Are you looking to streamline your client processes and give them an incredible experience? Well friend, we are talking about how to maximize Dubsado to save you time, energy, and overwhelm, all while giving your clients a fabulous journey. I’ve used Dubsado in my own business for over 2 years after switching over from HoneyBook, and I absolutely love it. 

 

If you know anything about Honeybook, you know it’s basically the only CRM that’s recommended for photographers, but I truly feel Dubsado is so much more powerful. It has many more implementations you can use, and the automations are incredible! Now, although I could talk to you about this myself, I’ve decided to bring on Meg Cooper to tell you about all the amazing things Dubsado can do for your photography business.

 

In this episode, we cover:

 

• Meg’s business journey
• What Dubsado is how you can use it to its fullest potential
• How to go from dreadfully managing client projects to being excited about having new inquiries
• The biggest differences between Dubsado and HoneyBook
• The first thing you should automate when using Dubsado
• Small ways to get systems set up with an entry-level workflow and still save time
• Meg’s favorite actions and triggers to use
• Things to watch out for when setting up workflows to actions and triggers
• How to best personalize your emails

 

SHOW NOTES:

https://clairehunt.co/blog/how-to-use-dubsado-to-save-time-energy-overwhelm-meg-cooper

 

RESOURCES MENTIONED IN THE EPISODE: 

Dubsado: Start your free trial and get 20% off your first month or year using this link. You can also use the code CLAIREHUNTPHOTO when selecting your plan.

Workflow Worksheet: If you’re struggling to articulate your client experience workflow and are managing it from memory or post-it notes, this free comprehensive worksheet will allow you to outline your process clearly so that you can more easily manage it and identify any possible opportunities in your client experience. 

 

 

OFFERINGS:

Book It Course

The Shop

The Amazon Storefront

 

FREE OFFERINGS:

Attract and Book Dream Couples Free Workshop

Hook Inquiries - Email Templates

Top 10 Resources You Need

 

FOLLOW + CONNECT WITH CLAIRE:

Claire’s Instagram

 

FOLLOW MEG:

Meg’s Website

Meg’s Instagram