Onto it VA

Onto it VA Hi I'm Robyn and I provide exceptional VA support. Let me help you with any admin & behind the scenes work required to make your business successful!
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Still struggling to find the time to do a declutter and tidy of your Dubsado account? 🙋🙋🙋You’re trying to do ALL the thi...
31/08/2023

Still struggling to find the time to do a declutter and tidy of your Dubsado account? 🙋🙋🙋

You’re trying to do ALL the things in your business and tidying your Dubsado always seems to fall to the bottom of the heap. Cue.... your set-up is a bit of a mess 🤯🤯🤯 forms with ‘out of date’ branding, which version of your contract is the updated one and your package list hasn’t been tidied in foreva!

I get it, it’s frustrating! .... finding the time to tidy and declutter just never seems to happen! 😔

But it doesn’t have to be a big chunk of time.
Set aside some time once a month to do a small section so you don’t have to do it ALL at once.

I’ve been posting a declutter and clean up tip at the end of each month to break jobs down and make it easier for you so follow along and avoid 🆘

End of August's tidy task is your projects page. Review your projects page and make changes so that:
✔️your project titles provide helpful details (name of client, what service you are providing and date)
✔️your tags describe your services and help with analysis
✔️project statuses let you know at a glance where your clients are at in their customer journey/process
✔️project sources let you know where your leads are coming from
✔️old projects are archived

You can do it! Comment below with your best ‘YES I did it’ emoji when you’re done. And if you're not sure about any of these important project page features and have questions please just ask 💖
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Nothing better than helping my clients make their workflows hum so that they can create a great experience for their cli...
31/08/2023

Nothing better than helping my clients make their workflows hum so that they can create a great experience for their client’s 😍 because providing that wonderful client experience is something we all strive for so that our clients not only want to come back for more but also gladly tell all their friends how great we are 🎇🎇🎇

Together you and I smash out the minute details – you know your process and I know Dubsado! And while we’re at it, we look at ways to improve your process and client journey. Yes it requires work from you but I hold your hand so you know what info I need. And I do the ‘brain drain work’ of mapping your processes into Dubsado workflow language 👩‍💻

You’ll fill out a questionnaire, we’ll meet for 90 minutes, I’ll ‘Dubsado’ your process and you’ll walk away with a worksheet that lists every step of your workflow PLUS a big ole list of content you need to create to compliment your workflow.

After you create the content and copy the workflow steps into your Dubsado, you’ll be offering your clients the top notch client experience you’ve been wanting to. And don’t worry, I’ll not let you wander aimlessly with the worksheet - you’ll also receive an implementation guide to follow and help you keep your momentum going 🏃‍♀️🏃‍♀️🏃‍♀️

If you want to get serious about creating a client experience that makes life easier for you AND lights up your client then click the link in bio and lets chat soon.
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Clients will rave about YOU when they get a primo experience AND your life is way easier when your client journey is map...
31/08/2023

Clients will rave about YOU when they get a primo experience AND your life is way easier when your client journey is mapped out and purposely designed ✌️

If this is not happening for you, check that you’ve ticked off my top 3 tips for creating workflows that result in a fab client experience:
👯🏼‍♀️ Plan out the steps in your client journey and tasks required backend to provide that fantastic client journey in minute detail. There may be 10+ steps in a simple enquiry phase but they are all important and need to be mapped.
👯🏼‍♀️ Ensure you have the correct action, triggers and content selected for each step in your workflow (automations are only as good as the instructions you give them)
👯🏼‍♀️ Create content that informs and inspires confidence in your service. Outline what will happen next at each key step in the journey, provide key information to pre-empt anticipated questions and keep your client confident that they are in good hands with you 💖

Make sure you save this post for later! And if you get stuck mapping your process you know where I am. - send me a DM any time 😽
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Poorly managing your clients and offering them a terrible client experience is crucial in building a successful business...
24/08/2023

Poorly managing your clients and offering them a terrible client experience is crucial in building a successful business said NO ONE EVER! 🙅‍♀️🙅‍♀️🙅‍♀️

Enter Dubsado workflows and automations!

Well designed workflows create the opportunity to create a very consistent and top notch client experience for all of your clients 🥂

🔥 Nothing gets forgotten as every single one of your clients gets your same wonderful content, in the same way and in the same well planned out order.
🔥 Your clients aren't left wondering as they know exactly what’s happening now and what to expect next in your process.
🔥 Your touchpoints are purposeful and your clients feel the 💌!

SO powerful for client satisfaction, client retention and of course word of mouth referral 💸💸💸

If you’re looking for ways to improve your business success, maybe your client experience needs a makeover. Click the link in bio and lets chat Dubsado workflows. Or if you’re not ready for a face to face chat, DM me any questions for sure!
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Are you more likely to return to a service that gives you a top notch experience or one that leaves you feeling ‘meh’? 😐...
16/08/2023

Are you more likely to return to a service that gives you a top notch experience or one that leaves you feeling ‘meh’? 😐
It’s a no brainer right! 🤯🤯🤯

Providing a wonderful experience for our clients is something we all strive for so that they not only want to come back for more but they also tell all their friends about us. Dubsado is an excellent tool to support us in providing a primo client experience and hopefully you’re loving it and milking it for all it’s worth 💰

If you’re not feeling the love for Dubsado and you feel that the client experience you’re offering could be better then here's three questions to ask yourself....

❔Have you planned out the steps in your client journey and backend process in minute detail (tedious YES – worthwhile HELL YES)
❔Are your workflows designed with the right action, trigger and content to send your clients what they need at the right time (they are a learning curve!)
❔Have you created the right content to get the best value out of your workflows (so many ways you can personalise your workflow automations)

Show me how your client experience is stacking up in the comments 🤗
🔥 Primo
😐 meh - could do with some work?
😓 Definitely needs some love
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Have you been putting it off???If you've been following me for a while you know that at the end of each month I share a ...
31/07/2023

Have you been putting it off???
If you've been following me for a while you know that at the end of each month I share a Dubsado declutter tip to encourage you to do some 'bite sized' tidying up of your set-up. At the risk of sounding like a broken record .......💨💨💨 doing this is a way to save yourself a lot of time from needlessly hunting through old forms, obsolete canned emails, out of date packages and inactive projects etc. Keeping your Dubsado in tip top shape will increase your productivity for sure! 🐝🐝🐝

Last month's was an important one but should have been a nice quick one and that was to do a quick review of your payment plans. How did you go with that?

July's declutter task is to take a look at your schedulers 👀
🌸 As usual, delete any old schedulers that you are no longer using.
🌸 Review your availability in each scheduler and update where required.
🌸 Create new scheduler/s for any new services OR if your existing schedulers are not quite as you need them and find you are frequently modifying them manually before you send them out.
🌸 Ensure you have appointment reminder emails included in your scheduler templates so reminders are automatically sent anytime a client books a call with you. So helpful in minimising no shows!
🌸 Check that your connected calendar is synced and the import/export boxes are ticked so that there are no conflicts with your availability.


You can do it! Comment below with your best ‘YES I did it’ 👍 👌 👏 🙌 emoji when you’re done.
PS - If you have any questions or need help setting up schedulers please feel free to DM me.

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----GIVEAWAY Closed-----Congratulations to our lucky winner... 🥁 🥁 🥁  🎊👏👏👏🥳‐---‐----🔊🔊🔊 Who wants 12 months of Dubsado P...
30/06/2023

----GIVEAWAY Closed-----
Congratulations to our lucky winner... 🥁 🥁 🥁 🎊👏👏👏🥳
‐---‐----

🔊🔊🔊 Who wants 12 months of Dubsado Premier Plan…. for FREE?! Pick me - Pick me - Pick me 😍

I'm giving away ONE Dubsado premier plan (Value $400 USD) to one lucky winner.
Dubsado is one of the best CRMs out there. WHY? It helps you grow your business by managing your clients and offering brilliant automations. It let's you condense so many of your platforms into one to send contracts, invoices, beautiful forms and hassle free appointment scheduling 👏

ENTERING IS EASY:
1️⃣ Follow me on Insta
2️⃣ Tag your biz besties below who would love Dubsado (One tag per comment = 1 entry 🤟🏻)
3️⃣ BONUS entry: Share this post to your stories and tag me! 👯‍♀️

That’s it. You can win whether you’re new to Dubsado or if you’re a current user.
Entries close 5pm AWST on 7th July and ONE winner will be randomly selected.

Go!!!........🏃🏃🏃 Good luck 🍀

😎 Fine print........
Prize of 12 months of Dubsado Premier Plan provided by 🎉🎉🎉
Entries close 5pm AWST on 7th July and ONE Winner will be drawn at random
Winner will be tagged on this post on 8th July and contacted soon after with details of how to claim prize
Winner must redeem their free year by October 31st, 2023.
This giveaway is not sponsored, endorsed or administered by, or associated with Instagram
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How can it be that time again already! 😧🤷‍♀️ but it's end of May so time to dedicate half an hour to do a quick section ...
31/05/2023

How can it be that time again already! 😧🤷‍♀️

but it's end of May so time to dedicate half an hour to do a quick section of a declutter and tidy of your Dubsado.

It's less overwhelming to do small portions at a time so I hope my monthly reminders are helping with that 🙌

So far we've looked at canned emails, packages and last month contracts. Is your account starting to look a little bit neater than at the beginning of the year? 🙋🙋🙋

Our end of May's tidy task is to review your forms.
1 - delete anything that is no longer in use. If you aren't quite ready to delete an old form then add a 'Z' at the beginning of its name and it will be taken to the bottom of your form list and you wont have to scroll past it to find current forms.
2 - Update any branding if you've had a brand change or give your forms a bit of a design refresh if you're feeling bored with how they look.
3 - look for any content changes that might improve your client journey or save you some extra time somewhere in your process.
4 - check all of the form settings and double check that fields that should be linked are actually linked to the correct fields.

Anything else you do to sort our your forms? Would love to know 😊

Let's get tidying - you can do it! Comment below with your best ‘YES I did it’ emoji when you’re done.
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There’s only one reason why you're taking way too long to set up your Dubsado.It’s because it really is a huge learning ...
17/05/2023

There’s only one reason why you're taking way too long to set up your Dubsado.

It’s because it really is a huge learning curve!

You have most of your content created but the Dubsado forms are doing your head in 🤯

You want to use the scheduler but the template settings and how to send them are a bit confusing 🤔

You want to get your workflows built but you keep going in circles with actions and triggers 🌀

So what do you do?
You try to watch some more of the Dubsado training videos....
You google other people's workflows to see if they'll work for you ....
& scroll the gram for ‘Dubsado set-up checklists'......

But this just makes it all more overwhelming.
AND THIS STOPS YOU ALL TOGETHER

How do you get better at something?
You learn about it and you do it over and over.
Just gathering ideas via videos and scrolling doesn't give you a customised set-up.
Mapping and BUILDING your unique system is what does.
The more you BUILD vs. GATHER IDEAS, the faster you will get your bespoke set-up.

If this is you and you need the accountability to GET OVER GOING IN CIRCLES and get it done.
I invite you to click the link in bio and book a free discovery call with me.
I'll let you know how we can precisely map out your processes.
And we’ll create a road map for how to get those Workflows built and start upping your efficiency!

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If you're just starting to look into a CRM for your biz, here's THREE  great reasons to investigate Dubsado!  1. Dubsado...
10/05/2023

If you're just starting to look into a CRM for your biz, here's THREE great reasons to investigate Dubsado!

1. Dubsado keeps ALL your client's organised in one platform. Think client details, appointments, invoicing, proposals and contracts all at your fingertips! 💅💅💅 You'll love having all your client info in one place. YES! to saving time and never losing any important info!

2. Dubsado offers an unlimited ⌛⌛⌛ free trial so you can really have a 'play' with it and see if it works for your biz. When you are ready to dive in and subscribe, there are two options to suit your needs. But you don't have to rush as your trial is NOT time limited!

3. The training that Dubsado offers is FREE and is next level. You can walk through step-by-step to learn all the ins and outs in a series of courses starting from Beginner thru to Advanced. It's without doubt, the best set out and organised training I've come across! 🧨🧨🧨

Check it out and let me know what you love about Dubsado in the comments below
❤️‍🔥 ⤵️
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Are you trying to build Workflows but keep going round in circles with how many you need? There are FOUR that I consider...
25/04/2023

Are you trying to build Workflows but keep going round in circles with how many you need?

There are FOUR that I consider KEY...

⭐ Inquiry – from when a lead reaches out to you to when you are ready to send them a proposal
⭐ Booking – sending your beautiful proposal and signing up lead to become your client – YAHOO!
⭐ Onboarding (+ Delivery) – welcoming your client into your business and getting stuck into the work
⭐Offboarding! – finishing up and farewelling your client.

Sound like a plan for your biz? (then you should probably save this post for later).

Are you providing these clear phases for your clients? Or just winging it with each new lead???

Taking your clients through these four steps will provide them with a smooth and clear client journey with you. They’ll want to come back for more!

If you need help building workflows to save you time and streamline your client journey with Dubsado, send me a DM or click link in bio to book a free call 💕
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TIME! ⌛⌛⌛ There never seems to be enough does there? It’s so valuable and it’s limited! As business owners we need to us...
04/04/2023

TIME! ⌛⌛⌛
There never seems to be enough does there?
It’s so valuable and it’s limited!

As business owners we need to use our time wisely so we can maximise our ability to make money. No new news there right!!

But how do you use your time wisely?

Focusing on the income generating tasks in your business is definitely one way.
Generating income allows you to do the fun things in life (who doesn't want that 💃 💃 💃 )
And of course generating income can make you feel secure and less worried about making ends meet. Arrright, have even more fun because you’re not worried about making ends meet! WINNING!

SO using your time for tasks that directly lead to more money in your bank AND automating these tasks wherever you can, makes great sense.
Like:
✨Automatically following up with leads
✨Building beautiful proposal templates with built in contracts and invoices
✨Creating re-usable appointment schedules
✨Recurring invoices with built in reminders

All of which are massive time savers and help lead to income generation.

If you want to maximise the automations in your business so you can focus on the tasks that directly generate income, head to the link in my bio and book a call to see what we can achieve together 🔥🔥🔥
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