Take control of your Dubsado account with our handy checklist and optimization guide. Whether you need to organize your contacts, clean up duplicate records or set up workflows, this free audit will help you maximize efficiency. It includes tips to simplify data entry, ensure your information is accurate and up-to-date, and spot areas for improvement.
Eliminate wasted time and effort by taking a fresh look at how you’re using Dubsado. Follow the straightforward, jargon-free checklist to optimize account settings, categorize records properly and flag any issues for your team. Then say goodbye to disorganization and hello to a streamlined, intuitive Dubsado experience that supercharges your productivity.
It’s a daunting task to find a good VA and it can feel even more overwhelming to tackle the logistics. What do you look for and how do you know they are the right fit? How do you guard your time and sanity in a process that is very detailed and time-consuming?
In this guide, I’m going to walk you through exactly what I do when hiring a VA for my Virtual Assistant agency and give you a behind the scenes look at the custom Airtable base that has saved me literally hundreds of hours in hiring VAs. Finding a Good VA can seem like a pretty tall order, but we’re going to make it happen and make it happen with ease.
This roadmap goes beyond affirming your confidence for your brand new VA business, it puts you on a clear trajectory for better self awareness and more sustainable long-term goals. The roadmap that you build comes from 3 key areas: your story, your toolkit, and your core.
In this guide and video training, we will break down each of these three areas and assess your unique ability to succeed as a Virtual Assistant. The roadmap guide includes a downloadable PDF that is yours forever, including action items, questions for healthy self-reflection. and a 30 minute video training. The roadmap training will renew your confidence and the overall sense of purpose for your new direction.
There are some common characteristics that can pretty well define which “type” of VA you are. If you’ve been trying to figure out what services to offer or what type of work you might do well in as a VA, this quiz is for you. It’s also fun to take if you’re just a little curious. 😉
PS. If your results are spot on, share the quiz with someone else and see what they get! If your results don’t seem like you, please email us to let us know. We are always open to feedback and ways we can improve results.
Dubsado is an all-in-one CRM automation machine. We use Dubsado for managing new client relationships, setting appointments, sending proposals, invoices monthly, and much more. We can help you set up your Dubsado account too. It’s actually free to get started! Go ahead and sign up for the trial, and once you’re ready to commit, you will get a discount from our partner link. Jade is a Certified Dubsado Specialist, so you get her 30% discount off your first month or year with this link!
Do you have permanent profitability? Maybe you’ve tried Profit First, but you just haven’t been able to make it work for you. That doesn’t mean you failed and it’s not possible. It means that you need a fail-proof way to get your profits back into your hands. Jenni (profit strategist) and Kelsy (spreadsheet whiz) have created a tool that will change the game and set you up to be a Profit FIRST business owner. Check out Profit First Simplified here!
Many of the tools and resources we’ve listed above include affiliate codes. We only share tools that we believe in and recommend with confidence!