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Mathilda Louise Photo

Done-With-You Dubsado

This Dubsado for photographers case study follows Mattie Sharp of Mathilda Louise Photography, who offers weddings, portraits, and boudoir sessions across 24 collections. She switched to Dubsado after years in another CRM and wanted to understand her setup from the inside out, so we worked together on a done-with-you Dubsado setup.

Dubsado for photographers: results at a glance

Service: Done-With-You Dubsado Setup
150 steps mapped, 130 of them automated
86% of client experience tasks automated across 13 workflows
An estimated 190 hours of admin a year handled automatically
About $4,700 a year in assistant time
About 870 follow-ups, reminders and updates a year that now happen for every client
Setup finished in 4 weeks

service provided

Done-With-You Dubsado Setup

about

Mattie is a busy photographer offering Weddings, Portraits, and Boudoir services for her clients. As beautiful as Dubsado is for photographers, there are also a few intuitive things that photographers *want*, that Dubsado can’t do without strategic workarounds. Mattie wanted to make sure that she would understand her setup from the inside out, so we worked together on a Done-With-You Dubsado Setup where our goals were to:

Make it easier for clients to book any of her 24 collections
Automate as much as possible so that she could spend more time on PHOTOS and less on admin
Create a replicable system for Mini Sessions so that she can book them ongoing without needing major system changes every time

jaw-dropping results

The results of a Dubsado Setup are tangible. We can literally calculate the amount of time and money saved, year over year. Check out Mattie’s amazing outcomes:

86% of client experience tasks are now automated
13 workflows
An estimated 190 hours of admin a year handled automatically
About $4,700 a year in assistant time, a return of about 265% on the setup
About 870 follow-ups, reminders and updates a year that now happen for every client, without anyone having to remember them

my solution

I created a detailed and completely custom plan for Mattie’s business. Together, we mapped 150 steps throughout her client experience for all of her services where she desperately needed help automating. We were able to automate 130 of those steps!

After the Process Mapping Session, she followed a detailed and strategic course that told her what to do, in what order, and how. These directions are available in video format, in written instruction, and with step-by-step screenshot guides.

Anywhere she got stuck, she was able to reach out to me and ask questions. With all of these resources available to her, she was FINALLY able to FINISH her Dubsado Setup. Not half-way, not with a bunch of improvements left to be made, not for only some services. She FINISHED IT. The Done-With-You Dubsado Setup is the most affordable way to get a fully custom Dubsado setup with me.

Here’s what else we implemented:

Mattie finished her own Dubsado setup in just 4 weeks
Her workflows are personal and deeply customized, while also being automated
She has a deep understanding of her own system and can make all needed updates herself with absolute confidence

see for yourself

Mathilda Louise Photo

Click to enlarge & see more

Want to build your own setup with a plan?

The Done-With-You Dubsado Setup gives you a custom plan from a Process Mapping Session, a step-by-step course, and support from me while you build. If you want it built for you instead, see the Done-For-You Dubsado Setup.

Tell me more about this service!

client love note

“This was hands down one of the best investments I could have made for my business. Switching CRM’s after YEARS of using a previous one is extremely hard. I had managed to navigate my way a little bit through all of the amazing information and resources through Dubsado itself, but was struggling when it came to figuring out the best way to automate my workflows and make my CRM do what I pay for it to do! Insert Cait! I had seen her respond to a LOT of my comments in the Dubsado Facebook Community and eventually checked out her services. I’ll have to admit I toggled with the idea of hiring her for awhile because I kept telling myself, “you’ll figure it out eventually” and finally I decided to pull the trigger on it. From the get-go the program was extremely straightforward as to what was required and also everything was laid out in a streamlined way that sets you up for success as long as you stay on top of your end! As soon as we had out strategy call, I felt a huge amount of relief that I was going to get my Dubsado set exactly how I want it because Cait’s processes are so well put together. I feel extremely confident in navigating my way through Dubsado and feel confident that whenever I add new services/options I’ll be able to set them up in the best way possible to succeed. Literally cannot recommend Cait and her services enough!”

-Mattie Sharp

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