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Tag: client portals
CRM vs Client Portal: Why Freelancers Need BOTH in 2025
Dubsado vs Honeybook: which CRM is right for you?
How to duplicate anything in Notion in 1 click
Why I used Notion with my clients to manage design projects
How to use Notion as a guest
How you could ditch your other PM tool for Notion
What to expect during a large design project
You probably have a vague idea of what type of design services you need, and maybe you even know who you want to work with. But maybe you have no idea how much (if any) work you’ll need to put in or how much it’d cost to hire the help.
That goes for pretty much anything in the service industry, right? But there’s Angie’s List & HomeAdvisor for those kinds of professionals. So where do you go to find out more about design services? (Please don’t say Fiverr or Upwork. 😄)
That being the case, whether you have/haven’t worked with a graphic designer before, I’d be willing to bet you’re not sure what to expect, especially in a remote work or freelance situation.
It can be scary to hand over your trust & money to a stranger you’ve never met in person & don’t know. Right? I totally get that!
Because I know that there are a lot of you out there who have no idea what to expect, I’m gonna share my process since basically it’s industry standard.
How I use Dubsado for my Client Onboarding process
Getting started (or even just knowing where to start) with client onboarding can be tricky. I know this, because I've been there! My old process was cumbersome, unorganized and complicated, because I didn't really have one... at all. 🙈
I'd miss steps during client onboarding simply because I didn't have a system, or even worse, maybe I was so excited to get started on the project that I just bypassed all that "stuff."
Luckily for me, I have wonderful clients and no problems ever came up because of my previous lack of onboarding organization. BUT I knew then, as I know now, that wouldn't last. Not that my wonderful clients would suddenly become something other than wonderful. No, no, no.
I'm saying my obvious lack of organization would eventually lead to an error SOMEWHERE, whether that was accidentally missing a client's deadline, or not getting paid on time because I had to manually set up invoices in PayPal and send them (or soooo many other possible scenarios).
As I mentioned (in detail) here, in Why Dubsado is My Favorite App, ...it's my favorite business app! I have many others on the list (I 💚 you too, Trello).
But in case you missed that (HINT: go back & read it too!), Dubsado is FREE to try, with no time limit on your trial; it just caps you at 3 clients before you'll have to upgrade.
SO WHAT THE HECK ARE YOU WAITING FOR???
LET'S GET STARTED!
My favorite freelancer app: Dubsado
Holy shit, you guys! When something is this good, you don't keep it to yourself; you share it!
I don't know if I've been living under a rock, or what, but I'd never heard of this company until a few months ago. I'm scratching my head now, trying to figure out what the heck took me so long to move forward!?
Trademarking My Business Name: My Experience
From Graphic Designer to Side Hustler, to Full-time Business Owner: My Story
Emotional Decision-Making: Scarcity vs. Abundance
How to handle bad or unhelpful design feedback
How & why to turn down ‘bad-fit’ clients or projects
Do web designers create wireframes for custom Squarespace websites?
Should web designers be experts in more than one web builder?
Client Gifts: How, What, When, Where & Why to Send Them
Katelyn, here!
I’m the Founder, Owner, CEO, Designer & Educator at Launch the Damn Thing® and I love coffee, cursing & carefully laid plans. 😂 (Also reading, blaring loud music, and teaching, –but those didn’t fit into my nice alliteration!)

Did I just totally make your day? #goals