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Business Basics: My CRM Love Affair with Dubsado and Why I made the switch from Honeybook!

Before starting Beauty Bright Design, I was in the corporate realm (and before that the US Air Force) and I specialized in workflow and program development. Which essentially meant I would make step by step processes to help departments run more smoothly and improve the client experience. So, when I first started designing stationery, it was extremely annoying for me to not have any systems or workflows in place (because when you are starting out, it’s not like you know exactly how things are going to flow 😉)

After a while, I new I needed something to help my streamline some processes and so I began looking for something to help out! At first that mean using Quick Books Self-Employed, which was great for invoicing and managing my expenses and profits but not great for automating workflows. And then I found Honeybook which at the time was exactly what I needed (at the time…)

My CRM Love Affair with Dubsado

Honeybook brought a new world to my business simple automations, email templates, contract (with legal signatures), it was great…for awhile.

As I grew, so did my want to improve my client’s experience. I wanted to be able to create forms, questionnaires and more with my branding. I wanted to have a portal for my clients where they could access all their projects in one place. And I really wanted to automate #allthethings!

I run a creative business and I wanted to have a creative client experience!

Knock…Knock….Dubsado here to save the day!

I am not sure how to express my love for dubsado other than it’s like a ooey gooey brownie with all the toppings you thought you could ever want, but it keeps regenerating with even more exciting and delicious toppings and it’s completely free of calories!

I think that pretty well summarizes my love….*sighs lovingly with star dream eyes*. . .

Anyway. . .

Let’s dive into a couple of my favorite features that drew me in!

No Time Limit to your FREE Trial!

Yep, you read that right! The team at Dubsado understands that it takes time to know if you like something, so they have a no-time-limit free trial. Your trial gives you full access to all the features Dubsado has to offer for up to three clients! That is amazeballs, because that means you can take your time getting acquainted.

Complex Workflows

The automated workflows in Dubsado are AMAZING! They allow you to create complex, if-then automation for your entire workflow!

What does that mean?

well…

  • Let’s say someone hops on your website and submits a request for pricing information.
  • Dubsado can then send them a pricing guide that is clickable and fillable. The perspective client fills out the pricing guide and selects the services they want and submits the form.
  • The system can then send their contract & invoice and the client signs & pays.
  • Dubsado then uploads your welcome guide, how to videos, client questionnaires and sends the customer an email saying their client portal is waiting for them.

And the best part is all this was done without you doing anything!

Your Brand is Front and Center

You can upload, format and showcase all your brand colors, graphics and fonts with the custom CSS fields in all the forms. This was huge for me! One of my biggest pet peeve’s not having a cohesive brand throughout everything! (don’t look at my early instagram…haha!)

Plus…

With Dubsado’s white labeling feature, your clients never even know Dubs is helping you out, they just think you’re awesome!

Constant Updates

Dubsado was created by creatives for creatives and they are constantly stepping up their game!

I feel like new features are added every 3 weeks, which for a a massive tool like Dubsado is huge!

Scheduling

It may still be in beta, but Dubsado’s scheduling tool means you don’t need to pay to be able to automate scheduling consults with your clients!! (Although you could if you want to with the embed feature on the forms!)

The scheduler is pretty awesome and allows you to create endless appointment types and can even send forms and reminders. Paired with workflows, automating your business is easier than ever!

My Journey to find the Best CRM for me and whiy Dubsado is my new bestie!

Ready to put your biz on auto?

If you want to try out Dubsado for yourself, here is my affiliate link! Remember you get three for free, so take your time exploring. Oh, and if you fall head over heels madly in love with dubsado like I did, that link
(and this one) will get you 20% off your first month or year!!!

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The Single Most Important Step When Booking Your Vendor

When wedding and party vendors get together, we are always dreaming up new ways to wow your socks off and bring you bomb ass designs.

But, sometimes, we also talk about what we wish our clients knew BEFORE they started planning their big event. This week I am talking about THE single most important step you can take when booking your vendors, and it happens to also be the #1 thing you vendors wish you knew!

The Single Most Important Step When Booking Your Vendor

What vendors want you to know…

So here is the thing, a vendor’s calendar is limited to a select few dates a year (…which sucks we know!) We totally wish we could take on every wedding, shower, birthday or whatever else that comes along, but it’s just not humanly possible.😞 So that means, that dates get booked up extremely fast and really early!

Case and Point…

While at the Pittsburgh Wedding Expo (November 2018) I met with hundreds of couples looking for vendors for their 2020 (and some 2021) weddings. They were 18-24 months from their wedding and already booking vendors! So, that meant that couples with short engagements, who were trying to book vendors for their 2019 wedding, were stuck with leftover dates from couples with longer engagements who had booked 12+ months prior!

Crazy right?

So the most important thing…

Book early!

The single most important step in booking your ideal vendor is to book them early!

….like way early

…like picked a date for your epic bash and five minutes later you’re calling to schedule consults with your dream vendors early.

And remember, there is no such thing as too early, only too late!

So when is the best time to book me, your wedding stationery designer?

Excellent question! So you have seen my Bea-YOU-tiful work and want your stationery to look just as good, let me tell you how!

Ideally, I want to start hearing from you as soon as you select your date! Usually this tends to fall at about a year out. But as I stated above, the sooner the better!

If you are a calendar person who adores knowing exact timelines, here is my perfect and ideal timeline to get started on your stationery!

14 Months Out from Your Wedding

Start talking about Save the Dates. You know, the things that let everyone know that there is going to be a big event and if they need to take leave/travel, start planning now! Aren’t sure if you even want to send save the dates? Check this post out for your answers!

8-6 Months Out from Your Wedding

It’s time to get a moving on your invitations! 6 months is the absolute minimum that I want to hear from you for your custom wedding invitations! It isn’t because I’ll hate you if you contact me after this time, but this gives us THE PERFECT timeline to get your stationery EXACTLY the way you want it and printed and all pretty!

Ready to jump all in? Fill out this form to get started!

Eh, I need just a few more details!

No problem!

Check out my process to your dream stationery, here.

Check out my gorgeous work, here.

And meet your designer by gong here.

The Single Most Important Step When Booking Your Vendor
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Game of Thrones Inspired Wedding Styled Shoote

Prepping for Game of Thrones: Throwback to our GOT Inspired Styled Shoot

We are T-minus 6 days away from the release of Game of Thrones Season 8 and I just. can’t. stand. it!

If you have been following me on IG then you probably saw my ambitious goal to read all the Game of Thrones books before the season 8 premiere on April 14, 2019. Well, I am still on book one, but Holy Mother of Dragons, it is GOOOD! But it did have me reminiscing over a styled shoot I helped out with last year that had #allthethings Game of Thrones!

Are you a lover of all things Westeros? Then you need to see all the beautiful things that our amazing team put together last year!

behind the print

So unlike the other designs I have shown you in the past, this stationery design is the masterpiece of Louise over at The Autumn Rabbit, and I did the foil printing to bring this (dire-wolf) puppy to life!

So now you are probably wondering how this all came to pass…

…well it all started with Misty, Owner of Misty C. Photography based in Washington State. She had been hunting and hunting for a printer who could bring Louise’s Design to life (and that wouldn’t involve all the gold in the 7 isles!) Once we found each other…well…you can check out the results for yourself!

the inspiration

Here are some of my absolute favorite images from the shoot! For a more detailed behind the scenes look at this one-of-a-kind wedding inspiration, you can read Misty’s blog post about this-one-of-a-kind wedding inspiration here.

the stationery

Did you see that Calligraphy work on the envelopes!! Lisa is the Calligrapher behind these gorgeous works of art!

the cake

Game of Thrones Inspired Wedding Cake Bottom Layer is Green Dragon Scales, Second layer is White with Fabric Detailing, Third Layer is White with Thing Gold Abstract Accents and Fourth Lager is Gold Anler and Rose Details all set in a modern day stone henge

the table

the venue

the details

the team

Here is the team of amazing artists that brought this Game of Thrones Wedding Inspiration to life!

Venue: Maryhill Stonehenge
Planning, Coordination, Décor: Tin Sparrow Events @tinsparrowevents
Planning, Photography: Misty C. Photography @mistycphotography
Videography: Beyond Sight Media @beyond_sight_media
Cake: Frost Me Sweet @frostmesweet
Skirt: Etsy shop- SkirtCreations 
Custom dip dye: Misty C. Photography @mistycphotography
Lace Top: Amazon
Models: Zandra and Vince Gonzalez @zgonzo21      @vinnyeku13loak and Dragon Eggs: @Willowwhisperartistry
Hair: Julee Heslop @juleeheslop.stylist
Makeup: Amy Rene Artistry @amyrene_mua
Flowers: My Garden Overfloweth@mygardenoverfloweth
Invitation Suite Designer: The Autumn Rabbit @theautumnrabbit
Invitation Suite Printer: Beauty Bright Design @beautybrightdesign
Wax seals: The Painted Papier
Signage/calligraphy: Artful Virgo @artful.virgo
Rings: Trumpet and Horn @trumpetandhorn
Jewelry: 2 Cool Creations @2cooltina


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