Workflow Templates

full product details

Tired of wasting time trying to YouTube your way to some functioning Dubsado workflows?

Say YES to streamlining and automating your client management by downloading my suggested workflow workflow actions and triggers for use inside Dubsado.

You can track client progress and maintain consistency without pulling your hair out. If you are ready to stop manually crafting and sending client communications, click the buy now button below!

Create all your essential workflows without worrying if they will work 😍

buy now

$147

product features

product

features

easy to customize

These workflow templates are provided inside a Google Doc so that you can alter/customize each action + tigger before you add them into Dubsado.

Suggested timeline

Each workflow action has a suggested timeframe for the trigger. I have also recommended a possible modifications

created specifically for Dubsado

Each workflow includes the specific Dubsado action, when, automation, and asset needed to implement in your account. There is no guesswork.

Choose the collection

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

the full list of what's included

what's included

Suggested timeline and automations for each workflow action

List of assets you must create before you start

customization & Implementation video

fulfillment & offboarding workflow

onboarding workflow

Booking workflow

Inquiry Worklow

workflow template collection

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

Never write an email from scratch again!

Email collections

$147

$97

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

Client Experience bundle

$347

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.