Best Practices in Client Management?

Charlotte Davis is our guest for the 284th episode of The Copywriter Club podcast. Charlotte is a Dubsado Strategist and Business Operations Consultant, and in this episode she breaks down the best way copywriters can use systems in their businesses to create a high-level client experience and maximize their time and energy. Here’s how the episode goes down: How Charlotte transitioned from OBM to Dubsado wizard. The difference between OBM (Online Business Manager) and VA (Virtual Assistant), PLUS when you’re ready for each. Are you ready for a Systems Strategist? Why you need to pull your processes out of your head and into a system. What can be automated in Dubsado? The one thing business owners forget or feel awkward doing. Honeybook vs. Dubsado – what’s the dif? Should you set up your own Dubsado or hire an expert? The process of hiring a professional in your business. Best practices for client management while using automation – is it possible? The 3 system standards service providers need to implement into their business ASAP. How automation helps copywriters get out of their own way. The 5 part process to making high-converting proposals. Managing productivity and managing boundaries… Can the two coexist? The method to a better discovery call. How Charlotte manages her team and what she outsources in her business. The mindset that comes with being afraid to do something. Self care practices that keep Charlotte loving what she does and help her manage her energy. The future of the online marketing space means no more cowboys. How Harry Potter and business are the same. If you need clarity around creating systems and processes, be sure to hit the play button or check out the transcript below. The people and stuff we mentioned on the show: The Copywriter Think Tank Kira’s website Rob’s website Charlotte Isaac's website  The Copywriter Club Facebook Group The Copywriter Underground Episode 44 Episode 207   Full Transcript: Kira Hug:  We've noticed a growing trend in the copywriting space. More and more copywriters are up-leveling their systems and creating automated client experiences that far surpass the somewhat sloppy back and forth that typically takes place in the inbox. Today's guest for The Copywriter Club podcast is system specialist, Charlotte Isaac, and she lets us look under the hood of her business. We nerd out on automations, Dubsado, and client management. So if you're trying to automate the processes in your business and maybe, just maybe you'd like to hear Charlotte's number one business lesson from Harry Potter, you won't want to miss this episode. Rob Marsh:  I'm feeling attacked Kira, based off that intro. I'm the guy with the sloppy back and forth in the inbox. If you're listening to this podcast on the day that it was released, that means that we are currently in Nashville at The Copywriter Club In Real Life, hanging out IRL with some of the best copywriters in the world. And we're sharing with them some of the changes that we're making to The Copywriter Think Tank here in the very near future to make it better than ever, like introducing two new coaches to the group. So that members don't just depend on us, but have access to specialists and things like systems and mindset. The Think Tank is our mastermind coaching program that helps copywriters take their business to the next level, whatever that means for you, that might be a larger income number, it could be creating a new program or a new offer for your clients, it could be launching a podcast or writing a book to grow your authority, whatever you are ready to accomplish next, we'll help you do it in The Copywriter Think Tank. Go to copywriterthinktank.com to learn more. And let's get to our interview with Charlotte Isaac. Kira Hug:  All right Charlotte, let's kick this off. How did you end up as a business operations consultant?