DocuSign, it’s time to find a better solution. With the Notion and Dubsado duo at work in your business, you can send streamlined proposals, invoices, and contract agreements all from one place. That means no more checking three platforms and manually tracking who’s ready to go and who’s movin’ slow.
Elevate and Automate Client Onboarding
Once your client has signed on the dotted line and paid, the entire onboarding process becomes a breeze in Dubsado. In fact, most of your client communications can be completely automated through this CRM tool. Maybe you’re already thinking, “Sounds great, Alexis, but I still need to be involved to customize and tweak things along the way.” Well, Dubsado has you covered, too. Inside the platform, you can create automations that pause until you make the changes you need to and issue approval for the next step.
Whether your onboarding trucks along without you, or just needs a bit of your Midas touch from time to time the only difference your clients will notice is how effortless it is to get started working with you.
Manage Client Workflows
After your clients are onboarded, Dubsado and Notion will keep your workflow, well, flowing! At a glance, you’ll know where all of your projects stand and where to put your time, focus, and energy. Here are a few ways I use these tools to manage client workflows (and that my clients use to manage theirs)!
- Task Organization and Tracking: Having this dynamic duo as your master hub for all of your to-dos, project deadlines, and progress tracking means knowing exactly where to look when it’s time to get into the zone. Notion is a great place to create comprehensive task lists and track the progress of each task since you can change your view, color code, and link to your heart’s content.
- Automated Workflow Triggers: Dubsado allows you to automate repetitive tasks inside of your business, too. For example, you can set up triggers that automatically send follow-up emails, reminders, or thank-you notes based on specific actions, such as the completion of a task or a client milestone.
- Centralized Communication Hub: Maintaining a comprehensive client history is easy with Dubsado. You’ll be able to see what invoices have been issued, where your project progress is, and more. Notes on your client and messages sent in the client portal are kept all in one place.
- Document and Contract Management: Streamline the process of managing contracts and important documents by using Dubsado’s integrated features. In Notion, you’ll be able to invite your team to your databases, where commenting and collaborating are more productive than ever before.
- Reporting and Analytics: I’m all about the power of a good audit to ensure your systems and processes are actually working as well as you think they are. Tools available in both Notion and Dubsado help analyze workflow efficiency and client engagement. These insights can help you refine your systems and improve client interactions.
Create Your Digital Brand Brain
Google Drive is where many entrepreneurs store their business and brand I.P. by default. The trouble is that Google Drive is difficult to comb through manually, and the search feature produces meager results. It’s also pretty one-dimensional. You get a document that looks like a page to type on, and you have to store it in your folders. A bit blah if you ask me!
From organizing your backend ops and S.O.P.s to keeping your social media content cookin’, Notion is where you can truly do it all. Inside Notion, you can house your:
- Docs
- PDFs
- Presentations
- Spreadsheets
- Photos/Videos
When you’ve set up Notion properly, everything becomes dynamic, intuitive, and multidimensional in the best way. With tags, titles, and other handy search-boosting features, you’ll save heaps of time when everything is easy to find.
YES! Dubsado does that, too!
Google Calendar syncing? Check! Paypal and Stripe integrations? Check! Pre-set packages for clients to purchase? Check!
There are so many hidden benefits to the Dubsado and Notion duo. Where I see most entrepreneurs get stuck is right at the very beginning in the setup process. That’s where I come in! With my experience as an OBM for over 7 years in hand, I dig deep to learn what systems will really work for you and then actually put those in place so you don’t have to become a Dubsado or Notion expert to run your business successfully with them.
Ready to reach out? I’m here to hold your hand! Start here.
June 11, 2024
