I'm your Chief Systems Officer. I take your complex problems, and find ways to simplify them. With both a background in Project Management and Business Analysis, I'm able to identify processes in your business that are either slowing you down, or negatively impacting your client's journey and experience with you.
Take all of your big ideas and put them on paper.
What service was that client interested in again? Oof, I don’t remember why this person didn’t book…should I reach out? I need to figure out how to track my referral dollars for the year . Tags in Dubsado are such a simple, yet underused feature. I’m here to give you all the deets!
I like to be able to see at a glance, all of the projects in my account that are tied to a specific service. What if you’re running a promotion for past client’s that booked photo booths with you? Or maybe you want to be able to quickly see which services were more popular in the last year.
When I create Dubsado workflows for myself or for my clients, one of the first steps of that service workflow is to add a tag! That way, it’s one less thing you have to do manually when it comes to managing projects.
Did a lead reach out to book a call, and never book? Did someone book a discovery call and not show up? Or maybe you sent a proposal and the lead mentioned now wasn’t a good time, or your pricing what out of their budget right now.
While this type of tagging is manual, I like to be able to identify past lead projects so that I know either – I can possibly follow up in a couple of months to offer a new or discounted service, or if I should archive or delete their project altogether.
What ways are you using tags in Dubsado for your business? Share them below!