So you have a CRM, now what?
Well I got the thing, but I’m stuck!
So you have a CRM. Dubsado, Honeybook, 17hats….a spreadsheet is currently your CRM? You’ve either bought a CRM, looked at it once and are like nope nope nope this is confusing I don’t have the time for this…or you don’t have one yet and you’re about to pull every hair out of your body because you know there’s an easier way where you don’t have 5 calendars, multiple texts coming at you and emails, and Facebook messages.
Hey, I’ve been there. IT IS TOO MUCH. But, lucky for you I have set up multiple CRM’S for photographers over the years and when I say I still get thank you so much for giving me my life back texts, I mean I still get them, years later!
Have your things in a million different tabs, a million different spreadsheets or just written in a million places? I get it! Let me work with you to setup a workflow for your business. Consistency is KEY and your clients rely on you to respond in a timely manner, so let’s make that possible.
So, How can you help?
CRM’s can be SO confusing (there are SO MANY BUTTONS and things), but they don’t have to be. Here is what I help setup:
-Inquiry to Completion…automated
Start from an initial inquiry from your website, start the process in your CRM already collection their first and last name, phone number, email, dates they are looking at and what services they are inquiring about.
Set up Tasks for each client to never miss an email or deadline again
Have clients look at your calendar and book a session, without having to go back and forth for a session time and date (this is AMAZING for mini-sessions)
Add and Set up contracts to send and have the client sign and pay their retainer IMMEDIATELY before the session (no more chasing for money owed!)
Set up brochures / guides to clients before the session even happens and also send clients a place to leave you a raving review AFTER your session…automatically! Give your clients that luxurious experience!
All of this is being done while you sip your morning coffee or your evening glass of wine. Automation so you can have more of your life back without having to think “Did I bring the ketchup to the table like that one customer asked?!” (This was me back in my server days and those thoughts still haunt me sometimes!
When can you start?!
I can start as soon as you have the following ready for me:
Past Clients Names + Emails and Services they are using that you need for the upcoming year
A Crm purchased and ready to go
Fill out my CRM Contract and Questionnaire and we will get the ball rolling!
My initial setup fee is $350 and includes:
Integrating current system (even if it’s an excel spreadsheet) to your CRM
Set up of Lead Capture form on Website to start your workflow
Adding ALL contracts / brochures / guides into your CRM
Setting up canned emails to make the process of responding to clients quick and easy, and still allow you to customize it to make it personal to each client
Set up of one proposal with a contract included so you can see the ease of use of these and customize them to your specific product/ service you offer
3 months of additional time with me to answer any questions, provide help when need be so I don’t just set it up and say “see ya” I’m here to help YOU get familiar with your own system so you can take off and do this all on your own!
Let’s get you on the road to less stress, less worry and a better experience for your clients!
