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 your set-up is a bit of a mess 🤯🤯🤯 forms with ‘out of date’ branding, which version of your contract is the updated one and your package list hasn’t been tidied in foreva!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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