23 - How to Maximize Dubsado to Save You Time, Energy, and Overwhelm with Meg Cooper

Are you looking to streamline your client processes and give them an incredible experience? Well friend, we are talking about how to maximize Dubsado to save you time, energy, and overwhelm, all while giving your clients a fabulous journey. I've used Dubsado in my own business for over 2 years after switching over from HoneyBook, and I absolutely love it.    If you know anything about Honeybook, you know it's basically the only CRM that's recommended for photographers, but I truly feel Dubsado is so much more powerful. It has many more implementations you can use, and the automations are incredible! Now, although I could talk to you about this myself, I've decided to bring on Meg Cooper to tell you about all the amazing things Dubsado can do for your photography business.   In this episode, we cover:   Meg's business journey What Dubsado is how you can use it to its fullest potential How to go from dreadfully managing client projects to being excited about having new inquiries The biggest differences between Dubsado and HoneyBook The first thing you should automate when using Dubsado Small ways to get systems set up with an entry-level workflow and still save time Meg's favorite actions and triggers to use Things to watch out for when setting up workflows to actions and triggers How to best personalize your emails   SHOW NOTES: https://clairehunt.co/blog/how-to-use-dubsado-to-save-time-energy-overwhelm-meg-cooper   Featured Offerings or Resources Mentioned in the Episode: Dubsado: Start your free trial and get 20% off your first month or year using this link. You can also use the code CLAIREHUNTPHOTO when selecting your plan. Workflow Worksheet: If you're struggling to articulate your client experience workflow and are managing it from memory or post-it notes, this free comprehensive worksheet will allow you to outline your process clearly so that you can more easily manage it and identify any possible opportunities in your client experience.  Getting ghosted when a dream client inquires? Hook more of your inquiries with these FREE 4 inquiry email templates. Wanting to optimize your backend systems to operate your business as a CEO? Get the Notion Template for Creative Entrepreneurs here Wanting to increase your booking rate and convert more discovery calls? Get the discovery call script here Needing to increase inquiries and get booked consistently? Learn more about Book It Mentorship Program here   Connect with Claire: Claire's Instagram   Connect with Meg: Meg's Website Meg's Instagram