How to use Dubsado to streamline your client onboarding

How Dubsado was an absolute game changer for my virtual reception business

It’s changed my life


For those of you who know me, you’ll know I’m a bit of a systems junkie. Anything that makes my business life easier is a major plus in my books. It’s why I created my white label virtual reception system. I spent hours researching software and processes and came up with a winning system.

So, I had created this amazing product and had clients enquiring.

But they weren’t converting too well.

It wasn’t because our reception system isn’t amazing (it is!), but because our onboarding process was super slack. It was manual and left so much room for error and forgetfulness!

Client Interview with Rosie Shilo from Virtually Yours

Client Interview #2

Rosie Shilo from Virtually Yours

In our interview with the vibrant Rosie Shilo of Virtually Yours, we talk about what actually IS a VA, as well as resources available to both Virtual Assistants and business owners looking to start working with Virtual Assistants. This includes some amazing courses that Rosie has created, along with books and workshops.

Why you should outsource your reception to a virtual service

Tossing up about virtual reception services?

Here are our top 9 reasons why you should outsource your reception

The word ‘outsourcing’ is no longer a strange word to business owners.

It’s an online world, and most of us know how to outsource parts of our business to give ourselves more free time.

But the thing a lot of business owners struggle with is what they should outsource. And once they’ve decided this part, there’s always that internal voice that asks, ‘Is it worth outsourcing or do I keep doing it myself’?

My two-cents – I love outsourcing and see huge value in it. If I hadn’t tried outsourcing, I wouldn’t be able to help my clients through the process. And if your service provider is decent, they’ll be able to guide you too.

As I offer reception services, I thought I’d share with you my top 9 reasons while you should outsource this part of your business. This comes from the benefits my clients have found over the years.

Client Interview with Margaret from Wangaratta Remedial Massage Clinic

Client Interview #1

Margaret from Wangaratta Remedial Massage Clinic

In our first client interview, the lovely Margaret from Wangaratta Remedial Massage Clinic speaks to us about her business, how she can help her clients, the new and exciting modalities she's completing training in, as well as how Off-Site Reception has helped her grow and nurture her business.

Do you want to outsource to a Virtual Reception team?

How to outsource to a Virtual Reception team

The first 5 steps to take for a successful partnership

Any business who deals with booking in clients will know how distracting constant phone calls can be.

But they’re vital too.

You don’t want to ignore your ringing phone as it may be a client wanting to book an appointment, alter an appointment, or ask you a question. You want your clients to feel important.

What we’ve found is that many sole traders don’t want to employ a full-time receptionist as their phone calls don’t warrant a full-time wage.

In this online world, the key to success is outsourcing the parts of your business that zap your time and energy. Like phone calls!

And don’t worry. Your clients won’t even know that you’re using a virtual reception service. It’s easy to get started and keep your clients happy. Here’s how.

Phone answering and administration for Chiropractors

Do you need some admin help for your Chiropractic business?

Outsource your paperwork and reception to a virtual team

Running your own Chiropractic business can be tiring, especially if you’re not working within a practice group and managing it all by yourself.

While you’re consulting with a patient, you risk missing phone calls and booking in patients to fill your books. And when you do have a full day booked, you fall behind on billing your patients, updating records and sending letters back to GPs and the like.

If you’re running your business from home, or even if you’ve rented an office, you may find it hard to justify having a full-time receptionist/administration assistant. You don’t have the office space, and you don’t want all the hassles that come with having an employee on your books.

But as you’d know, your patients need attention. They want their phone calls and questions answered, and they want to feel like they’re important to you. It’s the human touch you need for your Chiropractic business.

And that’s where having a virtual team can help you.

How to shut your business at Christmas and keep customers happy

How to shut your business at Christmas and keep customers happy

5 easy steps to follow for a stress-free break

Ah, Christmas time... It’s the time that most small business owners look forward to. I bet you can’t wait to shut down for a few days (or weeks) and try not to think about work.

But in reality, it’s not always that easy, is it? Most of us are a little addicted to our businesses, and we think the world may end if we’re not available to our customers.

The great news is that in this online world of running a business, you can easily shut down for a little while with minimal impact on your customers. It’s totally doable! So, let’s run through a couple of quick things you can do.

The top 7 things Psychologists can outsource

How Psychologists use outsourcing for their business

And why outsourcing is perfect for soloist practitioners

If you’re running a soloist psychology practice and acting as receptionist, admin and therapist all in one, what impression are you giving your patients?

They may think a) you’re not busy enough so you can do it all yourself, or b) you won’t be concentrating in your session as you’ll be distracted by phones or thinking about all the things you have to do.

To give yourself a professional edge, and to allow you to focus purely on your patients, you should consider outsourcing.

Why all VAs should answer client phone calls

How answering phones can make you an invaluable VA

Here’s what you need to know about virtual reception

If you’ve just scored a new client and you’re starting out slowly, there’s a quick way you can learn more about their business and make yourself invaluable.

Offer to answer their phone calls.

No, I'm not crazy – trust me on this one.

As you’d know, it takes a bit of time and effort to build up trust with a new client. It’s tough in this virtual world. People WANT to trust you, but deep down, everyone is a tad weary of others. We’ve all heard those horror stories of shonky businesses fooling people!

Doing a small task like answering phones for your clients is a great way to show them how you can take care of the ‘easy stuff’. It can be a great first step to start building trust.

So, let’s have a look at how to build yourself up to be an invaluable VA simply by answering a few phone calls.