Can you place them inside notes or calls inside Dubsado?

This is so genius thank you so much. I'll be implementing right away. ❤❤❤

Great videos Krystal! Does Dubsado have a loyalty program for our clients to earn rewards to make the customer come back for points to build a clientele? And build a workflow for it 🤩. Thank you for your time.

Comprehensive and very comprehensive and useful walkthrough, tthank you so much. I will definitely share your video with clients and partners

We give clients our welcome guides, tell them our boundaries, and give deadlines for parts of your project. But what consequences and repercussions do you have in place to communicate what happens if they don’t follow the rules. Part of getting clear on your offers is also about setting boundaries and creating clear policies for working with you. 1) Charging a fee when clients miss deadlines. 2) Extended the completion date of the project due to missed deadlines. 3) Delivering next steps only after they complete their homework. 4) Start the project with a kickoff call before you assign them homework so they know how their homework affects their results. Get my Project Kick-Off call Toolkit at ⤵ organizeyourempire.com/shop FREE GIFT! Access my Freebies organizeyourempire.com/#freebie Templates & Shortcuts organizeyourempire.com/shop Consulting & Done-for-You Workflow Setup organizeyourempire.com/services-offerings Subscribe for More Tips link.organizeyourempire.com/subscribe LET'S CONNECT Instagram: instagram.com/organizeyourempire/ TikTok: www.tiktok.com/@organizeyourempire Facebook: facebook.com/organizeyourempire LinkedIn: www.linkedin.com/in/krystal-clark/

FREE GIFT! Access my Freebies ⤵ organizeyourempire.com/#freebie Templates & Shortcuts organizeyourempire.com/shop Consulting & Done-for-You Workflow Setup organizeyourempire.com/services-offerings Subscribe for More Tips link.organizeyourempire.com/subscribe LET'S CONNECT Instagram: instagram.com/organizeyourempire/ TikTok: www.tiktok.com/@organizeyourempire Facebook: facebook.com/organizeyourempire LinkedIn: www.linkedin.com/in/krystal-clark/

Use my discount code to save big on Flodesk: flodesk.com/c/SUPERWOMAN FREE GIFT! Access My Freebies ⤵ organizeyourempire.com/#freebie Templates & Shortcuts organizeyourempire.com/shop Consulting & Done-for-You Workflow Setup organizeyourempire.com/services-offerings Subscribe for More Tips link.organizeyourempire.com/subscribe LET'S CONNECT Instagram: instagram.com/organizeyourempire/ TikTok: www.tiktok.com/@organizeyourempire Facebook: facebook.com/organizeyourempire LinkedIn: www.linkedin.com/in/krystal-clark/

FREE GIFT! Access My Freebies ⤵ organizeyourempire.com/#freebie Templates & Shortcuts organizeyourempire.com/shop Consulting & Done-for-You Workflow Setup organizeyourempire.com/services-offerings Subscribe for More Tips link.organizeyourempire.com/subscribe LET'S CONNECT Instagram: instagram.com/organizeyourempire/ TikTok: www.tiktok.com/@organizeyourempire Facebook: facebook.com/organizeyourempire LinkedIn: www.linkedin.com/in/krystal-clark/

↓ Here are a few pointers to make getting client info easier... OPTION 1: Make sure your client homework is clear and easy to complete. Create automated follow-ups to remind clients about their questionnaires and provide support if they have questions.. OPTION 2: Don’t send client homework before the kick-off call. Start the project with a kick-off call. Set the tone of the project during the kick-off call and actually go over client homework with your client so they know how to complete their client homework on time with the right details. I have a project kick-off call tool kit that shares everything you need to set the tone of the project, communicate boundaries, and review expectations so your project can end on time. Visit my systems shortcut shop to access my Project Kick-Off Call Toolkit at organizeyourempire.com/shop, which includes: ✓ Customizable project kick-off call Canva slide deck. ✓ A project kick-off call meeting description & email templates so you can set up your project kick-off call in your appointment scheduler with ease. ✓ A replay of my project kick-off call workshop with action steps for toolkit customization and implementation into your onboarding workflow.

LISTEN UP! 🗣️ The workflows you set up NOW will hold you down for this year and next year… and the next year after that, too. Remember when you set New Year’s resolutions not to work so hard this year? Well, there are workflows and systems to help you do that. BUT here’s the sad reality… While most entrepreneurs have good intentions to set up systems to help them do that, they end up putting it off year after year. So… you don’t have time to set up your systems, but you have time to keep doing that same work over and over? Sure, it “only takes you a few minutes.” But, I’m here to tell you…. All those minutes add up to burnout, wonky work-life balance, unhappy clients, piles of neglected housework, and no time for you. - No shade. Just reality. If you haven’t noticed, 2024 is right around the corner. Another year is creeping up on you. Are you going to start 2024 with another year of well-intended but unfulfilled resolutions? 💬 If the answer is a big fat NO, tell me what CRM, productivity software, or workflow you need to finish strong and take next year by storm. I just might make a template for it if you comment below. Hint Hint…. FREE GIFT! Access my Freebies ⤵ organizeyourempire.com/#freebie Templates & Shortcuts organizeyourempire.com/shop Consulting & Done-for-You Workflow Setup organizeyourempire.com/services-offerings Subscribe for More Tips link.organizeyourempire.com/subscribe LET'S CONNECT Instagram: instagram.com/organizeyourempire/ TikTok: www.tiktok.com/@organizeyourempire Facebook: facebook.com/organizeyourempire LinkedIn: www.linkedin.com/in/krystal-clark/ #burnout #workflowsforcreatives #CRMsetup #productivitytips #systemsstrategist

Hi, #replay

#Replay You're the best Krystal! This reminds me of the live classes with you from Systemize Your Superpower. (Still one of the best business investments I've ever made!) This year I've been restructuring my process, offers, and strategy so this was a great reminder as I move forward.

Join me for the Project Kick-Off Call Toolkit Workshop or purchase the toolkit at link.krystalclarkcreative.com/kick-off-call-toolkit-yt

Watching the replay. Loving the gems! 😍 #replay

Can you integrate outside email servers (gmail, godaddy, yahoo, etc. )?

Thank you! :D

I have been using Clickup for a while and was trying to think of a simple way to do a daily plan. This is perfect- simple and organized. Thanks!

Hi Krystal! Is it possible to left-align the button that appears in Dubsado canned emails?!

Hi Kristal, how do i attach both contract and invoice to a dubsado email / workflow

Hello! :) this is super smart, I can’t believe I didn’t think of including this in a portal of the welcome email post-contract completion. Thank you!

Thank you very much for sharing! :) do you by chance have any insight if the Dubsado developers are projecting a feature for 1) task/board notifications (both business & customer end), 2) task board integrations into workflow automations, or 3) customer portal viewing project statuses…? Thank you! - jared

Thank you for sharing this great video. I see you're a pinkaholic just like me! All pink, all the time!! If I sign up with Dubsado, I will definitely use your Dubsado affiliate link.

This is the i think the 5th video around Convert Kit vs Flodesk and I think it’s the best one, because it helped me make my decision. I got the impression that Flodesk didnt have much analytics but it clearly does. Wondering when someone purchases from you do you have to manually add them to a segment for an automated series to fire off? Also I’ll look into using your affiliate code, hopefully I still can while on trial.

First of all I LOVE YOUR ENERGY! Second of all this was exactly what I needed, thank you!

How have I not found you before. LOL! Love your energy and your style.

Omg this is exactly what I was looking for. Thank you!

I wish I had seen this video before setting up my client on Honeybook. I’ll definitely be using Dubsado for my VA business though. Time tracking for each project is perfect! My only question is, can you have multiple projects dates linked to one project in order to send one invoice? That’s the only issue I really have with HoneyBook.

Yes convert kit is super difficult to figure out. I almost didn’t want to do email marketing b/c of that. Tried out flodesk and figured it out super quick and love the way their emails look

This video is exactly what I was searching for, thank you! I do have a question though about using the app for quick entry into the planner. Is there an easy way to make this the primary function your app sees? I want to quickly add tasks from the app on the go. Thank you!

Hi. Since you’re adding the w9 form into the google drive early, how are able to sign and date it? Don’t the clients still have to wait for you to sign and date it and then you send it to them?

This is so awesome, thank you!!

This was great! Thank you for your videos.

OMG . I love you. Spending my Saturday night binge watching all your videos. Thank you sweet baby jesus.

Awesome

Thanks for the video Krystal!

I noticed that you have not made any videos for a year. I hope all is well with you.

I love the way you teach. I will be looking at all of your content from now on.

Good idea. I created board view at the Everything level, and filter and sorted the tasks by Due Date. The board is divided by the days of the week, and you can also all your completed tasks for the week.

Great detail and understanding of Dubsado. Love the Game of Thrones clients.

Krystal, this was an AWESOME video! I am a Soulmate Ready Coach. Lately, I have been seeking out coaching platforms for my one-on-one clients. I have been piece-milling platforms to provide for my clients but knew there had to be something other than being creative on course platforms. Searched and found you here on YT. This walkthrough was just what I needed and your teaching style is amazing. Thanks much -side note- Planning to start my own YTC soon. You inspire me!

Get 30% Off Dubsado today with my affiliate link here: dubsado.com/?c=empire or use my code: empire FREE GIFT! Access my Freebies ⤵ organizeyourempire.com/#freebie Templates & Shortcuts organizeyourempire.com/shop Consulting & Done-for-You Workflow Setup organizeyourempire.com/services-offerings Subscribe for More Tips link.organizeyourempire.com/subscribe LET'S CONNECT Instagram: instagram.com/organizeyourempire/ TikTok: www.tiktok.com/@organizeyourempire Facebook: facebook.com/organizeyourempire LinkedIn: www.linkedin.com/in/krystal-clark/

Get 30% Off Dubsado today with my affiliate link here: dubsado.com/?c=empire or use my code: empire FREE GIFT! Access my Freebies ⤵ organizeyourempire.com/#freebie Templates & Shortcuts organizeyourempire.com/shop Consulting & Done-for-You Workflow Setup organizeyourempire.com/services-offerings Subscribe for More Tips link.organizeyourempire.com/subscribe LET'S CONNECT Instagram: instagram.com/organizeyourempire/ TikTok: www.tiktok.com/@organizeyourempire Facebook: facebook.com/organizeyourempire LinkedIn: www.linkedin.com/in/krystal-clark/

Get 30% Off Dubsado today with my affiliate link here: dubsado.com/?c=empire or use my code: empire FREE GIFT! Access My Freebies ⤵ organizeyourempire.com/#freebie Templates & Shortcuts organizeyourempire.com/shop Consulting & Done-for-You Workflow Setup organizeyourempire.com/services-offerings Subscribe for More Tips link.organizeyourempire.com/subscribe LET'S CONNECT Instagram: instagram.com/organizeyourempire/ TikTok: www.tiktok.com/@organizeyourempire Facebook: facebook.com/organizeyourempire LinkedIn: www.linkedin.com/in/krystal-clark/

Get 30% Off Dubsado today with my affiliate link here: dubsado.com/?c=empire or use my code: empire FREE GIFT! Access my Freebies ⤵ organizeyourempire.com/#freebie Templates & Shortcuts organizeyourempire.com/shop Consulting & Done-for-You Workflow Setup organizeyourempire.com/services-offerings Subscribe for More Tips link.organizeyourempire.com/subscribe LET'S CONNECT Instagram: instagram.com/organizeyourempire/ TikTok: www.tiktok.com/@organizeyourempire Facebook: facebook.com/organizeyourempire LinkedIn: www.linkedin.com/in/krystal-clark/

Get 30% Off Dubsado today with my affiliate link here: dubsado.com/?c=empire or use my code: empire FREE GIFT! Access My Freebies ⤵ organizeyourempire.com/#freebie Templates & Shortcuts organizeyourempire.com/shop Consulting & Done-for-You Workflow Setup organizeyourempire.com/services-offerings Subscribe for More Tips link.organizeyourempire.com/subscribe LET'S CONNECT Instagram: instagram.com/organizeyourempire/ TikTok: www.tiktok.com/@organizeyourempire Facebook: facebook.com/organizeyourempire LinkedIn: www.linkedin.com/in/krystal-clark/

Just got Dubsado....convinced by you in your tube videos! I like how you named the group scheduler section with titles and then in the title the function as well!