Workflow & Automation Guide

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Streamline your client experience

Inside this practical guide, you’ll discover the 4 essential workflows every photographer needs to automate their client experience—from inquiry to final delivery. Learn which emails and actions to automate, where to personalize, and how to streamline your process to save time, prevent ghosting, and keep clients happy—without the guesswork.

  • Uncover the exact workflows every photographer needs—from inquiry to delivery—for a seamless client experience.
  • Pinpoint where to automate (and where to personalize) for maximum impact and efficiency.
  • Steal our no-fail formula for crafting automated emails that convert leads into clients.
  • Map out your entire client journey with workflows that save time and never miss a touchpoint.
  • Stop guessing which workflows to build—and start creating automations that elevate your client experience.

Everything You Need to Know About Creating Workflows for an Exceptional Client Experience in 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.

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READY TO GET STARTED?

Finally get clear on which workflows you need to create for a seamless client experience.