Sign up to save your podcasts
Or
Share The Client Onboarding Class with Jake Berg
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Client Onboarding Class with Jake Berg
In this Podclass, I am joined by the co-founder of Dubsado.com, Jake Berg, who shares some helpful strategies for building a good relationship with your clients right from the early stages and effectively onboarding them into your systems and business. He also shares some thoughts on Dubsado, their client intake and management software, that is helping many freelancers successfully streamline and manage their client relationships.
Podcast Outline:
0:00 - Opening thoughts
0:55 - Introduction to Jake Berg
2:28 - Jake’s story of building the business, Dubsado
- 4:50 - How having kids motivated his business
- 5:25 - How his work experience inspired the Dubsado platform
7:23 - What it’s been like starting a business with his wife and how he makes it work effectively
9:37 - How Craig works effectively with his wife
10:41 - How Jake and his wife respect each other’s roles in the business
11:29 - How to onboard a client with confidence so it builds your credibility:
- 11:54 - An example of a copywriter who built credibility by using Dubsado
- 12:49 - How a freelancer onboards a client well
- 16:17 - How Dubsado streamlines processes and saves time
- 17:12 - How Dubsado is a philosophy first
- 21:18 - How Dubsado helps people become better entrepreneurs and business owners
21:41 - An overview of what Dubsado is and how it’s serving the freelance community
- 23:51 - Key integrations
- 25:45 - The Workflow
26:15 - How Dubsado integrates with project management tools
28:19 - Final thoughts
Resources and tools discussed in this episode:
Dubsado: https://www.dubsado.com/
WordPress: https://wordpress.org/
Gmail: https://www.google.com/gmail/
Excel: https://products.office.com/en-us/excel
PayPal: https://www.paypal.com/us/home
Webflow: https://webflow.com/
Typeform: https://www.typeform.com/
Google Forms: https://www.google.com/forms/about/
Zapier: https://zapier.com/
QuickBooks: https://quickbooks.intuit.com/
Xero: https://www.xero.com/us/
MailChimp: https://mailchimp.com/
ConvertKit: https://convertkit.com/
Insightly: https://www.insightly.com/
Trello: https://trello.com/en-US
Asana: https://asana.com/
View all episodes
By Craig Cannings
5
88 ratings
In this Podclass, I am joined by the co-founder of Dubsado.com, Jake Berg, who shares some helpful strategies for building a good relationship with your clients right from the early stages and effectively onboarding them into your systems and business. He also shares some thoughts on Dubsado, their client intake and management software, that is helping many freelancers successfully streamline and manage their client relationships.
Podcast Outline:
0:00 - Opening thoughts
0:55 - Introduction to Jake Berg
2:28 - Jake’s story of building the business, Dubsado
- 4:50 - How having kids motivated his business
- 5:25 - How his work experience inspired the Dubsado platform
7:23 - What it’s been like starting a business with his wife and how he makes it work effectively
9:37 - How Craig works effectively with his wife
10:41 - How Jake and his wife respect each other’s roles in the business
11:29 - How to onboard a client with confidence so it builds your credibility:
- 11:54 - An example of a copywriter who built credibility by using Dubsado
- 12:49 - How a freelancer onboards a client well
- 16:17 - How Dubsado streamlines processes and saves time
- 17:12 - How Dubsado is a philosophy first
- 21:18 - How Dubsado helps people become better entrepreneurs and business owners
21:41 - An overview of what Dubsado is and how it’s serving the freelance community
- 23:51 - Key integrations
- 25:45 - The Workflow
26:15 - How Dubsado integrates with project management tools
28:19 - Final thoughts
Resources and tools discussed in this episode:
Dubsado: https://www.dubsado.com/
WordPress: https://wordpress.org/
Gmail: https://www.google.com/gmail/
Excel: https://products.office.com/en-us/excel
PayPal: https://www.paypal.com/us/home
Webflow: https://webflow.com/
Typeform: https://www.typeform.com/
Google Forms: https://www.google.com/forms/about/
Zapier: https://zapier.com/
QuickBooks: https://quickbooks.intuit.com/
Xero: https://www.xero.com/us/
MailChimp: https://mailchimp.com/
ConvertKit: https://convertkit.com/
Insightly: https://www.insightly.com/
Trello: https://trello.com/en-US
Asana: https://asana.com/