Questionnaire Templates

full product details

Want to know the secret to having a great session?

A well-crafted questionnaire will help you get to know your clients and give them the best service possible. Use your questionnaire as the opportunity to uplevel their client experience before, during, and even after their session/event!

It might feel like cheating, but with one-click, this form template will be copied into your account within seconds for customization 😍

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$47

product features

product

features

Dubsado's new form builder

These form templates were designed using Dubsado's new form builder. You will have access to all the latest features while you customize your offers.

Easy to customize

This form template can be completely customized to your brand with copy, colors, fonts, and examples of your work.

created specifically for Dubsado or Honeybook

These form templates are copied directly into your account with one-click.

Choose the form

Each questionnaire was created for a certain business in mind. Choose from a questionnaire for family photographers, newborn photographers, or general 1:1 service providers.

the full list of what's included

Emma F

"The proposal was particularly useful as it was super useful to get a cut and paste version to build on, to see how it worked and what could be included. … but all the canned templates are great, they saved me so much set up time - one click and they’re in, ready for you to customise and make your own with images and language to fit with your brand and voice. "

Sarah H.

"I save SO much time sending out all of the details in the proposal: what to expect the day of the session, styling tips, the invoice and contract... everything is in one spot. Makes it so easy and fast for clients to book and pay the session retainer."

Saskia A.

"I would never been able to understand Dubsado and create workflows that help me save so much time, keeps me more organised and it helps me give my clients a better service. "

OOHS & AHHS

What People Are Saying

In just one-click, you can have a proposal inside Dubsado ready to customize!

Proposal Forms

Step-by-step instructions for creating workflows from inquiry to delivery!

workflow collections

$147

$97

Grab the email, workflow, and form collections to streamline your processes from inquiry to delivery

CLIENT EXPERIENCE BUNDLE

$397

If you are looking for support while creating systems inside your business, you can join the CRM Blueprint for Creatives, my Dubsado implementation course for creatives, and upgrade to 60-days of support.

WILL YOU HELP ME CUSTOMIZE THESE TEMPLATES?

You can use these templates as many times within your own business as you want. I highly recommend customizing them for your main offer and then duplicating them for your other offers. You may not share them with others or use them in commercial setups for others.

CAN I USE THESE TEMPLATES MORE THAN ONCE?

These templates are made for specific applications. While you can customize the emails for use in another system, the one-click forms will only transfer directly into Dubsado and the Airtable bases will only copy into Airtable.

WILL THESE TEMPLATES WORK IN A DIFFERENT CRM?

You Might Have Some Questions...

Don't worry, I have the answers!

Send a question to templates@coliejames.com so I can get all your questions answered!

I HAVE ANOTHER QUESTION, HOW CAN I REACH YOU?

The purchase of these templates grants you a license to use them within your own business. You may not resell or use them to set up another business inside Dubsado, Honeybook, or Airtable.