Squarespace Web Design & Business Tips
O N T H E B L O G
Unpacking Design Days: Inside my VIP Day Process
Can Squarespace Invoicing replace my CRM??
Squarespace Basics: everything you need to know about the built-in forms
Notion, meet Zapier! And swipe an auto-responder Zap
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!
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
Curious about my...
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