491: Colie James: CRM Essentials for Beginners: Streamline Your Workflow

The Beginner Photography Podcast

In this episode of the podcast, I chat with Colie James, a family and documentary-style photographer with a deep understanding of client relationships and business efficiency. Colie shares actionable advice on utilizing CRM tools to streamline client communication, ensuring a balance between personal touch and automation. She also dives into camera mastery, particularly mastering ISO settings for challenging low-light situations. Today you'll learn how to create an organized workflow that saves time, ensures consistency, and enhances client experiences.

THE BIG IDEAS

• Automate to Elevate: Implementing CRM tools like Dubsado can streamline your client interactions, helping you save time and boost efficiency.
• Personalization Matters: Even automated emails can feel personal by incorporating customized elements and reflecting your personality.
• Master ISO Settings: Don’t fear high ISO levels; experimenting with settings can help you capture stunning images in low-light conditions.
• Client Involvement: Engaging clients in the process through detailed questionnaires can lead to more personalized and meaningful sessions.

PHOTOGRAPHY ACTION PLAN

• Implement CRM Automation: Set up a CRM tool (e.g., CloudSpot Studio or Dubsado) to manage client communications and bookings. Create templates for common emails, adjusting for personalized touches.
• Customize Client Interactions: Develop a detailed client questionnaire to gather information on preferences and needs. Use the responses to personalize emails and tailor sessions accordingly.
• Master Low-Light Photography: Experiment with higher ISO settings to gain confidence in low-light environments. Print test images to evaluate noise levels and adjust techniques.
• Create an Efficient Workflow: Write down all client-related tasks and identify which can be automated. Use your CRM to set up automated sequences for proposals, invoicing, and follow-ups.
• Enhance Client Experience: Integrate a three-step proposal process to simplify bookings and secure clients quickly. Regularly send nurturing emails to keep clients engaged and informed, promoting upcoming sessions or products.

Resources
Check out Colie James Website - https://coliejames.com/
Follow Colie on Instagram - https://www.instagram.com/coliejames

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Thanks for listening & keep shooting!