Get your time back and run your business like a BOSS in a matter of days, not months.

Book Your
Dubsado VIP Day

dubsado workflow Strategy & Setup

the process

Meg Messina
Wedding + Family Photographer
San Francisco

For a long time I had been using a different CRM and struggling through the short-comings of it. I’m admittedly terrible with systems so at times I couldn’t tell if the trouble was coming from me or the CRM. Ends up it was a combination! Colie was able to solve both of those issues for me.

Dubsado is a really involved and elegant system - it’s capable of SO much! So having someone who knew the ropes inside and out, who could listen to the needs of my business and then give those needs structure in Dubsado, was priceless.

Colie did an extensive amount of setup work and was available after not only to show me how to navigate the new system but also to answer each question that came up as I began to use it. I’ve run my photography business for 12 years and working with Colie was one of the best experiences I’ve had.

I know the year is only halfway over, but I can safely say that having Colie set up my Dubsado was the best business decision of the year.

Tasha Umpto

Frankie you queen! I've grown my Instagram by 2k! This spot is for an important review snippet, a result or how you have helped your client.

Brit Rodgers

I just signed on my first 10k client! Your course has helped me a lot! This spot is for an important review snippet – something amazing.

Sonia Kruz

Your strategy flippin' rocks! I just scored a new client. This spot is for an important review snippet, a result or how you have helped clients.

Once the setup is complete, we will hop on one last call so I can show you around. This call is recorded so you can review as necessary.

Guided Tour

3

While you relax and perhaps have a spa day, I will get to work. Whether you choose my Signature System or a custom setup, you will be up and running in no time.

2

You tell me all about your business, I get a clear picture of your needs, and I answer any questions you have on Dubsado or the process.

Strategy Session

1

Colie's Dubsado in a Day Process

Behind the scenes

Booking your VIP Day service begins with a free 15-minute consultation call.  This allows me to learn about your business and make sure a VIP day is the best fit for the services you require.

SCHEDULE A
chat with colie

Your VIP day includes 8 hours of implementation and setup.

Before Your VIP Day

During Your VIP Day

After Your VIP Day

Basic Dubsado Settings. We will make sure your account is 100% ready to send emails, sync with your external calendar, and accept payments for services immediately.

Canned Email Templates. We will develop a set of email templates for your entire process. Whether you provide your current emails or we use my collection of templates, specifically written for photographers, you will covered!

Proposals.  We will create a proposal that sells your services and gets the easy YES from your leads. Did I mention it will be an automated 3-step process to select the offer, sign the contract, and get you paid in less than 5 minutes?

Workflows. We will start by mapping out your process for inquiries, booking, and preparing your clients for their session. You will be in complete control over what is done automatically and what will require approval.

Schedulers. Do you schedule a phone consultation for leads? Do you want to allow clients to self-schedule their session day/time? This is all possible with Dubsado's internal scheduler!

Questionnaires. We will create client questionnaires for any steps in your process where you collect client information. This is the key to preparing yourself and your clients for their photo experience.

Support. Your VIP day includes a 1-hour offboarding call where I will walk you through your setup with plenty of time for Q&A as needed.  You will also have 30 days of Loom + Email post-setup support.

What's included...

Are you still not sure what you want your client journey to look like?
No worries! You have access to my own Dubsado Signature System for photographers.

SCHEDULE A
chat with colie

Alison Amick
Family Filmmaker + Photographer
Tampa, FL

Dubsado has allowed me to take on more clients and make sure I have all my I's dotted and T's crossed.

I'll be the first to admit that I am a full-on hot mess express, probably the least organized person on the planet. I would NOT be able to run a successful photography business without Dubsado as my CRM. And the fact that it's pretty is just the cherry on top.

I was still in 17hats for my sister company because I just didn't have the time to bring my sister company over to Dubsado as well. Insert fairy godmother Colie with her magic wand to set everything up while I had time to work on family photos and onboard more clients.

WIN WIN.

Tasha Umpto

Frankie you queen! I've grown my Instagram by 2k! This spot is for an important review snippet, a result or how you have helped your client.

Brit Rodgers

I just signed on my first 10k client! Your course has helped me a lot! This spot is for an important review snippet – something amazing.

Sonia Kruz

Your strategy flippin' rocks! I just scored a new client. This spot is for an important review snippet, a result or how you have helped clients.

While I am a family photographer, this VIP day is for any type of creative that wants to streamline their business with Dubsado.  Don't worry, we will make sure this is a good fit on the initial Chat with Colie call before you book.

Is this only for family photographers?

3

While I cannot absolutely guarantee this, I have done many family + newborn setups in a single day. My Dubsado in a Day service typically includes 1-2 lead capture forms, 2-5 packages, 2 session questionnaires, 2 proposals, 1-2 schedulers, and onboarding + session workflows for your main offer. *If you have more than two offers your setup may require an additional day.

Can you really setup my entire Dubsado account in a single day?

2

We can do a kick-off call to start the day, but then I get to work. I will send you links to forms as I create them for your review, but the setup can be pretty hands off because of the detail and organization in my pre-setup homework for you.

What should I expect the day of the setup?

1

I bet you're wondering....

your VIP Day questions answered

Setup days are typically booked within the month, so full payment is due at booking. However, if you need a payment plan you can request to pay 50% to book and 50% prior to the workflow strategy call.

Do you offer payment plans?

6

Not to worry, this is not required as my photography services copy is also DIY. I am happy to recommend a few copywriters if you would like to have your copy professionally written during your setup.

What if I don't have professional copy?

5

I schedule one Dubsado in a Day setup per week, typically on Thursdays.  My typical availability is 3-6 weeks out. If you have an immediate need, let's chat as soon as possible.

How far out do you book Dubsado setups?

4

Hire Me!

Kick your feet up while I do all the heavy lifting!

$2100

Book your VIP Day

Done-For-You-in-a-Day

So, are you ready to master your Dubsado account?

Still unsure? Get in touch!