Episode 361: A Smart Client Workflow – Chelsy Weisz

Have you set up amazing and efficient client workflows in your business?

In episode 361 of the Bokeh Podcast, Chelsy Weisz joins us to discuss important principals behind a smart client workflow, along with the primary stages you should plan to incorporate. If your workload feels light due to rescheduling sessions due to COVID-19, now is the time to prepare for when you hit your busy season and don’t have as much free time!

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.

Show Notes

Customer Experience: Setting your expectations so that you can exceed them. (5:52)

Brand Position: (7:59)
Photography Brand – Educate & Inspiring Brides in Northwest North Dakota to Turn into a Wife
Education Brand – Preparing Your to Transform Your Business into What You’re Supposed To Do

Outsourcing/Delegation: Editing, Virtual Assistant, Podcast Editing (15:33)

Book Recommendations: Start with Why by Simon Sinek – bit.ly/bp-startwithwhy (20:40)


Why Chelsy Loves Workflow (24:01)

Four Stages of Photo Sessions: (24:00)
1. Inquiry
2. Pre-Session
3. Post-Session
4. Ongoing and Marketing
Optional 5. Pre-Sale
Optional 6. Post Sale

Setting Up Workflows: The system you develop needs to be easy to duplicate (tracking, templates, etc) (29:00)

Creating Tasks for Each Stage’s Workflow (34:37)

Using a CRM to Manage Automated Emails (42:25)

Lindsay Letters Calendar – lindsayletters.co/collections/the-creatives-calendar
Ashlyn Write’s Course – copywritingforcreatives.ashlynwrites.com
The Emyth – bit.ly/bp-emyth