Episode 444: CRM’s: Get Booked With Ease! – Colie James

CRM's

Do you struggle to turn your inquiries into paying clients? Implementing a simple booking workflow in your Customer Relationship Manager (CRM) could increase your bookings while improving your overall client communication.

In episode 444 of the Bokeh Podcast, Colie James joins us to share how she uses her CRM to not only book the clients, but create consistent communication from inquiry to final delivery. Listen in as she walks us through her automated workflow setup in Dubsado.

The Bokeh Podcast is brought to you by Photographer’s Edit: Custom Editing for the Professional Photographer and Miilu: The Simplest Way to Create and Manage Timelines and Shot Lists for the Events You’re Photographing.  You can also subscribe to the Bokeh podcast on the Apple podcast app, follow on Spotify, add to your playlist on Stitcher, or listen on Overcast.

Get to Know Colie (3:13)

Brand Position: Photos and films to family members in an experience that no one whines about. (5:26)

Client Experience: You have to deliver what you have promised. (10:56)

Time Technique (16:20)

Delegation/Outsourcing: Editing and CRMs (22:01)

Outsourcing Editing (26:42)
1. Have a clear way of how you edit
2. Communicate your editing
3. Provide valuable feedback.

Podcast Recommendations (30:42)
The Bokeh Podcast
This Can’t be that Hard
The Break Through Brand by Elizabeth

CRM – Customer Relationship Manager (35:56)

CRM’s Colie has used: (36:55)
17Hats
Tave (Owned by Shootproof)
Dubsado

3 Ways Using a CRM Enables Easier Booking
1. Lead Capture Form
2. Templated Emails Easily Accessible
3. The Booking Process & Payment

Automated Booking Workflow (43:52)
– Confirmation Email with Date and Details
– Detailed questionnaire
– Email just before session confirming
– Email after the session with a sneak peak and model release

Colie’s Lead Capture Form Sample:
coliejamesphotography.com/contact

Links
coliejamesphotography.com
coliejamesphotography.com/dubsado
The Photo Cookout
Showit.co
Showit United
A Love Portrait
The E-myth Revisited
Episode 209 w/ Laura Neff

Episode 209: Workflow Wednesday: Automation in a CRM for a Consistent Client Experience – Laura Neff, Nathan, Haylee, Heather, & Rich

Automation with CRMs for Client Experience

Are you creating an impressive experience for your clients that is consistent each and every time?

In episode 209 of Bokeh Podcast, our hosts and special guest, Laura Neff, explore the potential of automation with CRMs, and how you can create a consistent client experience through workflows! Listen in as Laura shares her how she’s utilized her CRM, her favorite features in Honeybook, and how she’s saved time through creating automated workflows!

The audio from Workflow Wednesday episodes is from our weekly Facebook Live videos. Tune in live on Wednesdays at 2:00PM EST, at facebook.com/photogsedit

The Bokeh Podcast is brought to you by Photographer’s Edit: Custom Editing for the Wedding and Portrait Photographer. You can also subscribe to the Bokeh podcast on the Apple podcast app, follow on Spotify, add to your playlist on Stitcher, or listen on Overcast.

Connect:
richsmithphotography.net
@richsmithphoto
@heathersmithrsp
@nathanholritz
@hayleegaffin
photographersedit.com
@photogsedit
bokehpodcast.com
@bokehpodcast
@lauraleecreative
lauraleecreative.com

January’s Workflow Wednesday Theme: Client Experience

Sample Email Types:
Vendor Recommendations
Wedding Education Blog Posts
Timeline Recommendations
Album & Print Education
Officiant Script for Unplugged Weddings

Laura’s Questionnaires:
1. Relationship
2. Engagement Session
3. Wedding Day Questionnaire
4. Preliminary Timelines
5. Vendor Sheet Social Handle

Milestones Deserves Texts: This allows you to be the first person to tell them about the milestone! Examples: Sneak Peaks & Blog Posts

Get 50% OFF your first year of Honeybook here!

Links:
Wedding Photographer’s Playbook: lauraleecreative.com/wedding-photographer-playbook
Google Assist: assistant.google.com
Alexa: bit.ly/bp-alexa
The Fireside Retreat: lauraleecreative.com/the-fireside-retreat
Peteandjordan.com
Movemountainsretreat.com

Episode 190: How to Save Time in Your Daily Workflow – Nicole Hoffman

Daily Workflow

Do you find yourself spending most of your time working on administrative tasks in your photography business when you’d rather be capturing more photos of your clients?

In episode 190 of the Bokeh Podcast, Nicole Hoffman, Head of Customer Service for Táve, discusses the benefits of using Customer Relationship Management (CRM) software to create templates and workflows that will allow you to spend less time on the back end of your photography business. Listen in as she shares how Táve can help keep you organized, and save you time so you can get back to doing the things you love.

The Bokeh Podcast is brought to you by Photographer’s Edit: Custom Editing for the Wedding and Portrait Photographer. You can also subscribe to the Bokeh podcast on the Apple podcast app, follow on Spotify, add to your playlist on Stitcher, or listen on Overcast.

Time Technique: Calendar all of your work, but block out time too.

Brand Position: Creating a experience that guides her clients through their whole wedding day which stands out

Favorite Book: Crushing It by Gary V

The Gear Bag: 85mm 1.4

How to Save Time in Your Daily Workflow:
1. Set up a good calendar system + Tave integrates with outside calendar systems.
2. Create workflows for your business.
3. Create templates for everything.

Links:
nicoleklym.com
Fantastical App: bit.ly/bp-fantastical
Gettingthingsdone.com
instagram.com/nklymphoto
facebook.com/nicoleklymphoto
Tave.com – Use code BOKEH for 20% your first year!

Episode 113: Tangible Photography: Between Art and Service – Nirit & Amir Karby

tangible photography

Have you been searching for a solution to deliver beautiful galleries and tangible products while acting as a client management system?

In episode 113, Nirit & Amir Karby share how they saw a need in the photography industry that led to the creation of Pic-Time. From simple, yet flexible features to automation, Pic-Time fulfills the needs of your business, while creating tangible products for your clients.

The Bokeh Podcast is brought to you by Photographer’s Edit: Custom Editing for the Wedding and Portrait Photographer. You can also subscribe to the Bokeh podcast on the Apple podcast app, follow on Spotify, add to your playlist on Stitcher, or listen on Overcast.

Aha Moment: When launching Pic-Time, it was the first company that didn’t include investors or partners that they had to answer to; it was finally a company that was theirs.

Time Technique: When planning to take time off, delegation of team members to handle your work is key.

Pic-Time is a platform for gallery sharing, product ordering, client management, and more, created by artists and engineers to fulfill a need in the photography industry.

Three Factors Driving Pic-Time:
1. Simplicity
2. Flexibility
3. Automation

How Pic-Time Delivers Tangible Products:
1. Photographers choose their fulfiller.
2. Photographers can design albums or suggest prints.
3. There are a variety of print products.

Links:
Website: www.pic-time.com
Instagram: @pictime_us
Facebook: Pic-time