Reclaim your time and run your business like a BOSS in a matter of days, not months.
Stress-Free dubsado workflow Strategy & Setup for creatives
I need this!
The best thing is you get to choose how to spend the time you save!
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You can totally be the first to respond to their inquiry without being glued to your computer. You will never again miss out on a lead because you were too slow to respond.
lost opportunities
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With a little bit of organization and automation, you could know where your clients are at each step in your workflow. BONUS: they will feel taken care of the entire time.
unnecessary stress
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Writing each email from scratch, crafting customized offers for every client, and continuously checking your phone to see if they book + send payment is so last year.
wasted time
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Let me guess, your lack of systems and constant chaos has finally caught up to you and resulted in ...
Yup, that's me!
I know you would rather spend more time with clients you love... but instead you waste hours chasing down leads and sending all the emails
Let's be honest, you know you didn’t become a business owner to be stuck on the computer all day instead of photographing clients or spending more time with your own family!
AM I RIGHT?
Let's Talk about it!
Maybe you thought you would try and save some money by YouTubing your own Dubsado setup?
but you spent all that time running around in circles trying to piece it all together without a plan
You've lost leads (and money) because the system that was suppose to save you time sits unfinished.
You still send everything manually because you don't trust the workflows you pieced together
For every feature you figured out, two more got added to the list
I've spent years learning all things Dubsado so you don't have to!
But here's the thing, you've got me.
hang out with your family
Book a spa day
take a vacation
Binge netflix in your PJs
Once you automate your business in Dubsado this will free up time to...
You could also totally spend that extra time growing your business!
Kristyn Miller, Photographer + Educator
"She quickly identified places where we were spending too much manual time and she made it easy for us to see places where we could elevate the experience even more so with automations that had a personalized aspect to them."
I started my photography business in 2012, offering in-home family + newborn photography sessions.
A BIG part of building your dream business is having systems that work for you, so I spent a lot of time learning the ins and outs of CRMs to make my backend more streamlined.
It was like having my very own virtual assistant at $40/month instead of $40/hour.
But just because I am obsessed and spend my days thinking about automations, doesn't mean you have to.
When I am not photographing my amazing clients or building out a Dubsado account on a VIP Day, you can usually find me at the pool or Disneyland 🤩
Hey, I'm Colie. I believe everyone deserves to run the business of their dreams and I think Dubsado is the answer.
Meet your Dubsado-guru
Seven years ago I pulled the trigger on my first CRM and it was a game-changer. Two years later I discovered and went all-in with Dubsado. Now I help other creatives implement Dubsado in their own businesses.
Turning my computer off each day at 3pm when I pick my kid up from school, no more responding to clients into the wee hours of the morning.
Surprising her with a trip to Disneyland, without worrying about my business while I ride Dumbo.
Answering leads with a few clicks and the help of my canned emails/pre-written proposals saves so much time and stress.
Booking a new client in less than 5 minutes after our phone consultation. Best dopamine hit is the sound of my phone alerting me to a Square payment.
I am a confessed recovering workaholic. With Dubsado I said goodbye to the stress and hello to ...
Are you finally ready to hand your Dubsado account off to a professional and eliminate the chance of a another bad client experience?
(no more dropping the ball on client communications in your future)
While you relax and perhaps have a spa day, I will get to work implementing the system we mapped out during your Strategy session. By the end of the day, your updated assets and automated workflows for your main offer ready for review inside your Dubsado account.
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We will have a strategy call a few days before the VIP Day. to take a deep dive into your current systems before mapping out your brand new assets + Dubsado automated workflows. Scared of automation? Don't worry, the 'approve' button can be your new very best friend!
step two: Strategy Call
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How it works
step three: VIP Day
Booking a VIP day begins with a free 15-minute consultation call. This allows me to learn about your business and make sure my VIP Days are the best fit for the services you require.
SCHEDULE A chat with colie
1-2 Days Before the VIP Day
Implementation Time
Once you have completed the booking process, you will be given access to your client portal and your pre-setup forms. You should anticipate spending 2-5 hours completing these forms.
step one: Pre-HW
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Intake Questionnaires
Starting in 2025, Dubsado setups will only be available as an initial VIP Day with additional implementation time available to book once the first day is complete.
Service: Dubsado VIP Day
About the Client
Katelyn Dekle is a kick-ass web designer who creates personality-infused websites for other business owners. She had been using Dubsado for 5+ years but her system needed a refresh so that her current customer experience was streamlined for herself and her clients.
“It would send out an email at the wrong time, or to the wrong person, or an invoice reminder for someone who hasn't even signed the contract yet.
I had a client reach out to me for a discovery call for a massive project. Unfortunately, she slipped through the cracks, so I was two weeks late responding to her inquiry. In the automated email it says that I will respond in one to three days and so I felt severely like I had dropped the ball. Luckily, she didn't care. We got to work together, the project turned out fine, but I was like, ‘I cannot let that happen. This is not a high-end experience.'
That was kind of the trigger for me like, 'I've got to get my crap together.'
–Katelyn
Current Dubsado user: 5+ Years
The Challenge
See More Case Studies
Service: Dubsado VIP Day
Current Dubsado user: 5+ Years
What Colie Did...
I really flexed my systems muscles with Katelyn’s project because instead of eliminating outside softwares, we developed a set of workflow triggers and reminders to help her automate + navigate between them. (Dubsado, Quickbooks, Calendly, ClickUp)
We also:
- Updated her emails to give them a pop of personality with GIFSs and added some more touch points to help clients use their client portal and remit payment for services.
- Improved her proposal process to bridge the gap between customizing the offer, client acceptance of the offer, signing a contract, and remitting payment inside Quickbooks.
- Created new client guides with extensive how-to videos to help her clients during their design process and after.
“I didn't know how much I could actually do successfully in an automation. Now she's got it all set up where it tells me what to do so I literally don't have to think about it.
She has the support window automated, so my clients know when it starts, know when it's ending, and there's actually an email that says, ‘Okay, we're done now.’ So there's a fine line in the sand where anywhere happening after that is a whole different project. I think the overall experience for my clients is going to be a lot better."
What happened next...
- Katelyn landed a $6k project immediately after putting the system in place.
- This project moved her closer to creating systems and SOPs in preparation for bringing on a VA so she can scale her business without increasing her workload.
- She feels more confident using her client systems so that nothing will be forgotten. Plus, moving her clients between her favorite applications is more streamlined.
- Her Dubsado is now amazeballs!
“Miracle worker! Colie was able to do in eight hours what I couldn't do in five years.”
Service: Dubsado VIP Day
Current Dubsado user: 5+ Years
Basic Dubsado Settings. We will make sure your account is 100% ready to send emails, sync with your external calendar, and accept payments for services immediately.
Canned Email Templates. We will develop a set of email templates for your entire process. Whether you provide your current emails or we use my collection of templates, specifically written for photographers, you will covered!
Proposals. We will create a proposal that sells your services and gets the easy YES from your leads. Did I mention it will be an automated 3-step process to select the offer, sign the contract, and get you paid in less than 5 minutes?
Workflows. We will start by mapping out your process for inquiries, booking, and preparing your clients for their session. You will be in complete control over what is done automatically and what will require approval.
Schedulers. Do you schedule a phone consultation for leads? Do you want to allow clients to self-schedule their session day/time? This is all possible with Dubsado's internal scheduler!
Questionnaires. We will create client questionnaires for any steps in your process where you collect client information. This is the key to preparing yourself and your clients for their photo experience.
The Dubsado MAGIC I will create for you...
You've convinced me!
Once you get comfortable you may want to adjust your systems. You will have access to a bank of short videos helping you make the most common adjustments to your workflows.
Video Library
For 14 days you get ME as your very own Dubsado Certified Specialist. When you use the system on your first new clients, reach out with any questions!
14 Days of Loom + Email Support
You will feel confident using your updated Dubsado account after watching a walkthrough of your workflows and how to service your first lead.
Video Walkthrough
Got questions? We will spend an hour doing a LIVE walkthrough as you watch me work in your account and ask any and all questions you have.
1 Hour Offboarding Call
Each DubsadoVIP Day includes...
We'll start with a strategy call a few days before your Dubsado VIP Day, where we will audit all of your current systems/assets together and then being mapping out your dream workflows that will automate tasks and give your clients a consistently AWESOME experience.
I create a complete list of your priorities and identify the list of assets I will update/create during your VIP Day.
Clarify
The morning of your VIP day I will begin with your basic Dubsado account settings before creating every single asset on your setup checklist saving you hours of time.
Your canned emails + forms will be created with the perfect balance of design and voice so you get the easy YES!
Create
This is where the magic begins. Each workflow will be created with as much automation as you will allow. Don't worry, we can use an approve button if you want to see anything before I client gets it!
Once your workflows are completed & tested, you will never have to worry about the wrong email being sent again!
Connect
My Dubsado VIP day typically includes 1 lead capture forms, 2-3 packages, 2-3 payment plans with email reminders, 2-3 questionnaires (inquiry, session/service, feedback), 25+ customized canned emails, proposal, scheduler, and inquiry, booking, onboarding + session workflows for your main offer.
What is included in the setup for a main offer?
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I have found many of my clients want some time to test out their initial setup before moving to additional offers. This process is new for 2025, but it is my hope this will help move the process along and not stall the process between feedback and setting up additional offers. If you have more than one offer/customer journey, it will likely take two VIP Days to completely set your business up in Dubsado if this is your plan.
Why can't I book you to setup my entire business at one time?
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Short answer is probably not. I can confidently set up one full customer journey from inquiry to delivery for your main offer in a single VIP Day. If you need additional customer journeys or assets created, you can book additional time hourly or in another VIP Day after your initial day is complete.
Can you really setup all my customer journeys in one day?
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I bet you're wondering....
your VIP Day questions answered
Setup days are typically booked within the month, so full payment is due at booking. However, if you need a payment plan you can request to pay 50% to book and 50% 10 days prior to VIP Day.
Do you offer payment plans?
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While I am a family photographer, this VIP day is for any type of creative that wants to streamline their business with Dubsado. Don't worry, we will make sure this is a good fit on the initial Chat with Colie call before you book.
Is this only for family photographers?
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I schedule one VIP Day per week for new clients, with additional availability for returning clients. My typical availability is 6-8 weeks out. If you have an immediate need, let's chat as soon as possible.
How far out do you book VIP Days?
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OMG I'm so in!
So after trying to set up Dubsado yourself you figured out it isn't in your zone of genius. That's O-K-A-Y!!! Let me use what I’ve learned in the trenches running my own photography business with Dubsado - so you can curb any business backend uncertainties and have a system that works for yourself like clockwork.
It's time to focus on actually running your business without the burnout.
Here’s The Bottom Line…
Just take my money!
Kick your feet up while I do all the heavy lifting!
$2500
Book your VIP day
Dubsado VIP Day
A day of Dubsado strategy + implementation for your business.
Images provided by: ARC Creative | SoCal Standard | The Leo Loves | Dear Kate Brand Strategy | Alicia Kinter
