018: How to Automate and Systematize Your Service-Based Business

Are you ready to work smarter not harder and give your clients an exceptional and consistent experience? Then, oh boy, do I have the tools and tips for you!

In  this episode, I’m sharing 5 ways I automate and systematize my graphic design business, and exactly how you can do it too.

This episode is brought to you by my friends at Dubsado. You guys have probably heard me talk about Dubsado like a thousand times on social media, my blog, and already plenty on this podcast. I talk about it so much because IT WORKS. The 1:1 design work side of my business is run on Dubsado. Wondering what Dubsado is? It’s a CRM meaning “customer relationship management” system and they help you run your business with less running.

I use Dubsado to do things like automate emails to my clients and potential clients, send contracts and invoices, create proposals, send questionnaires, manage my project calendar and SO MUCH MORE. I am so grateful that a friend introduced me to Dubsado years ago because it changed the way I run my business and allowed me to SCALE in a way I wouldn’t have been able to otherwise.

I want you to try out Dubsado and see for yourself. So, we’ve got a special offer for you! Head to elizabethmccravy.com/dubsado or use the code ELIZABETH30 at checkout to get 30% off your first month or year of Dubsado. You’ll also receive a free trial where you can try out Dubsado with up to 3 projects for absolutely FREE. You’ve got nothing to lose! Click here to try it out for yourself!

Episode Highlights:

- How automation and systems help you create a BETTER experience for your clients

- The exact system and automation I use for when a new client reaches out to me

- How automated emails will set you apart from the crowd

- How to be quick and effective when sending over details after a potential client call

- How rocky my lead fo

Black Friday is coming — the BEST SALE ALL YEAR! If you've been eyeing Showit Templates, Podcast Success Blueprint, or Booked Out Designer, you don't want to miss this. Sign up to get notified about these deals at https://elizabethmccravy.com/BF. Sale starts on November 21, 2025. 

Thanks to our sponsor, Christian Healthcare Ministries! CHM is a faith-based, budget-friendly alternative to health insurance— at half the cost. And, you can join anytime! My family has trusted CHM for 5+ years through multiple pregnancies and health needs. With CHM, you’ll save money and know that 100% of eligible bills are shared when medical needs arise. Learn more at elizabethmccravy.com/CHM

Over my 9 years of business, I have learned some financial skills the hard way and a few years ago, I developed an an 8 step process I go through at the end of each month. This process helps me know how my business is doing financially, pay myself well and allocate money for things like taxes and expenses. And, it's yours for FREE at https://elizabethmccravy.com/profit