Blog Posts & Resources
Browse blog posts on Dubsado, systems, automation, and tech — all created to help you save time, streamline your processes, and run your business with ease.
Whether you’re looking to elevate your client experience, improve your workflows, or learn how to set up systems that grow with you, these posts will give you practical insights and actionable steps to help you work smarter, not harder.
Systems That Grow With Your Business
Learn which business systems and tools you actually need at each stage of running a service-based business. This guide walks you through the best systems for small business owners, from foundational tools to advanced automations, so you can stay organized, save time, and grow with confidence.
Why You Shouldn’t Add External Links to Your Proposals
Adding external links to your proposals (or sales pages) might seem harmless, but it’s a sales mistake that can hurt your conversions. Learn why the only clickable link should be the one to submit the proposal—and how removing distractions can increase your conversion rate.
How to Onboard Clients as a Wedding Planner
An efficient wedding planner client onboarding process is key to creating a seamless experience for your couples. From welcome emails and client portals to questionnaires and meetings, having a structured workflow ensures clear communication and keeps everything organized. In this blog post, I’ll break down the essential steps for onboarding new wedding planning clients—and how using tools like Dubsado can help you automate and streamline your process.
6 Must-Have Email Templates for Business Owners
Discover 6 must-have email templates every business owner should have on hand to streamline client communication. From responding to inquiries and sending proposals to handling scope creep and offboarding, these ready-to-use templates will save you time, ensure consistency, and help maintain a professional image.
Tips for Setting Boundaries with Clients
Discover essential tips for setting boundaries with clients to create a healthier working relationship and avoid burnout. This tips include, using detailed contracts, using automated reminders, learning to say no, and more. These strategies will help you protect your time and focus on ideal clients, ensuring a positive and productive collaboration. Discover how tools like Dubsado or HoneyBook can streamline some of these steps, ensuring you provide an exceptional client experience while maintaining your well-being.
My Go-To Tools: A Deep Dive into My Tech Stack
Explore the essential tech tools that can help online business owners streamline operations and improve client experiences. Learn which tools are in my tech stack that help me streamline my process, stay organized, save time, and provide a seamless client experience.
A Guide to Google Business Profiles
Learn how to boost your business's online presence and reputation by setting up and optimizing a Google Business Profile. Learn how to leverage client reviews, optimize profile details, and integrate with platforms like Dubsado for streamlined testimonial collection. Start maximizing the impact of Google My Business for your business growth and digital presence!
5 Tips to Book More Discovery Calls
One of the key ways to sign more clients is through discovery or sales calls. But sometimes it can feel really difficult to book discovery calls.
In this blog post, I’ll take you through 5 tips to help you book more discovery calls in your business, how to get people to attend and avoid no-shows.
How to Accept Payments with Stripe
Payment methods are an important aspect of any business. One solution for processing payments and accessing funds quickly is Stripe. In this blog post, we'll explore why Stripe is a preferred payment processor and go into the details of setting up your Stripe account, managing Stripe payout schedules, using instant payouts in Stripe, and setting up automated receipts in Stripe.
How to Create a Client Welcome Packet
In this blog post, we'll explore what welcome packets are, why they matter, and how you can create a compelling one to leave a lasting impression on your clients using different tools like Canva or Dubsado.
How to Make Your Own GIF Using Canva
GIFs have become a popular way for businesses to communicate with their audience. GIFs are looping animations that are super eye-catching and add an element of fun where they’re used. If you're looking to create a GIF for your business, here's a guide to get you started.
5 Super Helpful Google Chrome Extensions
I love using extensions that help me save time on tasks in my business or help me in other ways.
I'm always testing out new Chrome extensions and in this blog post I go over the 5 extensions that I keep coming back to over and over again (and they're free!)