In this episode of the podcast, we talk to Martine, a certified Dubsado specialist and founder of Streamlined by Martine. We discuss how to provide an exceptional client experience by leveraging Dubsado.

Martine shares her journey from a consulting business to specializing in Dubsado, the challenges clients face with client experience, and the importance of having a streamlined process before automation. She provides insights on why Dubsado stands out for service-based businesses, the role of project management tools like Asana, and tips for setting up effective workflows. The conversation also touches on the right time for businesses to hire a Dubsado specialist and the value of combining Dubsado with other project management platforms.

FOLLOW MARTINE: @streamlinedbymartine

FOLLOW SACIA: @ashedesignhaus

00:00 Welcome and Introduction

00:52 Martine's Journey into Dubsado

02:45 Understanding Client Experience

03:59 Choosing the Right CRM

05:24 Implementing Workflows in Dubsado

11:38 Project Management Tools and Dubsado

15:52 Hiring a Dubsado Specialist vs. VA

19:40 When to Hire a Dubsado Expert

22:15 Fun Round: Snacks, Books, and Tips