10 FREE strategic survey questions
The strategic website and email copywriter for women-led brands like you ready to attract, delight and retain your dream customers.
Running a small business can literally take it out of you. Wouldnât it be nice to work in an environment where you can hand over some of the dreaded admin tasks to someone who just gets them done? How do next-level customer relationships without having to spend hours of your day nurturing them sound?
Let me introduce you to Charlotte Isaac, a matchmaker for online business owners and their future favourite business tool, Dubsado. She helps overworked entrepreneurs with the nitty-gritty of Dubsado workflow setups so you can finally feel like the boss of your business AND your life.
Charlotte caught up with me to share her personal take on running a business and why trusting Dubsado as your most valuable employee can transform your business outlook, especially in the early days.
Hello, Iâm Charlotte!
Trudging into the 9-5 just wasnât for me, so I started my business to create a lot more freedom and flexibility in my life â and to help my clients do the same! I work with small businesses all over the world, helping them to automate and elevate their client processes using a tool called Dubsado.
For those of you who havenât heard of Dubsado, itâs a client management system that can look after your clients and their relationship with you right from when they enquire via your website to collecting a glowing testimonial.
Iâm not great at multitasking so I gave my 12 weeks notice, headed to Africa for a month and dived right in as soon as I got home. Would I recommend that path to everyone? Probably not. There certainly were some nail-biting moments. But it did help me create what I wanted. For my days and weeks to flow as I wanted them to, which was really important to me.
In the early days, itâs hard to trust your gut and move in the direction it nudges you towards. A few things that Iâve learnt in those early days is to not let imposter syndrome take over. Oh, and if it doesnât feel right, pivot quickly.
Every small business owner I know has had a roundabout startup journey. It takes time to settle in, and that is totally normal. I wish someone told me that you donât need to have it all figured out!
Using clever systems early on can help you stay focused on the things that are going to make a real difference to your growth. And letâs be honest, spending 25 minutes across three different apps trying to get your clients a proposal, contract and invoice is not going to move the needle.
Using Dubsado can help you:
Bring on more clients, faster
Spend less time doing admin (I had one client go from spending 3 hours per proposal to 12 minutes)
Get paid on time, every time
Capture better testimonials (because youâre consistently asking for them and your clients find it super easy to work with you)
Turn clients into repeat clients
Encourage referrals
Everything feels hard when youâre just starting out. Because thereâs just so much to learn! Having a really solid base for your client experience is going to make life easier AND help you keep growing your business.
Happy clients are what will make or break your business. Even if you donât use client management software yet, invest time thinking about your customer journey. Write out your process, and be consistent.
Where possible, package up your services rather than custom quoting or charging hourly. As humans we love being guided by someone who’s an expert in a field that, frankly, confuses the crap out of us. Thatâs why theyâre hiring you! By creating a signature service and process youâre giving your clients a lot of clarity around what needs to happen and exactly what theyâre going to get for their investment.
When youâre ready to invest in software, spend time evaluating your options. Make a decision and stick with it for a while. âShiny Object Syndromeâ wonât help you grow your business.
Be (or hire) an architect before you get building. That software youâve invested in is only going to be a good investment if itâs set up in a way that works for you. If weâre talking Dubsado, plan out your workflows before you start creating that proposal template. Trust me, youâll set it up in half the time, and itâll be twice as good.
Communicate with your clients more than you think you need to. Donât leave your clients wondering what youâre working on, what you need from them or when they can expect to hear from you. Be proactive and give your clients what they want, before they even ask for it. Donât worry, I hear you. Youâre busy and you donât love hand-holding. Most of this can be automated using Dubsado!
For sure! There are so many misconceptions. Here are the two I always find myself wanting to share:
âYouâre too small for systems.â
If youâre on a mission to grow your client list, you need systems. If you canât afford to hire a VA, you need systems. If you want your clients to rave about you (hello referrals), you need systems.
âAutomation means the end of high-touch, incredible client experiences.â
You donât have to automate every single thing. You can still add personalised moments of surprise and delight. Itâs all about giving you more time to do those things well â the ones that will truly make a difference.
I work with a lot of women who feel like theyâre starting to resent their businesses. They started their business to have more time for themselves and their families, but their reality couldnât be more different. They often feel like itâs impossible to keep growing without sacrificing even more time. Which isnât the case!
One of my lovely clients summarised those typical outcomes of trusting your systems so well. Iâll let her words speak for themselves:
âThe peace of mind knowing that my clients are being nurtured even while Iâm getting the kids ready for school or travelling on the weekends is huge! Iâve almost doubled my income this month because Iâve had more time to reach out to new people. If your client process is falling behind or youâre spending too much time doing admin work everyday then hire Charlotte and save your sanity!! I couldnât recommend her enough! My workflows run smoothly now and I know that my clients are getting the forms and emails they need to move forward.â
â Laura Matteson, Illustrative
That’s exactly how I transformed my manual-labour business to a well-oiled customer experience machine.
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Grab these 10 FREE strategic survey questions so you can hit SEND on your FIRST or NEXT survey and change the trajectory of your copy game TODAY. đđ
Grab my 10 FREE strategic survey questions so you can hit SEND on your FIRST or NEXT customer survey and change the trajectory of your copy game TODAY. đđ
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@candocontent
The audience-driven copywriter and brand strategist for female founders who replaces copy dead ends with a strategic take on copywriting. One that believes in intentional brand touchpoints and empathy-driven copy to nurture genuine connections.
Over the past 7-odd years I've given 100+ women-led brands globally the strategy and words to nurture genuine connections, drive sales and celebrate loyalty. Authentically.
I live and work on the breathtaking Darug land of the Darug people. I pay my respects to the Darug Elders, past and present, and the Aboriginal Elders of other communities who may be here today.
Always was, always will be Aboriginal Land.