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

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 207: Workflow Wednesday: 5 Important Principles for a Better Client Experience – Ashley Gerrity, Nathan, & Haylee

5 Principles for a Better Client Experience

Have you considered how important consistency is in your client experience?

In episode 207 of Bokeh Podcast, our hosts and special guest, Ashley Gerrity share five important principles that will help in creating routines for a better experience for your clients. Listen in as Ashley shares how her job at Starbucks prepared her to place importance on client experience, and how she adapted that concept into her photography business!

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:
@nathanholritz
photographersedit.com
@photogsedit
bokehpodcast.com
@bokehpodcast
ashleygerrityphotography.com
@ashleygerrityphotography

January’s Workflow Wednesday Theme: Client Experience

5 Important Principals for a Better Client Experience

1.  Put you, first. The airplane oxygen mask method.
2. Create a productive workspace.
3. Put it on the calendar.
4. Set clear expectations from day one by protecting your boundaries & welcoming your clients into “their” time.
5. Focus on the client pieces.

Links:
Calendly
bit.ly/bp-ep2
bit.ly/bp-80

Episode 196: How Systems Can Bring You Freedom – Latoya Dixon Smith

Do you find yourself overwhelmed in your photography business, working on tasks that aren’t moving you forward?

In episode 196 of the Bokeh Podcast, Latoya Dixon Smith reveals how you can find freedom in your business by implementing systems that will save you time and resources. Listen in as she shares how you can start creating systems by answering a few simple questions.

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.

Questions to Ask Yourself About Your Workflow:
What is taking up most of your time?
Are you being efficient?
Is every task you’re doing adding value to your business?
Can you outsource or delegate it?
What is it that you need to do to run your business?

Eisenhower Matrix
Helps you decide on and prioritize tasks by urgency and importance, sorting out less urgent and important tasks which you should either delegate or not do at all.

Where Should You Start?
Make your client experience better.

Links:
latoyadixon.com
Latoyadixonsmith.com
instagram.com/latoyadixonsmith
fb.com/systemsforphotographers
BP Episode 149 with Latoya Dixon Smith: bit.ly/bp-149
thephotocookout.com
tomayiacolvineducation.com
Benjamin Davis: yameanstudiosfilms.com/
Jide Alakija: alakijastudios.com
Kanayo Adibe: kanayoadibe.com/
Lynsey Weatherspoon: lynseyweatherspoon.com
Kahran & Regis of Creative Soul Photography: creativesoulphoto.com
Jessica Boyd of Guild Agency
Casey Neistat: caseyneistat.com
Jocko Willink: jockopodcast.com
BP Episode 63 with Tomas Flint: bit.ly/bp-63
The Level Financials: levelfa.com
The E-Myth Revisited: bit.ly/bp-emyth

Episode 194: Workflow Wednesday: The Easiest Way to Share Your Images Online – Heather J. Keys, Nathan, Haylee, Heather, & Rich

Share Images

Are you looking for an easy to use online gallery that also offers a built-in smart store that you personalize specifically for your brand?

In episode 194 of Bokeh Podcast, our hosts and special guest, Heather J. Keys of Pass discuss the efficiency and ease of setting up an online gallery for your clients. Listen in as Heather shares the newest features and demos how you can seamlessly implement Pass into your existing client 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.

Watch the demo here:

Connect:
richsmithphotography.net
@richsmithphoto
@heathersmithrsp
@nathanholritz
photographersedit.com
@photogsedit
bokehpodcast.com
@bokehpodcast
passgallery.com
@passgallery
heatherjkeys.com
@heatherjkeys

Links:
Passgallery.com
Vivi: shootandshare.video
agree.com
Shoot & Share Community: facebook.com/groups/shootnshare
kiss.us