- 21
- 3 402
Taylor | Chanel & Lee
เข้าร่วมเมื่อ 12 ต.ค. 2020
Chanel & Lee is a Dubsado Certified Specialist and client experience expert specializing in Dubsado education and consulting.
How Flodesk Powers My Biz: A Game-Changer for Email Marketing | CHANEL & LEE
How Flodesk Became My Secret Weapon for Effortless Email Marketing ✨
If you’re still out here sleeping on email marketing, it’s time to wake up. 😴 In this video, I’m giving you the full breakdown on Flodesk-the tool I swear by to keep my client communication smooth, my design on-brand, and my email game strong.
We’re talking:
-Why email marketing isn’t dead (and why you need to stop acting like it is)
-My go-to features for automation, design, and creating touchpoints to nurture my audience
-Real stats on how email can seriously level up your client experience and sales
-And how Flodesk makes it all way easier than you think!!
I’m all about working smarter, not harder. So if you’re ready to ditch the chaos and make your inbox work for you, hit up Flodesk and snag 50% off your first year with code CHANELANDLEE:
👉 Affiliate link, 50% off Flodesk for a Year: flodesk.com/c/CHANELANDLEE
Trust me, once you try it, there’s no going back to basic emails. 💌
Got questions? Hit me up in the comments or slide into my DMs on IG @chanelandlee. You know I’ve got you.Thanks for tuning in! 🌟 If you enjoyed this content, make sure to like, comment, and subscribe for more insights on enhancing your client experience and smart business strategies.
Stay connected:
📸 Instagram: / chanelandlee
💼 LinkedIn: / taylorltorres
Explore more resources and tips at chanelandlee.com/
Don't forget to grab all of my FREE resources in the library: chanelandlee.com/the-ex-library
Let’s make your business flow effortlessly!
If you’re still out here sleeping on email marketing, it’s time to wake up. 😴 In this video, I’m giving you the full breakdown on Flodesk-the tool I swear by to keep my client communication smooth, my design on-brand, and my email game strong.
We’re talking:
-Why email marketing isn’t dead (and why you need to stop acting like it is)
-My go-to features for automation, design, and creating touchpoints to nurture my audience
-Real stats on how email can seriously level up your client experience and sales
-And how Flodesk makes it all way easier than you think!!
I’m all about working smarter, not harder. So if you’re ready to ditch the chaos and make your inbox work for you, hit up Flodesk and snag 50% off your first year with code CHANELANDLEE:
👉 Affiliate link, 50% off Flodesk for a Year: flodesk.com/c/CHANELANDLEE
Trust me, once you try it, there’s no going back to basic emails. 💌
Got questions? Hit me up in the comments or slide into my DMs on IG @chanelandlee. You know I’ve got you.Thanks for tuning in! 🌟 If you enjoyed this content, make sure to like, comment, and subscribe for more insights on enhancing your client experience and smart business strategies.
Stay connected:
📸 Instagram: / chanelandlee
💼 LinkedIn: / taylorltorres
Explore more resources and tips at chanelandlee.com/
Don't forget to grab all of my FREE resources in the library: chanelandlee.com/the-ex-library
Let’s make your business flow effortlessly!
มุมมอง: 28
วีดีโอ
The Ultimate Guide to Transforming Leads into Loyal Clients | CHANEL & LEE
มุมมอง 322 หลายเดือนก่อน
In this video, learn how to enhance your client experience from the first inquiry to the final handoff. I hand you actionable strategies to ensure your clients not only love your work but also become loyal fans advocates for your business. You'll learn... -The art of upselling and integrating assets into your workflow. -Pro tips for efficient communication, including using canned emails and aut...
Effortlessly Embed Videos in Dubsado Forms: Simple Tutorial | CHANEL & LEE
มุมมอง 253 หลายเดือนก่อน
Add an extra level of personalization to your client experience in Dubsado by embedding videos directly into your forms. In this quick and easy tutorial, I'll show you step-by-step how to integrate personalized videos with just a few clicks. In this video, you'll learn... My favorite tool for recording & embedding videos directly on my browser The exact steps to grab and use embed codes with th...
How to Automate Proposal Follow-Ups in Dubsado: Step-by-Step Guide | CHANEL & LEE
มุมมอง 493 หลายเดือนก่อน
In this tutorial, I'll show you how to create an effortless follow-up system for client proposals using @dubsado 's powerful workflow features. In this video... Learn the difference between form expiration and automated proposal follow-ups in a workflow. Swipe my proposal workflow to get this exact process in your own Dubsado account Discover how to archive projects seamlessly if proposals aren...
Unlock Massive Client Conversions with My Signature Proposal Framework in Dubsado | CHANEL & LEE
มุมมอง 223 หลายเดือนก่อน
Discover how to elevate your client proposal game and convert leads into paying clients with this proven proposal framework. Learn my simple proposal tips that have generated hundreds of thousands of dollars for businesses just like yours! In this video, I'm walking through my framework and how I implement it into the @dubsado client management system including: a look at my detailed, eight-ste...
Create Polished & Profitable Client Proposals with Dubsado | CHANEL & LEE
มุมมอง 1063 หลายเดือนก่อน
I'm dishing out my signature tips for crafting compelling and profitable client proposals using Dubsado, an all-in-one client management system. During this masterclass replay, I dive deep into essential strategies and tools you need to elevate your proposal process and boost your conversions. In this video, you will learn: -The 8 Key Components that every high-converting proposal must have. -P...
How to Get Testimonials for Your Small Business: 3 Effective Strategies | Chanel & Lee
มุมมอง 153 หลายเดือนก่อน
In this mini-training, I share three powerful ways to effortlessly gather client testimonials and boost your business credibility. Learn how to integrate feedback forms seamlessly into your workflow and get those raving reviews that will skyrocket your social proof. Learn how to... 1. Incorporate automated feedback forms into your workflow for consistent reviews. 2. Strategically ask clients fo...
Adding a Video Message to Your Business Proposals | Dubsado Diaries
มุมมอง 117ปีที่แล้ว
I've sent hundreds of potential client proposals and included this one simple tip that only takes me 1-2 minutes of my time, yet completely influences my clients and their buying process. In this short video I share: - why to implement the video message in your biz proposals - the 3 things to include in your video message - how to use Loom for your video message - how to embed directly into a D...
Why I Love Dubsado | Dubsado Diaries
มุมมอง 119ปีที่แล้ว
The million-dollar question, why Dubsado? I've based my entire business off this one platform. I'm breaking down five reasons I'll choose and recommend Dubsado over any other CRM or small business platforn. Get 30% off your first month or year of Dubsado here → www.www.dubsado.com/?c=chanelandlee Learn more about my Dubsado VIP setup service here → chanelandlee.com/dubsado-vip FOLLOW ME WEB - c...
Phoebe | The CRM Specialist Academy Student Testimonial
มุมมอง 34ปีที่แล้ว
Phoebe, a virtual assistant turned Dubsado pro, shares her experience in my signature program, The CRM Specialist Academy. She shares how the program impacted her and allowed her to create her dream Dubsado business. Learn more about CSA here: chanelandlee.com/crm-specialist-academy
How to Use Payment Installments in Dubsado
มุมมอง 642 ปีที่แล้ว
DUBSADO TIP | How to Use Payment Installments in Dubsado The payment plan feature in Dubsado makes sending invoices easy breezy. Utilize the payment plan templates to have full control of your client's payment installments. Set up reminders, past-due emails, and more. Learn more about our Dubsado VIP setup service here → chanelandlee.com/dubsado-vip FOLLOW US WEB - chanelandlee.com/ INSTA - ins...
How to Send PDFs and Links to Clients via Their Dubsado Portal
มุมมอง 4512 ปีที่แล้ว
DUBSADO HACK | How to Send PDFs and Links to Clients via Their Dubsado Portal The Dubsado client portal is a fantastic way to keep clients organized and give them access to an organized space for all of their project communication, details, and forms. To easily send PDF docs or links to your clients, simply add to their client portal by heading to the forms in their project and add one-time lin...
What Is the Archive in Dubsado and Why Should I Use It
มุมมอง 322 ปีที่แล้ว
DUBSADO TIP | How to Redirect Schedulers and Lead Capture Forms to a Thank You Page in Dubsado This is my favorite hack to redirect potential leads or clients back to your content or website page, so they can continue to interact with your content / ecosystem. This happens by using the redirect URL option on the scheduler and lead capture form settings. Learn more about our Dubsado VIP setup se...
How to Manually Book an Appointment for a Client in Dubsado
มุมมอง 4192 ปีที่แล้ว
DUBSADO HACK | How to Manually Book an Appointment for a Client in Dubsado Allowing clients to book calls and meetings on their own using the Dubsado scheduler is a huge benefit to using this platform. But what do you do if you and the client verbally agreed on an appointment/meeting time, but you still want your client to receive email confirmation/reminders about that appointment? This tutori...
Dubsado VS Honeybook: What's the Difference?
มุมมอง 5402 ปีที่แล้ว
What's the difference between the two popular CRM platforms: Dubsado and Honeybook? In this discussion, I share the top 3 reasons I recommend Dubsado over Honeybook as the go-to CRM for service providers and entrepreneurs. Ready to start using Dubsado? Start your free trial and get 30% off your first monthly or yearly subscription here → dubsado.com/?c=chanelandlee FOLLOW US WEB - chanelandlee....
How to Redirect Schedulers and Lead Capture Forms to a Thank You Page in Dubsado
มุมมอง 1792 ปีที่แล้ว
How to Redirect Schedulers and Lead Capture Forms to a Thank You Page in Dubsado
How to Customize Your Dubsado Project Status Funnels
มุมมอง 5253 ปีที่แล้ว
How to Customize Your Dubsado Project Status Funnels
How to Access the Dubsado Template Library
มุมมอง 1633 ปีที่แล้ว
How to Access the Dubsado Template Library
How to Add Code Blocks in Dubsado Forms
มุมมอง 2763 ปีที่แล้ว
How to Add Code Blocks in Dubsado Forms
How to Add Call-to-Action Buttons in Dubsado
มุมมอง 1943 ปีที่แล้ว
How to Add Call-to-Action Buttons in Dubsado
*Hi, Please check your email.*
great video, thank you! working on my CRM now and I dislike how video looks in Dubsado
very helpful video for me. thanks
Thanks so much for the clear explanation. However, I was hoping to understand also why after doing this booking arrangement the message, "Needs sending" continues to appear in the upper-right of the appointment box? Please refer to the 3min 55sec frame in your video. Cheers, Mark
Awesome! I have a question: I typically add my clients meeting into my calendar during the call so that I don’t forget to do it, so if I were to go back into the scheduler that time slot is no longer available. Is there a way to simply set an appointment in dubsado so that they get the confirmation emails or would I need to go through the process of selecting a meeting time, etc? I mean I could always delete the date in my calendar to open the slot, but sometimes I’m “squeezing” them in and the buffers I’ve set in place won’t allow their time slot to show up. Any suggestions?
Thanks for this quick how to. You mentioned “Action for Send” Form as another option to get a client pdf’s. I’m brand new, so I’ll have to figure out what that means but is that what I should be looking into for a new client on boarding if I want to get them the following: pdf workbook, pdf contract and pdf waiver?
Hey Roger! Great question-the hack in this video is ideal for items your uploading on a one-time basis. If you'er looking to send a workbook, contract, waiver, etc. you can create those items as "form templates" in your account and then "apply" those forms to the project, either in the forms tab in their project or via the workflow! Hope that helps. Feel free to shoot me an email taylor@chanelandlee.com if you're looking for more Dubsado support :)
@@chanelandlee I appreciate it! Thanks for the response.
Love this hack thank u so much!
Hello! I'm your new subscriber. I love your tutorial videos about Dubsado and I'm following all your tips because my client and I are new to Dubsado. We embedded our new lead form on our Wix website. I act as a new lead and fill it out. Then I will receive an email to schedule an appointment. Our problem is after picking a date, I will need to fill out the same lead form again. :( Is there a way how to remove the same form after scheduling the appointment? Please help:( Thank you very much!
Hi there! So glad you love the videos :) If your process is 1) fill out lead capture first 2) after clients submits lead capture, send appointment scheduled), then you do not need the lead capture form ATTACHED to the scheduler. You already have their info since they have already submitted a contact form. So I’d recommend deleting the form for the scheduler, and making sure you only use that scheduled once a client has reached out. Let me know if that helps!
@@chanelandlee Thank you soooo much!
Such a great idea 😀
Is the site safe for clients and HIPAA compliant?
Dubsado is not HIPPA complaint. You can find more about their safety / privacy items here: www.dubsado.com/legal/privacy-policy
Answer to the question is 2:11
Your Dubsado proposal is sooo cute!