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 or Honeybook 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
Yes! I’m Ready to Fix My Systems
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
What if I told you that with the CRM Blueprint you could...
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.
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.
kind words
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 & Simplify Your Client Experience
Every email. Every form. Every payment. Delivered on time — automatically.
So you can walk into every session knowing your backend already did its job.
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 photographers and other creatives like you.
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 creative service providers 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 Google Docs 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.
Take a peek at these time-saving templates...
$97 Value
High-Converting Proposal Templates for Dubsado or Honeybook
A streamlined proposal that combines services, contract, and invoice into one easy yes
No more piecing things together with three separate emails. This proposal combines your packages, contract, and invoice into one beautifully branded link—so your clients can book in minutes, not days. It’s designed to reduce booking friction and make you look like the organized pro you are.
$147 Value
Client Experience Email Templates for Dubsado or Honeybook
25+ Pre-written emails for every step of the process—so you never have to guess what to say
Let’s be honest: writing client emails from scratch every time is exhausting. These templates are here to save your brainpower. From inquiry to delivery, I’ve got every key moment mapped out with emails that sound friendly, clear, and like a real human wrote them (because I did).
$47 Value
Client Onboarding Questionnaire for Dubsado or Honeybook
A ready-to-go form that asks the right questions—so you’re not chasing down details later
This isn’t just a “what’s your favorite color” kind of form. It’s a thoughtfully written questionnaire that helps you get everything you need up front—so you’re not digging through emails or realizing mid-project that you forgot to ask something important. This form helps you kick things off with clarity and confidence.
$197 Value
Customer Journey Workflow & Automation Templates
a set of 4 plug-and-play workflows to automate every step of your client experience
I’ve mapped out every action, email, and timing trigger so you can copy these workflows into your Dubsado or HoneyBook account, customize them for your services, and start booking and managing clients with way less effort. You’ll also get video walkthroughs showing exactly how to use and adapt each one to your business.
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
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.
You don't need to watch any more YouTube Videos
Ten minutes here, ten minutes there…
You just need a system built for your business — not a patchwork of blog posts, half-finished workflows, and a dusty CRM you haven’t touched since last quarter.
Rewriting every client email adds up. That’s 3–4 hours per project doing something your CRM could be doing for you.
Set it up once. Use it forever.
Spend your time editing, booking more clients — or actually enjoying your weekend.
Still Googling one step at a time? Let’s stop that today.
(Because piecing it together shouldn't be your full-time job.)
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
This is the magic moment — where it all comes together.
You’ll connect your forms, workflows, and emails into a seamless booking system that runs on autopilot.
Your clients will book faster. Your business will run smoother. And you? You’ll breathe easier.
Build Your Booking Machine
module four
This is where your system starts working for you.
You’ll create emails, contracts, packages, and questionnaires that feel personal — and send themselves.
Because you’ve got better things to do than retype the same message 20 times.
Say It Once. Automate the Rest.
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
No more inbox roulette. No more missed inquiries.
This module helps you bring potential clients into your system and track every lead without stress or sticky notes.
You’ll set up workflows that make you look polished from the first click.
Capture Leads with Confidence
module two
Stop tiptoeing around your CRM — it’s time to own it.
In this module, you’ll plug in the essentials so Dubsado or HoneyBook actually works as your business HQ.
By the end, your system 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 we will transform your client experience
Create your lead capture/contact form
Build a scheduler that saves time
Import your contacts
Set up project statuses to stay organized
Add your branding elements
Connect your email and calendar
Create your email signature
Connect your payment processors
Setup your dashboard
valued at $97
Turn happy clients into repeat bookings and testimonials — without chasing them.
Collect Feedback on Autopilot
3
valued at $197
Real-Time Strategy Sessions Where I Map Actual Client Journeys
2
Make mini-session booking smooth, automated, and stress-free.
valued at $97
Sell Out Your Mini-Sessions
1
Gain exclusive access to these new bonuses
Wait, that's not all!
Watch-Me Map Workflows
Will be delivered June 1st
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 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 it again and again — people sign up for Dubsado or HoneyBook with the best intentions…
and six months later their account still sits unused
That’s not a tech problem.
That’s a no-plan problem.
When I think about how much time and stress it could’ve saved you — 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 it again and again — people sign up for Dubsado or HoneyBook with the best intentions…
and six months later their account still sits unused
That’s not a tech problem. That’s a no-plan problem.
When I think about how much time and stress it could’ve saved you — 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.
Megan G. - Newborn Photographer
"I was just scribbling names in a notebook…"
BEFORE: No CRM, no automation, 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.”
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?
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 😍
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 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
No, not at all! 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
kind words
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 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.
Ditch the chaos. Deliver luxury. Automate like a pro — inside the CRM you already use.
$997
pay-in-full or payment plans available
FOR CREATIVES
CRM Blueprint
kind words
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/Honeybook” again
- A proven system that’s booked hundreds of clients — and will work for you, too
You’ve already done the hard part: realizing you need a better system.
Here’s The Bottom Line…
You’ll know exactly where every lead is, what step comes next, and how to actually show up like the pro you are.
Set it up once. Reuse it forever.
Then go edit, shoot, sleep in, or take a damn day off — your business can handle it.