Do you struggle to turn your inquiries into paying clients? Implementing a simple booking workflow in your Customer Relationship Manager (CRM) could increase your bookings while improving your overall client communication.In episode 444 of the Bokeh Podcast, Colie James joins us to share how she uses her CRM to not only book the clients, but create consistent communication from inquiry to final delivery. Listen in as she walks us through her automated workflow setup in Dubsado.The Bokeh Podcast is brought to you by Photographer’s Edit: Custom Editing for the Professional Photographer and Miilu: The Simplest Way to Create and Manage Timelines and Shot Lists for the Events You're Photographing. You can also subscribe to the Bokeh podcast on the Apple podcast app, follow on Spotify, add to your playlist on Stitcher, or listen on Overcast.Get to Know Colie (3:13)Brand Position: Photos and films to family members in an experience that no one whines about. (5:26)Client Experience: You have to deliver what you have promised. (10:56)Time Technique (16:20)Delegation/Outsourcing: Editing and CRMs (22:01)Outsourcing Editing (26:42)1. Have a clear way of how you edit2. Communicate your editing3. Provide valuable feedback.Podcast Recommendations (30:42)The Bokeh PodcastThis Can’t be that HardThe Break Through Brand by ElizabethCRM - Customer Relationship Manager (35:56)CRM’s Colie has used: (36:55)17HatsTave (Owned by Shootproof)Dubsado3 Ways Using a CRM Enables Easier Booking1. Lead Capture Form2. Templated Emails Easily Accessible3. The Booking Process & PaymentAutomated Booking Workflow (43:52)- Confirmation Email with Date and Details- Detailed questionnaire- Email just before session confirming- Email after the session with a sneak peak and model releaseColie’s Lead Capture Form Sample:coliejamesphotography.com/contactLinkscoliejamesphotography.comcoliejamesphotography.com/dubsadoThe Photo CookoutShowit.coShowit UnitedA Love PortraitThe E-myth RevisitedEpisode 209 w/ Laura Neff See acast.com/privacy for privacy and opt-out information.