Once you’ve got a beautifully set up system with automation and organization all built-in, it’s easy to understand what you gain from investing in a system strategist, but it’s kind of hard to conceptualize all that when you’re still noodling on the decision.
The thing is, I can SHOW you how much money you GAIN by choosing to invest in a system strategist, and I’m not keeping that information secret, I’m sharing it with you here.
A few years ago, Dubsado released a feature to their workflows known as “approvals”. For a minute, it felt like these approvals were answering what SO MANY PEOPLE were asking for – a way to make sure their automations did not fire without their express permission.
Unfortunately, the “Approvals” function misses the mark in a number of ways. Here’s why I never use Dubsado Workflow Approvals (and what I do instead).
Okay let me be clear up front, this title is misleading, this blog isn’t about collecting feedback with Dubsado. The reality is that I do NOT recommend using Dubsado forms to collect testimonials on your services or products. This is a big soapbox for me that I’ve spent lots of time saying over and over again, so I’m here to write my soliloquy once and for all.
Meet Your Chief Chaos-Crusher
In this power-packed session, I show you how to connect Airtable + your CRM for smarter tracking, simplified workflows, and insights that actually move your business forward.
You can’t automate what you don’t understand. Before you automate anything, you have to know your client journey inside and out. That’s where strategy starts — and where smart systems actually work.
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