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CRM Blueprint is my easy-to-implement program to help you get your shit together and run your business like a boss using Dubsado! You will never again show up to a session to realize you forgot to send a final invoice or email communication.
With CRM Blueprint for Family Photographers, you can:
"Ultimately, what helped me to get up and running with my Dubsado was a step-by-step set of instructions & a guided tutorial from Colie showing me the process of one complete proposal/workflow.
Before purchasing Dubsado I was having pretty extensive discussions via messenger with clients and answering A LOT of questions in order to get the necessary information to send the contract. This was a time consuming process and it felt like it was a pain, not just for me but for my clients too. Now that I have an established workflow in Dubsado I feel like my client communication is SO much more consistent and efficient. This saves me tons of time and gets me out of the messenger chat window! It also gets my sessions booked, complete with a signed contract and retainer fee paid in record time. "
— Sally R.
Your life before mastering Dubsado:
You're frequently feeling overwhelmed staying on top of your projects.
You're spending too much time re-creating offers and communications from scratch.
You're feeling like you don’t have enough time for family or self-care.
Your life after mastering Dubsado:
You know exactly where every inquiry and client is in your workflows.
You’ve able to respond and send templated + custom offers to clients within minutes.
You experience the freedom that comes with a more automated and streamlined business.
Here's what you'll be learning:
Add your branding elements, connect your email, and connect your payment processors so you can begin using Dubsado as a central hub for your business on Day 1.
Create a lead capture form to bring inquiries into your system and create project statuses that allow you to see where each client is at a glance.
This is the magic of Dubsado (proposals + workflows). Create a system that turns your inquiries into booked clients quickly and efficiently.
Trust but verify. Test your entire system to ensure your workflows, work.
These are features that are not essential but might be helpful to some. Integration with Quickbooks, Client Portals, Custom-Mapped Fields, Recurring Invoices, and so much more!
+ these bonuses!
A-Z Dubsado Setup Checklist
Get a PDF checklist & Asana Template that covers every single step required to setup your Dubsado account for your signature family photography service.
Client Migration Prep Training
A guide on best practices for migrating your clients into Dubsado from another CRM platform.
Customize Your Automated Content
Get my customization cliff notes on how I make my clients felt heard and seen in communication and forms sent from Dusbado.
Here's what you get when you join:
FAST-ACTION BONUS ($175 VALUE):
Get a 1:1 30-minute strategy call when you join before:
“When I got to the point in my business where I was spending more time on office tasks than I could afford with five kids, I knew I needed something streamlined to help me save time and stay organized. I had taken two mentoring courses with Colie in 2018 and loved them. From taking those I knew she used Dubsado, so it was a really easy decision for me to choose that program. I have never been disappointed with anything Colie has recommended- she uses only the best. "
- Kaci C.
Are you still trying to decide if this course right for you?
It's a big decision and I want you to feel confident in your decision, so let me help.
CRM Blueprint isn't a good fit for you if:
You're happy with your client data being scattered among different platforms.
You're not willing to spend the time to complete the program.
You're resistant to automation and want to continue creating everything from scratch for each and every client.
You do not currently have a Dubsado account (trial or paid will work for this course) and are not willing to create one.
CRM Blueprint is perfect for you even if:
You're still in the beginning of building your business.
You don't have a large client base.
You're not tech savvy.
You've never use a CRM before.
You're a rockstar at this business thang.
Email me at email@example.com and
I'll help you decide if it's right for you!
Join CRM Blueprint now!
YOU CAN DO THIS, EVEN IF YOU'RE BUSY...
I don't have enough time
I get it, things are absolutely crazy right now with COVID. But honestly, that's why this is the PERFECT time to join CRM Blueprint. In no time at all you will streamline and automate your systems so your business will very different on the other side of this pandemic.
I don't have the money
I want you to think of a lead you believe you lost from the overwhelm of responding. Literally booking a single client using your new system will pay for the CRM Blueprint. Take action now so you don't lose any additional income from lost leads.
Is Dubsado right for me?
I know there are a lot of CRM options. Dubsado was created by a photographer, but it was built with all creatives in mind. If automation and branding options are important, Dubsado is right for you.
1. You will receive an excited email from me welcoming you to the course!
2. You get immediate access to the course portal where all modules are currently available. Bonuses will be available on January 25th.
You are totally ready! While taking a DIY approach may have been frustrating, this step-by-step blueprint will apply to any family photography business. If we need to make tweaks to suit your business, that's what the FB group and co-working sessions are for!
You will have access to the FB group on January 4th with full access to course material the following Monday, January 11th.
Lessons are combination of videos tutorials, worksheets, and easy-to-follow written instructions.
You must have a Dubsado account or be willing to create one. For the purpose of this course, you can have a paid account or start a trial. Dubsado's forever trial will allow you to complete access for free for your 1st 3 clients.
The 1st run of the CRM Blueprint for Family Photographers has been dubbed The Dubsado Edition. While you could likely take the strategies + done-for-you templates and apply them in any CRM, this is an implementation program. All the step-by-step videos show you how to setup your Dubsado account from scratch, or audit your current Dubsado setup to make it more efficient. Send me an email to colie@coliejamesphotography and tell me which CRM you are using so I can help you decide if Dubsado is right for you.
There is no such thing as falling behind in the CRM Blueprint. You have lifetime access to the course materials as well as any future updates. But honesty, when you see the power of running your business with the power of Dubsado, you find time. This is a course you will commit to finishing!
There will be live Q&A + co-working sessions with Colie inside the FB group throughout the course. Your questions will get answered!
Absolutely. The Blueprint begins with Dubsado account setup in Module 1, so if are creating your account from scratch I've got you!
I am confident even long-time users will benefit from the specific family photography strategy and templates provided in the blueprint. If you are unhappy with any part of your current setup/workflows, we will find the holes and plug them!
I'm happy to answer any questions you may have so you can determine if this course is right for you! Email me at firstname.lastname@example.org and I'll get back to you asap.
Imagine this time next week...