Hey Reader,
If you’ve ever wondered, “Is it too early for me to get a CRM?” — you are absolutely not alone. I hear this every week on discovery calls.
Here’s the truth:
You don’t need a big business to need a system.
You need repeatable steps. That’s it.
Here are the clearest signs you’re ready for Dubsado:
✔️ You’re offering one or more services consistently
You don’t need 10 offers. If you have one process you repeat (inquiry, booking, onboarding), you’re ready.
✔️ You copy-paste emails or contracts
If you’re searching old threads for what you wrote last time? Yep. Time.
✔️ You forget follow-ups
Not because you’re flaky — because you’re human.
A CRM catches what your brain doesn’t have room for.
✔️ You want a better client experience
If you want your clients to feel held, guided, and supported, a CRM gives structure to that.
✔️ Your business plan includes growth
Even small growth. Even “not scrambling every week” growth.
You build the system before you need it.
Bottom line?
If you’re delivering a service more than once, you’re ready.
And if you’re not sure where to start, a Strategy Session is the quickest, calmest way to map a system around the way you actually work (no one-size-fits-all templates here).
Hit reply if you want details.
