3 Steps To Streamline Your Business

If the sight of your inbox overwhelms you, if you can’t ever locate that file you need when you need it, if you have stacks of paper piling up on your desk and so many sticky notes you can’t see your monitor, it’s time to declutter.

Spend a day cleaning out your inbox. Unsubscribe to lists that are no longer serving you, file emails into folders, set up filtering rules and canned email templates. Take an afternoon to clean up your desk and office space so that you can’t get distracted by clutter in your physical environment. Spend a morning taking all of your sticky notes and random to-do lists and putting them into a task management tool so that you can finally put intention (and a deadline!) behind each of those tasks.

When your business is free of clutter, you can clearly see what needs to be done, you can focus your time and energy more intentionally, and you can start to prepare both yourself and your business for bigger things to come.

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SystemsAnnie McCartyComment
How to Balance Automation and Personalization in Your Workflows

When it comes to automating your client workflow, one of the most common concerns is that by doing so, you will inevitably lose the personal connection that you have with your clients. When your workflow steps happen in the background, without you manually triggering each one, how can you still provide a personal touch?

Well let me tell you, I’m a BIG fan of automation. Not only does it save time in the day-to-day of running my business, but it also helps me ensure that each and every one of my clients receives the same high level of service, at the right time in the process.

But even I, the self-proclaimed queen of automating #allthethings, holds a few steps near and dear. And it’s by doing this, by holding on to a couple of touchpoints in my client workflow, that I’m able to offer an experience that is consistent and EASY for me, yet truly tailored to each client I serve.

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SystemsAnnie McCartyComment
Why I Love Dubsado For My Creative Business

As a business owner, it can be hard to decide where to invest your money. There are seemingly a million things screaming for your attention - from courses, coaches, and education, to shiny new tools, software, and equipment.

That said, I firmly believe that your client relationship management (CRM) system is one of the best - if not THE best - investments you can make for your creative biz.

Your CRM is an investment in finally getting some time back in your day, it’s an investment in your clients’ experience with you, and it’s an investment in the overall health of your business over the long-term.

Dubsado is my CRM of choice and frankly, there are way too many reasons for me to recap them all here… so I’m breaking them down Cliffnotes style.

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Capitalizing on the Offseason

In a few short weeks, all us wedding hustlers will be sighing the big sigh – the one you sigh when the last of your Saturdays has been worked and you have a sea of blissful, non-bride-focused, wine-and-a-movie weekends out in front of you.

We’ve almost made it to the offseason, my friends. And while your weekends will be a lot less white dress and a lot more white wine, we all know that the booking madness ain’t no joke.

Every year you say it’ll be better. You’ll be more organized. You’ll keep the chaos less chaotic. And every year you end up overwhelmed in your sweatpants by 10 AM on Tuesday because – let’s face it – the madness does not end. Fueled by holiday engagements and spring couture, brides will be chomping at the bit to get the best squad assembled as they work to make their Pinterest dreams into wedding realities.

Psh. No sweat. This master list of five sure-fire action items will ensure you make it to yoga AND coffee with the girls without missing a beat for your biz. (I know you totally just said, “Yeah, right.” But for real – I got you.)

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SystemsAnnie McCartyComment
Cultivating More Reviews and Referrals

No matter how you break it down, referrals are one of the most important elements in running a successful wedding business. Based on a Nielsen Global Online Consumer Survey, 90% of people surveyed said they trust the recommendations of people they know, and 70% trust opinions posted online. That’s a pretty staggering stat, and it really proves that word of mouth marketing can be the most impactful marketing tool in your toolkit, hands down.

At the end of the day, people will remember (and want to talk about) both really bad and exceptionally good experiences, so I’ve developed a list of best practices to help you cultivate more consistent referrals by delivering an exceptional experience for your clients from the first moment they reach out.

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