CRM Essentials for Beginners with Colie James

#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 IDEAS



Automate 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 PLAN



Implement 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/coliejames


Learn What Camera Settings to Use in our free guide!
https://perfectcamerasettings.com/


Sign up for your free CloudSpot Account today at
www.DeliverPhotos.com


Connect with Raymond!


Join the free Beginner Photography Podcast Community at
https://beginnerphotopod.com/group

Get your Photo Questions Answered on the show -
https://beginnerphotopod.com/qa

Grab your free camera setting cheatsheet -
https://perfectcamerasettings.com/




Thanks for listening & keep shooting!