Today, we’re diving into the magic of Dubsado templates and forms that are going to streamline your photography business. If you’ve been stressed out and dropping more than a ball or two, don’t worry. You’re not alone (and this is a judgment-free zone). I’m going to share four Dubsado templates for photographers, plus, I’ll answer some burning questions about Dubsado (one of my personal favorite CRM’s for photographers). So grab a cup of your favorite beverage (mine’s a latte!), get cozy, and let’s transform your business into a well-oiled machine!
Before we get started talking about Dubsado templates, I have a quick question for you: Are you a photographer looking for the best CRM to grow your business? If so, I’ve got you covered! While I’m going to share 4 Dubsado templates for photographers today, the truth is that these are four things you can have in ANY CRM that you like! I compare 7 of the main CRM options in my CRM comparison guide here. Or, if you know you’re in need up a more complete systems refresh, grab my CRM Blueprint Course for setting up Dubsado and HoneyBook.
Why Dubsado Templates Are SO Important
Humor me for a second – because I am the kind of educator who needs to tell you the why before the how. After over a decade of running my own photography biz, I know that running a successful photography business involves more than just taking stunning photos. You need to be just as passionate about creating a seamless experience for your clients from start to finish (or at least – make it seem like that). This is why Dubsado templates are so important. They save you time, ensure consistency no matter how busy you are, and help you maintain a professional, beautiful, company image.
TL;DR: With your Dubsado templates, you can automate your workflows, so you spend less time on admin tasks and more time doing what you love – capturing beautiful moments.
The Essential Templates for Your Photography Business
A Contact Form
First things first, you need a contact/inquiry form. This is the gateway for your clients to book your services, and it’s where their experience with you truly begins. A well-crafted contact form not only collects all the necessary information but also sets the tone for the client experience. You need to strike a balance between making sure that you get all of the information you need, without forcing your potential clients to fill out a million questions. You’ll want to make sure your form is easy to navigate and visually appealing, reflecting your brand’s personality (and what your clients can expect to get when they hire you!).
Here are a few things I recommend you include:
- Contact Information: Full name, email, phone number, and address to keep in touch.
- Preferred Dates: Allow clients to choose their preferred dates for the session, with a calendar option for easy selection.
- Type of Session: Specify the type of session they are booking (e.g., wedding, family, portrait, etc.).
- Additional Details: Space for any specific requests or important information clients might want to share upfront.
A Booking Form/Proposal Form
Next up, you need a booking form or proposal form. This is typically sent after you’ve already had a conversation with the client, and you’re ready to send them a quote or proposal. This form should have all the details that they will need to book (and yes – you should template this for your main services!), and give them the opportunity to add any “add-ons” if that’s applicable to your business.
My number one rule with a booking form or proposal form is that once the client “accepts” it or fills it out, it needs to automatically link to your contract and invoice. I know sometimes I get push-back on this because service providers feel like they “need” whatever information the client fills out in order to finalize the contract, but the truth is that most CRM’s have smart fields now that will auto-populate. This automation removes SO much friction in the booking process, and I promise you that you’ll love getting paid faster.
This one is really going to vary per service provider but here are a few things I recommend you include:
- Service Description: You’ve likely already talked about it, but since the next step is the contract, it’s worth repeating what’s included
- Payment Information: Make sure you detail the total cost and when payments are due!
- Services Required: Allow clients to select the services they need from a predefined list (e.g., wedding photography, wedding videography, wedding album, etc).
- Frequently Asked Questions: this is where you can address any common objections you get that may delay the booking process.
Client Questionnaire After They Book
Once a client has booked, it’s time to get to know them better. You don’t have to worry about scaring them away with a game of 20 questions. When it comes to Dubsado templates for photographers, a client questionnaire might be at the top of the list of things you need. It’s a vital tool that helps you gather important information about their preferences, expectations, and any specific needs they might have. Having a template for this also ensures you never miss a detail (and so that your CRM automatically stores said details in one place for you!).
Questions you might include:
- Vision for the Shoot: What style or theme do they envision? Are there particular shots or poses they want?
- Personal Details: Names of family members or pets involved, their relationships, and any special stories or details that can make the session more personal.
- Location Preferences: Preferred locations for the shoot or any specific places that hold sentimental value to them.
- Wardrobe Choices: Suggestions on what to wear or what they plan to wear can help you prepare and advise accordingly.
The more you know about your clients, the better you can serve them. Having this client questionnaire filled out after they book will truly help you create a tailored experience that feels personal and unique.
Feedback Questionnaire After the Service
It was hard to narrow it down to just four Dubsado templates for photographers, but I knew I had to include this one. After the session, getting feedback is so important. A feedback questionnaire allows your clients to share their experience and provide insights into what went well and what could be improved. I know it can be scary to send these kinds of emails, but this feedback is invaluable for refining your services and ensuring every client has an exceptional experience.
Questions to ask might include:
- Overall Satisfaction: How satisfied were they with the session and the final photos?
- Favorite Moments: What were their favorite parts of the session? Any particular photo or moment they loved?
- Areas for Improvement: Is there anything they felt could have been better or different?
- Future Recommendations: Would they recommend your services to others? Why or why not?
- Additional Comments: Open space for any other thoughts or feedback they wish to share.
By consistently seeking and acting on client feedback, you can continuously improve your services, making each client’s experience better than the last. Plus, this gives you a chance to follow up and ask them to leave their positive review publicly on Google or Facebook or wherever you are collecting client testimonials. Lastly, showing that you value their opinion will enhance client loyalty and encourage positive word-of-mouth referrals.
Frequently Asked Questions About Dubsado
Dubsado is a popular CRM for photographers, and for good reason. It helps you manage your clients, projects, and workflows all in one place. Here are some frequently asked questions about Dubsado:
What is Dubsado?
Dubsado is a business management solution designed to help creatives streamline their workflows, manage client relationships, and automate repetitive tasks.
Is Dubsado easy to use?
While there is a bit of a learning curve, Dubsado offers plenty of tutorials and a supportive community (like me!) to help you get the hang of it. But, if you find yourself feeling overwhelmed setting it all up, grab my Dubsado Quickstart Guide here. Or why not book me for a Dubsado VIP day to set it all up for you?!
Can I customize forms and templates in Dubsado?
Yes, Dubsado allows for extensive customization, which is why they are one of my favorites. This way, you can create forms and templates that match your brand and meet your specific needs.
Using Dubsado Templates for Photographers
In case I haven’t made it clear, Dubsado templates are a game-changer for your photography business. They help you stay organized, save time, and provide a consistent and professional experience for your clients. From booking forms to client questionnaires and feedback forms, each Dubsado template plays a crucial role in your workflow. And honestly? I could have listed SO MANY MORE.
For my Dubsado workflow templates, click here! And hey, if you want ALL the forms (and even more!), grab my client experience bundle in my shop. It’s packed with everything you need to elevate your client experience and streamline your business processes.
PSST: not a Dubsado user? Don’t worry, there are Honeybook templates for photographers as well 😉
Thank you so much for stopping by! I hope you found this guide helpful. If you have any questions or want to connect, feel free to reach out. I’m here to help you succeed!
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