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The Systems and Workflow Magic Podcast - How to Prep Your Dubsado Account for 2025

How to Prep Your Dubsado Account for 2025

12/30/24 • 18 min

The Systems and Workflow Magic Podcast

🎉 In this actionable episode, Dolly DeLong dives into the transformative power of preparing your Dubsado account to streamline and organize your business for 2025 (Instead of being scattered and all over the place). Dolly shares practical tips and personal insights on how to audit your workflows, refresh your forms and templates, automate processes, and create a centralized hub for all your client management needs. Whether you're a photographer, educator, or service provider, this episode is packed with strategies to help you stay organized, reduce overwhelm, and focus on what matters most in the new year. If you’re ready to ditch the chaos and implement a system that works for YOU, this episode is a must-listen! (And no, you don't have to be a Dubsado user to apply this to your business!)


đź“– Access FULL episode + transcript + shownotes HERE


Mentioned Resources & Links

🎉 The Bookkeeping Template For Creatives

🎉 The Emails Needed For Your Next Launch (Free PDF)

🎉 The Master Business Operations Trello Board

🎉The Master Mini-Session Roadmap Checklist (Dubsado)


Connect with Dolly DeLong Education

đź’»Website

📱Instagram

🎥YouTube


Thanks for joining me on The Systems and Workflow Magic Podcast! If you enjoyed this episode:

âś…Sign up for weekly reminders to stay updated on all things systems, sops, and workflows to impact the backend of YOUR business! You can snag freebies here: https://systemsandworkflowmagic.com/business-tools

🥳Post a screenshot and some of your favorite key takeaways on your IG story, and tag me @dollydelongeducation so I can repost it!

🔗affiliate links included, which means I might make a lil' money when you click. I only recommend people, products, & programs I use & ❤️


Hosted on Acast. See acast.com/privacy for more information.

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🎉 In this actionable episode, Dolly DeLong dives into the transformative power of preparing your Dubsado account to streamline and organize your business for 2025 (Instead of being scattered and all over the place). Dolly shares practical tips and personal insights on how to audit your workflows, refresh your forms and templates, automate processes, and create a centralized hub for all your client management needs. Whether you're a photographer, educator, or service provider, this episode is packed with strategies to help you stay organized, reduce overwhelm, and focus on what matters most in the new year. If you’re ready to ditch the chaos and implement a system that works for YOU, this episode is a must-listen! (And no, you don't have to be a Dubsado user to apply this to your business!)


đź“– Access FULL episode + transcript + shownotes HERE


Mentioned Resources & Links

🎉 The Bookkeeping Template For Creatives

🎉 The Emails Needed For Your Next Launch (Free PDF)

🎉 The Master Business Operations Trello Board

🎉The Master Mini-Session Roadmap Checklist (Dubsado)


Connect with Dolly DeLong Education

đź’»Website

📱Instagram

🎥YouTube


Thanks for joining me on The Systems and Workflow Magic Podcast! If you enjoyed this episode:

âś…Sign up for weekly reminders to stay updated on all things systems, sops, and workflows to impact the backend of YOUR business! You can snag freebies here: https://systemsandworkflowmagic.com/business-tools

🥳Post a screenshot and some of your favorite key takeaways on your IG story, and tag me @dollydelongeducation so I can repost it!

🔗affiliate links included, which means I might make a lil' money when you click. I only recommend people, products, & programs I use & ❤️


Hosted on Acast. See acast.com/privacy for more information.

Previous Episode

undefined - How to Organize Your Small Business Under One Digital Roof Using Trello

How to Organize Your Small Business Under One Digital Roof Using Trello

🎉 In this actionable episode, Dolly DeLong dives into the transformative power of creating a centralized hub to organize your business operations under one digital roof using Trello (Instead of being scattered and all over the place). Dolly shares practical tips and personal insights on how to streamline the moving parts of your business, reduce overwhelm, and create a centralized hub for all your biz operations, marketing plans, finances, and more. Whether you're a photographer, educator, or service provider, this episode is packed with strategies to help you stay organized, focused, and ready to tackle 2025 with clarity and confidence. If you’re ready to ditch the chaos and implement a system of organization that works for YOU, this episode is a must-listen!


đź“– Access FULL episode + transcript + shownotes HERE


Mentioned Resources & Links

🎉 The Bookkeeping Template For Creatives

🎉 The Emails Needed For Your Next Launch (Free PDF)

🎉 The Master Business Operations Trello Board


Connect with Dolly DeLong Education

đź’»Website

📱Instagram

🎥YouTube


Thanks for joining me on The Systems and Workflow Magic Podcast! If you enjoyed this episode:

âś…Sign up for weekly reminders to stay updated on all things systems, sops, and workflows to impact the backend of YOUR business! You can snag freebies here: https://systemsandworkflowmagic.com/business-tools

🥳Post a screenshot and some of your favorite key takeaways on your IG story, and tag me @dollydelongeducation so I can repost it!

🔗affiliate links included, which means I might make a lil' money when you click. I only recommend people, products, & programs I use & ❤️


Hosted on Acast. See acast.com/privacy for more information.

Next Episode

undefined - Mastering Organic Marketing Strategies for 2025 with Stephanie Kase

Mastering Organic Marketing Strategies for 2025 with Stephanie Kase

🎉 In this actionable episode, Dolly DeLong dives into the transformative power of organic marketing strategies to help you grow your business sustainably in 2025. Joined by the incredible Stephanie Kase, this episode explores how to connect authentically with your ideal audience, craft a marketing plan that resonates, and build a foundation for long-term success—all without relying on paid ads. Stephanie shares practical tips on mastering one platform at a time, creating evergreen content, and leveraging SEO to make your marketing efforts work for you. Whether you’re a service-based business owner, digital product creator, or entrepreneur in the online space, this episode is packed with actionable insights to help you reduce overwhelm, focus your efforts, and achieve consistent growth. If you’re ready to embrace the power of organic marketing and create a system that works for YOU, this episode is a must-listen!


đź“– Access FULL episode + transcript + shownotes HERE


Mentioned Resources & Links

🎉 The Online Marketing Club (affiliate link)

🎉 The Master Trello Business Operations Board


Connect with Dolly DeLong Education

đź’»Website

📱Instagram

🎥YouTube


Connect with Stephanie Kase

đź’»Website

📱Instagram

🎥YouTube


Thanks for joining me on The Systems and Workflow Magic Podcast! If you enjoyed this episode:

âś…Sign up for weekly reminders to stay updated on all things systems, sops, and workflows to impact the backend of YOUR business! You can snag freebies here: https://systemsandworkflowmagic.com/business-tools

🥳Post a screenshot and some of your favorite key takeaways on your IG story, and tag me @dollydelongeducation so I can repost it!

🔗affiliate links included, which means I might make a lil' money when you click. I only recommend people, products, & programs I use & ❤️


Hosted on Acast. See acast.com/privacy for more information.

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