The Systems Strategist Blog

Dubsado works for networking as well as clients. Use schedulers to book coffee chats, workflows to send follow ups, and projects to track every connection so nothing depends on your memory.

Dubsado project statuses and tags look similar but do very different jobs. Here is the difference, the statuses I use in every build, and how statuses turn a messy dashboard into an at-a-glance view of every project.

Post-it notes, random notes apps, and texting yourself reminders get things crossed off today, but they will not let you delegate or grow. Here is why systemizing your workflows matters and where to start.

Chasing late payments feels awkward because you are the one doing the chasing. Automated payment reminders in Dubsado take the emotion out of it, so clients get a consistent reminder and you get paid on time.

Automation makes messy processes messy faster. These are the ten small business automation mistakes I see most often, from choosing the wrong tools to skipping the strategy, and how to avoid each one.

CommandCenter is a business and life manager built in Airtable. It puts your tasks, projects, goals, and personal planning in one base, and the core features run on Airtable’s free plan.

Dubsado can send a lot of email, but bulk marketing email through a CRM can break the law. Co-written with Kay Allen Carr, this covers what Dubsado email is for, what to avoid, and when you need a dedicated email platform.

If you manage social media for clients, waiting on post approvals stalls everything. Here is a Dubsado method for collecting client approvals in one place, with automatic reminders, using a tool you already pay for.

Every form in every workflow I build gets the same reminder formula. Here is the timing, the email templates, and the Dubsado workflow setup that gets forms submitted without you tracking anyone down.

I joined Sam Chlebowski of Motion.io on the Designing Growth Podcast to talk about systems strategy, eliminating busy work, and how I got into this industry. The full episode and transcript are here.

Photographers juggle sunset times, locations, and session types. Here is how to set up the Dubsado scheduler so clients book the right session at the right time, and you stop handling it over email.

Use a Dubsado questionnaire as a notes template, and every client meeting gets recorded in the same format, saved to the project, and ready to share with your team.