How To Create A Welcome Page in 1 Hour

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Ever feel like client work just drains you?

You’re tired of clients who never provide files, feedback or payment on time.

You feel obliged to answer your clients incessant emails on weekends and evenings.

You wish all your clients were total dreamboats who respected your boundaries and valued your service.

But sometimes, it feels like you jumped from a soul-sucking day job to a soul-sucking business.

Sometimes, you crave the security of a regular 9-5 job. At least then, you could leave all the payment-chasing and following up to someone else and just collect your pay slip at the end of each month!

Relate to any of that?

I used to struggle with it too - but over the last few years I’ve figured something out.

Our clients take over our lives, make unreasonable requests and make us feel like crap sometimes because we let them and we train them that it’s OK to do that.

Once I realized this, I was able to make changes to my client process that totally transformed the relationship I had with my clients, increased my income and changed how I felt about my business.

I went from resenting my clients to loving client work.

And I want to help you do the same!

Creating a welcome page is the first and easiest fix to transform your client process from stressful to smooth.

A welcome page is a webpage you send to your clients before your begin their project. It outlines everything your client needs to know to work with you effectively. It guides your client through your policies, boundaries and processes, setting your projects up for success - not the confusion, disrespectfulness and lateness you’re used to.

To help you create your welcome page, I’ve created this free masterclass: How to Create a Welcome Page in 1 Hour.

You’ll learn:

• 10 vital things your welcome page must include.

• When to send your welcome page to your clients and why you should send a welcome page, not a welcome packet.

• One welcome page tweak that will get clients to hand in files, feedback and payment on time - always!

• 3 examples of welcome pages made by creative entrepreneurs just like you!

This masterclass is perfect for freelancers, coaches and online creative entrepreneurs.

Sign up for free below!

How To Juggle Multiple Clients Without Getting Overwhelmed

Rena McDaniel's web design and maintenance business grew fast. She had 47 ongoing Wordpress maintenance clients with no business systems or organization in place.

She knew she had to do something to organize her business quickly or the success she was suddenly experiencing wouldn't last and she'd lose clients.

Rena joined my course, Organize & Automate, so she could streamline her business in the best and fastest way possible. And guys, her results are incredible!

• She has freed up 10 hours every week.

• She’s way less stressed and much easier for her husband to be around.

• She’s producing a better level of design work

• Her clients LOVE her process.

Here’s what makes me even happier about her results: she was hesitant about joining my course. She’d taken lots of courses in the past and never finished them. Yet she finished Organize & Automate and it completely changed her business.

Watch the video below to learn more.

Interview Breakdown

00:32 - What made Rena realize she needed to organize her business.

01:15 - The amazing benefits she’s experienced.

01:38 - Managing 47 ongoing clients.

02:22 - Rena hesitated joining Organize & Automate because she has invested in courses before that she didn’t enjoy or didn’t finish.

04:05 - Organizing her business has freed up 2 hours a day.

06:27 - Rena was surprised how easy it was to organize her business.

08:08 - How Rena’s clients reacted to her new project process.

09:15 - Out of the 12 courses Rena has taken, this is the only one she has completed.

Think her results were awesome? It doesn’t stop there. Here’s what she said a week after our call…

Organize your online service-based business and you could also experience…

• 10 hours of your time back each week.

• Clients becoming referral machines.

• Double the income in half the hours.

[GASP] Can you really work less and profit more?

Yup. And I’ll show you how my students and I have done it in my masterclass, “10 Steps to Go from Overwhelmed to Organized”

In this free training, you’ll learn:

• The 10-step process that helped me stop stressing, work LESS hours but earn an additional $200k.

• 3 unexpected ways to grow your income without trying any new marketing strategies.

• How I helped a solopreneur double her income just by organizing her business.

• The top 3 mistakes you must avoid if you want to streamline your business FAST.

Register below to watch the masterclass instantly!

Want To Raise Your Web Design Rates? Do This First.

Today I want you to meet Cat, the designer behind Gatto Web Studio and one of my Organize & Automate course students!

Cat was ready to stop playing small and working on blog designs only. She was ready to design for businesses and brands, take on larger projects and charge more for them. She was ready to level the heck up.

But she was also worried about the extra work that comes with taking on larger projects.

She wanted it to feel simple, not complicated. She wanted to be able to take on more than one large project at a time and handle it smoothly and stress-free.

That’s why she joined Organize & Automate.

If you’re ready to charge more for your design services and start taking on larger projects, Cat’s story will help you.

Interview Breakdown

0:33 - Cat decided to up-level her business and raise her pricing.

01:12 - The challenges Cat faced before she organized her business.

03:07 - The moment Cat realized she should be stepping into a CEO role in her business, not handling emails and admin tasks for hours each day.

04:41 - Cat’s opinion of Organize & Automate.

05:36 - How long it took Cat to complete the course.

06:01 - Her favourite thing about the course.

06:27 - The one thing that surprised Cat about the course.

07:07 - Where Cat would be now if she hadn’t organized her design business.

08:17 - Why Cat never stuck to the business systems she’d implemented in the past.

09:20 - How organizing her business has transformed how she feels about herself and her work.

10:52 - Why Cat joined Organize & Automate even though she’d had bad experiences with online courses in the past.

Organize your entire web or graphic design business in just two weeks

• 2 hours spare each day.

• Clients are becoming referral machines.

• Double the income in half the hours.

[GASP] Can you really work less and profit more?

Yup. And I’ll show you how my students and I have done it in my masterclass, “10 Steps to Go from Overwhelmed to Organized”

In this free training, you’ll learn:

• The 10-step process that helped me stop stressing, work LESS hours but earn an additional $200k.

• 3 unexpected ways to grow your income without trying any new marketing strategies.

• How I helped a solopreneur double her income just by organizing her business.

• The top 3 mistakes you must avoid if you want to streamline your business FAST.

Register below to watch the masterclass instantly!

Dubsado Tutorial | A Quick & Simple Dubsado Walkthrough

Dubsado* is the hottest business tool in the freelance world right now. I get a LOT of questions about it. So in this video, I'm sharing what Dubsado is and how to use it.

If you're scratching your head, wondering what the heck Dubsado is then here's the lowdown:

Dubsado is an all-in-one business management tool that allows you to send contracts and invoices, handle project management, create questionnaires and other forms, manage bookkeeping, track your time, send and receive emails and SO much more... all from ONE app.

And guess what? It's only $35 a month. That's a suuuper sweet price for a tool that does SO much and saves you so much time.

(If you can’t afford Dubsado right now, I recommend sticking to free tools. My course, Organize & Automate, helps you streamline your business using free tools only.)

Watch the video below to see a quick and simple Dubsado* walkthrough! In the video, you'll see exactly what Dubsado looks like, how it works, and the features it includes.

If you're not a video lover then don't worry, I've got you covered. Read on to learn of the main Dubsado features...

Dashboard

This includes...

• A financial overview - This shows how much money you've made so far and how much your clients still owe.

• Recents - This section shows recent activity.

• Monthly calendar - This shows all the tasks you've scheduled for the week. You can sync Dubsado* with your Apple or Google calendar so it automatically imports your tasks!

• To-do list.

• Unread alerts - When a client pays an invoice or signs a contract, you'll receive alerts.

Projects

This section displays all your potential, current and past clients.

This includes...

• A list of all leads + the date they inquired, the amount their project is worth, whether a contract has been signed and more.

• A list of all jobs with the same features I mentioned above.

• The invoices, contracts and forms you've sent to your clients.

• Appointments you've scheduled with your clients.

• Tasks.

• Notes.

• More!

Accounting

Dubsado's bookkeeping is quite basic so if you need to do in-depth bookkeeping then I recommend using Quickbooks. Dubsado* syncs with Quickbooks and they will also be syncing with Wave Apps and Xero soon. 

This includes...

• Invoices

• Proposals

• Profit & Loss statement

• Chart of accounts

Calendar

This includes...

• A monthly, weekly or daily view.

• Ability to import tasks from external calendars like Apple or Google Cal.

• Ability to export tasks from Dubsado* to your Apple or Google Cal.

Tasks

This includes...

• The ability to create tasks and assign them to yourself or other team members.

• Tasks in a list format.

• Tasks in a board format.

Utilities: Forms

This includes...

• A list of all forms you've ever sent your clients.

Utilities: Address Book

This includes...

• All essential information about your clients

• This information is imported into the address book when your client fills out the contact form on your website.

Utilities: Time Tracker

This includes...

• A time tracker you can use to time your projects.

• The ability to add the time tracked directly to invoices.

Templates

This includes...

• A scheduler you can use to schedule appointments

• Form templates: questionnaires, contracts, sub-contracts, proposals and contact page forms.

• Canned emails: email scripts you can send to clients so you're not typing out the same things all the time.

• Packages: create templates for each of your services/packages. You can then add your services to invoices and proposals with just one click!

• Workflows: Automations you can add clients to.

• Payment schedules

Bonus features!

• With Dubsado, you can send your contracts for electronic signature. That means your client can sign your contract quickly and easily, right from their inbox!

• You can brand everything with your own logo and colours.

• You can create client portals from inside Dubsado so your client has a page they can log in to and view all the files, emails and forms you've sent each other.

In my opinion...

Dubsado* is the bee's knee's. I've listed all of it's core features in this blog post but there are lots more that haven't been listed! If you can invest in any automation tool in your service-based business, let it be this one.

Get 20% off your first month on Dubsado

Click here to use my affiliate link*. When you sign up for a paid account via that link or use the code ‘nesha’, you get 20% off your first month- yay!

Organize Your Entire Online Service-Based Business In 2 Weeks

Want to set up and start using Dubsado quickly and easily? When you join my course, Organize & Automate, you get my secret bonus course, Dubsado In A Day, thrown in for free!

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Here's what my students have said about this course...

"I had been using Dubsado for months but had no idea how much it could do! Through this course, I learned a lot about workflows and it has changed everything for me. This course made Dubsado SO much easier to understand and set up.”

- Andrea Balogun, studioworkshopgroup.com

"Working through this course has been a gamechanger. I knew Dubsado was an amazing tool but after completing the Dubsado In A Day bonus, I now understand the full potential of this resource! Enroll in this course. The investment it TOTALLY worth it!”

- Madison Whiteneck, keepingthecreativity.com

“I never thought I would switch to Dubsado but after going through some of the lessons in this course, I am blown away by how much Dubsado can save me time and energy in my client process. It also makes my business look so much more organized and professional!”

- Paigon Davis, natashalanedesignco.com

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All links marked with a * are affiliate links. I get a little commission when you sign up for Dubsado using my affiliate link, but don't worry! I only recommend them because I seriously love them.