Take Your Shot Podcast

072 - How to Book More Clients with Dubsado Custom Proposals with Kelly McCracken


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Are you making it harder than it needs to be for your clients to book with you? In this episode, I’m joined by Kelly McCracken, a certified Dubsado specialist, to break down how Dubsado’s custom proposals can streamline your booking process and increase your conversion rate. We chat about what makes Dubsado stand out from other CRMs, the power of custom proposals, and how to create an effortless client experience.

Whether you’re a photographer, wedding vendor, or service-based business owner, this episode is packed with actionable strategies to simplify your workflow and get more clients to say yes faster.

What You’ll Learn in This Episode
  • What sets Dubsado apart from other CRMs
  • How custom proposals work—and why they’re a game changer
  • A simple way to structure proposals for higher conversions
  • The importance of reducing friction in your client’s booking process
  • How to make your proposals on-brand and visually seamless
  • Other ways Dubsado can automate and simplify your business


Connect with Kelly McCracken

  • Shop Dubsado Templates
  • Follow Kelly on Instagram

Links & Resources
  • Try Dubsado

Resources from Take Your Shot Collective

  • Business Resources
  • 1:1 Coaching with Halle
  • Join Our Free Online Community

If you enjoyed this episode, don’t forget to subscribe and leave a review—it helps us keep bringing you the best content to grow your business.

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