CRM Essentials for Beginners with Colie James

22/08/2024 47 min
CRM Essentials for Beginners with Colie James

Listen "CRM Essentials for Beginners with Colie James"

Episode Synopsis

#491 In this episode of the podcast, I chat with Colie James, a family and documentary-style photographer with a deep understanding of client relationships and business efficiency. Colie shares actionable advice on utilizing CRM tools to streamline client communication, ensuring a balance between personal touch and automation. She also dives into camera mastery, particularly mastering ISO settings for challenging low-light situations. Today you'll learn how to create an organized workflow that saves time, ensures consistency, and enhances client experiences. THE BIG IDEASAutomate to Elevate: Implementing CRM tools like Dubsado can streamline your client interactions, helping you save time and boost efficiency.Personalization Matters: Even automated emails can feel personal by incorporating customized elements and reflecting your personality.Master ISO Settings: Don’t fear high ISO levels; experimenting with settings can help you capture stunning images in low-light conditions.Client Involvement: Engaging clients in the process through detailed questionnaires can lead to more personalized and meaningful sessions.PHOTOGRAPHY ACTION PLANImplement CRM Automation: Set up a CRM tool (e.g., CloudSpot Studio or Dubsado) to manage client communications and bookings. Create templates for common emails, adjusting for personalized touches.Customize Client Interactions: Develop a detailed client questionnaire to gather information on preferences and needs. Use the responses to personalize emails and tailor sessions accordingly.Master Low-Light Photography: Experiment with higher ISO settings to gain confidence in low-light environments. Print test images to evaluate noise levels and adjust techniques.Create an Efficient Workflow: Write down all client-related tasks and identify which can be automated. Use your CRM to set up automated sequences for proposals, invoicing, and follow-ups.Enhance Client Experience: Integrate a three-step proposal process to simplify bookings and secure clients quickly. Regularly send nurturing emails to keep clients engaged and informed, promoting upcoming sessions or products.ResourcesCheck out Colie James Website - https://coliejames.com/Follow Colie on Instagram - https://www.instagram.com/coliejamesSign up for your free CloudSpot Account today at www.DeliverPhotos.comConnect with Raymond! Go from Confused to Confident behind the camera with The Ultimate Photography Education Bundle - https://beginnerphotopod.com/bundle Join the free Beginner Photography Podcast Community at https://beginnerphotopod.com/group Grab your free camera setting cheatsheet - https://perfectcamerasettings.com/ Thanks for listening & keep shooting!