Honeybook to Dubsado: One Year Later with Mary Otanez

Business-First Creatives: Client Experience & Systems for Service Providers · Jul 28, 2022 · 34m

A little over a year ago Mary hired me to streamline her business in Dubsado. She was switching from Honeybook to Dubsado, but to be honest, she was barely using that CRM for more than sending out invoices and contracts. So we can safely say this was a brand-new systems setup 😉

A year later I interviewed Mary to ask how the systems were treating her for this week’s podcast episode and if she had made any changes.

Here are the highlights…

[00:43] About Mary’s business

[04:20] How she was underutilizing Honeybook

[06:42] Why I began offer systems setups for photographers

[07:44] Switching from…