‘Dear Dreamer’ series – my monthly biz chats with amazing entrepreneurs!
Meet the owner of Wild & Free Services, Dubsado Setup Pro – Naomi! This girl knows what she’s doing and has already helped so many people set up their workflows to make their lives easier. I had the pleasure of working with Naomi back in 2020 when she booked a branding session with me. She’s so lovely, full of energy and has the most contagious smile!
- Tell us a little bit about you and your biz journey.
I’m originally from Michigan but born a free spirit. I’ve been technically living out of my house since I was 13 and have travelled the world since then. I guess you can say I was a multi-passionate person because I didn’t really know what I wanted to do whilst in university. As a first generation American, I come from a family with many doctors and so I was told that it would be the best and secure way to make money. But instead I wanted to travel the world. I got that opportunity to work and travel abroad when I got a job as a receptionist in England, but when I realized that I still had to work with a handful of paid vacations, I knew this wasn’t something that I wanted for the rest of my life. I ended up learning about Bucketlist Bombshell and when I realized what I could do having my own business and travel — I knew immediately it was for me! Two months into starting my business I was making enough to replace my receptionist income and quit shortly thereafter!
- What made you want to start your business?
I hate being stuck in one place because I have to. Given that I was living abroad, it was a little difficult to be able to make trips to home without spending most of my yearly holidays on one trip and I didn’t like that at all. But now that I have that flexibility, I’m able to go home at least 2-3 times per year for my yearly doctor/dentist check ups and restock on anything from America that I’ve been missing out on! It’s beyond amazing to be able to say “hmmm I need a change of scenery, where do I go?” and know that everywhere is considered an office to me.
- What do you think is the biggest misconception about workflows/automating systems?
That it’s ONLY for those who have a successful business. Having workflows and process are the building blocks to growing a business that doesn’t hold you back. And while you may not be able to make a lot of money when you’re first starting out, there’s still tons of ways that you can still make things easier for you so you can start getting comfortable with automating or at least having simple processes in place. Yes, it does take FOREVER at times to figure it out but it’s one of those things that when you’ve done it you just need to upkeep it every quarter or so.
- What are the top few apps that you’d recommend that would help automate some of the business tasks?
Highly recommend getting yourself a CRM like Dubsado. While the monthly subscription tends to keep people away, it offers 3 client trial (compared to Honeybook which only does a 14 day free trial) so even if you don’t have clients you have PLENTY of time to dive into the platform — not to mention there’s a ton of resources on how to set it up! Dubsado is my favorite out of other CRMs like Honeybook because it offers a lot of options when it comes to automating and as you grow your business you’ll quickly realize that you won’t have much time to always fill out contracts and invoices on your own manually. It takes a hot minute to set up (or you can hire someone to do it for you *hint *hint) but it’s a platform that is a long-term investment and you’ll be able to reap its benefits sooner than you think.
- Best advice for someone thinking of setting up their workflow?
Take it one step at a time. Rome was not built in a day and there’s no need to have everything figured out all at once. You can either break up your automations/workflows based on where clients are in their journey (i.e. when they first reach out, onboarding, and offboarding) OR you can start with solidifying a workflow for ONE of your services. Either way break up your process and take it a piece at a time and it won’t overwhelm you as much.
Thank you so much for answering these questions, Naomi! I love following your journey and can’t wait to see your new website soon! 🙂 In the meantime, I highly encourage you to start following Naomi’s IG, she always shares very useful tips with her audience!
The amazing photo of Naomi (at the top of this post) was taken by Amber Garrett Photography.
P.S. If you’d like to join my email club and not miss any of the ‘Dear Dreamer’ letters then you can sign up at the bottom of the page here. You’ll also receive a free guide with 7 steps to help you feel more confident during your personal branding session when you join! 🙂