The main thing I wish I knew about onboarding and off-boarding clients

What is your process for onboarding and off-boarding your clients?

If you through up the I DON’T KNOW arms, you’re not alone. I didn’t have a system for a long time, but when I finally decided to invest the time into an onboarding and off-boarding process, I QUICKLY saw the return on my time investment.

I knew right off the bat in order to have a streamlined process I needed a CRM to help me.

After TONS of research (like for real, you can read all about that HERE) I decided to go with Dubsado as my CRM. I now do EVERYTHING through it!

I have set up my workflows so my clients get the emails that they need on time and I don’t need to retype them a million times.

I also have everything in Dubsado like my client’s contract to sign and their invoice.

It is so worth the investment per month and makes your life a heck of a lot easier.

⁠Why I chose Dubsado

⁠I knew I needed a CRM, but which one was the big kicker. Here is a super brief summary on why I chose Dubsado (you can read my full analysis HERE)⁠.

1. LACK OF PROCESSING FEES — Obviously if you use ANY invoicing system and allow people to pay with debit or credit card, there will be extra fees, however Dubsado doesn’t take any out for themselves, while Honeybook does.⁠

2. MORE FEATURES — Y’all, Dubsado has it ALL. Here are the things it has that Honeybook DOESN’T: Built-in Scheduler, Branding/custom URL, Workflow overview, Custom fields, Task boards, and Client file uploader… and that’s just scratching the surface.⁠

3. THE PRICE — There are tons of discounts for both resources, but if you go with the yearly plan, Honeybook is $100 a year more. I couldn’t rationalize spending more for less.⁠

If I can give you one piece of advice it would be start small with Dubsado. It is a BEAST of a system and I implemented #allthethings right off the bat (workflows, invoices, emails, you name it). It left me feeling super overwhelmed and confused.

Thankfully there were some great Dubsado video resources and I scheduled a FREE (aka my favorite word) 30 minute call and they helped me get my stuff figured out.⁠

*p.s. if you want a code for 20% off the first year, USE THIS LINK. This ISN’T why I chose it, but I’m happy to promote things I like!*

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