This was a great tip. Because whew I have been crating proposals in my main template set-up. Thank you!
@solutionintegrators4 күн бұрын
Glad it was helpful!
@lakendrafranklinphotography18 күн бұрын
Hi Ashley! Thank you for this video! I split my workflows up after having one huge workflow and I'm so glad I did it. You made a statement of that you could be asleep, do you not use office hours in workflows? If not, why not being that we have business hours?
@solutionintegrators18 күн бұрын
@@lakendrafranklinphotography I do use office hours from about 7-7ish! A client can still cook at any time and the onboarding email will be queued up for 7am the next morning (when I’m probably still sleep 🤣)
@lakendrafranklinphotography15 күн бұрын
@@solutionintegrators That makes sense. For some reason my mind always goes to like 4 am. I have office hours set as well. AND I just switched to Dubsado payments after watching your video.
@solutionintegrators15 күн бұрын
@ yay!! Glad these videos have helped!!
@tatamdiva21 күн бұрын
This was excellent!!! Thank you 👏🏾👏🏾 Do you use Airtable as a CRM or is there another tool for that?
@solutionintegrators20 күн бұрын
@@tatamdiva I use Airtable as my data management tool to keep my biz stats in one place! Dubsado is my CRM/client management tool
@tatamdiva20 күн бұрын
@@solutionintegrators Gotcha, thank you!
@shanicerose714421 күн бұрын
Hi Ashley! Love your videos! Wondering if you can share more about Kitchen and why you use it over the Dubsado portal.
@solutionintegrators21 күн бұрын
So glad you’re loving the videos! My biggest reason for using Kitchen is because Dubsado’s portal doesn’t have two-way communication. Since I’m project based I need to be able to share updates, get feedback, and have a space outside of emails to ask questions. Kitchen allows me to share Dubsado forms, gdocs, mockups etc. and chat. Inquiry to Welcome Email is from Dubsado but everything else after onboarding is managed inside of Kitchen!
@shanicerose714421 күн бұрын
@solutionintegrators Thanks so much for sharing that feedback! You're the reason I decided to go with Dubsado over HoneyBook, and discovered Kitchen! Looking forward to playing around with it more. I'll be staying tuned for more ❤ Wishing you deep rest this holiday season ✨️
@pickpocketforhireАй бұрын
Ashley, Thank you soooooo much, what a great video, you've made it so learner friendly... as a newbie to Dubsado I struggle and get overwhelmed but you have made it so much easier to understand.
@thekatrinakaye9212 ай бұрын
So good! Thank you!!!
@GenevieveMasioni2 ай бұрын
Hey Ashley, do office hours only apply to weekdays? Is there a risk messages will be sent during the week-end? I couldn't find a clear answer about that online.
@solutionintegrators2 ай бұрын
Office hours are 7days/week! There isn’t currently a way to limit workflow emails to send only during weekdays
@GenevieveMasioni2 ай бұрын
@@solutionintegrators Alright, thank you!
@thekatrinakaye9212 ай бұрын
Adding a delay to your workflow action was a GEM 💎! Thank youuuuuuuuuuuuuu😀
@solutionintegrators2 ай бұрын
Yay glad it helped!!
@GenevieveMasioni2 ай бұрын
Ashley, thank you so much for this tutorial! I'm a qualify my leads type of gal. I wasted too much of my precious time accepting calls with any lead just to find out they're not the right fit at all. Setting up systems is all about taking back control of our time.
@solutionintegrators2 ай бұрын
Yesss! I’m so glad you enjoyed it! We haveeee to snatch back control of our time and our sanity! Lol
@tiera.alexandra3 ай бұрын
This is so helpful. My God, I need some help! lol
@solutionintegrators3 ай бұрын
Haha glad you enjoyed it! Don’t overwhelm yourself trying to do all the things at once!
@lenaRainbowluv173 ай бұрын
Definitely a Notion girly. Airtable wasn't flexible enough for me but I love this idea of automating and updating client tags and project dates. Just gta figure out the right zap to do that for me thank you❤
@solutionintegrators3 ай бұрын
@@lenaRainbowluv17 nice! Happy to help!
@FirestormFinance3 ай бұрын
Thank you for this! I really needed to hear this!
@solutionintegrators3 ай бұрын
@@FirestormFinance anytime! 💜
@JamarDiggs4 ай бұрын
Okay, I do get lost in the cycle. I put it off for later, but later does not come LOL you know my weaknesses 😅
@solutionintegrators4 ай бұрын
@@JamarDiggs it happens to everybody! Especially when you get booked and busy!
@olivia_lawson4 ай бұрын
hahaha the emphasis on 'that i've talked to several times about this' i felt it in my soul
@solutionintegrators4 ай бұрын
🤣🤣 I knew a few would be watching I had to let em know!
@JamarDiggs4 ай бұрын
Oh she's a coding girlie! I always love how your experiences look and feel!
@JamarDiggs4 ай бұрын
I really need to get you in my Dubsado 🤣
@solutionintegrators4 ай бұрын
You know I'm here when you're ready!!!
@JamarDiggs6 ай бұрын
Love this! thank you for breaking this down for us!
@solutionintegrators6 ай бұрын
Yay glad it helped!!
@HelloChanelRose7 ай бұрын
I found you on threads! Great job on your first video. Keep going 💚
@solutionintegrators7 ай бұрын
Ahh thank you for watching!!
@laurenobrien18587 ай бұрын
This was so thorough and informative. Thank you!
@solutionintegrators7 ай бұрын
Thanks for watching!!
@Bianca.Jordan7 ай бұрын
This is so thorough! Showing us how to update proposals AFTER they've been added has been a GAME CHANGER for me. My Dubsado back end is so much less cluttered now that I don't need 50-leven proposals!
@solutionintegrators7 ай бұрын
I’m on a mission to help people stop creating so many one off proposals 😂❤
@olivia_lawson7 ай бұрын
This process is soooo smooth! Love how seamless and easy it is!!
@solutionintegrators7 ай бұрын
So happy you enjoyed it!! Definitely let me know if there are any other topics you’d like to see me cover soon!
@JamarDiggs7 ай бұрын
So good! Put those workflows to work hunny!!
@solutionintegrators7 ай бұрын
Yasss helping me get leads + get paid while I’m relaxing on somebody’s beach lol