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Photography Client Workflow Expert | Ann Losinski

What Is Dubsado?

Dubsado is a client relationship management tool that allows for easily facilitating your client’s journey with you. It features client forms such as proposals, questionnaires, and contracts as well as invoicing and payment plans. It also allows for robust automated workflows that can enhance your client journey and allow you to serve all of your clients with the same level of excellence. 

How Is Dubsado Useful For Photographers?

Dubsado is useful for photographers to help automate the client experience. Originally, Dubsado was built with photographers in mind and allows you to easily manage all your clients and their documents all in one place. 

Can Dubsado Help With Portrait Sessions?

Yes! Dubsado is perfect for managing your portrait sessions along with your wedding workflows. Dubsado is so customizable that you can create a workflow that is unique to you and your business. 

Can I Use Dubsado With a Wedding Planner?

Of course. There are a few things that you need to keep in mind when you are working with a couple who is also working with a planner, but ultimately, using Dubsado with them is no big deal and can be accomplished in several easy steps. 

Can I track lead submissions with Dubsado?

If you choose to use Dubsado’s lead capture form it is most definitely possible to track how many leads are inquiring via your Google Analytics. You just need to set up a quick redirect on your form and track that in analytics.  Let me walk you through it! 

Can I Purchase Premade Dubsado Form Templates?

You can purchase Dubsado form templates from a variety of different places.  You will want to ensure that you preview the form on both mobile and desktop and are happy with how it looks. If it has code, you will also want to ensure you are comfortable updating it. 

photography client workflow

Can I use Dubsado For Engagement Sessions?

You sure can!  Because Dubsado’s scheduler does not allow us to set dynamic times based on sunset, we need to get creative with how we use it, but you definitely can take advantage of the automation it has to offer. 

Is Dubsado or Honeybook Better?

This all completely depends on what you need your CRM to do for you and how in-depth you want to be with your automation and customizations. One is not better than the other, but you will need to consider what you need it to do for you.

Does Dubsado Work For Mini Sessions?

Dubsado’s scheduler will allow you to easily take payments and schedule mini sessions with your clients. You will want to take a look at our Mini session blog to understand how to best set this up for you and your clients!

Can I Use Cloudspot Studio Instead of Dubsado?

Cloudspot Studio and Dubsado have different capabilities and the answer to this question will depend on what you need your CRM to do and how many clients you serve. 

Is There a Coupon Code?

As a Dubsado Certified Specialist, I can get you 30% off your Dubsado subscription for your first month or year. Click the button below!

Ann Losinski - Dubsado Consultant

Can I Pay Someone to Set Up My Dubsado?

I’m glad you asked! I offer full service Dubsado setups and I’d be happy to chat with you more about what your needs are at this time.  Feel free to click the link below to learn more. 

Actionable Tips to Get Started With Dubsado:

Looking to get started with Dubsado? Here are some of my top tips:

Take advantage of the free trial. Dubsado is unique in that they do not have a time limit on their free trial. You get access to every single one of their features, free of charge, for as long as you like, up to three clients. Once you hit three clients, you will be required to pay, but this allows you to get into the system, try everything out, and set everything up – all before making a commitment! 

Watch Dubsado’s Free Education – Dubsado has its very own education portal, which allows you to be able to learn how every single component of the program works. This is my #1 recommended free resource for learning everything there is to know about the program. You can access their education resources HERE

Grab my FREE workflows – Learning a totally new system can be tricky, especially when it comes to workflows. But I’ve got you covered. Grab my free workflow guide for both portrait and wedding photographers to get a jump start on setting them up in your business. Grab that HERE.