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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.

Show Notes


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!

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