What was the process that you put in place that made you feel like you moved your business from a hobby, side gig or just a dream into an actual business?
Task/project management – Trello, ClickUp
Care Plans – ongoing maintenance
Contracts – setting expectations, credibility
CRM – keep track of clients and leads
White-labeling – doing work for partner agencies
Automated onboarding/offboarding – Dubsado
Sending of contracts
estimate with Quickbooks
talk budget early on so that price tag isn’t a surprise at proposal/contract time
proposal/contract/invoice sequence or all at once
rough proposal first to gauge fit?
Tools mentioned in discussion and chat