In this episode, I’m talking about a topic that a lot of you have requested from me. I shared earlier this year that I was thinking about switching from Dubsado to ClickUp to manage my entire client workflow. I got a lot of questions about how I came to that decision and what the transition has looked like for me. There are many reasons why I switched, so I’m dedicating a full podcast episode to why Dubsado ended up not being a good fit for me and how I'm managing my client workflow in ClickUp now. You may be surprised that I also added other software programs to my software stack to manage my workflow... but I'm getting ahead of myself.
Before we jump in, I want to give a disclaimer that I still think Dubsado is a great software tool. Dubsado has continually improved their software, which is really important! I always look at a software's product roadmap before I sign up for it to see what their plan is for the future. I want to know what their development vision is to see if their business will grow alongside my business. While it wasn't a great choice for me based on how my business developed, it's still the number one business management software that I recommend to many of my clients who are creatives. So, don’t completely count Dubsado out yet!
If you've realized that the software you chose to set up your client workflow isn't working for you and feel frustrated when things get glitchy, this episode might help you sort through some of the challenges you're having. If you have a coaching business or a service-based business, lean in close. This episode might open your eyes to some different options to consider. I'm really happy with the switch I made and it might be just want you’re looking for, too.
There's so much I could say about ClickUp, but today I'm just going to talk about customer and client workflows, and what to consider when choosing your software stack to make your life easier and business more streamlined.
By the way, if you haven't already heard, I do have a course for ClickUp - the Organize Your Business course. It goes through how I organize the entirety of my business within ClickUp - I’m talking goals and projects, all of my marketing channels, client work, course creation and course student management, all of my random admin tasks, etc. The course walks you through each of the folders with an example in the template, and gives you a behind-the-scenes look into how I use each and every folder in my own business to manage everything. Be sure to check it out linked below.
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