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Why some business owners get more done than others ft. Charlotte Isaac

Wondering what the benefits of marketing automation are for your small business? 

We’ve got Dubsado Strategist and Business Operations Consultant, Charlotte Isaac, on the case. 

Meet Charlotte Isaac!


Could you please introduce yourself and share a little about what you do (for our lover-ly audience who might not know you yet)?

Of course! Hi everyone—I’m Charlotte Isaac 👋 I help service providers streamline their processes, automate with Dubsado and find the freedom to grow. In short, more clients—less fuss!

What made you start your business?


I had a really cool 9-5 gig that saw me hopping on a plane and heading to Singapore every week, which sounds glamorous… but after a while, it got pretty old.

From there, it’s probably a similar story to the folks reading this. I wanted to create something where I could use the skills I’d honed running the operations team for a creative network. I knew I could help smaller creative businesses create more freedom and flexibility in their businesses, and at the same time do it for myself too.

A little birdie told me “hustle” is your least favourite word – tell us why!


Look, I think we’re often taught to work hard, grit our teeth and bear it. To work tirelessly with the promise of success and fulfillment. But in my experience, a lot of us just end up burnt out when we do that. So why do we glorify the hustle?

Beyond that though, I really believe that business can be easy when we let it be easy. Sure, there’ll be times you need to put in a little more—during launches and times of change—but for the most part, if you’re smart about the way you build your business and spend your time it can be easy and fun. And shouldn’t it be?

If you started your business to get more from life, why settle for anything less?

As the queen of easeful business (yep, we said it), what role does automation play in your business?


Aw, I’m blushing! Thank you.

Automation is pretty much everywhere in my business. Not only do I help my students automate their client experience using a tool called Dubsado, but I also lean pretty heavily on automation when it comes to running my own business too:

* My entire client experience is automated (obvs, gotta walk the walk!)
* All my meetings are scheduled via a scheduler so I just have to show up and do my thing
* My Active Campaign account is chock full of helpful automations to welcome new people to the fold, deliver my products, check-in with abandoned carts… and probably more stuff I’m forgetting!
* I also use Zapier to connect a bunch of my software and automate tasks like setting new students up in my course platform (Thinkific) after they purchase via Thrivecart, or setting up a new client in Google Drive after they sign their contract in Dubsado.

What are the benefits of using marketing automation?


For me, the power of any automation is in the ability to “set and forget”.  If you take the time to set something up really well you won’t have to worry about it for a long, loooong time. You can be doing literally anything else while your automation takes care of business for you!

Like a lot of people, I don’t wake up in the morning excited to market my business. There are about a million things I’d rather do first! So knowing my core marketing is taken care of is a huge weight lifted.

In your experience, what is the biggest misconception that small business owners have about automating their marketing?


I think people are worried it’ll feel spammy or gross. And sure, sometimes it is! We’ve all received that one email that made us want to facepalm. But it definitely doesn’t have to be that way.

If you’re not sure how to create marketing automation that feels good, I’d definitely recommend getting help from a pro. *cough* I hear Stairway Marketing is pretty damn cool 😉

I imagine a lot of people associate automation with impersonal, icky communication. How can business owners create a personable and authentic automation experience?


Yes, I hear that all the time! Here’s the way I see it: Great automation is like cloning yourself.

I want you to imagine you have all the time in the world. I’m talking 500 hours a day, and your only job is to look after your people. How would you do that?

If someone got in touch via your website, what would you say to them? If you wanted to follow up with someone, when would you check in and what would the message be?

The trick is, to be yourself and your automation will feel like you. Plus, it’s going to give you more time to show up and serve your people better—and surely that’s the most personal you can get.

What advice would you give a small business owner that wants to create more ease but has absolutely no idea where to start or how to find the time to think about it?


Find ways to do less.

That could look like this:
* Deleting unnecessary stuff off your to-do list
* Hiring a team member
* Or my personal favourite, automate everything you can!

Sounds simple, but I know that sometimes it’s hard to see what you need from the inside. So if you feel stuck, don’t hesitate to ask for help. I can say with certainty that the best investments I’ve made in my business are the ones that give me more time back.

Ready to start leveraging the power of marketing automation to lighten your load? Have a chat with us for freesies and we’ll see how we can help. 

Seeking more guidance with your systems and processes? You can find bounds of Charlotte Isaac’s expertise over on her blog.

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