Workflow Fast Pass
Custom Workflows.
Designed for your business.
Delivered in 72 hours.
$197 USD
buy now
Grab Your Workflow Fast Pass
Still stuck trying to DIY your Dubsado or HoneyBook workflows with YouTube tutorials and generic templates?
This isn’t another template pack. It’s a custom, ready-to-implement plan you can set up in under two hours.
You deserve systems that actually work, not ones you have to second-guess every time a new lead comes in.
With Workflow Fast Pass, you’ll get personalized workflow actions and triggers mapped for your unique client journey, crafted by a CRM systems strategist (that’s me, Colie!) and delivered in just 72 hours.
THIS IS RIGHT FOR YOU
IF:
LET'S DO A LITTLE PRE-CHECK
What You'll Receive
Custom Google Doc with Complete Automation Blueprint
✓
Your Workflow Fast Pass Includes:
Setup + Testing Video Tutorials
✓
- Screen share walkthrough showing how to build workflows in your CRM (Dubsado or HoneyBook).
- Screen share walkthrough showing how to test your automations before sharing them with clients
Complete Customer Journey, Mapped
✓
- Initial inquiry automation
- Discovery call booking
- Proposal, contract & payment processing
- Project kickoff workflows
- Delivery & review request sequences
A Copy-Paste AI Output
Every workflow is reviewed by a human strategist (hi, it’s me 👋) and tailored to your customer journey — not just spit out by a robot.
A Vague List of To-Do Tasks
You’ll get fully mapped workflows — exact trigger → action → condition sequences — laid out step-by-step, ready for you (or your VA) to build without second-guessing.
What Your Workflows Will Do For You
No more email ping-pong. Your custom workflows will include a scheduler exactly where it makes sense — so clients can book calls without back-and-forth stress.
Make an incredible first impression with workflows that include automatic inquiry responses, complete with links to your pricing guide or FAQs.
Proposal + Contract + Invoice included in your Booking workflow to streamline your booking process by including all the essentials in one workflow, guiding clients seamlessly from “I’m interested” to “I’m booked!”
Never worry about no-shows again. Your workflows can include reminders for upcoming sessions, ensuring clients feel prepared and excited.
Close out your client experience with workflows that include delivery touchpoints, such as gallery links, final invoices, and review requests—without missing a beat.
Include a step in your workflows for sending perfectly timed review requests, complete with direct links to make it easy for clients to share their feedback.
Buy Workflow Fast Pass
Lock in your spot and purchase the Workflow Fast Pass. You’ll immediately receive access to your intake form to kick off the customization process.
Fill Out the Intake Form
Spend 10–20 minutes answering strategic questions about your business, process, and client journey. No complicated questions — just the info I need to tailor your workflows.
I design Your Custom Workflows
I combine your responses with AI tools and my expert strategist brain to build a set of workflows that match your exact CRM setup (Dubsado or HoneyBook — including Automation 2.0).
Quality Check + Delivery in 72 Hours
Each workflow is reviewed and refined by me personally. You’ll receive a clean, easy-to-follow Google Doc delivered within 72 hours of your form submission.
You Implement in Under 2 Hours
If you’ve already got your forms, emails, and schedulers set up in your CRM, with these workflows in hand, you can automate your system in under two hours.
HOW IT WORKS
You need a strategic, personalized plan that shows you:
✅ What workflows to build
✅ How they connect
✅ The exact steps to implement
This is that. Delivered in 72 hours. Ready for you to plug in — no guesswork, no stress.
You don’t need another template that still leaves you confused.
why this WORKS
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
Frequently Asked Questions
Don't see your question? Ask below!
01
I don't know anything about building workflows. Will this work for me?
No problem. You don’t need to know anything about workflow building — that’s what I’m here for. Just fill out the intake form, and I’ll design your custom workflows based on your responses. You’ll get a clear, step-by-step automation plan you can follow with confidence.
02
Can I customize these workflows later?
Absolutely. The workflows are tailored to your business and CRM, but you’ll have full flexibility to tweak or update them later as your services evolve.
03
I'm not a photographer. Will this work for my business?
Yes. While many of my clients are photographers, this service is designed for all creative service providers using Dubsado or HoneyBook — including designers, coaches, VAs, OBMs, and more.
04
How long does implementation take?
Most clients can implement their workflows in just a few hours. You’ll receive a detailed automation map organized by phase. As long as you have your emails, forms, and schedulers ready, setup is smooth and straightforward.
05
Do you write my emails for me?
No. I’ll tell you what each email touchpoint should be and its purpose—e.g., send a reminder email 45 minutes before the call—but you’ll need to write the copy.If you want help with that, my course Email Like You Mean It is a great companion resource.
06
Does this work with HoneyBook's new automation features?
Yes. If you are currently a Honeybook user, your custom automation templates will be designed for Automation 2.0, taking full advantage of the conditional logic now available.
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