le blog

Dubsado advice, Honeybook tips,
and a little
of everything
in between 

Not ready to hand over your systems to me yet? I get it. Explore my blog for practical advice on choosing the right CRM for your creative business, DIY setup tutorials, and client experience strategies that'll make your life easier. Consider it your personal cheat sheet while you build up the courage to let someone else handle the tech.

How to Create Dubsado Workflows That Actually Save You Time (Instead of Creating More Work) Hello there, darling! Picture this: It’s 10 PM on a Tuesday. You’ve just poured yourself a glass of tea (or wine, no judgment here!), opened your laptop, and decided that tonight is the night you’ll finally set up those Dubsado […]

Client Experience, Dubsado

May 28, 2025

Top 3 Mistakes to Avoid When Creating Dubsado Workflows

Top 3 Mistakes to Avoid When Creating Dubsado Workflows

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hello, There

The Abridged Version- What do you get when you cross a Disney alum with a CRM enthusiast? Me—Chloe! I traded in my castle keys for CSS codes and never looked back. Crafting bespoke client experiences that don't suck the life out of you is my thing. Let me take your business tools from 'meh' to 'wow'. Because let’s face it, you have better things to do.

Read the Unabridged version

Are you overwhelmed at the idea of setting up your CRM yourself? 

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Here's what you'll learn…
  • Identify the most important parts of your CRM
  • The perfect (IMO) setup sequence to get everything ready for your clients
  • Establishing the groundwork for a streamlined system
  • My streamlined CX building blocks 👀

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