Ever wonder how I keep it all together? Well I'm revealing EVERYTHING here!
You need an email signature that will oooooze friendly professionalism.
This tool will walk you through every step of getting your system emails input into Dubsado!
For the punny at heart.
Getting started is the hardest part, but with this guide, you'll get a step-by-step roadmap to what to do, when to do it, and a bunch of other freebies that will help you as you go!
So, what does Boss Bank include?
Keep scrolling to find out!
Busyness to Business
Running a business is no joke, especially when it feels more like a busyness. Here in this group, we are all about identifying the pain points in your business and figuring out how we can leverage systems, tools, and process to relieve that strain.
Dubsado, Systems, & Automation
process tips, workflow workarounds, and dubsado hacks
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I created this custom app to provide you with key tips on your Dubsado workflows and general Dubsado account.
This page contains some affiliate links, which means I may receive a small commission, at no cost to you, if you make a purchase through a link. I only share about tools I truly love and think you will, too!
quickbooks
Dubsado
Membervault
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This page contains some affiliate links, which means I may receive a small commission, at no cost to you, if you make a purchase through a link. I only share about tools I truly love and think you will, too!
grow fast!
getting started in dubsado checklist
kickstart your workflows
free process mapping training
dubsado
canned email library organization secrets
fun stuff
lock screens & more to brighten your day
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rothy's
Factor_
Chase Freedom
My favorite shoes in the entire world are my Rothy's. They're professional and FULL of personality, but also SO comfortable I can wear them all day (even when I'm shooting a wedding). TREAT YOSELF (and get $20 off)!
I got my Chase Freedom Unlimited credit card when I was looking for a personal credit card that would allow me to earn points and cash back. The Unlimited card has no fees and I absolutely love their online portal!
GET $20 OFF!
apply now!
I don't have the time, patience, or desire to cook, but I also NEED to eat healthy food to fuel me up. I absolutely love Factor's already prepared meals! They're delicious, convenient & fast, AND healthy!
Get $90 off!
Airtable
Active Campaign
While Dubsado is my love for managing 1:1 client experiences, Airtable has my heart in managing large amounts of data, doing analytics, and creating dashboards that clue me in to what's going on in my business.
ActiveCampaign is a POWERFUL email marketing tool that not only allows you to connect with your audience, but it also integrates with hundreds of other platforms and helps you automate en masse.
check it out!
CHECK IT OUT!
jotform
I use Jotform to collect feedback. Jotform has built in conditional logic, the ability to genuinely brand forms to actually match your brand, and a backend that makes viewing your data in aggregate in any format a total cinch.
Check it out!
Elizabeth Mccravy
flodesk
This lady has designed some GORGEOUS ShowIt websites, including the one you see here! If you're looking for a beautiful, functional, high-converting site, then you HAVE to go to Elizabeth!
FloDesk is easy, reliable, and a great way to get started. If you're looking to dive into the world of email marketing, THIS is your tool. You can even test it out for FREE on their awesome trial.
View the designs!
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thrivecart
ThriveCart is an AMAZING tool to help get started in selling online products, or to sell coaching programs or memberships. It's a one-time fee, easy to set up, and integrates with the other tools in your kit seamlessly.
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GSuite
lastpass
Today's cyber world is SCARY. When you have your own business, it is CRITICAL to keep your accounts secure. LastPass generates strong passwords & stores them for you so you don't have to remember them!
check it out!
GSuite is easy, inexpensive, and comes with a suite of cloud-based tools you need to run your business. For just $12 per year you can purchase your domain and then sign up for your own customized email for $6 per month!
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Clickup
If I find myself overwhelmed with the tasks that need to be done on any particular project, I head STRAIGHT over to ClickUp. It's free, beautiful, intuitive, and offers so much more flexibility than other platforms.
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How do you design your products?
I do have a functional knowledge of InDesign and use it occasionally, but my first choice is always to go straight to CANVA. It's easy, free, fast, and there are a TON of beautiful templates to start with!
where can i find contracts & Policies?
While it's always best practice to have a lawyer review your contracts, I highly recommend checking out The Legal Paige! Paige has a variety of contracts for all types of businesses and she even sells individual clauses!
why are you so obsessed with dubsado?
Dubsado is an ALL-IN-ONE solution that will help you automate your entire client experience PLUS they have top-notch customer service. If you haven't checked it out yet, YOU NEED TO!
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learn more!
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