Creating a Luxury Client Experience Using Dubsado with Streamlined by Martine
from Brand with Courage Hosted by Sacia Ashe
In this episode of the podcast, we talk to Martine, a certified Dubsado specialist and founder of Streamlined by Martine. We discuss how to provide an exceptional client experience by leveraging Dubsado. Martine shares her journey from a consulting business to specializing in Dubsado, the challenges clients face with client experience, and the importance of having a streamlined process before automation. She provides insights on why Dubsado stands out for service-based businesses, the role of project management tools like Asana, and tips for setting up effective workflows. The conversation also touches on the right time for businesses to hire a Dubsado specialist and the value of combining Dubsado with other project management platforms. FOLLOW MARTINE: @streamlinedbymartine FOLLOW SACIA: @ashedesignhaus 00:00 Welcome and Introduction 00:52 Martine's Journey into Dubsado 02:45 Understanding Client Experience 03:59 Choosing the Right CRM 05:24 Implementing Workflows in Dubsado 11:38 Project Management Tools and Dubsado 15:52 Hiring a Dubsado Specialist vs. VA 19:40 When to Hire a Dubsado Expert 22:15 Fun Round: Snacks, Books, and Tips
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