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Your CRM’s Free Templates Are Hurting Your Client Relationships

Your CRM’s Free Templates Are Hurting Your Client Relationships

Feb 1, 2022 | Business, Contracts

Have you been eyeing our contract templates but you’re not sure if they’re any better than free templates? Maybe you think you’re covered because your CRM has contract templates that come with the software. You might think, “My contracts from Dubsado or...
Client Onboarding: Create a Flawless Process in 3 Simple Ways

Client Onboarding: Create a Flawless Process in 3 Simple Ways

Jun 24, 2021 | Business, Contracts

If you’ve ever worked with clients one-on-one, we’re willing to bet that you have done a little happy dance when your client says these three words: “Let’s get started!” 💃🏽⁠✨ Very few things feel better than beginning a client relationship with...

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