Go offline with the Player FM app!
The Best CRM: HoneyBook vs Dubsado w/ Colie James
Manage episode 425712717 series 3548158
📲 Text me! (Seriously—just click this)
The best CRM softwares are thought to be Dubsado & HoneyBook. But… which one is better for your service-based or creative business? Well, that’s what we’re here to discuss today! I’ve got my very own business systems strategist, Colie James, with me for this convo. In fact… shortly after we recorded this episode, Colie completely overhauled my HoneyBook automations. I feel like a brand new woman with a whole new sexy workflow & client experience situation! We discuss that in Part 2 of this podcast series. ↓
Make sure you listen to Part 2 of this conversation on The Business-First Creatives Podcast.
- Uncover if Dubsado or HoneyBook is best for your service-based business.
- Discover what a CRM is and the benefits of automating client communication.
- Learn what to prepare before working with someone like Colie for a CRM setup.
Full Show Notes! (with transcript)
Links & Resources:
SEO through Case Studies w/ Brittany (Business-First Creatives Podcast)
HoneyBook
Dubsado
Connect w/ Colie:
Website
Podcast
Instagram
HoneyBook vs. Dubs
Supercharge your podcast show notes with SEO—and easily turn podcast episodes into blog posts with templates & training videos created by SEO podcaster & copywriter, Brittany Herzberg!
Get SEO to work for you—with the DFY SEO Packet from SEO copywriter, Brittany Herzberg. More details here!
———
Find B on: Instagram, YouTube, Threads, & LinkedIn.
Often mentioned:
Buzzsprout (get $20 off)
Legal templates ($50 off code: BASICB)
Hello Audio (get 40% off)
Styled Stock Society
Brain.fm (1 mo. free!)
Book of the Mo. Club
HoneyBook (25% off)
(*affiliate links included, which means I might make a lil money when you click. I only recommend people, products, & programs I use & ❤️)
🎉 This podcast is brought to you in partnership w/ Leah Bryant Co.
57 episodes
Manage episode 425712717 series 3548158
📲 Text me! (Seriously—just click this)
The best CRM softwares are thought to be Dubsado & HoneyBook. But… which one is better for your service-based or creative business? Well, that’s what we’re here to discuss today! I’ve got my very own business systems strategist, Colie James, with me for this convo. In fact… shortly after we recorded this episode, Colie completely overhauled my HoneyBook automations. I feel like a brand new woman with a whole new sexy workflow & client experience situation! We discuss that in Part 2 of this podcast series. ↓
Make sure you listen to Part 2 of this conversation on The Business-First Creatives Podcast.
- Uncover if Dubsado or HoneyBook is best for your service-based business.
- Discover what a CRM is and the benefits of automating client communication.
- Learn what to prepare before working with someone like Colie for a CRM setup.
Full Show Notes! (with transcript)
Links & Resources:
SEO through Case Studies w/ Brittany (Business-First Creatives Podcast)
HoneyBook
Dubsado
Connect w/ Colie:
Website
Podcast
Instagram
HoneyBook vs. Dubs
Supercharge your podcast show notes with SEO—and easily turn podcast episodes into blog posts with templates & training videos created by SEO podcaster & copywriter, Brittany Herzberg!
Get SEO to work for you—with the DFY SEO Packet from SEO copywriter, Brittany Herzberg. More details here!
———
Find B on: Instagram, YouTube, Threads, & LinkedIn.
Often mentioned:
Buzzsprout (get $20 off)
Legal templates ($50 off code: BASICB)
Hello Audio (get 40% off)
Styled Stock Society
Brain.fm (1 mo. free!)
Book of the Mo. Club
HoneyBook (25% off)
(*affiliate links included, which means I might make a lil money when you click. I only recommend people, products, & programs I use & ❤️)
🎉 This podcast is brought to you in partnership w/ Leah Bryant Co.
57 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.