Managing Clients in Business

It’s embarrassing to admit, but for an organized person, my lack of an electronic system to manage my clients, automate emails, and stay on task held me back in business.

At first I couldn’t justify the expense of a client relationship management (CRM) software because I thought I could “keep good records”. As a photographer, I had a program that had the capabilities to invoice clients and send them their photos. As a solopreneur with a manageable amount of clients, that’s doable. Coupled with some canned emails I had on my yahoo account, I thought I was good.

But as time passed and more clients began inquiring and booking, I knew I needed a system that allowed for automations and ways for me to serve my clients well.

I did my research looking into Honeybook and Dubsado, along with a few other options. I finally landed with Dubsado, and could not be happier with my choice! Although I’m barely skimming the surface of the immense capabilities of Dubsado, I’ll share some of my favorites. Oh, and to be clear, Dubsado is for any small business, not just photographers!

My Top 3 Uses of Dubsado

Dubsado Helped my Business Automations 

I have to say that Dubsado is worth the price just for this! When clients are on my website and fill out my contact form, even at 2 am, they get an automatic response from me. They don’t have to wait until I can be in the office the next day to respond. They get pricing and a style guide sent to them immediately, so they can look through things on their time table and when interest is peaked. I know this has helped me book more clients!

Dubsado Helped my Business Scheduling

With Dubsado I don’t have to use a different software. I can send clients a link for them to schedule their strategy call with me, and a different link to schedule a photo session. I’ve also used additional schedules for mini sessions and the like.

Dubsado Helped my Workflow Consistency

With Dubsado it’s so easy for me to see at a glance how many leads I have and how many jobs I’m working on. I can send clients a portal for all forms and communications to be in one place. They can interact with documents, sign contracts, pay invoices etc. I can set up automated reminders, insert notes and on and on. 

If you’re on the fence, the bonus that should sell you is the amazing customer service. I get quick and helpful answers from Dubsado employees in the chat. Plus, there is a Facebook community. In addition, they offer trainings to get you started. In all fairness, it did take me a little while to get used to the new platform, but once I started using it on a regular basis, it became a part of my daily workflow and now I use it with ease.

Watch the reel!

If you are interested in purchasing, you can use my affiliate link for extra savings!Use the code kellymcmullin to get 20% off your first month or year!

Kelly McMullin Photography is a Dallas branding photographer specializing in personal brand photography and educating business owners. Personal branding photography helps elevate your small business, build client trust, and increase profits.