Wow your clients from the start with a consistent onboarding experience. Not only will this confirm they’ve made the right decision to work with you, it will also save you time and mental space having an easy to use template to utilize whenever you sign a new client. Click below for the Google Sheets version. If you’re a Microsoft Excel user, feel free to export it into excel.

If you’re ready to implement Dubsado to help manage your clients from leads to paying customers (with proposals, bookings and more!), you can utilize my affiliate code for 20% off your first month (when you select the monthly plan) or year (when you select the annual plan)! Don’t miss out on the extra savings. Click below and the code will automatically populate for you.

Stay connected with your most valuable asset in business, your audience. Flodesk is my go-to email service provider. It’s easy to design beautiful emails and send them on a regular basis. As an affiliate, you can use my discount code for 50% off your first year.

Visit this page for my best efficiency hacks, including how-to videos, step by step tutorials and templates that have saved me time and mental energy in my business!

Click here to see a list of the gadgets I use (and recommend to others) on a daily basis in my business.

I read a lot of books related to business. I’ve tracked several that I’ve read and reviewed and categorized them to make it easier to find one (or more) that might interest you.