You built the workflows. You applied them to real clients. And something isn’t working — or you suspect it isn’t but can’t figure out where. This is post seven in my Dubsado Workflow Series. If you’ve been building along with the series, you’ve set up your inquiry, booking, onboarding, delivery, and offboarding workflows. This post […]

The delivery phase is driven by how long it takes you to complete the work — and it tends to be the phase where communication drops off the most. You’re heads-down doing the work. Your client is waiting. Without intentional touchpoints built into the workflow, they’re left wondering if anything is happening. That’s not a […]

The number one reason wedding photographers give me for not having a solid wedding photography onboarding workflow is the timeline variability. Some clients book 18 months out. Others are reaching out 90 days before the wedding. And because every booking looks different, they’ve convinced themselves they can’t build something consistent. That’s not a reason. That’s […]

The booking workflow has one job: get paid. Not “keep the conversation going.” Not “get them to consider it.” Get the deposit in your account so you can start the work. Most photographers make this harder than it needs to be. The booking process should connect your services, contract, and invoice — plus scheduling if […]

Setting up your Dubsado inquiry workflow is usually the first thing photographers tackle. It’s also the one I see most often doing the least work — which is a shame, because this is likely your first impression for a one-on-one conversation with a potential client. What you do here sets the tone for the rest […]

I was inside a photographer’s Dubsado account not long ago, doing a Dubsado workflows audit, and within about two minutes I could see exactly what had gone wrong. She had one workflow covering everything — inquiry through gallery delivery — and it was stalling constantly. When one thing didn’t fire, everything after it didn’t fire […]