Elevate your client experience in Dubsado 

CREATIVES, ARE YOU READY TO FINALLY

AND WORK SMARTER NOT HARDER!

I need this!

If you would like to give Dubsado a try, use my Certified Specialist Code COLIEJAMES for 30% off your first payment (annual or monthly)

Let's add a bit of strategy and automation magic into your client experience inside Dubsado

Dubsado Setup Help for Photographers and Creatives

Want me in the trenches building your client journey with you? Systems in Session is my done-with-you service where we map, build, and launch a backend that books clients on autopilot (and still sounds like you).

Systems in Session

One

Easy to implement program for creatives to help you get your shit together and finally eliminate the administrative stress of booking clients, in less than 10 days in either Dubsado or Honeybook 😉

CRM Blueprint Course for Creatives

two

Book a 60-minute strategy session for expert guidance on your systems—whether you need answers in an ask-me-anything format or hands-on help making live updates. Walk away with clarity, solutions, and real progress, not just a plan.

Systems Strategy Calls 

three

I’ll review your CRM and key touchpoints to uncover gaps and opportunities, helping you design systems that work better for both you and your clients.

Client Experience Audit

four

Join the Systems in Session for $2000

stop chasing paperwork and have proposals, contracts, and invoices go out (and come back) without you lifting a finger

book dream clients faster — no more babysitting your inbox or sending twelve follow-up emails

free up hours every week to actually do the creative work you love (or, you know, take a weekend off)

give your clients an experience that feels high-touch and professional — without adding more to your plate

When your client experience is running on strategic, human-first systems, you’ll finally:

Your talent is already five-star. Systems in Session makes sure your backend matches it.

Together, we’ll map, build, and launch your entire client journey inside Dubsado so it feels smooth, personal, and easy — for you and your clients.

If you’re dropping balls, it’s not because you’re bad at business. It’s because your systems aren’t built to catch them.

Done-with-you

Roxanne - Hawa images, brand Photographer

Before Systems in Session, I’d been in Dubsado for years but without workflows. I was manually sending every email, piecing proposals together one by one, and it would take me one to two hours just to send something out. My neuro-spicy self could not be left alone — I needed one-on-one help and someone to walk me through step by step. With Colie, I finally built an on-brand proposal I can send in 20 minutes, hit my first $10k month, and booked $5k in just three days. Now I actually trust my systems, save hours every week, and get to spend more time with my four kids instead of chasing clients.

"I booked almost $5,000 in three days — and sent proposals in minutes instead of hours.

Erin belles, family portrait Photographer

It’s way less overwhelming than your brain makes it out to be, especially if you have someone to immediately tell you what to do. If I didn’t have Colie, I’d probably spiral for days and never finish. Now my workflows and emails are done, and even if I still want extra approvals, I know I have reminders in place. I don’t go to bed or wake up wondering what I missed. It’s a whole personality shift — a massive improvement in my business and my life."

"I wrote 33 client emails in a single weekend — something I thought would take me six weeks. Now I feel calm, confident, and in control of my business.

Flor blake, brand photographer

When I went full time with my branding photography business, everything quadrupled overnight. I had never used a CRM before, and trying to keep up with contracts, emails, and client details while traveling all over the country was overwhelming. Working with Colie gave me systems that not only save me time and money, but also keep everything running smoothly in the background — so I can actually focus on my clients and enjoy my business again."

"Peace of mind, money saving, and automation... that’s what Colie gave me.

Lara Agnew, Photographer

Colie, you are an absolute pleasure to work with. Hiring you was one of THE best decisions I made. Having you to answer questions or help my brain reorient to a new way of doing things was invaluable. It can be hard to re-train the brain on a new system. With your help, I was able to get over some barriers quicker than if I had done this on my own."

"Not only did you help move along a project I've been kicking down the road for the last three years but working with you ensured that I did my part of the process in a timely fashion.

Alison Amick, photographer

I was still in 17hats for my sister company because I just didn't have the time to bring my sister company over to Dubsado as well. Insert fairy godmother Colie with her magic wand to set everything up while I had time to work on family photos and onboard more clients.
WIN WIN.

"I'll be the first to admit that I am a full-on hot mess express, probably the least organized person on the planet. I would NOT be able to run a successful photography business without Dubsado as my CRM. And the fact that it's pretty is just the cherry on top.

Kendra Greenberg, photographer

"What you offer is more that just Dubsado setup. It's like a business workflow refresh in general.

With your attention to detail, thoughtful solutions to problems, and deep-dive approach, you thought of things I didn't know I needed.

Colie, you're the best!"

meg messina, Photographer

Colie did an extensive amount of setup work and was available after not only to show me how to navigate the new system but also to answer each question that came up as I began to use it. I’ve run my photography business for 12 years and working with Colie was one of the best experiences I’ve had."

"I know the year is only halfway over, but I can safely say that having Colie set up my Dubsado was the best business decision of the year.

Alice thigpen, Photographer

Before she set up my system, Colie made sure she understood all the relevant aspects of my business so that she could customize my system. She went the extra mile to make sure my CRM was on brand. After the system was in place, Colie promptly answered all of my questions in ways that were easy to understand and implement."

"My bookings have increased significantly since using Dubsado, but more important, I no longer dread using a tool that is supposed to make my business run smoothly!

Krystal Franke, Family Filmmaker + Photographer

Colie was INCREDIBLE to work with. She saved me so much time & headache while setting up the backend of my Dubsado account. She created personalized proposals, emails & workflows that have been life-changing for my business. Now You will LOVE working with Colie. She's worth every penny and MORE."

"I can spend more time doing what I'm passionate about and spending time with my family which is most important of all. 

kind words

Join the CRM Blueprint for $997

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 Dubsado

Lifetime access to the course content and all future updates

Say bye-bye to the stress of creating your systems because the CRM Blueprint includes:

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

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

I help you navigate creating streamlined and automated systems for your business to reclaim your time.

As a fellow creative, I'll be the Dubsado Fairy Godmother you need to setup your account stress-free!

DIY Dubsado Course

self-paced course

Service: Dubsado VIP Experience


About the Client

Kristyn Miller is a wedding and family photographer with a passion for helping families feel like their lives are valuable and worthy through documentary photojournalism. She’s also the founder of The Documented Heart, an education mentorship for family photographers.

She came to me because she was spending too much time sending proposals and contracts manually. And while she generally knew what she wanted Dubsado to do, she didn’t have the time and brainspace to actually sit down and do it.

“I hustled my way manually through so many pieces of client interactions. Too much time being inefficient in ways that were a detriment—both to the client service experience that I was trying to provide, and also to my own mental space, my own brain clarity, and my own ability to manage my time.”

Current Dubsado User: Less than 1 Year

The Challenge

Case study: Kristyn Miller

Service: Dubsado VIP Experience

CURRENT DUBSADO USER: LESS THAN 1 YEAR

What Colie Did...

During Kristyn’s VIP Day I created a hands-off, fully automated booking process, starting with a highly customized proposal that matched her beautiful investment guide.

We also took a strategic look at all of Kristyn’s processes so that she could save time by eliminating or streamlining tasks while maintaining a high-touch experience for her clients.

“Now I can see the Stripe payment come through and then I can go and check the workflow and know that they've received an email with, ‘Thank you so much for booking, I'm so excited to work with you’—but it's an evergreen video! It's not just a long annoying email, and that feels good on a million sides.

“That’s one thing that I am always very sensitive to, because I would consider my services to be at the high end of pricing around here. I never want someone to feel like they've paid an invoice or gotten an invoice and there isn't some love wrapped around in it.”

What Happened Next...

  • Kristyn is delivering a consistent experience for all clients, helping them feel loved and cared for from the very beginning.
  • Tech is no longer a bottleneck. These automations give her more time and mental space to focus on growing the education side of her business and enjoying her family.
  • Her studio manager is spending more time on marketing and customer service (her zone of genius!) instead of manually sending emails and trying to stay on top of workflows.

“I feel like I am closer than ever in my seven years of business to delivering the experience that I want to be delivering.”

Service: Dubsado VIP Day experience

Current Dubsado User: Less than 1 Year

what Kristyn said

Testimonial

“Colie has such a solid handle on what is possible from a 50,000 foot perspective—from initial inquiry all the way through to getting reviews and delivering products—and I really wanted to work with somebody who could look at the huge picture and not just be a task monkey about it. I was really looking for someone who could say, ‘Okay, I see that you're doing this and then you do this, but what if we accomplished 95% of it all in one step?’”

“She's no-BS and I appreciate that about her a lot, because in the rest of my life, there's a lot of BS. I just appreciate when someone is like, "Your options are A or B, what do you want?"

Tips for creating my recommended 4 workflows 

4 Workflows Guide

How to write effective client communication

emails that convert

How to get started in Dubsado TODAY

Quickstart Guide

Snag my Dubsado resources, for free!

Wait! The learning doesn't have to stop there.

Dubsado Certified Specialist,

my superpower is making complicated shit simple, particularly with regards to systems strategy + automations for photographers.

I'm Colie James:
Your Systems Professor

Honeybook Educator,

Podcaster, Photographer,
Disneyland Passholder, and your new Business BFF that tells you like it is!

Meet Your new Systems bestie

Ready to take the leap and uplevel your client experience in Dubsado?

I've got the magic systems pixie dust your creative biz needs, so are you...