And even if you generally know how you want your software to work for you, you don't have the time or brain space to get it done.
Now you're worried that you're only one bad experience away from a one-star review.
Or maybe you forgot to put a session on your calendar and almost missed it. (Scared as shit!)
You tried creating an automated workflow, but it sent the wrong details to your clients. (So many apology emails!)
AM I RIGHT?
How can I help?
Client Experience/Customer Journey Planning & Implementation
CRM Workflow/Automation Creation + Testing in Dubsado or Honeybook
Airtable Hub Creation for Podcast, Content, or Business Management
Airtable Automations for Project Management or Team/Client Communication
Pic-Time Store & Marketing Automations Setup
This is not an exhaustive list of tasks we can tackle on a VIP Day. The best part of a VIP Day is it is 100% customizable for your business and needs.
Realistically, for your CRM I can plan one customer journey strategy for your main offer, create/update all needed assets, and implement + test automations/workflows from inquiry to delivery. In Airtable, I can create 1-2 hubs complete with customized tables, fields, views, and automations. This includes using Zapier to bring in data from outside sources as needed.
We will prioritize what you need on the strategy call so you walk away with exactly what you need now.
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 systems on a VIP Day, you can usually find me at the pool or Disneyland 🤩
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.
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Kati Douglas is a phenomenal wedding & family photographer based in the Bay Area, but more than that she is the best human. She came to me because her business was growing (YAY!) and she was long past the point of needing to automate tasks.
Ultimately, Kati wanted a system that would allow her to spend more time connecting with her amazing clients and less time scheduling and writing ALL the emails.
“I mean, I tried to get Dubsado to work and I think I got it to work some…. but I didn't know how all the elements worked together, and I didn't have the time to figure it out. Also, I am an artist and creatively speaking that kind of stuff really bums me out. I was finally like, ‘I might as well just outsource this.’" –Kati
“She made it so it's really a breeze. Now I'm not going back and forth with clients, things are automatic.”
“Colie really helped me level up my business and my back-end in a way that I didn't think was possible…."
“I woke up and I didn't have anything to do a couple weeks ago, which has never happened to me. Because my contracts are out, everything's out, everything's automated. She automated my workflows to send me an email when I need to do the next step. Everything is so much easier now.” –Kati Douglas
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, automated workflows, or Airtable Hubs will be ready for review inside your account(s).
We will have a 1-2 hour call together. We take a deep dive into your current systems before mapping out a plan for your VIP Day. Scared of automation? Don't worry, the 'approve' button can be your new very best friend!
1-2 days before your VIP day
VIP Day
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.
After Booking
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 systems.
Video Library
For 14 days you get ME as your very own tech support. 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 systems after watching a walkthrough of your automations and how to use them for your first lead/project.
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
Here's how I support you while you explore your newly automated systems...
For a customer journey, I typically setup 1 lead capture forms, 2-3 packages, 1-2 payment plans with reminders, 2-3 questionnaires (inquiry, session/service, feedback), 25+ customized canned emails, proposal, scheduler, and inquiry, booking, onboarding + session workflows for your main offer.
This VIP Day includes up to 7 hours of implementation time. While we will prioritize what you need most, if you have more than one customer journey for your offers or need 3+ hubs set up in Airtable, this will likely require additional setup time. Once the initial VIP Day is complete you will have the option to hire me to finish out your task list hourly or during another VIP Day.
The setup can be pretty hands off because of the detail and organization in my pre-setup homework for you. We will prioritize your needs during the strategy call. While I may send a few emails for updates, you will have the opportunity to give feedback once the assets are completed and walkthrough videos are sent.
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.
While I am a family photographer, this VIP day is for any type of creative that wants to streamline their business with Dubsado, Honeybook, Airtable, or Pic-Time. Don't worry, we will make sure this is a good fit on the initial Chat with Colie call before you book.
I schedule up to 3 VIP days for new clients per month, 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.
Lara Agnew, Photographer
Colie, you are an absolute pleasure to work with. Hiring you was one of THE best decisions I made. Having you to answer questions or help my brain reorient to a new way of doing things was invaluable. It can be hard to re-train the brain on a new system. With your help, I was able to get over some barriers quicker than if I had done this on my own."
"Not only did you help move along a project I've been kicking down the road for the last three years but working with you ensured that I did my part of the process in a timely fashion.
Alison Amick, photographer
I was still in 17hats for my sister company because I just didn't have the time to bring my sister company over to Dubsado as well. Insert fairy godmother Colie with her magic wand to set everything up while I had time to work on family photos and onboard more clients.
WIN WIN.
"I'll be the first to admit that I am a full-on hot mess express, probably the least organized person on the planet. I would NOT be able to run a successful photography business without Dubsado as my CRM. And the fact that it's pretty is just the cherry on top.
Kendra Greenberg, photographer
"What you offer is more that just Dubsado setup. It's like a business workflow refresh in general.
With your attention to detail, thoughtful solutions to problems, and deep-dive approach, you thought of things I didn't know I needed.
Colie, you're the best!"
meg messina, Photographer
Colie did an extensive amount of setup work and was available after not only to show me how to navigate the new system but also to answer each question that came up as I began to use it. I’ve run my photography business for 12 years and working with Colie was one of the best experiences I’ve had."
"I know the year is only halfway over, but I can safely say that having Colie set up my Dubsado was the best business decision of the year.
Alice thigpen, Photographer
Before she set up my system, Colie made sure she understood all the relevant aspects of my business so that she could customize my system. She went the extra mile to make sure my CRM was on brand. After the system was in place, Colie promptly answered all of my questions in ways that were easy to understand and implement."
"My bookings have increased significantly since using Dubsado, but more important, I no longer dread using a tool that is supposed to make my business run smoothly!
Krystal Franke, Family Filmmaker + Photographer
Colie was INCREDIBLE to work with. She saved me so much time & headache while setting up the backend of my Dubsado account. She created personalized proposals, emails & workflows that have been life-changing for my business. Now You will LOVE working with Colie. She's worth every penny and MORE."
"I can spend more time doing what I'm passionate about and spending time with my family which is most important of all.
kind words
So after trying to set up systems 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 12 years of running my own photography business- so you can curb any business backend uncertainties and have a system that works for yourself like clockwork.
Kick your feet up while I do all the heavy lifting!
Images provided by: ARC Creative | SoCal Standard | The Leo Loves | Dear Kate Brand Strategy | Alicia Kinter