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Five Zaps That Can Help Automate Your Business Even More
Business Tools HQ Virtual Solutions Business Tools HQ Virtual Solutions

Five Zaps That Can Help Automate Your Business Even More

First of all, if you clicked to read this blog post, you most likely already know what a "Zap" is.

But for those that don't know — a "Zap" is an automatic trigger/action that connects 2 separate online tools, using a program called Zapier. (i.e. Dubsado to Zapier to Flodesk)

Zapier is a great tool to use when you utilize multiple tools or programs in your business, but you need them to automatically "speak" (or integrate) with one another.

That being said, let's get into the 5 Zaps I recommend to help your business become even more automated.

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Five Ways to Create Boundaries within Your Business
Business Tools, Dubsado HQ Virtual Solutions Business Tools, Dubsado HQ Virtual Solutions

Five Ways to Create Boundaries within Your Business

Creating boundaries with clients can be tricky!

Let's face it, as you're trying to build a great reputation, you want to be able to provide a great client experience. This means you may say "yes" to more things than usual, you may make exceptions to your “rules”, or you may be afraid to change the way you've always run things!

But, unfortunately, without boundaries, you can easily become burnt out and make multiple mistakes

Here are 5 things I recommend you do to set boundaries within your business.

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6 Ways to Make Your Dubsado Look More Branded
Business Tools, Dubsado HQ Virtual Solutions Business Tools, Dubsado HQ Virtual Solutions

6 Ways to Make Your Dubsado Look More Branded

Before we dive deep into the topic of Dubsado branding, let's talk about why it's so important to have your process and systems be fully branded.

Any content that is client facing — such as forms, contracts, invoices, emails etc. — should be branded.

And I don't just mean in your brand colors and fonts.

Branding also means your vibe and the way you communicate with your clients.

That being said, here are 6 ways you can customize your Dubsado account to fit your brand.

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7 Things You Need in a Client Onboarding Email
Productivity HQ Virtual Solutions Productivity HQ Virtual Solutions

7 Things You Need in a Client Onboarding Email

Your client onboarding email (or welcome email) sets the tone for the beginning of your working relationship with a new client.

It is one of the most important pieces of communication when it comes to the client experience.

Think about it. A client just signed a contract with you, paid a deposit (if that's required), and trusted you to take care of them.

They want good service. They want to feel important. They want zero regrets.

So, in order to have a great first impression, here are some pieces of information you need in that client onboarding/welcome email.

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