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Dubsado: My Amazing CRM and #1 Favorite Tool

Dubsado: My Amazing CRM and #1 Favorite Tool

dubsado logo

I have signed up for SO many trials for various tools that are supposed to help me run my business. One of my proudest moments was when I realized I finally needed a CRM to help keep my clients and their projects organized. I honestly think I signed up for maybe 10 different CRM systems, testing them all for their features, usability, pricing, and interface design. In the end, I came out with Dubsado.

And I LOVE it. 

I needed a CRM to help me keep my pipeline and my clients straight, but what I didn’t initially realize was how many other tools I was using for other aspects of my day-to-day business. I was using Calendly, MixMax, Freshbooks, Capsule and possibly a few others…but it was a lot to manage. Then in walks Dubsado and I now use ONE system to replace everything else. Literally everything.

Here is what I use Dubsado for:

  • Lead forms
  • Pipeline Management
  • Client database
  • Appointment scheduling
  • Invoicing/Payments
  • Questionnaires and forms
  • Automated emails
  • Canned emails
  • Tasks/reminders
  • Workflows (other automated things)
  • Expense tracking
  • Client source tracking
  • Client portal

This week they released more zaps for Zapier which is a 3rd party tool that integrates Dubsado into other tools, like Wave, Stripe, Mailchimp, Asana, ClickUp, ect. Since I’ve been using Dubsado they’ve added new features multiple times a month, which is unheard of.

I also have to give a bit shout out to their customer service team, which is outstanding. Their team is available through online chat and their responses are quick, thorough and are not dismissive. They really want you to understand the system. AND the best part is whenever you run into something that would be nice to have in the system, they write it down, pass it along and sincerely appreciate the suggestion. They listen, offer advice AND take action? I’m basically ready to date Dubsado at this point.

Right now, Dubsado is offering a sale price for their monthly and yearly rate AND if you use my affiliate link (https://www.dubsado.com/?c=qgsd) you’ll get an additional 20% off. Whhhhaaat?

If you happen to be from the future and find this blog post, you’re in luck! My link will always offer 20% off Dubsado rates. You’re welcome. Now go forth, organize and save yourself some time!

5 Reasons You Need To Own Your Website Shit

5 Reasons You Need To Own Your Website Shit

And by “website shit” I mean own your domain. Own your hosting. Own your themes and plugins. Own it all.

I cannot stress this enough. You, the business owner or individual, need to own all of your own digital assets. Regardless of whether you know what to do with your domain once you buy it or have a clue what a host is or does… make sure when you acquire these things, they are IN YOUR NAME.

In the last month, I’ve had two new clients with existing websites and social media sites… and with zero access because they do not own their own shit and their super “cool” (NOT COOL) former website person isn’t cooperating. This can literally happen to anyone, including you.

The topic of ownership of digital assets really fires me up because at the root of most of these issues… is someone who is being an asshole. Plain and simple. Protect yourself against assholes. I don’t care if you are working with your bestie, your Hunny, or your mommy – make sure no one gets to be an asshole about your hard work and your business.

 

Here are the top 5 reasons you need to own all your digital shit.

1. Because I said so, that’s why. Seriously, you NEED to own it.

If it is not currently in your name, you do not own it. This means even though your name is Jane Smith, you do not own JaneSmith.com unless it is registered to YOU.

Many times people who are not web savvy will hire someone to set up their website, social channels, etc. and just say “handle it!” The person they hire will purchase everything under their own accounts. This makes life for your web person much easier but as your business outgrows them, it will make your life MUCH harder to try to get your stuff back. Hard as in almost impossible if they choose to be… an asshole. And if it comes down to them not getting money anymore from you, it is a high probability that assholery will abound.

If you do not own your digital assets, I urge you to please talk to whoever does and try to get it transferred over. It is devastating to lose your domain and or access to your own channels. Also – super red flag if they give you push back.

2. Accidents happen

I hate to use this as a talking point…but it’s true. People die or have terrible things happen to them. That’s life whether we want to chat about it or not.

If you don’t own your digital accounts… they will die with them too. Or be in limbo if they are recovering from an accident. I’m sure you don’t want to be THAT asshole while someone is in the hospital, calling up and asking them to sign into a website because you locked yourself out and don’t have access to reset the password. Not a great look.

I know this sounds incredibly insensitive but your business is your livelihood and an unexpected tragedy should not take it down.

3. It gives you flexibility

Let me tell you a little story.

In 2006, I was a fresh-faced college grad ready to show my online portfolio to the world and get a job. Once I got that job… I promptly let my domain lapse and it’s pretty much lost forever.

$1,500 for JackieZimmerman.com? I’d rather change my name than succumb to domain squatting like that.

All of this is to say that while my priorities changed once I got that job, I really wish I still had that domain now for other purposes. You never know when things will shift, or new opportunities will come along. This is especially true if your domain is your name.

You’d be surprised how many of your “good ideas” for website names are already taken. So whether you are ready for it or not, I’d swoop on that name instead of risking some internet asshole trying to squeeze you later on.

4. You want to make changes

If your business name ever changes, or you are totally ready to evolve your business and you want people to see your cringy but genuine beginnings or maybe you want to merge your established shit with the business you’ve been dreaming about, it’s super helpful (read: critical) to direct the traffic from one business to your new site.

Guess what you sweet summer child? You need access to the domains to redirect them.

If you decide your website is too slow and want to change the host… you need access to your current host

If you decide your website needs to be redesigned… you need access to both!

Are you seeing a pattern here??

You cannot change ANYTHING about your site if you don’t have these logins

5. People Suck

The underlying theme here is that sometimes you trust someone to manage this information and these accounts for you and they do you dirty.

I do not understand designers and developers that withhold access to these things for petty reasons but alas, they do. Money, clout, personal issues – just jump onto a YouTube drama channel if you want to see how fast people can turn or how Petty LaBelle they can get.

They say not to mix family or friends with business, but a large number of people (especially entrepreneurs) do it. DNA and love don’t give immunity to assholery.

So to save yourself from some disgruntled former employee, or exploding family drama, put everything in your name from the start.

On most platforms, there are user role settings that allow you to create logins for other people but don’t allow them to take ownership. This is especially important on social channels.

Whew. I feel better.

I’m in love with a scheduler

I’m in love with a scheduler

You know that feeling where you’re searching for something to meet your needs but you keep coming up unsuccessful? I know that’s some seriously existential shit but looking for what you need and not finding it is something we all encounter. My current, most frustrating searches include: finding my keys, the perfect burger, a dog that won’t shed, and a headband that will actually stay on my head. If I start searching for things to meet my needs in business there’s a good chance that I’ll never stop looking. One thing that we all need more of and can’t seem to find is time, which is not a revolutionary thought but when I’m looking at tools in business, I’m looking for what can save me time, or help me regain time. Or even turn back time..right, Cher?

The One

I’m a total sucker for trying out new tools when I see them. I always want to know that the systems I’m using are the most efficient, cost-effective and frankly that they’re the coolest ones out there. A few years ago I was working for a company where I inherited their social channels. The system they were using was inefficient for the number of posts I needed to make and it wouldn’t connect with all the social platforms available. I started the hunt for the perfect social media management tool and I checked out all the big hitters in the space but they weren’t what I needed. They didn’t do EVERYTHING I was looking for. Until…I found the one. I’ve never been more geeked to sit on an info webinar as I was when I found Coschedule. Coschedule is so much more than a social media posting tool, its a complete management system for all things publishing/outreach/editorial. We’re not just talking social posting, but blog management, enews campaigns, marketing campaign tracking and then some. And then they said the one word that made me swoon even harder. Templates. In Coschedule you can make social posting templates, task list templates, templates for your templates. Templates = Time saved. Just call me T-Pain because I am in love with a scheduler. We used Coschedule at my former employer and each new feature was like a gift from the gods. I loved it so much but when I started my own company, I did what we all do…I looked for a great free solution. There are great free solutions out there, but none of them did EVERYTHING. So I headed to Coschedule, signed up for the free trial just to make sure it was as dope as I remember. And it is. I dragged my feet in order to save a few dollars but what I saved in dollars, I paid for in time. Don’t be like me. Using Coschedule again feels like home…which might be weird to you, but for me having a system that works so perfectly and meets all my needs is exactly what I’m looking for.

Why is CoSchedule the Bee’s Knees?

Let’s say you post a blog every month but then you schedule 2 posts leading up to the blog on 3 different channels and 2 posts when you launch it on 3 different channels and then you repost it a few months later. That’s almost 20 individual posts that you have to schedule each time. In Coschedule, you can create a template for this posting cadence and then just fill in the pictures and any additional copy. Magic, right? Here’s what I love most about Coschedule:

  • Templates
  • Social posting, blog scheduling and email campaigns in one place. A full blown editorial calendar
  • It’s very easy to copy/duplicate social posts
  • Seeing everything I have scheduled for the month in one glance AND it’s color coded
  • The Idea section, where you can list out blog/post ideas you have and set them on a back burner so you don’t forget
  • Analytics in one place
  • Blog management from inside Coschedule

Here’s a few pics of the interface in all it’s glory. There is a bit of a learning curve when using Coschedule but only because there isn’t anything else out there like it but once you learn it, you’re going to be just as smitten as I am. If you need help learning how to use Coschedule, they have great help documents or I can help you get it set up. They offer two free weeks to give it a try and don’t require a credit card, which just makes me like them even more. So check out Coschedule and thank me later.

Try Coschedule

 

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