Why Dubsado is perfect for

Photographers

Tracey has created a quick, easy, and seamless client experience. Here's how she uses Dubsado to save herself—and her clients—valuable time.

Photo by: Amanda Mary Creative

How Tracey simplifies her photography business with Dubsado

STEP ONE

What is your lead capture process?

“My lead capture process begins with having a lead capture form embedded on my website as my contact page. It makes my life SO easy, because everything is inputted into Dubsado automatically. When my client and I decide to move forward, everything is already complete.”

STEP TWO

What is your onboarding process?

“Once we've decided to work together, I then send my clients my "Brand Identity Questionnaire" which is a form in Dubsado. This questionnaire has helped me take my client consults from one hour down to a half hour. It brings my clients up to speed, gets them thinking, and ultimately saves me time. Next, we schedule their virtual consult via a scheduler template again making my life so simple. After their consult, I send them their contract and invoice within a matter of minutes which has impressed so many clients on just how fast I am getting them their details. Next, they schedule their branding session via another scheduler template and we're set!”

STEP THREE

What is your client management process?

“Seeing all of my projects in order in the Projects tab, knowing what's coming up etc. has led to a much more seamless customer experience for my clients. Along with all of the little details like payment reminders, and having them able to access all of their forms and invoices has allowed me to increase my prices.”

STEP FOUR

What is your payment process?

“I have my clients send me payment via e-transfer as I'm in Canada and it saves us all the fees. Most of my clients don't want to pay for their branding sessions via credit card, at least at this point. On my invoice, I have my payment terms and email listed with the payment schedule to avoid any questions or confusion. So far, it's been blissful :)”

An entire suite of business management tools for photographers

Seamlessly set new projects in motion

Bring in new clients quickly and easily with reusable templates for lead capture forms, questionnaires, proposals, and contracts—plus automated onboarding so no leads slip away.

Automate your busywork and focus on client work

Take repetitive tasks off your plate and keep projects on track with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

Deliver a polished, branded experience

Ensure that everything your client sees reflects you—without designing assets from scratch. Your forms, documents, communications, and client portal highlight your brand, not ours.

Stay organized and aligned with clients

Set expectations and anticipate client needs with clear communications, centralized documents and project timelines, and easy collaboration through the client portal.

FAQs

Stop drowning in admin and start growing your business

Running projects without a system? You know the drill: details slip through cracks, payments need chasing, and you're stuck rebuilding processes from scratch. Break the cycle of busy work and give your business room to grow.