Let me guess...
Clients are either getting double emails or no reminders at all — and payment requests before they’ve even booked a session.
Your workflows feel like duct-taped chaos.
3
You set up workflows to save time, but you’re still chasing payments, retyping the same emails, and manually fixing things your CRM should handle for you.
You’re losing hours to automation
2
You're collecting templates like Pokemon cards, but nothing connects. Instead of that seamless experience, your clients are on a roller coaster and you’re the one screaming on the inside.
You’ve got 12 templates — but no strategy.
1
You’re not looking for another generic course that teaches you how to set up a CRM — you want one that works specifically for photographers.
You tried to DIY your Dubsado, but your business still feels like a dumpster fire behind the scenes 🔥
Yes! I’m Ready to Fix My Systems
It’s not you. It’s your setup.
Dubsado was built to make life easier, but no one ever showed you how to make all the moving parts actually work together.
Because you've got a highly personal client process and zero interest in systems that make you sound like a robot instead of the human your clients love.
You want someone who gets it and has actually used Dubsado inside a photography business to show you exactly how to build a system that saves time, books faster, and delivers a seamless client experience from the very first touchpoint.
That's why I created this course. After 12+ years behind the camera and inside CRMs like Dubsado, I know how to make your systems work like you do and give your client a luxury experience before they step in front of the camera.
You don’t need a new CRM... you need to learn how to make the one you have finally work for you.
Take it from Posy, a family photographer who finished her client forms, emails & workflows and was fully automated just 3 days after enrollment.
What if you could confidently automate your entire client experience in one weekend… without hiring someone to build it for you?
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
By the time you finish CRM Blueprint, you won't just have a working Dubsado setup. You'll have your time, sanity, and nights back.
I’m In — Give Me the Blueprint
Send one link that books the client, schedules the session, and gets you paid—automatically.
Make your entire booking process feel like an extension of your brand, not a clunky afterthought.
Keep every email, form, and payment detail in one place so nothing (and no one) gets lost.
Set it up once and reuse it on autopilot—no more copying, pasting, or starting from scratch.
plus you'll be able to:
Say hello to...
a diy Dubsado systems course so specific, it feels like it was made for your photography business. (Because it was).
who said DIY means hours of watching worthless youTube tutorials that leave you messy systems that never fully work?
CRM Blueprint walks you through the exact systems I've personally used and tested with 200+ photographers and gives you everything you need to confidently build yours, too.
Join the waitlist - Doors reopen November 17th
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
In just 10 days, CRM Blueprint will help you...
Okay but seriously
What if you could...
Book a client while you’re standing in line at the grocery store
No more refreshing your inbox to see if they signed the contract. Your proposal, contract, and invoice? Already delivered. Already booked. Already paid.
Stop rewriting the same damn email every time someone inquires
You’ve got a lead response that’s fast, friendly, and totally on-brand—and it goes out without you lifting a finger.
Trust that your clients are actually being taken care of
Your workflows are doing what they’re supposed to. Every email is sent. Every reminder goes out. No one’s wondering what’s next—including you.
Spend less time in your CRM and more time behind the camera (or on the couch)
Because let’s be honest—you didn’t start this business to babysit a bunch of email drafts.
kind words
Kate Wark, Family + branding photographer
I didn’t have a CRM before I found the Blueprint. I was spending so much time manually emailing, creating contracts, collecting payments… all of it. Now, my systems are fully automated. The payment chasers? I set those up two years ago — they still go out automatically before every session, and I get paid.
The biggest surprise? My clients noticed. “So many people have said, ‘That’s so professional. What do you use?’” It didn’t just save me time — it made my business feel more legit. And it’s still running, two years later."
"One of the biggest game changers I’ve done in 5+ years of business.
I didn’t have a CRM before I found the Blueprint. I was spending so much time manually emailing, creating contracts, collecting payments… all of it. Now, my systems are fully automated. The chasers? I set those up two years ago — they still go out automatically before every session, and I get paid.
The biggest surprise? My clients noticed. “So many people have said, ‘That’s so professional. What do you use?’”It didn’t just save me time — it made my business feel more legit. And it’s still running, two years later.
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."
"I’d had Dubsado for two years and was still using it at its most basic level because I didn’t know what to do — until The CRM Blueprint changed that.
When you join the CRM Blueprint, you get instant access to...
With CRM Blueprint, there’s no guesswork—every template and workflow was built with photographers in mind, so you can skip the setup stress and get straight to running your business.
A full system that simplifies your client experience — not just teaches it
Plug-and-play workflows that take the guesswork out of setup
Swipe files + templates that do 80% of the work for you
Lifetime access to the systems support you’ll always need
A 4-module course with 34 lessons and 4+ hours of content designed to walk you through every step — from messy checklists to a smooth, automated system you actually trust.
Step-by-step tutorials that don’t just explain what to do — they show you how to customize, implement, and automate your backend like a boss (even if you’re “not a systems person”).
From canned emails to workflows and proposal templates, you’ll import exactly what you need — and make it yours in minutes.
Your business will grow and shift — and this course grows with you. Come back anytime for updates, replays, refreshers, and tweaks as your offers evolve.
Join the waitlist - Doors reopen November 17th
Easily duplicate and customize these time-saving templates:
$97 Value
High-Converting Proposal Templates for Dubsado
A streamlined proposal that combines services, contract, and invoice into one easy yes
Reduce booking friction with a beautifully branded proposal including your packages, contract, and invoice into one link, so you clients can book in a couple of clicks. (Goodbye unnecessary back and forth emails)
$147 Value
Client Experience Email Templates for Dubsado
25+ Pre-written emails for every step of the process—so you never have to guess what to say
Build trust and connection through every touchpoint with personality-packed emails that sound like you and keep clients informed, excited, and confident from inquiry to delivery.
$47 Value
Client Onboarding Questionnaire for Dubsado
A ready-to-go form that asks the right questions—so you’re not chasing down details later
Collect everything you need upfront with a strategic, easy to complete questionnaire that helps your clients feel seen and sets you up to plan and delivery an amazing photography session that feels custom for them.
$197 Value
Customer Journey Workflow & Automation Templates
a set of 5 plug-and-play workflows to automate every step of your client experience
Automate your process without losing the personal touch with ready-to-customize workflows built for photographers that guide your clients seamlessly from inquiry to delivery, so nothing slips through the cracks.
Added up, these templates cost $488
But are included for FREE when you join CRM Blueprint
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.
Kristen Turner Macdonald, photographer
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.
If you are sick of Googling every little step individually, just buy Colie's Course!
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'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.
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
Build your proposals or SmartFiles
Set up your automation logic + test it
Create schedulers that make it easy for clients to say yes
Watch your backend actually do its job
Connect your forms, workflows, and emails into a seamless booking system that runs on autopilot. This is the magic moment — where it all comes together.
Your clients will book faster. Your business will run smoother. And you? You’ll breathe easier.
Build Your Booking Machine
module four
Plan your client experience once so you’re not starting from scratch every time. You’ll build templates for emails, contracts, and forms that align with your process and save hours on repeated tasks—without losing your personal touch.
Because you’ve got better things to do than retype the same message 20 times.
Create Strategic Templates
Enter your pricing, packages, and tax info
Write on-brand email templates that connect and convert
Set up payment schedules, contracts, and questionnaires — once and done
module three
Stop constantly watching your inbox and know every lead is taken care of automatically. Bring potential clients into your system and track them without stress, spreadsheets, or sticky notes.
You’ll set up inquiry processes that make you look professional from their first click.
Capture Leads with Confidence
module two
Plug in your essentials so Dubsado works as your hardest employee, for less than the cost of a decent dinner.
By the end, your CRM will be fully branded, connected, and ready to run.
Get Set Up Like a Pro from Day One
module one
Take a look inside the CRM Blueprint
This is how you will transform your client experience
Add your branding elements
Connect your email and calendar
Create your email signature
Connect your payment processors
Setup your dashboard
Create your lead capture/contact form
Build a scheduler that saves time
Import your contacts
Set up project statuses to stay organized
Daphne reviews your workflows and email systems to help you write, schedule, and send messages that feel both automated and personal.
Daphne
3
Poppy helps you refine your copy for headlines, package descriptions, FAQs, and every word that builds trust and moves clients toward “yes.”
Poppy
2
Clara helps you outline every step of your process—from inquiry to offboarding—so your emails, automations, and systems all work together.
Clara
1
Plus, you’ll get access to my AI System Squad. A set of done-for-you bots that help you write, polish, and personalize your customer journey in minutes.
Customer Journey Guide
Proposal Glow-Up Assistant
Workflow Specialist
Your Exclusive 5th Birthday Bonuses👇🏽
21-day Support Sprint with weekly live lectures and office hours at 12pm MT on Tuesdays and fridays starting on Jan 13th ($500 value)
Client Experience audit so you can have your workflows reviewed by an expert and know they will work as expected ($250 value)
Map Your Process live training on December 9th to map out your touchpoints and create your customer journey Map ($100 value)
🤩
🦄🫶
😎
😍
🛑 24-Hour Waitlist Bonus 🛑
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.
Your life before
CRM Blueprint:
Your life after
CRM Blueprint:
You're constantly Googling Dubsado tips that leave you more confused than ever.
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 can confidently skip the Google rabbit hole because your setup finally fits your business.
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.
Megan G. - Newborn Photographer
"I was just scribbling potential client names in a notebook…"
BEFORE: No CRM, no automation, just PayPal invoices and constant overwhelm.
NOW: Megan has automated everything from lead intake to video responses — and says "no" with confidence.
She finished CRM Blueprint in 30 days, automated her sales process, and built a client journey that actually fits her personality — no phone calls required.
“It was a mess… I would forget about people all the time.”
“It gives me weird pleasure to tell people no… I only do newborns now and it’s amazing.”
Katharine C. - Family Photographer
“I was writing the same emails over and over, and letting things slip through the cracks.”
BEFORE: Juggling everything in her head. Zero systems. Constant stress.
NOW: Two weeks into CRM Blueprint, she launched client-friendly workflows that book 20+ mini sessions automatically.
She now uses client questionnaires to automate her prep — and even borrow their words for her marketing.
“I’m not a details person. It was stressing me out.”
“Clients walked in saying, ‘Everything was so easy.”
Shalimar. - Family + senior Photographer
"I wasn't using a CRM… just hoping I'd remember stuff."
BEFORE: No CRM, failed setup with Studio Ninja, scattered client info, and manual invoices.
NOW: Shalimar has a lead capture form that feeds right into her Dubsado account, sends customized proposals, automates her emails, contracts, and invoices — and gets paid faster.
She completed CRM Blueprint in just a few months, customized everything herself, and finally feels in control of her business after 10+ years of winging it.
“I even paid someone to set StudioNinja up… but it never clicked. I didn’t use it for a single client.”
“Now I hang up from the consult call and boom — I email everything. They can pay right then and there.”
my superpower is making complicated shit simple, particularly with regards to systems strategy + automations for photographers.
I'm Colie James:
Your Systems Professor
COLIE, I TRUST YOU — PLEASE MAKE THIS EASY
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 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 200+ creatives create time-saving systems inside in their own businesses using Dubsado
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. CRM Blueprint has short videos to walk you through each step in an easy-to-follow manner.
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 marketing and growing your business without compromising on the client experience for current clients.
You're not tech savvy.
This is literally what I am here for. CRM Blueprint has short videos to walk you through each step in an easy-to-follow manner.
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 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!
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
No. 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 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
No, not at all! 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
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].
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!
- A plug-and-play CRM setup built for creatives, not corporate consultants
- Every email, workflow, and automation you need to stop babysitting your business
- Templates, timelines, and training so you never have to Google “how to Dubsado” again
- A proven system that’s booked hundreds of clients — and will work for you, too
Are you ready for systems you feel confident in using?
On the other side of joining this course? A business where you get to spend more time doing the creative work you love — and way less time on the admin crap you hate.
Close
Doors Reopen on November 17th