Chat

00:12:00 Rachel Briscoe: A friend of mine recommended this to go with Dubsado (I haven’t started at all yet): https://www.dub-ins.com/
00:14:39 Nay Stevens: Same Kaila
00:19:09 Kaila – HeyKaila Media: My husband LOVES excel
00:19:19 Amy K Ogden: Kaila so does mine!
00:19:25 Kaila – HeyKaila Media: The excel wizardry talent is real!
00:19:34 Janet Hoover: Mine too, he’s an accountant lol
00:22:09 Janet Hoover: https://www.meliopayments.com/
00:22:21 Laura Byrge: http://www.meliopayments.com/
00:25:26 Lauren N.: have you guys had success with dubsado’s scheduler compared to calendly or acuity?
00:25:53 Shannon Mattern: Dubsado is the only scheduler I’ve used, never had issues!
00:26:05 Lauren N.: ohhh nice!!
00:26:44 Kaila – HeyKaila Media: I really liked Calendly but I just switched to Dub and it seems to not be letting me down yet!
00:26:58 Tina Paredes: I will help test anyone's workflows! Haven't set up any myself yet
00:27:43 Kaila – HeyKaila Media: That’s what I was thinking is depending on your boundaries, you can still not cancel the call if they don’t complete the 10 magic questions
00:27:44 Kaila – HeyKaila Media: If you want
00:27:55 Kaila – HeyKaila Media: *still cancel it
00:28:02 Deanna: I love dubsado’s scheduler – I have a simple questionnaire on my site, which triggers an email about 30 minutes later inviting them to schedule a call, which has a little more extensive questionnaire.
00:28:42 Deanna: JINX lol
00:28:55 Kaila – HeyKaila Media: https://heykaila.com/contact/book-a-consult/
00:29:20 Kaila – HeyKaila Media: So I would follow up with the 10 magic questions and that’s what starts my workflow
00:29:36 Kaila – HeyKaila Media: Damn I missed that sorry
00:30:41 Deanna: Happy to see what i do makes sense to someone else 💜
00:32:01 Kaila – HeyKaila Media: Totally!
00:32:07 Kaila – HeyKaila Media: I use Asana
00:33:02 Nay Stevens: I haven't got that far yet in setting everything up, but my plan was Asana.

The productivity client I have she does Dubsado setups and that was the system she recommended
00:33:34 Deanna: Love it – I didn’t think about creating to-dos like that
00:39:11 Nay Stevens: That was my question, to see if any clients actually use it
00:40:20 Nay Stevens: Can they upload files? Like to images for their site?
00:41:52 Deanna: Yes!
00:42:19 Deanna: I create questionnaires and there is a file uploader widget you can add to the questionnaires
00:42:53 Kaila – HeyKaila Media: Another good way to do it Deanna!
00:43:02 Amy K Ogden: Nice Deanna!
00:43:56 Deanna: If it’s a image or copy heavy site though I will usually create a google file and add it to the portal – I feel like I’m pushing it by adding TOO much LOL
00:47:07 Kaila – HeyKaila Media: For the record – Honeybook is still sweet, if anyone is considering it – I PERSONALLY just found it restricting.
00:48:33 Deanna: I use Zapier to add a new client to my email list and a series of emails just for clients
00:48:44 Kaila – HeyKaila Media: It was sort of what I was talking about with not forcing a software. There were just a few things that I liked doing in the process I was using already that it wouldn’t let me do.
00:51:30 Shannon Gross: You could also schedule an email in gmail for the next year to remind yourself
00:51:54 Janet Hoover: Ah that’s true too, thanks Shannon
00:53:23 Deanna: Like a Dubsado dedicated one? I would LOVE that
00:53:36 Rachel Briscoe: Slack would be great Kaila
00:54:28 Kaila – HeyKaila Media: I’ve only used the Dubsado ones so far
00:54:45 Kaila – HeyKaila Media: They upload them there after
00:54:54 Deanna: One video that helped me a lot was this one – https://youtu.be/xfSSuiEDBTU
00:55:06 Rachel Briscoe: Thanks Deanna
00:58:03 Kaila – HeyKaila Media: Caitlin’s next service offering :p
00:58:16 Rachel Briscoe: https://www.dub-ins.com/
00:58:46 Deanna: They have gorgeous templates too – https://creativetemplateshop.com/
00:59:12 Deanna: Love dub ins too but I haven’t had a chance to set it up yet lol
00:59:18 Kaila – HeyKaila Media: Yeah, I follow a designer who uses Dub for proofs too – she has good tutorials – I think it’s @designsbylaney
00:59:39 Kaila – HeyKaila Media: https://www.instagram.com/designsbylaney/
01:00:04 leighscott: I have to drop for a meeting. Thanks everyone!
01:00:13 Kaila – HeyKaila Media: Wait nope – https://www.instagram.com/designbylaney/
01:00:23 Caitlin Harrison: http://caitlinharrisonclients.com/subhani
01:01:50 Deanna: Same Caitlin 🙂
01:02:14 Deanna: This was so much fun thanks@