CRM QUickstart Guide

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Simplify Your CRM Setup. Elevate Your Client Experience.

Stop stressing over tech and start booking clients with a streamlined CRM setup designed to save time and elevate your client experience. Follow my quickstart guide to setup either Dubsado or Honeybook to automate your bookings, emails, and payments—so you can focus on what matters most.

The Fastest Way to Set Up Your CRM and Get Your Life Back
Your business deserves a CRM that works as hard as you do.

With my Quickstart Guide, you’ll:

  • Set up your CRM with confidence—no tech headaches required.
  • Automate your inquiry, booking, and follow-up processes.
  • Save hours every week while delivering a better client experience.

Everything You Need to Know About Centralizing Your Business in a CRM for 2025

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 🤩

 


I'm Colie! A taco-craving, tech-obsessed, former professor who built a storytelling business making films and photos for everyday families.

Meet your Systems-Guru

Meet your Systems-guru

nine 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.

Get the CRM Quickstart Guide

READY TO GET STARTED?

Finally get clear on the essential steps to set up your CRM and start using it right away.