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Streamlining Your Business Like a Rockstar Using Dubsado CRM with Biz Johnston
Manage episode 283182162 series 2838644
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Dubsado is a customer relationship management software company, but in reality, it is so much more. From client management, automation of workflows, sending invoices, getting paid, scheduling appointments, accounting, and reporting, and so much more. It's a streamlined way of saving you time and growing your business.
Today we're talking with Biz Johnston, the head of the Dubsado community and human resources at Dubsado. She has worn many hats throughout her time at the company from customer support to marketing, but she always finds her way back to roles that require building strong relationships with people within Dubsado. Biz is helping us trust our crazy ideas because if you don't go after it, you'll never know.
Client management, contracts and forms, automation and workflows, sending invoices and getting paid.
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
Chapters
1. Welcome (00:00:00)
2. Harvard Business Review Study on Responding To Leads (00:01:25)
3. What is Dubsado? (00:02:45)
4. Welcome Biz! (00:03:19)
5. How the Dubsabo Community Can Build Real Relationships (00:04:04)
6. What is a Workflow? (00:06:52)
7. How Can You Automate, But Still Keep It Personal (00:10:53)
8. How Dubsado Helps Users Adapt To The Pandemic (00:14:10)
9. Why Dubsado Is Like a 90's Sitcom (00:16:06)
10. How Dubsado Runs a Business With Its Heart and Soul (00:18:30)
11. How To Utilize Employees Creative Gifts (00:20:07)
12. How To Network and Make Meaningful Connections (00:21:38)
13. Trust Your Crazy Ideas (00:25:19)
14. What's a Typical Day at Dubsado? (00:27:10)
15. How To Use The Client Portal (00:29:10)
16. Creative Ways To Keep Clients Engaged With Their Portals (00:30:16)
17. Biz's Packages & Proposals Tips (00:34:21)
18. Automating the Proposal, Contract, and Invoice to Eliminate The Back and Forth (00:35:43)
19. Thanks Biz! (00:36:47)
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