016 | How to Automate and Streamline Your Business With Templates

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When was the last time you looked at your client on-boarding process? Or perhaps considered the emails that you are sending to your client at each point of their project? Do you have a system? Or are you writing this material on the fly?

I am sure that you have some kind of process in place but I know that you might be feeling like it’s a little all over the place and a little messy. That was certainly the case for me and I felt like I was reinventing the wheel every time I worked with a new client. This created confusion for my clients and a bunch of wasted time and misplaced energy for me!

So in this episode, I am bring on special guest, Becca Berg, co-founder of Dubsado, to talk about your client management process and how templates can streamline your business.

I started using Dubsado a few months back, and while it takes a little setting up, it’s worth every penny and every minute of investment! You can set up your proposals, questionnaires, contact forms, contracts, payment schedules, invoices, canned emails and workflows all in one place and you can track your projects, take payments and even stay on top of your bookkeeping. This is the ultimate in streamlining your service-based online business and Becca and her team are experts in making sure the client experience is consistent and as smooth as possible.

But specifically, in this episode, we are talking templates. Becca explains what fundamental templates you need for your business - regardless of what niche you are in - and give us a bunch of tips to really maximise the impact of these templates in managing our businesses.

And for Brand It Girl listeners, Dubsado is offering 20% off when you use the code BRANDITGIRL! Need help setting up Dubsado? Get in touch and we can help you out!

 


BECCA BERG

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Husband and wife, parents, entrepreneurs, tea lovers, Netflix watchers, web programmers and photographers. With two kids life is commonly pretty crazy. We realized we were working inefficiently when we would spend hours on emails, sending contracts and toggling back and forth between different programs all for one client. We had paper trails for everything and it was just getting complicated, so we knew we had to simplify. We needed a hub for each business…one central location that we can easily keep track of things. It became our lifesaver. Dubsado means more time with family and less on busy work.

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