Sarah Wills - Systems Strategist

Sarah Wills - Systems Strategist Hey, I'm Sarah! I help creative biz owners ditch the chaos with simple systems and boundaries ✨

The best way to regain some time in your day? Automate repetitive tasks! Here are six things that you can automate when ...
11/15/2022

The best way to regain some time in your day? Automate repetitive tasks! Here are six things that you can automate when you are using Dubsado:⁠
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❇️ Scheduling appointments - never send a ‘when are you free to meet’ email ever again. And set reminder emails to go out so that no one forgets about the meeting too 😉⁠
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❇️ Sending invoices and contracts - have your contracts and invoices automatically populate with your client’s chosen package without lifting a finger! This one will save you tons of time.⁠
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❇️ All emails required for your service - if you follow the same process for your services each time, chances are you’ve written a similar email more than once. Instead, create email templates that automatically send during specific parts of your service that just need tweaking.⁠
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❇️ Task reminders for your team - need your team member to be notified to do a task as soon as a client completes their task? Dubsado can handle that for you.⁠
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❇️ Your client welcome experience - set up your onboarding workflow with all of your materials already templated, and start spending just 10 minutes onboarding your clients instead of 3 hours!⁠
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❇️ Client questionnaires/surveys - send your clients questionnaires or forms for approval on a pre-approved schedule. Don’t forget to set expiration dates and email reminders to encourage your clients to get things submitted on time.⁠
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Follow for more Dubsado tips! ✨

On the surface, it may seem like every freelancer and their dog uses Dubsado, but if you haven’t heard of Dubsado, you d...
11/14/2022

On the surface, it may seem like every freelancer and their dog uses Dubsado, but if you haven’t heard of Dubsado, you definitely aren’t alone! Let’s start with the basics 👇

Dubsado describes itself as an ‘all-in-one system that streamlines the necessary, but normally time-consuming, tasks for small business owners’. So all those little tasks that you do for each and every client (contracts, invoices, schedulers, proposals, etc), Dubsado can streamline ALL OF THAT.

The beauty of Dubsado is that it combines a bunch of tools into one platform, meaning you can operate and manage your client experience and client projects all in one place. No more jumping from your scheduling software to your invoice software to Canva for your proposal design and back to your emails again - Dubsado does it all. This alone saves you an incredible amount of time 🙌

But on top of that, Dubsado can be fully branded to match your business and your website, providing a seamless experience for your clients as they move from potential lead to booked client. Think branded questionnaires, a branded client portal, branded emails, and even a customizable branded URL for your assets.

And one final thing! Dubsado makes it possible to create workflows so that you can start to automate some of those common time-consuming tasks. An absolute game changer if you are looking for ways to keep your business running in the background while you focus on income-generating tasks or enjoying some time off instead 💁🏼‍♀️

Basically, Dubsado helps you take your client experience to a whole new level while doing LESS work than you were doing before. Plus you can cut down on some of the other software you've been using. Dreamy, right?

Questions? Drop them in the comments below! 👇

Hi, hello! I'm Sarah - also known as swillsy 👋I'm here to help you ditch the overwhelm in your business and reclaim your...
11/14/2022

Hi, hello! I'm Sarah - also known as swillsy 👋

I'm here to help you ditch the overwhelm in your business and reclaim your time with simple systems and boundaries. Lots and lots of boundaries.

I don't believe in doing it ALL for your business 100% of the time - that's a fast track to burnout and we do not like that. I'm all about those systems, automation, and boundaries that let you build your super successful business AND live the life of your dreams. Imagine that!

I want to help you get your client experience streamlined, efficient, and automated so that you can ditch the busy work for good and refocus on the things that bring you joy instead. Throw in some built-in boundaries and you'll really be ready to thrive 🙌

I'm also an Enneagram Type 1 and if you know anything about the Enneagram, you'll just KNOW that I'm great at systems 😉

Thanks for being here!

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