Dubsado is a customer relationship management software company, but in reality, it is so much more. From client management, automation of workflows, sending invoices, getting paid, scheduling appointments, accounting, and reporting, and so much more. It's a streamlined way of saving you time and growing your business.
Today we're talking with Biz Johnston, the head of the Dubsado community and human resources at Dubsado. She has worn many hats throughout her time at the company from customer support to marketing, but she always finds her way back to roles that require building strong relationships with people within Dubsado. Biz is helping us trust our crazy ideas because if you don't go after it, you'll never know.
00:00:00 Welcome
00:01:25 Harvard Business Review Study on Responding To Leads
00:02:45 What is Dubsado?
00:03:19 Welcome Biz!
00:04:04 How the Dubsabo Community Can Build Real Relationships
00:06:52 What is a Workflow?
00:10:53 How Can You Automate, But Still Keep It Personal
00:14:10 How Dubsado Helps Users Adapt To The Pandemic
00:16:06 Why Dubsado Is Like a 90's Sitcom
00:18:30 How Dubsado Runs a Business With Its Heart and Soul
00:20:07 How To Utilize Employees Creative Gifts
00:21:38 How To Network and Make Meaningful Connections
00:25:19 Trust Your Crazy Ideas
00:27:10 What's a Typical Day at Dubsado?
00:29:10 How To Use The Client Portal
00:30:16 Creative Ways To Keep Clients Engaged With Their Portals
00:34:21 Biz's Packages & Proposals Tips
00:35:43 Automating the Proposal, Contract, and Invoice to Eliminate The Back and Forth
00:36:47 Thanks Biz!
