TCC Podcast #284: How to Use Dubsado to Streamline Your Business and Elevate Your Client Experience with Charlotte Issac

Charlotte Davis is our guest for the 284th episode of The Copywriter Club podcast. Charlotte is a Dubsado Strategist and Business Operations Consultant, and in this episode she breaks down the best way copywriters can use systems in their businesses to create a high-level client experience and maximize their time and energy. Here’s how the episode goes down: How Charlotte transitioned from OBM to Dubsado wizard. The difference between OBM (Online Business Manager) and VA (Virtual Assistant), PLUS when you’re ready for each. Are you ready for a Systems Strategist? Why you need to pull your processes out of your head and into a system. What can be automated in Dubsado? The one thing business owners forget or feel awkward doing. Honeybook vs. Dubsado – what’s the dif? Should you set up your own Dubsado or hire an expert? The process of hiring a professional in your business. Best practices for client management while using automation – is it possible? The 3 system standards service providers need to implement into their business ASAP. How automation helps copywriters get out of their own way. The 5 part process to making high-converting proposals. Managing productivity and managing boundaries… Can the two coexist? The method to a better discovery call. How Charlotte manages her team and what she outsources in her business. The mindset that comes with being afraid to do something. Self care practices that keep Charlotte loving what she does and help her manage her energy. The future of the online marketing space means no more cowboys. How Harry Potter and business are the same. If you need clarity around creating systems and processes, be sure to hit the play button or check out the transcript below. The people and stuff we mentioned on the show: The Copywriter Think Tank Kira’s website Rob’s website Charlotte Isaac's website  The Copywriter Club Facebook Group The Copywriter Underground Episode 44 Episode 207   Ful