If you have ever felt like your CRM handles half the job and the rest of your client workflow lives on sticky notes and random Google Docs, this episode is going to hit different. I'm sitting down with Abby Martinez, OBM and VA agency owner, to talk about how to connect Dubsado and ClickUp so your client experience runs on a real system instead of scattered memory.

Abby is the founder of Abby Martinez & Co, an OBM and VA agency that helps women bring their business vision to life through behind-the-scenes systems and support. She switched from HoneyBook to Dubsado and pairs it with ClickUp for her agency's project management. She is spilling the tea on exactly how she sets up automations between the two platforms and why having both a CRM and a project management tool is non-negotiable.

What you'll hear in this episode

• Why a CRM and a project management tool are two different things (and why you need both)
• The real difference between Dubsado and ClickUp and where each tool shines
• How to use Zapier to trigger automations between Dubsado and ClickUp when a contract is signed
• The three-phase client workflow: inquiry in Dubsado, project execution in ClickUp, and offboarding back in Dubsado
• How to build SOP templates in ClickUp so you never reinvent the wheel for a new booking
• ClickUp's built-in forms and how to use them for client feedback, applications, and customer support
• A practical "start with one service" approach, so you do not burn out trying to set up everything at once

Resources & Links Mentioned In This Episode

▸ Read the full blog post that goes with this episode (that way, you get all the links mentioned): https://systemsandworkflowmagic.com/dubsado-and-clickup-together/

▸ How to Create a Contact Form That Wows (free guide): https://systemsandworkflowmagic.com/create-a-contact-page-that-wows

▸ Dubsado (get 30% OFF with this affiliate link): https://systemsandworkflowmagic.com/dubsado-coupon-code

▸ The Backend Organization System for Family Photographers (Trello Board): https://systemsandworkflowmagic.com/master-business-operations-board

▸ The Family Photographer's Marketing Society: https://systemsandworkflowmagic.com/the-family-photographers-marketing-society

Connect with Abby Martinez:

💻 Website: https://wellbalancedbusiness.com/

Connect with Me (Dolly DeLong Education)

💻 Website 📱 Instagram 🎥 YouTube

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

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🔗 Affiliate links included. I only recommend products I personally use and love.

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