Baby Plan Toolkit
full product details
Are you ready to fill your calendar with lifelong clients and increase your lifetime client value?
To me, baby plans are like asking someone if they want dessert, if you present a strategic offer it's an easy yes.
In their first year, babies grow from a tiny baby that you can hold in your hands to a walking + talking tiny human. You can't place a value on documenting it all for your clients, but we will try 😉
Click below to grab this toolkit and learn+ implement my processes for booking and managing your Baby Plans inside Dubsado or Honeybook 😍
buy now
$297
product features
product
features
easy to customize
Each of these templates can be easily modified to match your branding visual, voice, and style.
Suggested offers
The Baby Plan Toolkit includes strategy and assets to bring new leads into your Dubsado or Honeybook account and nurture them to a sale. You have the flexibility to modify or eliminate any steps you wish.
created specifically for Dubsado or Honeybook
This toolkit was created solely to be used inside Dubsado or Honeybook. Each Dubsado one-click form will be added into your account within seconds for customization. (Please allow up to 48 hours to receive Honeybook forms). Workflow/Automation and email templates can be manually added to your account, but already include smart fields specific for Dubsado or labels for Honeybook.
the full list of what's included
what's included
baby plan toolkit
Emma F
"The proposal was particularly useful as it was super useful to get a cut and paste version to build on, to see how it worked and what could be included. … but all the canned templates are great, they saved me so much set up time - one click and they’re in, ready for you to customise and make your own with images and language to fit with your brand and voice. "
Sarah H.
"I save SO much time sending out all of the details in the proposal: what to expect the day of the session, styling tips, the invoice and contract... everything is in one spot. Makes it so easy and fast for clients to book and pay the session retainer."
Saskia A.
"I would never been able to understand Dubsado and create workflows that help me save so much time, keeps me more organised and it helps me give my clients a better service. "
OOHS & AHHS
What People Are Saying
Need help customizing and implementing templates into your business? Let's chat!
1:1 Clarity call with Colie
You might also like
$400
Grab the email, workflow, and form collections to streamline your processes from inquiry to delivery
CLIENT EXPERIENCE BUNDLE
$347
Want to up-level your proposal without learning a bunch of code on your own? Let me do the work!
CSS-Coded Proposal form customization
$600
If you are looking for support while creating systems inside your business, you can join the CRM Blueprint for Creatives, my Dubsado implementation course for creatives, and upgrade to 60-days of support.
WILL YOU HELP ME CUSTOMIZE THESE TEMPLATES?
You can use these templates as many times within your own business as you want. I highly recommend customizing them for your main offer and then duplicating them for your other offers. You may not share them with others or use them in commercial setups for others.
CAN I USE THESE TEMPLATES MORE THAN ONCE?
These templates are made for specific applications. While you can customize the emails for use in another system, the one-click forms will only transfer directly into Dubsado and the Airtable bases will only copy into Airtable.
WILL THESE TEMPLATES WORK IN A DIFFERENT CRM?
You Might Have Some Questions...
Don't worry, I have the answers!
Send a question to templates@coliejames.com so I can get all your questions answered!
I HAVE ANOTHER QUESTION, HOW CAN I REACH YOU?
The purchase of these templates grants you a license to use them within your own business. You may not resell or use them to set up another business inside Dubsado, Honeybook, or Airtable.
CAN I USE THESE FOR COMMERCIAL USE?
Please review the description for the best use of each template collection.
WILL THESE TEMPLATES WORK FOR ALL PHOTOGRAPHY or creative businesses?
create your signature offer and book out your calendar.
Buy the toolkit
Grab the Baby Plan Toolkit and implement my booking strategies to create lifelong clients.
trusted by and featured in
