The Working Smarter Journal

The saying is cliche' but working smarter not harder is something that all small business owners can get better at. The Smarter Creative blog curates tips, tricks, and training to serve your creative small business.

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Dubsado Custom Proposals: Two Methods to Streamline Your Client Wins

Dubsado

Discover how to ditch the manual proposal struggle and create custom Dubsado quotes that convert clients and boost your business.

New Blog Graphic - Adjust Clients Contracts & Invoice AFTER BOOKING IN Dubsado

Looking to streamline your administrative workflow? Today, we’re focusing on a common challenge: adjusting contracts and invoices in Dubsado to reflect changes in services or pricing with your clients.

Carry your branding from your website into your Dubsado Forms using a Custom Font in your Dubsado Form! Bringing your Brand into Dubsado Hey there, welcome! Imagine your Dubsado forms as a crucial part of your client experience, where every detail reflects your brand’s personality. We’re here to guide you through using CSS to customize […]

Keep your Emails out of Spam and in Inboxes

Hey there, my savvy entrepreneurs! It’s Lauren, and boy, it’s been a minute since we caught up. Life gets crazy, right? But here we are, back in the groove of things. Quick reminder – you’re part of this incredible community because we’re all about making life easier for busy creative small business owners, especially when […]

How to plan your day effectively

A couple of weeks ago I talked about a new software I’ve been using called Sunsama. Today I’m going to talk a little bit more about it because I’m still super excited about it.  Currency, I do most of my project management and to-do lists inside Notion. Notion is where I keep my content calendar, […]

How to Automate Your Proposal Follow-Ups in Dubsado

Let’s chat about how you can Automate Dubsado Proposal sending and follow-ups. In a lot of conversations about Dubsado, I hear people say ‘I send contracts and invoices to my clients and get paid. What’s the big deal with proposals?’ Here’s the deal: When you use proposals in Dubsado, in one link you’re able to […]

Stop Paying for Calendly - do this instead!

How your Google Calendar can replace Calendly!! Using the Google Appointment Scheduling in your Google Workspace Calendar. QUICK LINKS: 00:00 Intro | 00:34 What are we gonna use instead | 02:53 Who can use it  | 04:41 Create a Scheduler + Edit Settings | 11:03 Share the Scheduler | 13:45 Use it for MiniSession | […]

HOW TO SEND CONTRACT REMINDERS WITH DUBSADO

One of the best automations in a Dubsado workflow that works for you is a Dubsado contract follow-up after a proposal has been completed. It’s one of my favorite workflows that I put together for my clients.  I’m Lauren with The Smarter Creative. I’m a certified Dubsado specialist and I help creative entrepreneurs work smarter, […]

woman opening laptop with matcha latte on desk with the words "What's new in Dubsado" overtop

Dubsado is constantly rolling out new features – here are the latest new features and how to use them!