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Optimize, Leadership Guest User Optimize, Leadership Guest User

Work Less, Make More: How to Streamline Your Work Week & Increase Your Client Capacity

It probably wouldn’t be too far-fetched to say that a common dream amongst business owners is to be able to work less but make more money. It sounds like a contradiction, but it’s actually entirely possible to achieve. By streamlining your work week and increasing your client capacity, you’re able to get back more time in your business and make more money.

There are really only two levers to pull in order to do this: 1. Increase the price of your package, and 2. Decrease the amount of time it takes to complete a client project. In this blog post, we’ll break down what it means to accomplish each of these, so you can finally reach your “work less, make more” goal.

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Optimize, Systems & Automation Abagail Pumphrey Optimize, Systems & Automation Abagail Pumphrey

10 Things Every Small Business Should Automate to Avoid Overwhelm

We wouldn’t call ourselves the queens of automation, but, boy, are we pretty darn good at it. Over the years, we’ve automated more things in our business than we can count, and it’s saved us hours of valuable time that we can focus elsewhere.

We believe automation is a huge piece of the puzzle in allowing small business owners to either avoid or break free of overwhelm. When you have to manage the administrative, financial, marketing, support, and countless other duties in your business, the stress can quickly build up.

That’s why in this blog post, we want to share 10 things we think every small business should automate to avoid overwhelm!

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Optimize, Mindset Guest User Optimize, Mindset Guest User

The Best Strategies to Avoiding Burnout in 2022

We know how easy it is to feel totally burnt out in your business. In fact, you may not have even realized that you’re burned out! You may have convinced yourself that this is just the hustle and grind that it takes to get your business going or to scale past where you’re currently stuck.

In reality, this isn’t effective nor ideal. Growth and progress don’t happen during burnout, so you have to come up for air and create a clean slate. Keep reading to find out the best strategies to help you avoid burnout in 2022, so you can continue to grow and scale your business sustainably.

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Optimize, Client Experience Abagail Pumphrey Optimize, Client Experience Abagail Pumphrey

23 Ideas for Better Client Communication, Client Experience & Client Testimonials

When you think about it, client communication, the experience, and testimonials are the holy trifecta of an amazing service-based business. They also work as a kind of cycle– great client communication leads to a great experience, which leads to even greater testimonials when it’s all said and done!

We’ve had our fair share of not only working with clients but also helping other service providers work with their clients. In doing so, we’ve learned a myriad of ways to improve that client cycle. So today, we’ll be sharing our 23 ideas for better client communication, client experience, and client testimonials!

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Optimize, Services Abagail Pumphrey Optimize, Services Abagail Pumphrey

7 Tips to Streamline Your Services so You Can Boost Your Team’s Productivity

We see you, frazzled service provider. We see you bustling and overwhelmed, reinventing the wheel every time you perform any admin task in your business. You’re building your proposals and forms from scratch, manually emailing clients repetitive emails in your process, chasing down payments, etc.


The overwhelming majority of service providers are, well, overwhelmed (and quite frankly, underpaid). We understand because we originated as a service-based business. There are 7 tips that massively helped us streamline our services and made a huge difference in our overall productivity, which is what we’ll be sharing in this blog post!

If you want to take this a step further with us to help you create a High-Touch Signature Service on Autopilot™ so you can work less and make more, we invite you to apply for The Incubator.

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Optimize, Leadership Abagail Pumphrey Optimize, Leadership Abagail Pumphrey

Best Passive Income Ideas for Your Small Business in 2022

In this day and age of online business, it’s extremely easy to give into the elusive passive income trend. We talk about it with our family and friends, and we learn from marketing gurus on the internet that the end goal is to “make money while you sleep.”

Sure, it does sound great. Being able to give little to no effort yet still have money rolling in sounds like a dream. Spoiler alert: What they’re teaching you isn’t really passive income.

Keep reading to find out the true definition of passive income, our honest thoughts around it, and what you should do instead.

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Optimize, Systems & Automation Guest User Optimize, Systems & Automation Guest User

Roundup -The Best Business Resources for Creatives in 2021

This year has been a wild year of content for us! We’ve cranked out almost 200 total blog posts and podcast episodes, dropped almost 50 new collections of templates, updated some of our programs and added a new one, and overall have really been dedicated to helping creative business owners.

We thought the perfect post for the end of 2021 would be to gather all of the best resources for creatives and wrap them all up with a pretty bow. (Late Christmas gift, maybe?) We have a lot to dive into, so let’s get started!

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Optimize, Systems & Automation Abagail Pumphrey Optimize, Systems & Automation Abagail Pumphrey

The BEST Tool to Help Land High-Paying Clients Consistently

The biggest struggles we’ve seen service providers face includes difficulty landing high-paying clients consistently. They may land just one or two clients per month at their highest package, but the rest always fall on the smaller scale. This can lead to just breaking even each month, which leads to feelings of discouragement, worry, and self doubt.

But before we say “Just raise your prices!”, we understand that there are other steps that go into that as well. Part of being able to offer a premium package is providing more value through your client experience. That may sound to you like you need to start holding your clients’ hands more or putting more of your time into how you take care of them, but that simply isn’t the case.

You can completely transform your business with one single tool that we’re going to share with you in this blog post!

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Optimize, Systems & Automation Abagail Pumphrey Optimize, Systems & Automation Abagail Pumphrey

Dubsado vs. HoneyBook Feature and Interface Comparison

There are two top dogs in the CRM game right and now, and they’re crushing it: Dubsado and HoneyBook. About half of the service providers you talk to will be Team Dubsado, while the other half are Team HoneyBook.

No matter which team you choose, though, having a CRM is a massively important piece of running a service-based business. You need some type of system to help you streamline your processes, leads, client communication, and more, and either of these platforms will help you do so.

So, which team are we? Today we’re going to dive into comparing Dubsado vs. HoneyBook’s features and interface. For us and many others we know, these are the two main deal breakers when it comes to choosing any sort of software, not just CRMs. Keep reading if you want to find out who comes out on top!

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We help our clients renovate their business systems and structures in order to increase revenue, design a Life-First business and scale sustainably. You really just want to design a life and business that works for you. That serves you and impacts others. A business that runs like a well oiled machine, delivers an incredible experience and thrives without you having to touch everything.