133: The Time Saving Magic of Dubsado Automations with Meg Cooper
Today, we’re diving into the world of Dubsado with my special guest: fellow photographer, and workflow automations magician, Meg Cooper.
So if you’ve been thinking about elevating your client experience and freeing up your time with a powerful CRM like Dubsado, then this episode’s for you!
Tune in to discover…
How Meg got into the world of workflow automations [3:16]
How you can use automation to elevate your client experience and to reclaim your time [7:47]
What is a CRM? Meg’s overview + how to use one in your photography biz [13:49]
Meg’s advice if you have this common concern around automation, plus her top tips for making automation feel personal and heartfelt [17:28]
The 3 foundational workflows Meg recommends setting up first in Dubsado [23:04]
The secret to managing payments *effortlessly* with automations [26:06]
How to balance personalization and efficiency to give your clients the white glove service they deserve [27:23]
Meg’s tips for sprucing up your canned emails [30:04]
The difference between actions and triggers in Dubsado, plus Meg’s favorite actions for managing your client interactions with ease [32:36]
Meg’s 3 favorite triggers to simplify your workflow and eliminate repetitive tasks [43:23]
How you can experience more of Meg’s workflow magic: entry-level resources + personalized support to save you tons of time [52:33]
RESOURCES + LINKS:
Connect with Meg at:
Dubsadoworkflowswithmeg.com / IG: @megcooperworkflows
Free Worksheet: www.dubsadoworkflowswithmeg.com/worksheet
I would love to hear what you thought of this episode and how it helped you! Send me a DM on social!
Instagram: @saramonikaphoto
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