Automate Your Onboarding Process | Proposals are your new best friend

A Client Relationship Manager (CRM) is a must-have any photographer running a business. While a CRM has many features, if you only end up use it to streamline your booking process, it will be WELL worth the $$$. The monthly cost is less than a dinner out for a family of 4.

See THIS comparison chart for the most popular CRMs photographers are using and what features they each offer.

Newsflash: Not all CRM proposals are created equal ?

In general, proposals can give you the biggest ROI when it comes to getting clients booked. This is how you present your services to a client and allow them to choose and confirm their session with a contract + paid retainer invoice. No more back and forth during the booking process as the proposal presents the offer, contract, and invoice in one streamlined, easy to navigate process.

Click below to listen to how proposals can help streamline your business.

Edited Transcript

The proposal ties those three booking activities together.

Do you guys remember before CRMs existed and you created, you know, like a pricing PDF in like Photoshop and you emailed it to them and you waited?

And then if they said, oh, I would like to book collection B, then you went and you made an invoice for collection B and you sent that in PayPal or whatever, along with a contract for them to sign.

And then that was the booking process.

Guys, every time you pause, every time they are unable to complete the process without a next step from you, you are creating one more opportunity for them to walk away from the process. So this proposal process (or quote process) is so important because it’s seamless.

They go from the offer directly to the contract directly to the invoice. You could get paid in five minutes. It’s amazing.

So what’s next?

If you really want to WOW your clients, listen to Sally talk about how amazing Dubsado proposals are. She hired me for a Dubsado VIP Day so I could create *fancy* proposals for her business.

Ready to jump into Dubsado? You can get 30% off your first payment (year or month) using the code COLIEJAMES

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