Hey Reader,
It's been a busy week here. Honestly, I did some of it to myself by booking a medical procedure and a medical test in the same week... plus, I had a mission with the Army Band that took me out of the office. Thank goodness for my systems and automations that keep things running in the background.
Case in point.
- I booked a discovery call while I was sleeping the night before my procedure. (Thanks to my Dubsado scheduler).
- The proposals I sent after discovery calls last week and this week were automatically followed up on.
- My social media posts went out every day.
- My email newsletter still got sent.
One process I'm currently working on is my blog post review/re-write process. This week I reviewed and completely re-wrote my post about switching your CRM to Dubsado. A LOT has changed since 2021 when I wrote my original post.
Let's get into it!
How to Easily Switch CRMs from Honeybook (or Any Other CRM) to Dubsado
Someone asked me for some hacks to easily switch your CRM from HoneyBook to Dubsado. I did an Instagram post about it and it was too good not to share on my blog. If you have thought about switching from Honey book to Dubsado you are going to want to read this. It will make your life a lot easier.
Notice, I didn’t say take all the work out of it. You are still going to have to set up Dubsado. However, with this and my Ultimate Dubsado Set-up Checklist, you should be well on your way to getting the most out of Dubsado.
Here's What We're Covering in this Article
Reasons to switch to Dubsado
Tips to make your switch easier, reduce stress, and overwhelm
Steps to set up your Dubsado and bring existing clients into Dubsado
Ways to take the stress out even more by outsourcing some (or all of the move.)
Before we get into my tips and the steps I recommend for transitioning your CRM to Dubsado, let's talk about why you might want to go through all the hassle in the first place.
Why would you want to switch your CRM from HoneyBook to Dubsado?
Now, I’m not here to convert anyone to Dubsado. If you are happy with HoneyBook, you should definitely stick with it. HoneyBook is simple and easy to use. If you aren’t particularly tech-savvy or don’t want a ton of workflow features, HoneyBook is definitely for you. The invoicing is well done and a lot of people really like the interface.
However, if you are reading this, it’s likely that you’ve discovered that HoneyBook or your other CRM just doesn’t have the features that you want for your business. Here are some reasons that you might want to consider Dubsado as a CRM for your creative business.
- More automation options and ways to trigger automations. (This is the biggest reason in my opinion.)
- You can start a workflow with the scheduler which I love as an option. I did find a workaround for one of my clients, but it still wasn't the way we wanted to build things.
- You can create custom-mapped smart fields to capture client information your way. (I miss this when setting up HoneyBook for clients.)
- I've personally had to pay invoices to contractors and I HATED having to log into HoneyBook's client portal every time I had to pay an invoice. I can imagine it's an inconvenient and weird process for most clients. Dubsado's link directly to the invoice is a much smoother process.
- ​The Client Portal keeps everything in one place for your clients.
If you've decided you want to switch your CRM to Dubsado, here are my five tips to make it easier.
Tip #1 - Take Your Switch from HoneyBook to Dubsado One Step at a Time
To avoid getting overwhelmed, take it one step at a time when you are switching to Dubsado. Don’t try to do everything at once, you’re just gonna go crazy. Set up everything one step at a time. I find that it helps to have a checklist to make sure that you don't forget anything as you set your Dubsado up. You can find my handy getting started checklist here. to help you make sure you don't miss any steps.
Tip #2 - Don't Stress About Canceling Your Current CRM Right Now
Don't stress about canceling your current CRM right now. You don't have to hit some imaginary deadline. You can downgrade to the free program that HoneyBook has and use it as long as you want. If you have another CRM, look into options to downgrade to take the pressure off of yourself. You can set up your new clients in your Dubsado account without having the whole system set up. This way you won't feel pressured to hurry up and get it done. A rushed set-up is generally a very broken set-up in my opinion.
You'll end up with lots of broken workflow steps and a poor client experience. Even worse, if you're working with clients for a longer process (wedding service providers, this is definitely you.) You're going to be stuck with copies of old broken workflows and bad forms for a long time as Dubsado makes a copy of workflows and forms when the workflow is applied to a project.
Tip #3 - Take Time to Plan Your Client Workflow Before You Start Building
Take time to plan your workflow BEFORE you start building your set-up. If you really want to get the most out of your Dubsado setup, book a 90-minute Systems Strategy Session with me. You'll come out of that call with a clear process for delivering each service you offer, a list of every form, canned email, and template that you need to create BEFORE building your workflows.
Have an awesome day!
Amy
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P.s. Have a business bestie that would love this info, feel free to forward this newsletter to them!
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