Get everything you need to efficiently book and onboard your clients inside Dubsado or Honeybook in just 10 days

You really want to use a sprinkle of automation in your business...

But you aren't confident you can set it all up correctly

If you don't have a clear customer journey... this is your opportunity to create a consistent way to manage your clients without stress

Get everything you need to efficiently book and onboard your clients inside Dubsado or Honeybook in just 10 days

You tried to create systems on your own and it isn't going well

Let me guess...

Shakes head yes

You've watched all the tutorials, but you aren't sure what you want the end result to be.

There are so many features, you aren't sure which ones you need in your business.

You considered a done-for-you option, but either you couldn't afford it and/or wanted to learn HOW so you could make changes yourself.

Your follow-up game needs work, because you are losing money by not checking back in with leads that don't immediately book.

Missing out on making more money

3

Like that time you almost missed a session because it wasn't on your calendar (let's not do that again)

living in fear of a one-star review

2

Things are falling through the cracks because you are still doing everything manually, refusing to embrace automation

constantly scrambling

1

Yup, that's me!

But sometimes your business feels like a dumpster fire behind the scenes

You started your business because you are damn good at what you do...

You're trying to do it all and you need help.

Hiring an assistant might not be in the budget, but do you realize how much automation software can do for your business?

But here's the thing...

I started my photography business in 2012, offering in-home family + newborn photography sessions.  

A BIG part of building your dream business is having systems that work for you, so I spent a lot of time learning the ins and outs of CRMs to make my backend more streamlined. 

It was like having my very own virtual assistant at $40/month instead of $40/hour.  

But just because I am obsessed and spend my days thinking about automations, doesn't mean you have to. 

When I am not photographing my amazing clients or building out client experience systems on a VIP Day, you can usually find me at the pool or Disneyland 🤩

 


Hey, I'm Colie. my superpower is making complicated shit simple, particularly systems strategy + automations.

Meet your Systems Fairy Godmother

Eight years ago I pulled the trigger on my first CRM and it was a game-changer.  Now I help other creatives implement Dubsado or Honeybook in their own businesses.

Turning my computer off each day at 3pm when I pick my kid up from school, no more responding to clients into the wee hours of the morning

Surprising her with a trip to Disneyland, without worrying about my business while I ride Dumbo.

Answering leads with a few clicks and the help of my canned emails/pre-written proposals saves so much time and stress.

Booking a new client in less than 5 minutes after our phone consultation. Best dopamine hit is the sound of my phone alerting me to an online invoice payment.

I am a confessed recovering workaholic. With some well-developed systems I said goodbye to the stress and hello to ...

Sounds too good to be true?

It's not. Here's why...

Create template forms, emails, and workflows so that you never have to start from scratch again

Send a single proposal to get clients booked, scheduled, invoiced + paid in less time than it takes to make a cup of coffee

Manage all your communication, payment schedules, questionnaires, and more per client in one central location.

Set up your Dubsado account to look exactly like the rest of your brand

What if I told you that with a good CRM you could...

I'm ready for this!

You can totally setup your own systems...
but will you?

Don't worry, I can help with that!

The CRM Blueprint for Creatives

The CRM Blueprint for Creatives

Say hello to...

CRM Blueprint is my easy-to-implement program to help you get your shit together and run your business like a boss using Dubsado or Honeybook!

Join the blueprint

You will never again show up to a session to realize you forgot to send a final invoice or email communication.

CRM Blueprint isn't like other courses

Every aspect of this course was written for photographers and can be applied to your own photography business.

Every aspect of this course was written for photographers and other creatives. Each template, canned email, and workflow can be applied to your own creative service business.

It has a no fluff approach in bite-sized modules to get your Dubsado setup in days, not months.

A self-paced experience with you in control of how quickly you implement your setup.

Access to updates and additional lessons added in the future. 

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From listening to your podcast, I knew that it could do so much more, but my brain just couldn't see how it could be built and connect all the workflows together. What order should it all be created in? Where do you connect what?

I've had Dubsado for 3 years already and have probably (knowingly) used about 10% of its capacity. It was sooo confusing and a beast of software (amazing, but just a massive learning curve). The course was really detailed and specific, but also sequenced so logically and clearly. I liked the short videos and then I could take action right away (I learn well like that). If you sense that you're only just scratching the surface of what Dubsado can do for your business, and are sick of Googling every little step individually, just buy Colie's course. 

Kristen Turner Macdonald, photographer

AUTOMATE AND STREAMLINE CLIENT COMMUNICATION WITH CONFIDENCE

3

TURN INQUIRIES INTO CLIENTS IN LESS THAN 5 MINUTES

2

SETUP AND USE YOUR CRM IN A MATTER OF DAYS, NOT MONTHS

1

With CRM Blueprint for
creatives, you can:


It's also the only course on the market that covers client experience assets specifically for creatives like you.

With CRM Blueprint there is no guesswork because every single template and workflow was created specifically for creatives like you.

Review the no-fluff, bite-sized lessons to walk you through each step of implementing my signature system into your Dubsado or Honeybook account in a matter of days.

Easy-to-Digest Lessons

Copy my own templates into your account and then customize for your brand + offers, saving you hours ⏰

Client Experience Templates

Start with my signature system and customize for your brand/voice/offer. No need to start from scratch when you have my 30+ email and 4 workflow templates.

Email/Workflow Templates

When you join you'll get access to...

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Julie francom, birth photographer + doula

When I first got into the course and I started setting up the canned emails, she had the magic email in there. I had a few leads that had ghosted me. So I just sent them the magic email, and two of those ended up booking me for services. One of them was a two month old inquiry. (I apparently was the only one to check back in and follow up with her.) We set up an interview and then she booked me the next day. And that was for my highest package, which is $2,200 right now. And then I had another one that booked me for a $1,500 package. 

When I first got into the course and I started setting up the canned emails, she had the magic email in there. I had a few leads that had ghosted me. So I just sent them the magic email, and two of those ended up booking me for services. One of them was a two month old inquiry. (I apparently was the only one to check back in and follow up with her.) We set up an interview and then she booked me the next day. And that was for my highest package, which is $2,200 right now. And then I had another one that booked me for a $1,500 package. 

"Just sending the magic email out got me two bookings, almost right away. 

Automate and streamline your business with The CRM Blueprint for Creatives

In less than 10 days you can

Step-by-step trainings and templates to elevate your business.

$497

CRM BLUEPRINT FOR CREATIVES

Self-Study

Step-by-step trainings and templates elevate your business.

$747

CRM BLUEPRINT FOR CREATIVES

All-Access

60-days of access to the support ticketing system + a 1:1 milestone call after you create your workflows

+

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Allison Patel, photographer

The thoroughness of the information, the flow and process to set it all up, and the way you are always (I mean ALWAYS) available to answer questions make this head and shoulders above any other online course I've ever bought. If you want to get your CRM up and running quickly, without having to recreate the wheel and figure it all out on your own, this is perfect. 

The thoroughness of the information, the flow and process to set it all up, and the way you are always (I mean ALWAYS) available to answer questions make this head and shoulders above any other online course I've ever bought. It was practical, useful, and sooooooo helpful.  If you want to get your CRM up and running quickly, without having to recreate the wheel and figure it all out on your own, this is perfect. If you need accountability to finish in a timely manner, this is perfect. If you want help and support from classmates and a guide, Colie's Blueprint is perfect! "

"I never could have set up Dubsado without you, Colie! 

create your proposal/Smartfile
customize workflow/automation templates
test your workflows
create your schedulers to get PAID

This is the magic of Dubsado (proposals + workflows) or Honeybook SmartFiles. You'll create a system that turns your inquiries into booked clients quickly and efficiently.

BOOKING & MANAGING CLIENTS

module four

You'll write canned emails + create packages, contracts, and questionnaires to get organized and save time.

CREATING AND UTILIZING TEMPLATES

enter your packages & tax rates
customize the email templates
create your payment schedules
create your contracts
create your questionnaire

module three

You'll 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.

BRINGING YOUR CLIENTS IN

module two

You'll make sure your basic account settings + integrations are complete so you can begin using Dubsado or Honeybook as a central hub for your business on Day 1.

SETTING UP YOUR ACCOUNT

module one

Take a look inside the CRM Blueprint

This is how we will transform your client experience

create your lead capture
create your consultation call scheduler
import your address book
create project statuses

add your branding elements
connect your email and calendar
create your email signature
connect your payment processors
setup your dashboard

Are you excited to finally have a backend system built on tech and strategy you can trust?

Immediate Access to the Complete CRM Blueprint for Family Photographers

You need a step-by-step plan to ensure you're making the most of Dubsado. In my course, I highlight the features in Dubsado most useful to family photographers and share simple, actionable videos so that you can start using your account as quickly as possible. 

Live Weekly Q&A + Implementation Sessions

This is the real value of joining CRM Blueprint, live weekly Q&As to get all your questions answered. Troubleshooting any tech issues which may have prevented you from getting Dubsado fully set up and implemented in the past.

One-Click Dubsado Templates & Swipe Files

My personal favorite feature: an entire set of templates to cover you from inquiry to delivery. Emails, questionnaires, proposals, and workflows are all included for you to customize to your brand. Best news, you just click a button and they are copied directly into your Dubsado account within seconds 😍

Here's what you get when you join:

i need support for systems!

Access to discounted 1:1 coaching rates

Maybe you think your business needs a bit more customization than a course can offer? If you find you want 1:1 time with me to ask questions about Dubsado, customize or craft your business strategy, or really ANYTHING... you have access to book my 1-hour strategy calls with a $100 discount at any time.

Alison Amick, Commercial & Family filmmaker

The course was set up so streamlined and easy that I was able to complete it within two weeks. It made my life so easy. All the canned emails, the templates... like all the things. It was just set up very nicely with so many video tutorials, and she was having so many Zoom Q&A calls. Those were really helpful for everybody in the course because it's essentially a technology course. So, when you have those sorts of questions, you just need the expert to be on call kind of thing.

"I can tell you, Colie's customer service is out of this world. Nobody else offers customer service the way Colie does.

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Your life before
CRM Blueprint:


Your life after
CRM Blueprint:

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.

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 can decide how to spend your newly acquired free time, without micro-managing your business.

I've seen photographers jump into Dubsado without a plan 




and six months later their account still sits unused

When I think about anyone wasting money on something that could saving you so much time and stress... it seriously breaks my heart 💔

Believe me when I say, There is a version of your business where you are NOT always stressed and glued to a computer.

I've seen business owners jump into Dubsado 




and six months later their account still sits unused

When I think about anyone wasting money on something that could saving you so much time and stress... it seriously breaks my heart 💔

Believe me when I say, There is a version of your business where you are NOT always stressed and glued to a computer.

WITHOUT A PLAN

Step-by-step trainings and templates to elevate your business.

$497

CRM blueprint for creatives

Self-Study

say goodbye to all of your client management stress 

In less than 10 days you can

Step-by-step trainings and templates elevate your business

$747

CRM BLUEPRINT FOR CREATIVES

All-Access

60-days of access to the support ticketing system + a 1:1 milestone call after you create your workflows

+

kind words

Sally Rudy, photographer

Before purchasing Dubsado I was having pretty extensive discussions via messenger with clients. Now that I have an established workflow in Dubsado I feel like my client communication is SO much more consistent and efficient. It also gets my sessions booked, complete with a signed contract and retainer fee paid in record time."

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. It also gets my sessions booked, complete with a signed contract and retainer fee paid in record time."

"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.

Are you ready?

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 isn't a good fit for you if:

CRM Blueprint is perfect for you even if:

You're still in the beginning of building your business.

If you enroll in CRM Blueprint you will have a distinct advantage over other photographers when they started by having systems in place

You don't have a large client base.

One of the biggest myths I see is photographers don't think they need a CRM until they have a big client base. I would argue it's more important to set up your system now, so you have time to work on scaling your business.

You're not tech savvy.

This is literally what I am here for. Not only does CRM Blueprint have short videos to walk you through each step in an easy-to-follow manner, you have weekly access to me in group Q&A / implementation sessions.

You're a rockstar at this business thang.

This program is not just for the newbies. If you feel like there is room to grow and improve your current systems, let's do this!

You've never used a CRM before.

The CRM Blueprint shows you how to get started in Dubsado from the 1st step of creating an account. As long as you are ready to use a CRM this is the program for you.

The Blueprint is perfect for you even if:

You're still in the beginning of building your business.

If you enroll in CRM Blueprint you will have a distinct advantage over other photographers when they started by having systems in place

You don't have a large client base.

One of the biggest myths I see is photographers don't think they need a CRM until they have a big client base. I would argue it's more important to set up your system now, so you have time to work on scaling your business.

You're not tech savvy.

This is literally what I am here for. Not only does CRM Blueprint have short videos to walk you through each step in an easy-to-follow manner, you have weekly access to me in group Q&A / implementation sessions.

You're a rockstar at this business thang.

This program is not just for the newbies. If you feel like there is room to grow and improve your current systems, let's do this!

You've never used a CRM before.

The CRM Blueprint shows you how to get started in Dubsado or Honeybook from the 1st step of creating an account. As long as you are ready to learn how to use a CRM, this is the program for you.

The 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.

Still undecided?

I am all about adding personality into your emails so they sound like YOU, that is more important than the client knowing it was sent automatically. There can be great balance between writing reusable templates and making them personal!

Is it really possible to automate emails and still sound personal?

3

Absolutely. Good processes and systems are the backbone of any photography business, no matter how many clients you service. Spend the time in your business doing tasks that make you happy!

I'm not full-time in my business, will these systems still help me?

2

No. The original version of the course was created for photographers, but it has evolved! The truth is the course was always a great resource for nearly every entrepreneur managing their client experience. Now, the lessons and templates inside the CRM Blueprint for Creatives are easier to customize and apply to any online service business.

Is this just for photographers?

1

The shit you really want to know...

your questions answered

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 CRM account from scratch, in either Honeybook or Dubsado, or audit your current setup to make it more efficient.

I USE ANOTHER CRM, CAN I STILL TAKE THE CRM BLUEPRINT AND APPLY IT TO MY BUSINESS?

6

My goal isn't for you to finish this course and implement every single feature in Dubsado just because I say so. I really want you to use the templates and processes I teach to reclaim time from your business. How much and how fast you implement is totally up to you!

DO I NEED TO COMPLETE EVERY LESSON IN THIS COURSE TO GET VALUE FROM THE MATERIALS?

5

The entire process is HIGHLY customizable. Each form allows for you to add your own images and copy to make it feel like a part of YOUR business. You will decide what emails/forms to send, the timelines, and what you feel comfortable automating. Take what makes sense and leave the rest for another day!

HOW CUSTOMIZABLE ARE THE TEMPLATES AND WORKFLOWS IN THE COURSE?

4

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Erin Vestal, Family photographer

I feel like I'm running my business my way. I don't feel like I bought someone else's plan and had it slapped on my business. I feel like Colie not only taught me how to set it up and make it mine, but anytime I need help, she makes sure that she's understanding what I'm wanting for my business and helps me make that happen."

I feel like I'm running my business my way. I don't feel like I bought someone else's plan and had it slapped on my business. I feel like Colie not only taught me how to set it up and make it mine, but anytime I need help, she makes sure that she's understanding what I'm wanting for my business and helps me make that happen.

"I've never regretted getting The Blueprint, it's worth every penny and I can't imagine where I'd be if I was still trying to teach myself Dubsado.

A 4 module course with 34 lessons including 4+ hours of video content 

Step-by-step tutorials to understand, implement, and customize my signature system

One-Click Templates + Dubsado-ready swipe-files to create + customize your customer journey

Lifetime access to the course content and all future updates

When you join the CRM Blueprint, you get instant access to...

Are you ready for systems you feel confident in using?

On the other side of joining the course is a business where you are free to really dive into the portions of the creative portions of your business you love and spend WAY less time on the administrative tasks you hate!

Step-by-step trainings and templates to elevate your business.

$497

CRM BLUEPRINT FOR CREATIVES

Self-Study

Step-by-step trainings and templates elevate your business.

$747

CRM BLUEPRINT FOR CREATIVES

All-Access

60-days of access to the support ticketing system + a 1:1 milestone call after you create your workflows

pay-in-full or payment plans available

+

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Sabrina GEbhardt, Photographer + educator

Colie knows Dubsado like no other family photographer. She shares her knowledge in a clear, concise and very understandable way. Through her teaching I have added so much organization and simplified my processes immensely. If you need a CRM in your business (and you do), take Colie’s course so that your future self will thank you."

"Colie is THE reason that I chose Dubsado for my own photography business and I am so happy I did.

I do more than just give you my own system. I break down what have created over the last *almost* decade so that you know where to start. But after you have implemented the base system in your Dubsado, you can totally customize the system to work for your business.  This will not feel like you copied someone else's systems in your account, because they will be YOUR systems. And you don't have to do this alone, I am here to help!

So are you ready to eliminate hours of administrative tasks per client? Let me help you create a business that you love and allows you to have that work-life balance everyone raves about. 

If you just need someone to tell you what to do... then I am here for you!

Here’s The Bottom Line…