How To Juggle Multiple Clients Without Getting Overwhelmed

 
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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 two hours every day.

  • 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…

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Organize your 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.

These are just some of the results my Organize & Automate students have had, and you can have them too.

 

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

 
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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.

These are just some of the results my Organize & Automate students have had, and you can have them too.

 

Map Out Your Step-By-Step Design Process

Map Out Your Step-By-Step Design Process

Designers- are you stumbling through your design process? Have you mapped out your process on paper (or onscreen), or have you never bothered to because you don't have time?

Here's the danger with having a process in your mind and not writing it down:

You forget things.

That email signature that's part of your design package? You totally forget it until the client points out that you haven't done it yet.

That logo that only includes two revision rounds? You complete four revision rounds without realizing because you don't tick them off as you go through them.

That training session you're meant to offer clients at the end of your project? You're left feeling stupidly unprofessional because your client had to remind you of it.

Dubsado Tutorial | A Quick & Simple Dubsado Walkthrough

 
How to use Dubsado to manage your clients | Dubsado Tutorial | A Quick & Simple Dubsado Walkthrough | #dubsado #freelance #projectmanagement

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

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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

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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

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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

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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

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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

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This includes...

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

Utilities: Address Book

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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

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This includes...

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

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

Templates

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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 Web Or Graphic Design 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!


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

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"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

 

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"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

 

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“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


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. 

 

The ONLY 5 Free Tools You Need To Organize Your Business

 
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In today's video, you're going to learn the only five free tools you need to organize your business.

There are a LOT of tools out there that you can choose from, and it can be a real time suck trying each and every one to see what's a good fit for your business.

Instead, you can use this video to discover the best ones!

Watch the video below or continue reading.

01. Wave Apps

The first business tool that I want to talk to you about is Wave Apps. Wave is a free bookkeeping and invoicing tool.

The pros? It's free and it's super easy to use, you can add your accountant, you can use it to document your personal bills and expenses as well as business, you can download the Wave Receipts App to photograph and upload receipts on the go, and all of the reports that you need (such as your profit and loss reports) are included!

I have tried a lot of accounting tools over the last six years, like QuickBooks and Xero for example. But Wave has always been my favorite.

The cons? You can only invoice clients in your own currency and you can't import transactions automatically from Stripe. You have to import them manually.

I personally don't think that those two things are that big of a deal, so I've still stuck with Wave because I love it that much.

I suggest you use Wave Apps and create a monthly bookkeeping day. So on the same day every month, you will dedicate one or two hours to bookkeeping.

Simply open up Wave on that day, input all of your receipts for the month, and categorize all of your transactions for the month. Then you are done! This will help you to avoid the crazy chaos that so many freelancers go through at tax season when they suddenly need to organize a year’s worth of receipts.

02. Calendly

Have you ever sent dozens of back and forth emails to a client, trying to agree on a date for a consultation that works for both of you? It takes so much time and energy just to find a day that works for you both.

The solution is to use an online scheduler like Calendly. Here's how it works: you send your client a link to your Calendly calendar, and then the client just clicks the link. It shows them the dates and the times that you're available. They choose one, fill in their details, and then Calendly automatically imports that information to both of your calendars. It takes all of the hard work out of it for you completely!

The pros of Calendly? It is super simple for you and your clients to use, it integrates with your Google, Apple, Office 365 or Outlook calendar, it’s time intelligent (meaning it seamlessly detects the timezone of your invitee and converts your available meeting times to their timezone), and there's a free plan you can use if you only have one event type.

The con? If you need more than one event type, you’ll need to upgrade to a paid plan. (An event type is a category for your meeting. For example, I have an event type called 'Coaching Call' and one called 'Coffee Chat'.)

The other con is that you can't customize the email notifications your clients receive if you're on the free plan. It's not a big deal though because Calendly's readymade email notifications are just fine.

03. Hellosign

Stop sending clients contracts to print, sign, scan, and send back to you because that makes your clients jump through hoops to get booked in your schedule.

Hellosign let's you send contracts electronically. So, when a potential client wants to book a spot in your schedule, what you'll do is send them the contract from Hellosign. It will allow them to sign the contract right from their inbox so they don't have to print it! They can just click a couple of buttons and sign the contract electronically, then Hellosign sends you both the finalized copy.

The con of the free plan on Hellosign is that you can only send three documents per month. But for most of you reading this, that is enough.

(Need a legit contract template? A template that was specifically written for web and graphic designers? I recommend The Contract Shop!*)

04. Asana

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You guys know I talk about this tool all the time because I love it that much. Asana is a free project management tool that you can use with unlimited clients and up to 15 team members before you need to upgrade to a paid plan.

Now, in case any of you don't know, a project management tool is a secure space online where you can handle your entire project with the client. So you can communicate with the client, send feedback and files, assign tasks to yourself or the client, assign due dates, create calendars, and more!

The beauty of Asana is the task reminders. If you want to make sure your client remembers something (like their payment, for example), simply create a task in Asana, assign it to the client and give it a due date. When that date approaches, Asana will send an email reminder to your client!

Another pro? You can create recurring tasks that pop up on your calendar or your client’s calendar on a regular basis.

Honestly, I could go on about it for a long time because I like it that much. The cons are pretty much none that I can think of. That's why it is my favorite free project management tool.

For those of you who don't know, I have a free course that teaches you how to use Asana with your clients! 

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05. Gmail

Instead of using Apple Mail for your business, I recommend Gmail. The reason I think that Gmail is better is because of the simple fact that it is easier to give team members access to Gmail than it is to Apple Mail. You may not have a team now, but if your business keeps growing, you will eventually have one, and you don't want to get to that point where you're suddenly hiring team members and you've got to also start using a different inbox tool because these team members can't work with the one that you're currently using.

Some of your team members may not have an Apple device, whereas everyone is familiar with Gmail.

Plus, there is the added benefit of joining Gsuite when you’re ready (it starts at £3.30 per month) so you can create a professional email address right from within Gmail. For example, instead of yourname@gmail.com, your email address can be hi@yourwebsite.com.

There are lots of great features to Gsuite. There's also Google Drive, which you can use to send files to your clients, and Google Calendar, which you can use to stay organized.


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* All links with an * next to them are affiliate links. Don’t worry though, I’d never recommend something I don’t use and love!