Podcasts about dubsado

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Best podcasts about dubsado

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Latest podcast episodes about dubsado

TIQUE Talks
228. Evolving a Business That Works for You with Catherine Denham Travel, An Independent Affiliate of Brownell

TIQUE Talks

Play Episode Listen Later Jun 23, 2026 54:15


Thanks to Our Tique Talks Sponsors:Travel Collection - Connect and learn more about TC's DMCsFlytographer - Earn commission on professional vacation photographyCozy Earth - Use code COZYTIQUE at checkoutGrowing your business shouldn't require working around the clock. Catherine Denham, founder of Catherine Denham Travel and an affiliate of Brownell Travel, shares how intentional systems, strategic hiring, and a commitment to exceptional service helped her transform a one-woman operation into a thriving, relationship-driven agency on track to surpass $5 million in sales. Catherine opens up about the lessons she learned from booking everything, undercharging, and trying to do it all herself. She also shares how personality profiles have shaped her hiring decisions and how the right processes have allowed her team to scale without sacrificing the personalized experience their clients value most.About Catherine Denham:Travel has shaped Catherine's life since childhood, when annual family adventures—across the country and around the world—inspired her curiosity and molded the way she sees the world. That early sense of wonder eventually led her into hospitality, where she began her career at Sea Island Resorts more than 20 years ago. Her passion for service has only deepened since. Today, as the founder of Catherine Denham Travel, she blends lifelong experience, industry expertise, and global relationships to craft seamless, one-of-a-kind journeys. From indulgent weekend escapes to intricate multi-country adventures, Catherine thrives on uncovering each client's dreams and translating them into immersive itineraries enriched by insider access and thoughtful detail.cdenhamtravel.cominstagram.com/catherine.denham.travelToday we will cover:(01:40) Catherine's path to travel(04:45) Why booking everything and not charging fees slowed her growth(14:50) Hiring, team roles and workflow(22:30) How monday.com, Dubsado, and Zoom support the team(28:05) Using AI Without Losing Personalization(34:25) How the Birkman method helped build the right team(41:15) Catherine's long-term vision and the path toward $5 million in sales(46:00) Small details that create big referrals→ Grab Your Ticket to The Travel Business Intensive! Early bird pricing of $295 available through July 14!FOLLOW ALONG ON INSTAGRAM @TiqueHQ

The Thoughtful Entrepreneur
2448 - Creating Clarity and Structure for Service-Based Entrepreneurs with Inspired Growth's Jillian Bailey

The Thoughtful Entrepreneur

Play Episode Listen Later Jun 22, 2026 21:50


Reclaiming the Driver's Seat: Operational Engineering for Service Entrepreneurs with Jillian BaileyIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Jillian Bailey, the founder of Inspired Growth, to dismantle the systemic operational chaos that frequently caps the revenue and sanity of service-based business owners. Jillian, a veteran corporate architect and systems designer, specializes in helping founders transition out of the exhausting "freedom trap"—the painful irony of leaving a corporate job to achieve lifestyle flexibility, only to become the most overworked, manual operator in their own enterprise. This conversation provides an essential operational roadmap for consultants, agency owners, and service professionals who are ready to eliminate decision fatigue, build automated standard operating procedures, and transition their companies into self-sustaining corporate assets that scale predictably without their daily physical intervention.The Architecture of Order: Systematizing Client Journeys and Eliminating Technical FrictionThe primary constraint strangling the valuation of a scaling service enterprise is almost always the founder's tendency to treat every operational task as a unique, high-touch event that requires their personal approval. Jillian Bailey notes that running an organization without documented workflows inevitably forces the executive team into a cycle of constant, reactive firefighting, which destroys cognitive capacity and introduces massive friction into customer-facing operations. True enterprise scalability is achieved when leadership steps away from the daily minutiae to conduct an honest, top-down audit of the company's ecosystem—mapping out every distinct process from initial lead generation to long-term client onboarding. By transforming fragmented knowledge into clean, repeatable Standard Operating Procedures (SOPs), business owners remove personal bias from the frontline, ensuring that the brand delivers a uniform premium experience while dramatically reducing administrative friction.Transitioning an enterprise away from founder-dependency requires a disciplined, non-negotiable dedication to leveraging data-driven technology stacks and automated payment pipelines. Many service providers accumulate severe operational debt by attempting to manage complex scheduling, multi-system client communication, and monthly invoicing manually, assuming that software integration is a luxury reserved only for larger corporations. Real-world profit optimization is unlocked when an organization systematically connects tools like Calendly, Dubsado, and Zapier to automate back-office admin tasks, building a resilient digital infrastructure that moves client delivery along automatically. When independent software modules handle these repetitive pipelines in the background, the business naturally minimizes transaction errors, protects its gross margins against inflation, and frees the internal workforce to focus purely on high-yield strategic initiatives.Sustaining this optimized momentum demands that executive leadership actively cultivate a transparent corporate culture that normalizes behavioral vulnerability and rejects the toxic, un-scalable myth of the perfect founder. When corporate managers hide internal bottlenecks or attempt to absorb operational errors out of fear, it creates silent cracks in the business infrastructure that eventually lead to severe team attrition and severe leadership burnout. Establishing clear, high-accountability feedback loops and celebrating transparent, honest error reporting allows corporate teams to address underlying system failures rather than masking immediate symptoms. When an enterprise synthesizes this authentic communication philosophy with empirical operational diagnostics—such as comprehensive efficiency audits—the business naturally expands its enterprise value. This proactive governance converts the corporate asset from a time-consuming job into a highly automated, passive engine designed to predictably fund the lifestyle of its owner.About Jillian BaileyJillian Bailey is the Founder and Chief Operations Consultant of Inspired Growth, and a premier authority on systems engineering and lifestyle restoration for overwhelmed service entrepreneurs. Drawing from a deep background in corporate lifecycle dynamics, workflow design, and operational psychology, Jillian specializes in helping high-performing founders replace chaotic daily firefighting with permanent, scalable infrastructure. She is a dedicated advisor focused on helping business leaders establish clear operational boundaries, implement high-yield automation, and reclaim true professional autonomy.About Inspired GrowthInspired Growth is an elite corporate consulting and operations advisory firm designed to help small-to-mid-sized service enterprises transition from chaotic, founder-dependent models into structured corporate assets. The firm specializes in delivering comprehensive business ecosystem audits, custom SOP development, automated tech stack integration, and white-glove fractional management services. Through proprietary strategic systems like the Efficiency Audit Quiz, Inspired Growth enables organizations to eliminate administrative bottlenecks, improve client retention, and secure sustainable, scalable profit margins.Links Mentioned in This EpisodeInspired Growth Official Website: inspired-growth.comKey Episode HighlightsThe Freedom Trap Framework: Analyzing why service entrepreneurs unconsciously exchange corporate structures for exhausting, high-volume operational self-employment.The Architecture of Predictable SOPs: Crafting simple, repeatable Standard Operating Procedures to eliminate decision fatigue and streamline team delegation pipelines.The 5-Stage Business Diagnostic Evaluation: Jillian's precise operational method to calm immediate fire fighting, zoom out, and systematically clean up backend workflow debt.Normalizing the "Dirty Secrets" of Scale: Overcoming executive burnout by establishing transparent workplace communication and embracing vulnerability across all management lines.Backend Automation Loops: Leveraging optimized tech integrations across scheduling, data tracking, and customer relationship management to insulate business profit margins.ConclusionThe conversation with Jillian Bailey reinforces that true operational freedom is a direct downstream result of structural precision and data-driven system architecture rather than pure manual hustle. By standardizing internal corporate governance, removing process friction from the frontline, and focusing ruthlessly on automated systems, service leaders can safely transform a volatile, time-consuming business into a highly structured, self-sustaining corporate asset.More from The Thoughtful Entrepreneur

Podcast - Secrets of a Bridal Seamstress
The Systems That Save Bridal Seamstresses Hours with Amy Gould

Podcast - Secrets of a Bridal Seamstress

Play Episode Listen Later Jun 17, 2026 29:54


Running a bridal business doesn't have to mean spending every evening answering emails and chasing admin tasks.In this episode, Nadine sits down with Amy Gould, systems strategist and Dubsado expert, to talk about how bridal seamstresses can simplify their businesses through automation and better systems. Amy shares how she went from working in human resources to helping creative entrepreneurs streamline their client experience and reclaim their time.They discuss the common fear that automations feel impersonal, why that belief often keeps business owners stuck in burnout, and how thoughtful workflows can actually create a better experience for brides. Amy also shares practical examples of emails, check-ins, and resources that bridal seamstresses can send throughout the wedding planning journey to build stronger relationships with clients.Whether you're still using spreadsheets and copy-and-paste emails or you're already exploring Dubsado, this conversation will help you think differently about the systems supporting your business and show you how small changes can create a big impact.In This Episode You'll Learn:• How automations can improve the client experience without feeling robotic• Simple ways to stay connected with brides between booking and fittings• Why systems help reduce burnout and create consistency• What to consider before setting up Dubsado or another CRM• How to start outsourcing and letting go of manual tasks one step at a timeConnect with Amy:Website: https://amysgould.com/Instagram: https://www.instagram.com/systems_for_creatives/Project management tool: https://www.enji.comConnect with Nadine: Check out the exclusive private podcast series, Fitting Packages 101: https://enchanting-sun-77080.myflodesk.com/privatepodcast Become a member: https://secretsofabridalseamstresspodcast.com/membership Instagram: https://www.instagram.com/secretsofabridalseamstress/ TikTok: https://www.tiktok.com/@nadinebozeman YouTube: https://www.youtube.com/@secretsofabridalseamstress/

Business-First Creatives
How this Wedding Photographer Plans to Save 180 Hours a Year With Better Systems with Jordan Craig

Business-First Creatives

Play Episode Listen Later Jun 11, 2026 45:38


What if the biggest thing holding your business back wasn't marketing, pricing, or lead generation, but the fact that everything lived inside your head? In this episode, I sit down with Jordan Craig, a wedding photographer who joined Systems in Session after years of managing inquiries, contracts, invoices, reminders, and client communication manually. Together, we unpack what happened when he moved from a patchwork process of Gmail, reminders, QuickBooks, and memory-based workflows into a streamlined Dubsado system designed to support both his business and his life.Jordan shares what surprised him most about the experience, how automation improved his client experience instead of making it feel robotic, and why he believes he'll gain back more than 180 hours every year because of the systems we built together.Find It Quickly00:24 - Meet Jordan01:32 - The Chaos Before Dubsado03:38 - Five Minute Proposals07:15 - Email Like You Mean It13:39 - Centralized CRM Wins17:14 - Offboarding Reviews Blogging18:54 - Automation Balance21:08 - Next Services To Automate24:33 - Timing Inquiries And 60 Days30:17 - Favorite Parts And GPTsMentioned in this EpisodeSystems in Session: coliejames.com/systemsEmail Like You Mean It: coliejames.com/email-like-you-mean-itConnect with the GuestWebsite: jordancraigmedia.comInstagram: instagram.com/jordancraigmedia

Business-First Creatives
Session vs Pixieset vs a Full CRM: What Photographers Actually Need

Business-First Creatives

Play Episode Listen Later Jun 9, 2026 18:46


Is Session or Pixieset enough for your photography business? With CRM prices going up, more photographers are asking whether they really need a full CRM — or if they can get by with the tools they're already paying for. In this episode, I'm taking an honest look at both Session and Pixieset Studio Manager: what they actually do well, where they fall short, and the one thing neither of them can give you — control over your client's timeline.I'll share stories from two photographers who moved out of Pixieset into Dubsado, including one who went from 90 minutes to five minutes on the proposal phase alone. And I'll tell you exactly who Session is actually right for — because the answer might surprise you.If you've been wondering whether a full CRM is still worth it, this episode is for you.Links mentioned:Session vs full CRM comparison → [coming soon]Follow-up emails episode → coliejames.com/follow-up-emails-example/Jordan's episode → coliejames.com/dubsado-for-wedding-photographers-jordan-craig/Best CRM for Photographers → coliejames.com/best-crm-for-photographersSystems in Session → coliejames.com/systems

Hot Young Designers Club
179: Stay the Course, Focusing on the Right Projects

Hot Young Designers Club

Play Episode Listen Later Jun 5, 2026 77:40


In this episode of Hot Young Designers Club, Shaun Crha and Rebecca Plum talk about what it really looks like to stay committed to the business changes you've made, even when the right interior design projects take time to show up. From refining inquiry workflows to trusting your instincts with potential clients, they dig into the behind-the-scenes decisions that help interior designers build more profitable and sustainable businesses.They also discuss how client proposals, payment processes, and service boundaries evolve as your design business grows. Shaun shares how he's testing new proposal systems for full-service interior design clients, while Rebecca talks through lead qualification, Dubsado workflows, wire transfers, and why choosing the right projects often means saying no to the ones that no longer fit.In this episode they discuss:Updates on a potential HYDC designer retreat or inspiration trip in 2027How Rebecca is navigating summer schedules, family changes, and her husband's upcoming retirementUsing Dubsado to manage interior design inquiries, client onboarding, canned emails, and schedulingThe difference between consultation-only leads and full-service interior design prospectsWhy reviewing proposals live with clients can build trust and uncover objections earlyHow to stay the course when you've changed your services, pricing, or ideal project typeWhy designers should prepare professional wire transfer instructions for larger client paymentsThe importance of choosing projects that align with the type of interior design business you actually want to runOur links:Subscribe and leave a review - Apple PodcastsLike, Comment, & Follow - Hot Young Designers Club InstagramRebecca's InstagramShaun's InstagramFor more information - Check out the websiteSign up for our Hotties on Holiday List

Business-First Creatives
How Dubsado Grew to 30,000 Users Without Venture Capital with CEO Becca Berg

Business-First Creatives

Play Episode Listen Later Jun 4, 2026 55:09


What happens when the mistake of a missed photo shoot turns into one of the most beloved CRMs for creative entrepreneurs? In this episode, I sat down with Dubsado co-founder and CEO Becca Berg to talk through building a SaaS company from scratch with her husband Jake, scaling to 30,000+ users, and why staying self-funded has shaped every decision they've made over the last decade.We talked about the real beginnings of Dubsado, the growing pains behind CRM development, why certain features take time, and what's actually coming inside Dubsado 3.0. Becca also opened up about one of the hardest moments in Dubsado history and how trusting her gut changed the way she leads the company today.If you've ever wondered what goes on behind the scenes of the CRM so many creatives rely on every day, this episode is for you.Find It Quickly00:38 - Meet Becca03:50 - Dubsado's Origin Story08:10 - Building the First CRM10:13 - Customization as the Edge12:02 - First Customers and Milestones17:46 - Growing the Team22:42 - Why Stay Self Funded25:20 - Why Features Take Time29:25 - Scheduling Feedback to Release31:24 - New Form Builder Vision34:10 - Subscriptions and Checkout36:53 - Beyond Project Based Work42:25 - Hard Lessons and Payments Crisis45:24 - Stripe Migration and Sub Accounts48:53 - Dubsado 3.0 Sunset TimelineConnect with BeccaWebsite: Dubsado.comInstagram: instagram.com/dubsadoInstagram: instagram.com/beccaliz_Threads: threads.com/@beccaliz_

The Exit Whisperer
#80 - Becca Berg (Dubsado)

The Exit Whisperer

Play Episode Listen Later Jun 2, 2026 28:32


Becca Berg, co-founder of Dubsado, shares how a chaotic moment in her photography business became the spark for building one of the most beloved systems for service providers. Carrie and Becca talk about client experience, scaling with your spouse, the sacrifices behind fast growth, and what it really takes to build a business that feels both beautiful and functional. This episode is sponsored by Dubsado. Dubsado helps service-based business owners streamline proposals, contracts, invoices, payments, and client workflows all in one place. Visit www.dubsado.com and use code WHISPER for 30% off.2:47 - How Dubsado Got Started7:00 - Working with Your Spouse7:39 - The Blessings & Challenges of Building a Business with Your Spouse13:48 - Bootstrapping a Tech Business19:13 - Planning for Exit23:14 - Navigating the AI & Tech Landscape24:37 - Burnout & Year Nine

The Systems and Workflow Magic Podcast
The Marketing Most Family Photographers Are Skipping

The Systems and Workflow Magic Podcast

Play Episode Listen Later Jun 1, 2026 22:04


A mom finds you on Instagram. She loves your work. She visits your website. And then she closes the tab, finishes making dinner, and two months later books a different photographer in your city. Sound familiar? That is not a portfolio problem. That is a middle-of-the-funnel marketing problem. And in this episode, I am breaking down five strategies you can start using this week to stop losing warm leads and start building the kind of trust that actually turns followers into booked clients. What you'll learn in this episodeWhy your potential clients are staying in the "consideration phase" longer than ever (and what the trust recession means for family photographers)The one marketing asset you own that Instagram can never take away from youHow to create a lead magnet that builds real trust before a family ever reaches outWhy a single blog post will outperform your best reel for yearsThe simple follow-up sequence that keeps warm inquiries from ghosting youHow to build a repeatable marketing cadence that does not burn you outWhich strategy to start with first (spoiler: pick one, not all five)Resources & Links Mentioned In This Episode▸ Read the full blog post that goes with this episode (that way, you get all the links mentioned): https://systemsandworkflowmagic.com/middle-of-funnel-marketing-family-photographers/▸ The Family Photographer's Marketing Society: https://systemsandworkflowmagic.com/the-family-photographers-marketing-society▸ Grab the FREE Family Photographers Marketing Trends Report: https://systemsandworkflowmagic.com/family-photography-marketing-trends▸ Apply HERE to work with me to be your 1:1 marketer for your family photography business!Connect with Me (Dolly DeLong Education)

The Exit Whisperer
#79 - Alex Schinasi (Clay)

The Exit Whisperer

Play Episode Listen Later May 26, 2026 31:03


Alex Schinasi, founder of Hulken, joins Carrie Kerpen to unpack the real entrepreneurial journey behind raising venture capital, pivoting under pressure, selling companies, and building again. From Ivy to Hulken, Alex shares why billion-dollar valuations do not always mean founder freedom, how pivots create momentum, and what it means to be truly “acquired, not retired.”This episode is sponsored by Dubsado. Dubsado helps service-based business owners streamline proposals, contracts, invoices, payments, and client workflows all in one place. Visit ⁠www.dubsado.com⁠ and use code WHISPER for 30% off.2:22 - Introducing Hulken4:45 - Company #1: Ivy — The Origin Story9:58 - Racing to Exit: Finding Product Market Fit12:21 - The Ivy Exit — From Unlock to Deal12:45 - How the Acquirer Found Them (LinkedIn!)16:36 - Why Build Again? The Zero-to-One Mindset16:45 - Company #2: Clay — Healthcare to EdTech19:55 - The Clay Exit — Three Term Sheets24:41 - Hulken Origin Story 28:18 - VC vs. Bootstrap — How to Choose29:58 - What's Next for Hulken?

racing whispers vc dubsado hulken carrie kerpen
The Systems and Workflow Magic Podcast
SEO for Family Photographers: How To Rank On Google

The Systems and Workflow Magic Podcast

Play Episode Listen Later May 25, 2026 22:19


If you've been avoiding SEO because it sounds like something only tech people care about, this episode is going to change your mind. I'm breaking down exactly what SEO means for your family photography business, why it has become one of the top inquiry sources for photographers who actually invest in it, and the three things you can do this week to start showing up on Google. This is a solo episode, and I'm talking about this because I keep seeing the same pattern: family photographers with beautiful websites and zero visibility on Google. The families searching for a photographer in your city right now are not scrolling Instagram. They are typing into Google. And they are ready to book. So let's make sure they can find you.What you'll learn in this episodeWhy SEO is now one of the top inquiry sources for family photographers (not Instagram, not referrals)How your Google Business Profile acts as a second website and what to do with it todayThe stats behind why fresh Google reviews outperform stale ones from two years agoWhy blogging is the engine of your SEO strategy and the types of blog topics families are actually searching forThe difference between renting attention on Instagram and owning visibility on GoogleA full step-by-step workflow for writing and publishing one keyword-focused blog post this weekHow the same content that ranks on Google also positions you to be recommended by AI search tools like ChatGPT and PerplexityResources & Links Mentioned In This Episode▸ Read the full blog post that goes with this episode (that way, you get all the links mentioned): https://systemsandworkflowmagic.com/seo-for-photographers/▸ The Family Photographer's Marketing Society: https://systemsandworkflowmagic.com/the-family-photographers-marketing-society ▸ The Blogging and Organic Visibility System for Family Photographers: https://systemsandworkflowmagic.com/blogging-visibility-system-youtube▸ Grab the FREE Family Photographers Marketing Trends Report: https://systemsandworkflowmagic.com/family-photography-marketing-trends ▸ Dubsado (get 30% OFF with my affiliate link): https://systemsandworkflowmagic.com/dubsado-coupon-code ▸ Flodesk (get my affiliate discount here): https://systemsandworkflowmagic.com/flodesk-discount-code Thanks for joining me on The Systems & Workflow Magic Podcast! If you enjoyed this episode:✅ Sign up for weekly reminders + free resources here → Business Tools

This Can't Be That Hard
368 - Airtable for Artists: Tech that Works With Your Brain with Ashley Rose

This Can't Be That Hard

Play Episode Listen Later May 12, 2026 38:16 Transcription Available


Okay, I'll just say it: I am an Airtable evangelist. I have been for years. It runs my episode archive, my client data, my business dashboard, my production workflows - honestly, it runs a lot of my personal life too. And I know that sounds like something I'm pitching, but I genuinely make zero money on Airtable. I just really, really believe in this tool.The problem is that what Airtable does can be hard to explain - and that makes a lot of photographers click around in it for a few minutes, get confused, and close the tab forever. That's exactly why I brought Ashley Rose back on the show this week.Ashley was here in February for a conversation about organizing your business (go back and listen to that one if you missed it). This time, we went deeper on Airtable specifically: what makes it genuinely different from a spreadsheet, how it stacks up against tools like Dubsado or HoneyBook, and the kinds of things photographers are actually building inside it that you might not have imagined yet.In this episode, we cover:  The real difference between a spreadsheet and a database - and why it matters for your client experience  How automations inside Airtable can handle client follow-up, reminders, and team communication without you lifting a finger  Why Ashley recommends Airtable even for photographers who have zero clients yet  A conversation about whether you should keep your CRM alongside Airtable (or if you can let one of them go)  Where to start if the blank canvas feels overwhelmingIf you've been curious about Airtable but didn't know where to begin, this one's for you.LINKS:Follow Systems Over Stress by Ashley Rose for practical systems, workflows, and business tips and Ashley's masterclass. Explore The Photographer's Business Dashboard — an all-in-one Airtable system and course designed to help photographers organize leads, projects, finances, and workflows with ease. Sign Up for the FREE Webinar: Economy Proof Your Business - 3 Ways to Make More Without Charging MoreResources:New to the podcast? Go to thiscantbethathard.com/welcome to get access to 3 of Annemie's best free resources.Join our community! We'd love to welcome you into our supportive, business-focused private Facebook group. Go to facebook.com/groups/thiscantbethathard to request access.Long-time listener? Leave a review!

The Ambitious Bookkeeper Podcast
236 | Take back your time with Dubsado 3.0

The Ambitious Bookkeeper Podcast

Play Episode Listen Later Apr 15, 2026 4:29 Transcription Available


Send us Fan MailStop letting your calendar run your life! In this episode, Serena dives into the brand-new Dubsado 3.0 (Beta) to show you how to protect your time and professionalize your client onboarding. Whether you're a bookkeeper, accountant, or small business owner, learning how to automate the "back-and-forth" of scheduling is the fastest way to reclaim your sanity.In this episode, you'll learn:The Power of the Scheduler: How to use the new 3.0 interface to set up custom meeting types with automatic Zoom or Google Meet links.Protecting Your Energy: Using buffer times and booking maximums so you never feel "back-to-back" again.Qualifying Leads: How to attach intake questionnaires to your booking link to ensure you have all the info you need before the call starts.Paid Discovery Calls: A simple trick to prevent "ghosting" and ensure potential clients are serious about working with you.The "New Client Guide" Strategy: Why redirecting clients to a custom thank-you page or Canva guide after they book can set the stage for a premium experience.Resources Mentioned:Dubsado* dubsado.com/?c=shoupcpaWatch the Full Tutorial: See the new 3.0 interface in action over at youtube.com/@ambitiousbookkeeper.Dubsado Decoded: Our signature course co-created with Dubsado Specialist Kendra Courtney. Get your firm's proposals, contracts, and workflows set up correctly the first time. dubsadodecoded.comFree Audio Series: Want more tips on streamlining your bookkeeping business? Listen to our free series here: ambitiousbookkeeper.com/ddpodcastDubsado Decoded for Bookkeepers & Accountants: dubsadodecoded.com*Affiliate linkJoin the next free training >

Seriously in Business: Brand + Design, Marketing and Business
257: How I Actually Manage Finances of a Course, Coaching + Agency Business (With My Accountant Mum!)

Seriously in Business: Brand + Design, Marketing and Business

Play Episode Listen Later Mar 16, 2026 31:57


Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/jacquinaunton_SwitchToXero Terms & Conditions apply.* Running a business isn't just about the visible parts… the branding, marketing, and client work. Behind every growing business is a whole ecosystem of systems, numbers, and processes quietly doing the heavy lifting. In this episode, I'm pulling back the curtain on the backend of my business... and I've brought in a very special guest to help! My mum, Sharon Gleeson, who just happens to be an accountant with 40+ years of experience… and now my bookkeeper. We talk about how my business has evolved from designing in my bedroom to growing 500% in the last four years, what systems we use today, and the financial setup that keeps everything running smoothly. We cover: Why spreadsheets eventually stop working for growing businesses The systems I use to run my courses, coaching and design agency The biggest mistake I made with accounting software Why integrations (like Stripe, PayPal and Dubsado) matter so much How understanding your numbers helps you make better business decisions Tools mentioned: • Xero (accounting software): https://referrals.xero.com/jacquinaunton_SwitchToXero • Kartra (courses + coaching platform): https://try.kartra.com/urc3ghe3cooh • Dubsado (client management + invoicing): https://dubsado.com/?c=whitedeer • Canva (design tool): https://partner.canva.com/whitedeer Timestamps Meet my mum (and my bookkeeper) 0:00 Getting to know the guest 1:48 How my business actually works 4:50 PSA 16:00 Why switch to Xero 16:44 Wrapping up 28:30 Watch on YouTube: https://youtu.be/fA-bx14oFYI Read on the Blog: https://whitedeer.com.au/ep257/ WORK WITH JACQUI: // DIY Design My Biz: The best course for business owners DIYing their own brand and graphics in Canva. Learn more: https://whitedeer.com.au/diy-dmb // The Co+Creation Design Club: Design WITH the help of a professional designer in this high-touch coaching space: https://whitedeer.com.au/designclub // Design Studio: If you're after fully done-for-you design services my studio team can help! https://whitedeer.com.au/designstudio

Breakthrough Brand Podcast
331: 10 Lessons from 10 Years in Business and Multiple Millions in Revenue (Part 2)

Breakthrough Brand Podcast

Play Episode Listen Later Mar 10, 2026 25:23


This week I'm back with part two of my 10-year business reflection series. In episode 330, I shared the first five lessons I've learned after a decade of running my business, and today I'm continuing the list with five more things that have shaped the way I think about entrepreneurship.Reaching 10 years in business has made me reflect on just how much life, and business, can change over time. When I started, I was newly married, working constantly, and figuring things out as I went. My business looked completely different back then. Now I'm running it in a totally different season of life as a mom of three young kids, with different priorities, different capacity, and honestly a different perspective on what success even means.One of the biggest themes for me lately has been remembering that your business doesn't have to look the same forever. As your life changes, your business can (and should) change too. If you haven't listened to part one yet, be sure to go back and check out episode 330 where I share the first five lessons from my first decade in business.Links Mentioned:Read the full shownotes: https://elizabethmccravy.com/331 Shop our Showit Website Templates: https://elizabethmccravy.com/shop   Join me inside Booked Out Designer: https://elizabethmccravy.com/bod   Sign up for the Podcast Success Blueprint: https://elizabethmccravy.com/psb  Want the insider scoop? Join my Free Facebook community: https://elizabethmccravy.com/facebook   Connect with Elizabeth on Instagram: https://instagram.com/elizabethmccravy As you start your biz, you're likely starting subscriptions to things left and right, like Showit, Dubsado or Honeybook, FloDesk, Riverside, and Kajabi just to name a few. To get the best deals on your needed software + easy to understand info about that software and if it's right for you, head to https://elizabethmccravy.com/tools (This page does use affiliate links, which means I may earn a commission!)  Need some extra pages to improve or add onto your Showit website, BUT you're not in the market for an entirely new template? You need my Add On Templates for Showit! You'll find add ons like speaker pages, podcast pages, quiz lead magnets, favorite things pages, Link in Bio pages, and more.Use the code “BBPOD”to save 15% on your add on or full site template for a limited time: https://elizabethmccravy.com/shop

Breakthrough Brand Podcast
330: 10 Lessons from 10 Years in Business and Multiple Millions in Revenue (Part 1)

Breakthrough Brand Podcast

Play Episode Listen Later Mar 3, 2026 32:16


After a two-month break, I'm back, and I'm coming back in a big way. This month, I'm celebrating 10 years in business with a special series, and I could not be more excited to share it with you.In this episode, I'm kicking things off with the first five lessons I've learned across a decade of running a business, generating multiple millions of dollars in revenue, raising three kids, and navigating all the messy, beautiful in-between. These are all real things I've learned from doing the work, making mistakes, and growing as both a business owner and a person.Whether you're just starting out, a few years in, or even further along than I am, I think there's something in this episode for you. I share what I wish I'd known earlier, what I'd do differently, and the mindsets that have shaped the way I run my business today (especially as my life and priorities have shifted over the years).Tune in for part one of this series, and come back next week for episode 331, where I'll share five more.Links Mentioned:Read the full shownotes: https://elizabethmccravy.com/330 Shop our Showit Website Templates: https://elizabethmccravy.com/shop   Join me inside Booked Out Designer: https://elizabethmccravy.com/bod   Sign up for the Podcast Success Blueprint: https://elizabethmccravy.com/psb  Want the insider scoop? Join my Free Facebook community: https://elizabethmccravy.com/facebook   Connect with Elizabeth on Instagram: https://instagram.com/elizabethmccravy As you start your biz, you're likely starting subscriptions to things left and right, like Showit, Dubsado or Honeybook, FloDesk, Riverside, and Kajabi just to name a few. To get the best deals on your needed software + easy to understand info about that software and if it's right for you, head to https://elizabethmccravy.com/tools (This page does use affiliate links, which means I may earn a commission!)  Need some extra pages to improve or add onto your Showit website, BUT you're not in the market for an entirely new template? You need my Add On Templates for Showit! You'll find add ons like speaker pages, podcast pages, quiz lead magnets, favorite things pages, Link in Bio pages, and more.Use the code “BBPOD”to save 15% on your add on or full site template for a limited time: https://elizabethmccravy.com/shop

Business-First Creatives
Everything You're Overthinking About Systems in Session

Business-First Creatives

Play Episode Listen Later Feb 24, 2026 15:30


Planning this episode felt like getting a dose of my own medicine.When I help clients build their five-minute booking process, I always tell them: your FAQs don't belong buried on your website. They belong right above where someone is about to pay you.So today, we're doing that for Systems in Session.If you've been wondering:Is this only for Dubsado users?Do I need this if I've had my CRM for years?Is this a course or true one-to-one support?How much time will this actually take?Can we build more than one offer?What if I've worked with you before?This episode answers all of it.You'll hear exactly what Systems in Session includes, how the 60-day done-with-you Dubsado setup works, and why most of my clients are not beginners — they're experienced service providers who are tired of babysitting their backend.Because this isn't about learning more tech.It's about building high-touch, low-effort systems that make your premium offers easy to book, effortless to deliver, and impossible to forget.If you've ever:Checked Dubsado at 2amHesitated to raise your prices because your backend feels fragileAvoided selling because delivery still feels manualFantasized about sending a proposal and getting paid within minutesThis episode is for you.What You'll Learn (AKA The Questions I'm Answering)Is Systems in Session only for Dubsado users?I've had Dubsado for years — do I still need this?Is Systems in Session a course, a group program, or true one-to-one support?How much time does this actually take each week?What happens if I don't “finish” in 60 days?Can we build more than one offer inside this container?I've worked with you before — do I still need Systems in Session?How do I prepare before we start?If you've ever:Checked Dubsado at 2amHesitated to raise your prices because your backend feels fragileAvoided selling because delivery still feels manualFantasized about sending a proposal and getting paid within minutesThis episode will help you decide your next move.Links Mentioned

Create The Flow
How to Send Proposals That Close Clients (My Exact CRM Workflow)

Create The Flow

Play Episode Listen Later Feb 24, 2026 10:56


In this podcast episode, I'm taking you behind the scenes of my exact proposal process — from client call to signed contract — so you can stop overthinking proposals and start closing clients with ease.✨ Watch on YouTube: https://youtu.be/KzflKtCa1KoI walk you through:How I structure proposals so they're clear, simple, and professionalWhy understanding a client's end goal matters before you ever send pricingHow I audit a client's business before proposing servicesThe exact proposal template I reuse to save hours of timeHow I include timelines, deliverables, upsells, and next steps without frictionWhy using a CRM system completely changed how I run my businessI also show how I use my CRM to streamline proposals, contracts, payments, and follow-ups so nothing slips through the cracks.If you want a proposal process that feels professional, aligned, and easy for clients to say yes to — this video will help.✨Get 20% off Dubsado with code mfstudios 

Soulpreneur Scaling Stories
113. Consistent Income Without Retainers: Building Project-Based w/ Kim Vargo

Soulpreneur Scaling Stories

Play Episode Listen Later Feb 16, 2026 33:08 Transcription Available


Kim Vargo was a high school math teacher for 10 years. She had three-and-a-half-year-old twins. Her heart just wasn't in teaching anymore, and she was desperately Googling "what can I do besides teaching" while feeling completely pigeonholed. Then she found the world of virtual assistants and took the leap—even though she had no idea if she could make consistent money. In this episode, Kim shares how she went from general VA work to becoming a certified Dubsado specialist for wedding professionals, why she's not afraid to just try things and pivot if they don't work, and her biggest hurdle as a business owner (spoiler: it's not what you think).If you've ever felt stuck in a career that's draining you, or if you're building a service business and struggling with consistent income, this conversation will give you permission to just start.Connect with Kim:WebsiteInstagramFacebookResource Guide + FreebiesGuide to a seamless inquiry workflowSend a textThank you for being a part of the Soulpreneur Scaling Stories community!

The Systems and Workflow Magic Podcast
6 Ways Family Photographers Can Reuse Client Testimonials Across the Client Journey

The Systems and Workflow Magic Podcast

Play Episode Listen Later Jan 19, 2026 20:26


Client testimonials are GOLD for your family photography business, but most photographers only use them once and then forget about them. In this episode of The Systems and Workflow Magic Podcast, I'm breaking down six strategic ways family photographers can reuse client testimonials across their entire client journey so they actually do the heavy lifting in your marketing.This episode was inspired by a real conversation in The Family Photographer's Marketing Society, and I'm giving you a behind-the-scenes look at how I coach my students to think like a marketer rather than relying on memory or random posting.If you've ever shared a testimonial on Instagram Stories and hoped for the best, this episode will change how you see testimonials forever.Resources & Links Mentioned In This Episode▸ Read the full blog post that goes with this episode (that way, you get all the links mentioned): https://systemsandworkflowmagic.com/reuse-client-testimonials-family-photographers/▸ The Family Photographer's Marketing Society: https://systemsandworkflowmagic.com/the-family-photographers-marketing-societyConnect with Dolly DeLong Education

STOKED with Megan MacPhail
[REPLAY] 33 Quick Actionable Tips for Your Elopement Photography Business

STOKED with Megan MacPhail

Play Episode Listen Later Jan 16, 2026 33:06


Almost one year ago, we recorded our 100th episode, and as a thank you to you, our amazing listeners, we loaded the episode with 33 actionable tips you can use immediately for when you are feeling overwhelmed, stuck, or like you're spinning your wheels in your elopement photography business. And while this episode was recorded a year ago, all of these tips still hold true today.    We cover mindset, marketing, gear, client experience, and planning so you can work smarter, not harder.   We've been in your shoes and know the challenges of running an elopement photography business, and we want to help make it easier for you.   Ready to make running your business easier? Hit play now!   Resources mentioned in this episode: Get 20% off Dubsado, my favorite CRM for managing your contracts, workflows, and invoices (affiliate link)   Apply now for the Dream Destination Workshop   The 2026 lineup for the Dream Destination Workshop: Alaska: July 12-17, 2026 Iceland: August 2-7, 2026 Switzerland: August 10-15, 2026   Connect with Megan:  

TIQUE Talks
174. What You Need In A Task Management System with Sarah Wills

TIQUE Talks

Play Episode Listen Later Dec 16, 2025 53:48


Download the FREE Tech Stack Checklist: tiquehq.com/tech-stack?utm_source=Podcast+Episode+154&utm_medium=Podcast+Episode+154&utm_campaign=Tech+Stack If choosing a task management system feels overwhelming, this episode is for you! Jennifer chats with system strategist Sarah Wills, founder of HeySwillsy and the expert behind Tique's ClickUp Business Hub. Sarah explains what a task management system actually does for your business, how it differs from a CRM and email marketing platform, and why the right tool can completely transform the way you work. She shares the essential features to look for, and explains why some platforms fall short while others scale effortlessly with your business. You'll also hear what finally pushed her toward ClickUp, how she helps travel advisors customize their systems, and the surprising ways data tracking can save you time, money, and stress. Whether you're drowning in sticky notes, managing a growing team, or trying to keep client work from slipping through the cracks, this episode will help you understand the logic behind your systems so you can work smarter, not harder! Connect with Sarah Wills: heyswillsy.com instagram.com/heyswillsy Today we will cover: (01:30) Meet Sarah Wills; how she became a systems expert (03:45) What a task management system actually does (08:20) What to look for in a task management platform (10:25) Trello vs. Clickup (19:35) How Sarah uses Dubsado and ClickUp together (24:10) How advisors can see referrals, return clients, and true marketing ROI (29:15) How to reevaluate your process using time tracking (38:15) Team management inside ClickUp; onboarding team members or ICs (47:30) What not to use ClickUp for Check out the ClickUp Business Hub Template → tiquehq.com/shop/clickup-business-hub-template Listen to Episode 154: How To Organize And Store Industry Contacts with Kristen Heitman JOIN THE NICHE COMMUNITY VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ Thanks to Our Tique Talks Sponsors: Cozy Earth - Use code COZYTIQUE for 20% off

The Systems and Workflow Magic Podcast
Valentine's Mini Sessions Marketing Plan for Family Photographers

The Systems and Workflow Magic Podcast

Play Episode Listen Later Dec 15, 2025 31:01


Big reminder, friend: if I were your marketing advisor for your family photography business, I would absolutely have you working on your February Valentine's mini sessions in December—yes, while everyone else is still wrapping gifts and closing out their holiday minis.This episode (originally recorded as a YouTube video and repurposed as a podcast) walks you through how to think like a marketer, map out a simple mini-session offer for couples or kids, and align your systems, content, and email marketing before the new year begins.Whether you're a family photographer who loves minis or you're just curious about adding a seasonal cash-injection to your year, this episode will help you:Decide how to position your Valentine's minis (kids, couples, or both)Choose simple, on-brand themes and props your clients can easily say yes toPlan locations, timelines, and logistics now so you're not scrambling in late JanuaryUse Instagram + your blog as top-of-funnel marketing for your minisSet up email segments and nurture using Flodesk (or your ESP of choice)Use your CRM (like Dubsado) to automate booking, communication, and remindersTurn Valentine's minis into an annual, repeatable revenue streamResources & Links Mentioned In This Episode▸ Read the full blog post that goes with this episode (that way, you get all the links mentioned): https://systemsandworkflowmagic.com/valentines-mini-sessions-family-photographers/▸ Get 25% OFF on Flodesk here: https://flodesk.com/c/DOLLYDELONGEDUCATION▸ Join the Family Photographer's Marketing Society: https://systemsandworkflowmagic.com/the-family-photographers-marketing-society▸ Get 30% OFF on Dubsado here: https://www.dubsado.com/?c=dollydelongeducation▸ Free Dubsado Mini Session Roadmap: https://systemsandworkflowmagic.com/the-dubsado-mini-session-roadmap-opt-inConnect with Dolly DeLong Education

Yay for Business with Courtney Chaal
How to Onboard Clients Without a CRM

Yay for Business with Courtney Chaal

Play Episode Listen Later Dec 10, 2025 30:25


Do you really need a fancy all-in-one CRM to run your business like a pro? Plot twist: NOPE. In this episode, I'm breaking down how I've successfully onboarded hundreds of clients over the years—without ever stepping foot inside Dubsado, Honeybook, or any of those popular client management tools.This episode was inspired by a question from my Six-Figure Sprint client, Alyssa, who asked what CRM everyone uses. Spoiler: I don't use one. And the real kicker? I don't think you need to either (unless you want to!).Instead, I'm sharing my super streamlined, rinse-and-repeat onboarding process that doesn't require any complicated software. It's simple, boring, profitable—and ADHD-friendly. If your current system is clunky, chaotic, or (let's be honest) non-existent, this one's for you.In this episode, you'll learn:Why I've never used a CRM (and still built a multiple six-figure business)What you actually need to onboard clients seamlessly (hint: it's not 12 tools)A step-by-step walkthrough of my onboarding workflowThe 3 essential tools I use (and how to set them up in less than an hour)Why the welcome email is the most important part of your client experienceHow to use Asana or Airtable to manage clients without the overwhelmThe psychology behind clear client communication—and how it prevents burnoutMentioned Resources:Download the free client welcome email template: https://courtneychaal.com/welcome-emailWatch the free masterclass: https://courtneychaal.com/masterclassJoin Yay for Clients: https://courtneychaal.com/shopApply for Six-Figure Sprint: https://courtneychaal.com/apply Learn how to build a Client Booking Machine! I'll teach you the entire process at this free masterclass (a must-watch for service providers): https://courtneychaal.com/masterclass

Made for Mothers
76. Moms Who Build: Meet Hannah Findysz, Sustainable Growth Strategist

Made for Mothers

Play Episode Listen Later Dec 8, 2025 25:18


If you have ever wondered why you feel maxed out no matter how hard you work, this episode is going to land in your body in the best way.In this Moms Who Build conversation, Mariah talks with sustainable growth strategist and systems expert Hannah Findysz, who helps CEO moms streamline their businesses so they can scale without sacrificing family life. As a mom of a toddler and the wife of a firefighter, Hannah knows exactly what it feels like to build a business in unpredictable seasons.Hannah shares how she rebuilt her business from burnout, why so many moms think systems are a quick fix, and what is actually causing you to feel scattered and stretched thin. This episode is honest, eye opening, and full of clarity for any mom who wants her business to feel lighter, simpler, and more sustainable.In this episode, you'll hear:Why so many moms feel maxed out and what is actually underneath itThe surprising reason tools like Dubsado or HoneyBook are not the answerHow to know if you are hiring a VA too earlyWhat sustainable systems really look like in a mom led businessHow Hannah balances entrepreneurship with toddler life as a shift family momConnect with Hannah:Instagram: @hannah_findyszWays to Connect Outside the Podcast Follow CEO & Founder on Instagram: @mariahstockman Follow Made for Mothers on Instagram:@madeformothers.co Join the Virtual Village: A community and monthly membership for business owning mamas! Special promo for our podcast listeners, get 20% off your first quarterly enrollment with code TWENTYOFF at https://www.madeformothersco.com/membership SHOP CEO MAMA MERCH designed just for business-owning mamas https://shopmadeformothers.com/

The Basic B
Follow This 3-Step SEO Framework to Get Found on Google

The Basic B

Play Episode Listen Later Dec 5, 2025 12:02 Transcription Available


The Basic B
Live SEO Coaching in the Midst of a Pivot w/ Donna Piper

The Basic B

Play Episode Listen Later Nov 28, 2025 41:43 Transcription Available


Business-First Creatives
Dubsado 3.0 First Impressions: The Good, the Bad, and the Missing

Business-First Creatives

Play Episode Listen Later Nov 19, 2025 27:00


Dubsado 3.0 is officially here… and y'all, the internet is having feelings.In this episode, I'm breaking down what's new, what's missing, and what photographers actually need to pay attention to. No fluff. No hype. Just the real talk you need before jumping into the new version.Read the full breakdown here → https://coliejames.com/dubsado-3-0-whats-new/Work with me inside Systems in Session → https://coliejames.com/systemsJoin CRM Blueprint → https://coliejames.com/blueprint00:00 — Why everyone is freaking out about Dubsado 3.0A quick reality check on the rollout, expectations, and why mixed opinions are completely valid.01:17 — The 3.0 switch + how to go back to 2.0 if you need toIf it's your busy season, do NOT force the transition.02:44 — My biggest disappointments (aka: my Dubsado wishlist that still isn't here)Contracts on schedulers, conditional logic, project dates + appointments, multi-client emails, and team accounts.07:28 — What is coming soonA few features currently in progress that will make life better in the next updates.09:36 — The rebuild: why 3.0 matters even if features didn't changeNew backend → faster future updates (finally!).10:28 — Dashboard changesWhat's actually better, what's hidden, and why Threads users are spiraling over revenue numbers.14:06 — New Messages areaA real inbox inside Dubsado — finally.18:06 — The new Flows BuilderSame triggers, new layout, and why this matters for future conditional logic.19:52 — Time tracking improvementsHelpful update for those who bill hourly.20:08 — Scheduler availability upgradesA legitimately great improvement — no more clicking nine to five a million times.22:54 — Project view strugglesWhat feels off, what's improved, and what I hope changes next.23:44 — Final thoughts + what to do nextWhy this update sets the stage for an actually powerful Dubsado… once the features catch up.

Business-First Creatives
Why I'm Focusing on Dubsado for Photographers (and How It's Simplifying My Business)

Business-First Creatives

Play Episode Listen Later Nov 4, 2025 7:53


If you've ever found yourself juggling too many offers, too many audiences, or just feeling like your message got a little… fuzzy — this one's for you.In this episode of Business-First Creatives, I'm sharing the story behind my own full-circle moment: why I'm returning to my roots as a Certified Dubsado Specialist for Photographers, and how refinement — not expansion — is the real growth strategy.But first, I want to invite you to my brand-new free training, Untapped Revenue, happening Wednessday, November 12th at noon MT.If you're a photographer who's tired of chasing new leads, you probably don't need more inquiries — you just need smarter systems that help you book, rebook, and retain the clients already sitting in your inbox.

Podcast - Secrets of a Bridal Seamstress
6 Figure Friday: Simplify Your Inquiry Process!

Podcast - Secrets of a Bridal Seamstress

Play Episode Listen Later Oct 31, 2025 11:44


Feeling overwhelmed by all the ways clients reach out… DMs, emails, texts, contact forms, and more? You're not alone! In this Six Figure Friday episode, I am sharing simple, free strategies to organize your bridal alteration inquiries without needing a fancy CRM or paid system.Whether you're just starting out or not quite ready to invest in automation, these tips will help you regain control, reduce stress, and set up a smooth, professional process that keeps you from missing potential clients.In this episode:Why having one point of contact is key to staying organizedHow to set up a free, easy system for managing inquiriesWhat to say when clients message you on social mediaThe difference between being “available” and setting boundariesHow small steps now prepare you for future systems like DubsadoCheck out Dubsado: https://www.dubsado.comConnect with me:Join the membership here: https://secretsofabridalseamstress.com/Learn more about the retreats here: https://secretsofabridalseamstress.squarespace.com/new-page

The Systems and Workflow Magic Podcast
How to Automate Your Family Photography Workflow Using Dubsado, Zapier & Trello

The Systems and Workflow Magic Podcast

Play Episode Listen Later Oct 27, 2025 23:45


Ever wish your client workflow could run a little more smoothly — without you spending hours managing inquiries? In this behind-the-scenes episode, I'm sharing the exact automation that saves me hours every week as a Nashville family photographer.You'll get a step-by-step look at how I connect Dubsado, Zapier, and Trello to automatically organize new client leads — so nothing falls through the cracks and every client gets the same consistent experience.Whether you're a visual learner who loves Trello or a systems-curious creative ready to automate more of your business, this quick tutorial will walk you through the full process (and yes — I'm holding your hand the whole way through!) Want the FULL blog post of this podcast? Click HEREResources & Links Mentioned In This Episode▸ Watch the YouTube video version of this Podcast (so you can get a full visual of how I break everything down): https://youtu.be/iRSX8mf8HCA▸ Dubsado (30% off affiliate link):http://dubsado.com/?c=dollydelongeducation▸ Showit (affiliate link):https://showit.com/r/40ggld0m▸ The Contact Form That Wows Training (Free!):https://systemsandworkflowmagic.com/create-a-contact-page-that-wows▸ The Ultimate Family Photographer's Workflow (Coming Soon) (or you can check out my shop here)Connect with Dolly DeLong Education

Stop Scrolling, Start Scaling Podcast
220. Part 2: 5 Must-Know Q4 Marketing Strategies - Product Business Edition

Stop Scrolling, Start Scaling Podcast

Play Episode Listen Later Oct 22, 2025 40:53


Q4 strategy doesn't have to mean endless discounts. It's time to think bigger. In this episode, Emma reveals how product-based business owners can dominate the final quarter of the year without slashing prices or relying on flash sales. From building VIP access campaigns that spark excitement, to creating story-driven bundles that connect emotionally with your audience, you'll discover how to turn your holiday marketing into a powerful brand-building season. Emma also shares how to use user-generated content, experiential pop-ups, and cross-brand collaborations to create memorable customer experiences that drive real revenue, not just quick conversions. If you're ready to finish 2025 strong and step confidently into 2026 with a thriving, loyal community behind your brand, this is the episode you can't afford to miss. Listen in as Emma explains: How to reframe discounts into exclusive access that drives urgency and loyalty The secret to designing story-driven holiday bundles that actually sell Why UGC and community storytelling outperform traditional Q4 ad strategies And much, much more! Connect with Ninety Five Media: Website Instagram Need Support with Your Podcast? We've got you covered Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand: strategyintensivecall.co Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

Business-First Creatives
Should You Ditch Your CRM?

Business-First Creatives

Play Episode Listen Later Oct 21, 2025 11:05


Thinking about ditching your CRM after the latest price increase? Before you rage-cancel Dubsado, HoneyBook, or whatever tool's testing your patience, listen to this episode. In this episode, I'm breaking down what your CRM actually does behind the scenes, why Google Workspace isn't a true replacement, and how to decide if your CRM just needs a tune-up instead of a total breakup.If you're ready to get your money's worth from the CRM you already have, check out Systems in Session — my 60-day sprint to streamline your backend and build a client experience that runs like clockwork. There are 2 spots left for Q1 to lock in a 2025 price.Want personalized feedback on your current client experience instead? Book a Client Experience Audit.

Stop Scrolling, Start Scaling Podcast
216. October 2025 Marketing Updates: Instagram's Pinned Comments, Smarter Meta Ads & Why Posting More Wins on LinkedIn

Stop Scrolling, Start Scaling Podcast

Play Episode Listen Later Oct 8, 2025 17:21


Instagram just unveiled two features that could completely change how you engage with your content and your audience. On this episode, Emma unpacks the biggest social media shifts of October 2025, starting with Instagram's deceptively small pinned comments update, which has the potential to transform audience engagement and even drive conversions. She also breaks down Meta's push into AI-powered holiday ads, sharing why these tools can help streamline campaigns but still require a human touch to get the best results. Over on LinkedIn, fresh data reveals that posting frequency now plays a bigger role in reach than perfectly polished content – a shift that makes consistent visibility more achievable. And for the headline update? Instagram is testing a new Reels feature that could dramatically increase watch time and keep your brand front and center even when users multitask. As always, our monthly breakdown is here to help you turn these interesting advancements into powerful, actionable changes you can implement to stay ahead of the curve. Listen in as Emma explains: Creative ways to use pinned comments for context, engagement, and conversions Why you shouldn't stop running Meta ads on December 31st How LinkedIn frequency is now a bigger factor than post “perfection” And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20  

The Systems and Workflow Magic Podcast
Why You Should Replace Your Website Contact Form with a CRM Form (Quick Tip For Family Photographers)

The Systems and Workflow Magic Podcast

Play Episode Listen Later Oct 6, 2025 13:23


Are family photographers ready to simplify and automate the backend of their business? In this episode, I'm breaking down the very first step in your client experience: your contact form. Instead of relying on the standard form that comes with your website template, I'll show you how to replace it with a Dubsado lead capture form so that new inquiries automatically flow into your CRM—saving you time and eliminating the risk of losing leads.Whether you're on Showit, Squarespace, or another platform, this tip will help you create a smoother, more professional client journey from the very first touchpoint.What You'll Learn in This Episode:Why replacing your default website contact form with a Dubsado lead capture form is a game-changerThe exact steps to embed your CRM form into your website (using Showit as the example)Which fields to include (and which ones to skip!) for a streamlined inquiry processHow this one small change can automate your lead management and prevent missed emailsA free training resource to help you build a “Contact Page That Wows”Read the entire blog post here Resources & Links Mentioned In This Episode▸ Watch the YouTube video version of this training (with visuals!) → YouTube Channel▸ Get 30% OFF of Dubsado Here: https://systemsandworkflowmagic.com/dubsado-coupon-code▸ Want the free training mentioned? Create a Contact Form that WOWS: https://systemsandworkflowmagic.com/create-a-contact-page-that-wows▸ Showit (get 1 month free with my link): https://showit.com/r/40ggld0mConnect with Dolly DeLong Education

Breakthrough Brand Podcast
317: 3 Business Strategies For Moms Who Want To Run a Successful Business While Staying Home With Kids

Breakthrough Brand Podcast

Play Episode Listen Later Sep 23, 2025 30:23


In this episode, I'm pulling back the curtain on what it really looks like to run a business while raising little ones at home. At the time of recording, I had two young kids by my side (and was deep into preparing for baby #3!), so I know firsthand the challenges of balancing work and motherhood.I'll share what this season looks like for me right now, the mindset shifts that have made all the difference, and a few of the PRACTICAL ways I've structured my business so I can be present with my kids without letting everything else fall apart.If you've ever felt torn between growing your business and soaking up these years with your kids, this conversation is for you. My hope is that you'll walk away encouraged and with fresh ideas for making both possible in a way that truly fits your life.Links Mentioned:Read the full shownotes: https://elizabethmccravy.com/317 Shop our Showit Website Templates: https://elizabethmccravy.com/shop  Join me inside Booked Out Designer: https://elizabethmccravy.com/bod  Sign up for the Podcast Success Blueprint: https://elizabethmccravy.com/psb Want the insider scoop? Join my Free Facebook community: https://elizabethmccravy.com/facebook Connect with Elizabeth on Instagram: https://instagram.com/elizabethmccravy As you start your biz, you're likely starting subscriptions to things left and right, like Showit, Dubsado or Honeybook, FloDesk, Riverside, and Kajabi just to name a few. To get the best deals on your needed software + easy to understand info about that software and if it's right for you, head to https://elizabethmccravy.com/tools (This page does use affiliate links, which means I may earn a commission!) Need some extra pages to improve or add onto your Showit website, BUT you're not in the market for an entirely new template? You need my Add On Templates for Showit! You'll find add ons like speaker pages, podcast pages, quiz lead magnets, favorite things pages, Link in Bio pages, and more.Use the code “BBPOD”to save 15% on your add on or full site template for a limited time: https://elizabethmccravy.com/shop Over my 9 years of business, I have learned some financial skills the hard way and a few years ago, I developed an an 8 step process I go through at the end of each month. This process helps me know how my business is doing financially, pay myself well and allocate money for things like taxes and expenses. And, it's yours for FREE at https://elizabethmccravy.com/profit

The Affluent Creative
156: Breakthrough to 7-Figures in Interior Design

The Affluent Creative

Play Episode Listen Later Sep 15, 2025 25:58


Are you stuck at a revenue plateau in your interior design business and wondering why you can't seem to scale beyond $300K, $500K, or even $750K? In this power-packed episode, Melissa walks you through the most common roadblocks that keep designers from hitting that elusive seven-figure milestone. Whether you're doing it all yourself, undercharging for your services, or micromanaging your team, she uncovers the exact shifts you need to make to break through each revenue barrier. You'll discover how to hire effectively, charge profitably, and lead powerfully. Melissa also shares practical tools, action steps, and mindset upgrades that you can start using immediately to shift out of hustle and into high-level strategy. This episode is your ultimate roadmap to creating a sustainable, scalable design business that doesn't depend on your every move. IN THIS EPISODE, YOU WILL HEAR: (01:11) Why $300K is the DIY ceiling—and how hiring, even an intern, can get you unstuck (06:23) The hidden value of outsourcing your bookkeeping and financial tracking (14:33) The half-million dollar hesitation—how undercharging is capping your growth (16:58) How flat fees and procurement management fees can transform your profitability (20:34) Why leadership, not labor, is your key to moving from $750K to $1M+ (22:27) The mindset shift required to operate as a CEO, not just a designer SUPPORTING RESOURCES: MelissaGalt.com Dubsado: https://www.dubsado.com Motion: https://www.usemotion.com ClickUp: https://www.clickup.com Studio Designer: https://www.studiodesigner.com Design Manager: https://www.designmanager.com HousePro: https://www.houzz.com/pro When you're ready to step into a bigger vision in your design business and create exceptional results and celebrations, book-a-call to explore how coaching can take you there faster, with a solid plan, proven process, and smart strategies.  

Breakthrough Brand Podcast
316: How To Run Your Business Like God Pays You with Natania Creates

Breakthrough Brand Podcast

Play Episode Listen Later Sep 9, 2025 33:50


Ever felt like your entire business depends on your hustle, your content calendar, or the algorithm? On this episode of the Breakthrough Brand Podcast, I'm bringing you business coach and digital marketer Natania of Natania Creates to share a truth every entrepreneur needs to hear: your business is sustained by God, not your grind.Natania gets real about her own forced season of rest after becoming a first-time mom, and how it exposed her wrestle with ambition, identity, and control. She shares scripture-based wisdom that will challenge you to stop eating “the bread of anxious labor” and instead build a business with God at the center. If you've ever struggled with comparison, questioned your pace, or wondered if slowing down will cost you success, this conversation will hit home.You'll hear her talk about:Why hustle can't produce the peace or success you're chasingHow to avoid the comparison trap as an online business ownerWhat it practically looks like to build your business with God, not without HimThe surprising truth about rest as a business strategyThis episode is equal parts sermon and strategy packed with both encouragement and tangible steps to help you release the pressure, trust God with your finances, and build something that lasts. Whether you're in a season of uncertainty or riding high on a business win, this one's for you.Links mentioned: - Read the full shownotes: https://elizabethmccravy.com/316 - Follow Natania on Instagram: https://www.instagram.com/nataniacreates- Learn more about Natania: https://nataniacreates.com/- Connect with Elizabeth on Instagram: https://instagram.com/elizabethmccravy   - Sign up for Podcast Success Blueprint: https://elizabethmccravy.com/psb - Take Our Website Quiz (+ Get Free Canva Templates!): https://elizabethmccravy.com/quiz    - Join Booked Out Designer: https://elizabethmccravy.com/bod As you start your biz, you're likely starting subscriptions to things left and right, like Showit, Dubsado or Honeybook, FloDesk, Riverside, and Kajabi just to name a few. To get the best deals on your needed software + easy to understand info about that software and if it's right for you, head to https://elizabethmccravy.com/tools (This page does use affiliate links, which means I may earn a commission!) Need some extra pages to improve or add onto your Showit website, BUT you're not in the market for an entirely new template? You need my Add On Templates for Showit! You'll find add ons like speaker pages, podcast pages, quiz lead magnets, favorite things pages, Link in Bio pages, and more.Use the code “BBPOD”to save 15% on your add on or full site template for a limited time: https://elizabethmccravy.com/shop Over my 9 years of business, I have learned some financial skills the hard way and a few years ago, I developed an an 8 step process I go through at the end of each month. This process helps me know how my business is doing financially, pay myself well and allocate money for things like taxes and expenses. And, it's yours for FREE at https://elizabethmccravy.com/profit

Breakthrough Brand Podcast
315: 14 Bad Business Habits (That Make Business Feed Hard!)

Breakthrough Brand Podcast

Play Episode Listen Later Aug 26, 2025 35:14


Running a business doesn't have to feel like a constant uphill battle but sometimes we unknowingly make it harder than it needs to be. Whether you're just starting out or have been building your business for years, there are certain habits, mindsets, and patterns that creep in and quietly slow down your growth. The good news? You can quit them today and your business (and life!) will be better for it.In this episode, I'm sharing 14 things you might be doing that are making business harder and why it's time to add them to your “To Quit” list. These aren't just beginner mistakes; they're traps I've personally fallen into over the years, even after nearly a decade in business. Originally recorded when I hit my 8-year business anniversary (and just as true now, 9+ years in!), this episode was one of the most popular ones to date. So I'm bringing it back because these lessons are timeless. If you've been feeling stretched too thin, overcomplicating things, or simply ready to make business more enjoyable and sustainable, this conversation will give you practical clarity and permission to let go of what's not serving you.Links Mentioned:Read the full shownotes: https://elizabethmccravy.com/315 Shop our Showit Website Templates: https://elizabethmccravy.com/shop  Join me inside Booked Out Designer: https://elizabethmccravy.com/bod  Sign up for the Podcast Success Blueprint: https://elizabethmccravy.com/psb Want the insider scoop? Join my Free Facebook community: https://elizabethmccravy.com/facebook Connect with Elizabeth on Instagram: https://instagram.com/elizabethmccravy As you start your biz, you're likely starting subscriptions to things left and right, like Showit, Dubsado or Honeybook, FloDesk, Riverside, and Kajabi just to name a few. To get the best deals on your needed software + easy to understand info about that software and if it's right for you, head to https://elizabethmccravy.com/tools (This page does use affiliate links, which means I may earn a commission!) Over my 9 years of business, I have learned some financial skills the hard way and a few years ago, I developed an an 8 step process I go through at the end of each month. This process helps me know how my business is doing financially, pay myself well and allocate money for things like taxes and expenses. And, it's yours for FREE at https://elizabethmccravy.com/profit Need some extra pages to improve or add onto your Showit website, BUT you're not in the market for an entirely new template? You need my Add On Templates for Showit! You'll find add ons like speaker pages, podcast pages, quiz lead magnets, favorite things pages, Link in Bio pages, and more.Use the code “BBPOD”to save 15% on your add on or full site template for a limited time: https://elizabethmccravy.com/shop

Breakthrough Brand Podcast
314: 8 SEO Blogging Strategies for Google (and ChatGPT) that Most Biz Owners Skip with Kara Duncan

Breakthrough Brand Podcast

Play Episode Listen Later Aug 12, 2025 26:37


Lately, my “content calendar” looks a lot like baby snuggles, coffee refills, and… not much time for social media. And that's okay! Because SEO blogging is one of the things working behind the scenes for me. One well-crafted blog post can keep showing up in search results, sending me traffic and leads long after I've hit publish. It's the exact strategy I wish more business owners used, and today we're talking all about it.In this episode, I'm bringing you my podcast manager (and blogging expert), Kara Duncan from The Kara Report. Kara specializes in helping creative business owners grow through done-for-you blogging and Pinterest services, and she's sharing eight underrated SEO blogging strategies that most entrepreneurs are skipping without even realizing it. These aren't the same generic “use keywords” tips you've heard a hundred times. Kara goes into the details of where to place those keywords for maximum impact, how to optimize your images so they help you rank and why Pinterest is still a powerful tool for backlinks even if your audience isn't hanging out there She even shares exactly what you need to do to get your blog showing up in ChatGPT!This episode is packed with practical advice that's easy to implement, no matter your blogging experience. And the best part? Once you put these strategies in place, they'll keep working for you for months and years to come, giving you more time to focus on the things that matter most. Links mentioned: - Read the full shownotes: https://elizabethmccravy.com/314 - Follow Kara on Instagram: https://instagram.com/thekarareport   - Download Kara's private podcast: https://thekarareport.com/private-podcast - Connect with Elizabeth on Instagram: https://instagram.com/elizabethmccravy   - Sign up for Podcast Success Blueprint: https://elizabethmccravy.com/psb - Take Our Website Quiz (+ Get Free Canva Templates!): https://elizabethmccravy.com/quiz    - Join Booked Out Designer: https://elizabethmccravy.com/bod As you start your biz, you're likely starting subscriptions to things left and right, like Showit, Dubsado or Honeybook, FloDesk, Riverside, and Kajabi just to name a few. To get the best deals on your needed software + easy to understand info about that software and if it's right for you, head to https://elizabethmccravy.com/tools (This page does use affiliate links, which means I may earn a commission!) Over my 9 years of business, I have learned some financial skills the hard way and a few years ago, I developed an an 8 step process I go through at the end of each month. This process helps me know how my business is doing financially, pay myself well and allocate money for things like taxes and expenses. And, it's yours for FREE at https://elizabethmccravy.com/profit Need some extra pages to improve or add onto your Showit website, BUT you're not in the market for an entirely new template? You need my Add On Templates for Showit! You'll find add ons like speaker pages, podcast pages, quiz lead magnets, favorite things pages, Link in Bio pages, and more.Use the code “BBPOD”to save 15% on your add on or full site template for a limited time: https://elizabethmccravy.com/shop

Breakthrough Brand Podcast
313: The Beginner's Guide to Evergreen Marketing (Even If You've “Tried It” Before) with Stephanie Kase

Breakthrough Brand Podcast

Play Episode Listen Later Jul 29, 2025 24:17


Hey friends! As you're tuning in, I'm currently out on maternity leave (soaking up the baby snuggles!), and I've invited some of my amazing business friends to share guest trainings with you while I'm away. I'm kicking things off with none other than my dear friend Stephanie Kase (who you've probably heard on the podcast before). She's brilliant, grounded, and brings so much practical wisdom, especially around evergreen marketing.Stephanie's diving into a topic both of us are passionate about: how to make evergreen marketing actually stick in your business. If you've ever felt tired of the social media hamster wheel or are looking for a more sustainable way to grow your brand, this episode is for you. She breaks down what evergreen marketing really means, how to choose the right platform (and commit to it!), and how to create content that continues working for you long after it's published.I especially loved her advice on batching content, repurposing strategically, and how she uses tools like YouTube and even ChatGPT (yep!) to simplify her process. She also shares real examples from students and her own business… including how her YouTube channel brings in 400+ leads a month while working part-time hours as a mom of three. It's seriously inspiring.Stephanie's been in this game for nearly a decade, and what she teaches is not only doable, it's sustainable. So grab your notebook or take a walk and soak in all the gold she's about to share.Links mentioned: - Read the full shownotes: https://elizabethmccravy.com/313  - Follow Stephanie on Instagram: https://instagram.com/stephanielynnkase  - Grab Stephanie's sample evergreen calendar: https://stephaniekase.com/evergreencalendar- Download Stephanie's private podcast: https://stephaniekase.com/evergreenpregame- Connect with Elizabeth on Instagram: https://instagram.com/elizabethmccravy  - Take Our Website Quiz (+ Get Free Canva Templates!): https://elizabethmccravy.com/quiz   - Join Booked Out Designer: https://elizabethmccravy.com/bod   As you start your biz, you're likely starting subscriptions to things left and right, like Showit, Dubsado or Honeybook, FloDesk, Riverside, and Kajabi just to name a few. To get the best deals on your needed software + easy to understand info about that software and if it's right for you, head to https://elizabethmccravy.com/tools (This page does use affiliate links, which means I may earn a commission!) Need some extra pages to improve or add onto your Showit website, BUT you're not in the market for an entirely new template? You need my Add On Templates for Showit! You'll find add ons like speaker pages, podcast pages, quiz lead magnets, favorite things pages, Link in Bio pages, and more.Use the code “BBPOD”to save 15% on your add on or full site template for a limited time: https://elizabethmccravy.com/shop

The Cubicle to CEO Podcast
307. The Proposal Process Powering a $300K Productized Service That Has Booked 200 Clients

The Cubicle to CEO Podcast

Play Episode Listen Later Jul 14, 2025 54:46


Join us in Oregon for our Bloom Together Business Soiree on September 4th! Get your ticket while you can at https://www.cubicletoceo.co/bloomtogether A 30 minute sales call. A 5 minute proposal. $4K clients signed, sealed, and paid—no chasing required. Taylor Hedden has built a $300K+ revenue stream with her premium Dubsado setup service by rethinking the traditional sales process. Her white-glove VIP offer has served over 200 creatives and service providers, without a big team, ads or burnout. Instead of persuasion-heavy pitches, Taylor leads with strategy and validation. Her proposals feel more like high-end brand experiences than service quotes—and that's exactly what seals the deal. In this case study, you'll get the behind-the-scenes tour of Taylor's productized service and the sales process (including application form, call, and follow-up proposal) that converts consistently and quickly. Connect with Taylor: ⁠Interested in Taylor's Dubsado VIP Experience?⁠ Find out if it's the right fit for your business: https://chanelandlee.com/dubsado-vip-referral-ellen-yin-media www.ironicallyseriouspodcast.com IG: @tay.hedden IG: @chanelandlee IG: @ironicallyseriouspod Iconic business leaders all have their own unique genius. Take this quick 10 question quiz to uncover your specific CEO style advantage: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cubicletoceo.co/quiz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you enjoyed today's episode, please: Post a screenshot & key takeaway on your IG story and tag me ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@missellenyin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@cubicletoce⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠o so we can repost you. Leave a positive review or rating at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.ratethispodcast.com/cubicletoceo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe for new episodes every Monday. Learn more about your ad choices. Visit megaphone.fm/adchoices