Let me guess...
Shakes head yes
You tried to set up your CRM on your own.
You watched the tutorials. You downloaded the freebies.
You even blocked off an entire weekend to “finally get it done”... and yet, here you are.
Your inbox is still overflowing, your Dubsado feels half-baked, and you’re spending as much time inside your CRM as you do editing.
“This was supposed to save me time, not add another thing to my plate.”
Or takes so long you give up and do it manually.
3
You double-check the settings, refresh the page—nope, still broken.
Or it just doesn’t work…
2
“Wait, why did that client just get my wedding package instead of a newborn session?” 😳
It sends the wrong thing at the worst time…
1
Let’s fix this—where do I start?
And your business still feels like a dumpster fire behind the scenes.
So, you think: “Okay, I’ll automate this and make my life easier.” But instead of freeing up your time, it just gives you more problems to fix.
Because when you try to automate something…
Take it from Posy, who finished the CRM Blueprint in just 3 days and was up and running with her new system by day 4.
That’s not a unicorn moment—it’s what happens when you follow a clear, proven roadmap built specifically for photographers.
Yes, really. Most students set up their CRM in under a week.
What if you could stop second-guessing and start booking—by the weekend?
kind words
I got my Dubsado account setup in three days with Colie's CRM Blueprint!
Granted, they were three long and focused days, but nonetheless I checked off every last thing and was welcoming new clients into my new Dubsado by day four. Colie's CRM Blueprint is structured intuitively; every step is laid out in a way that makes you feel like she's right there with you holding your hand. I already knew Colie was a great teacher, but this course blew me away - it was worth every penny, and then some!
Posy Quarterman, photographer + Educator
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 or Honyebook account to look exactly like the rest of your brand
What if I told you that with the CRM Blueprint you could...
I'm ready for this!
I was 3 years into my photography business when I pulled the trigger on my first CRM and it was a game-changer.
It was like having my very own virtual assistant at $40/month instead of $40/hour.
Over the last 5 years I've helped 100+ creatives create time-saving systems inside in their own businesses using Dubsado and Honeybook.
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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.
You can do it yourselF...
but will you?
You’re smart and resourceful—this isn’t about ability. It’s about actually getting it done.
CRM Blueprint gives you the step-by-step roadmap (and expert guidance) to set up your CRM without the tech stress, guesswork, or burnout.
Let me show you how to make your systems work for you—finally.
You’re smart and resourceful—this isn’t about ability.
It’s about actually getting it done.
CRM Blueprint gives you the step-by-step roadmap (and expert guidance) to set up your CRM without the tech stress, guesswork, or burnout.
No more piecing things together. No more late-night “what did I forget?” moments.
Let me show you how to make your systems work for you—finally.
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.
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.
The CRM Blueprint course including step-by-step video tutorials walking you through setup, automations, and workflows—so you’re never guessing what to do next.
Copy-and-Paste Email Templates so you can stop rewriting the same email 12 times. These are swipeable, customizable, and sound like a real human (you!). to understand, implement, and customize my signature system
One-Click Proposals and Questionnaires that were built for photographers. Designed to convert. Just drop in your details and go.
Lifetime access so you can come back during a slow season or refresh your setup down the road? Your access never expires.
When you join the CRM Blueprint, you get instant access to...
Photographer-Specific Workflows that are streamlined, tested, and flexible. Whether you're booking families, newborns, or weddings—you’re covered.
Strategic Setup Guides + Checklists so you no longer wonder what you missed. Use detailed guides and checklists to stay on track and confidently move from messy backend to streamlined systems—step by step.
kind words
If you are sick of Googling every little step individually, just buy Colie's Course!
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
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 INto Your CRM
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 CRM 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
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.
kind words
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.
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
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?
kind words
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!
my superpower is making complicated shit simple, particularly with regards to systems strategy + automations for photographers.
I'm Colie James:
Your Systems Professor
Help me DIY My Systems
Before I started Colie James Photography in 2012, offering in-home family + newborn photography sessions, I was a college professor for 10 years..
But how did I get here… as THE go-to systems guru for photographers?
On my birthday in 2020, I was a guest on the This Can’t Be That Hard podcast, spreading my love for all things CRMs. This was the spark that led to the creation of my Dubsado implementation course for photographers + later my Dubsado VIP Day setup services. Thanks Annemie 😍
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 or Honeybook 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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Lena Porter, 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."
You can also duplicate it, customize it, change it, whatever. So it's so easy, cuz customizing is a big thing that kind of will slow me down. But since I could get through all that, then it's really easy to just go back in now that it's all done and set it up exactly how I want it."
"I loved all the step by steps and the videos. I loved how you could like click the button and it would import like the forms for you. So I didn't have to waste any time [creating them].
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 + swipe-files to create + customize your customer journey inside your CRM
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.
$797
CRM BLUEPRINT FOR CREATIVES
Self-Study
Step-by-step trainings and templates elevate your business.
$1097
CRM BLUEPRINT FOR CREATIVES
All-Access
60-days of access to the support ticketing system + a 30-minute onboarding call + 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."
Your future self will thank you!
I do more than just give you my own system. I break down what I have created over the last *almost* decade so that you know where to start. But after you have implemented the base system in your CRM, 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…
