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Dubsado for Wedding Pros with Kelly McCracken
Manage episode 422288935 series 3496735
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Kassie, the host of the Mastermind Mixer, introduces her guest, Kelly McCracken, who specializes in services for Wedding Professionals, including blogging, Pinterest, and Dubsado. Kelly explains how she transitioned from being a virtual assistant to focusing on Dubsado, choosing it for its comprehensive capabilities over other platforms like HoneyBook. Despite initial struggles learning the system, she became proficient and advocates for its long-term benefits.
Kassie and Kelly discuss their shared experience with Dubsado and how it supports their business needs, emphasizing its evolving features and flexibility. Kelly also shares her background, including working for her parents' party rental business and transitioning to virtual assistance during the COVID-19 pandemic, ultimately seeking more flexibility and planning for a future with children.
They continue their discussion, delving deeper into Kelly's journey and her work with wedding professionals. Kelly shares how her own wedding planning experience highlighted communication issues in the industry, which inspired her to offer administrative services to wedding vendors. She describes her first client, a wedding planner, who needed help with Dubsado, giving Kelly valuable hands-on experience. They also discuss Kelly's self-taught design skills, particularly in proposal creation, and her growing confidence. Additionally, Kelly outlines her structured approach to blogging and Pinterest services, emphasizing the importance of combining both for effective results and maintaining client reports to track performance.
Kassie and Kelly continue their conversation, focusing on the challenges and strategies of providing effective client services. They discuss the importance of showing clients tangible results, particularly in saving time through automated systems like Dubsado. Kelly details her offboarding process, which includes personalized guidance and automated follow-up emails to ensure clients effectively use their new systems. They also touch on the difficulties of manual to automated transitions and the significance of maintaining client engagement and satisfaction. The conversation concludes with considerations on scaling services and potentially offering more comprehensive management support for clients as their businesses grow.
Freebie - Dubsado Step by Step Inquiry Workflow Guide + Canned Emails
37 episoade
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