How to Elevate Your Client Experience with a CRM:

As a wedding and elopement photographer, organizing your client experience with a CRM is crucial to delivering exceptional service and building lasting relationships. A well-structured process not only makes YOUR job easier BUT also enhances the experience for your clients. Making them feel valued and well taken care of. And it really takes the legitimacy of your business to the next level. No more disorganized chaos for us friends!

One of the best tools to help you achieve the BEST client experience all around is by using a legit Customer Relationship Management (CRM) system.

What is a CRM?

CRM refers to the process a company uses to interact with clients. Every time you interact with a client, it falls under “CRM”. Generally in a photography business, this describes emails, contracts, invoices, sending galleries, etc. 

These day-to-day interactions with clients can become overwhelming when you are working with multiple clients in different stages of business. Thankfully, that’s where CRM systems or Client Management Software comes in! Client Management Software allows business owners to automate large portions or all of their client interactions. Through email, contract, and invoice templates, you can seamlessly manage multiple client relationships in one place. 

CRM tools also allow you to organize and create processes more easily. When working with customers, their client experience is increasingly more important to your business health.

Check out more on this post on How to Create an Amazing Client Experience

What CRM I use as an Elopement Photographer

There’s some debate over which is the best CRM. But for me Dubsado stands out as a top choice for photographers. I think it offers the best Client Experience for a CRM. In this post, I’ll walk you through how to use Dubsado’s key features to keep your client experience seamless and organized.

Dubsado is more than just a CRM; it’s a complete business management solution tailored for creative professionals like photographers. With features designed to streamline communication, track progress, and keep everything in one place, Dubsado helps you stay organized and provides your clients with a smooth, stress-free experience. Let’s dive into some of the features that make Dubsado a game-changer for photographers.

Read more on 5 Simple Ways to Automate your Business with a CRM

Call Logs: Keep Track of Every Conversation

Communication is key in any relationship, especially when it comes to working with clients. Dubsado’s Call Logs feature allows you to record each conversation you have with your clients! Whether you’re discussing location ideas, timeline details, or preferences for their shoot, you can easily refer back to these logs. This feature is especially helpful when you’re juggling multiple clients and need to remember specific details about each one.

By keeping detailed call logs, you can personalize your services, referencing past conversations to show your clients that you’re attentive and invested in their story. This not only builds trust but also enhances their overall experience.

Notes: Capture Key Client Details

Getting to know your clients on a personal level is essential for capturing their true essence in your photography. Dubsado’s Notes feature allows you to document important details about your clients that you can reference later. I like to keep track of things like how they met, their pets’ names, whether they have kids, and who will be attending their wedding. These small details can make a big difference in how you approach their shoot and how connected they feel to you.

By adding notes to each client’s project, you ensure that you’re always prepared. Making your interactions more meaningful and tailored to their unique story.

Boards: Streamline Planning for You and Your Clients

Boards in Dubsado are incredibly versatile and can be used in two key ways to enhance your client experience.

1. Public Boards: These can be shared with your clients through their portal, serving as a comprehensive planning tool. For example, I provide my clients with an “Elopement Planning Checklist.” This walks them through every step of the process, from choosing vendors to finding the perfect attire. That checklist helps clients stay organized. And makes wedding planning feel less overwhelming, even in areas where I’m not directly involved.
2. Private Boards: I use private boards to keep myself on track. Each board acts as a personalized to-do list for each couple. Outlining every step of my client experience. From sending contracts and invoices to following up with client gifts and questionnaires. This system ensures that I never miss a beat and always know where each client is in the process.

By utilizing both public and private boards, you can keep both your clients and yourself organized. This ensures a smooth experience from start to finish – a win win!!

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Portals: A One-Stop Hub for Your Clients

Dubsado’s Portals are a fantastic way to keep all client details in one accessible location. Each client’s portal can include all relevant emails, contracts, questionnaires, invoices, public boards, and any other resources you choose to share! This centralized hub makes it easy for clients to find everything they need, reducing the back-and-forth and making the experience more convenient for them.

Having a well-organized portal not only impresses clients with your professionalism but also saves YOU time by minimizing the need to resend information or answer repetitive questions!!

Conclusion

Using a CRM like Dubsado can revolutionize the way you manage your photography business, keeping you organized and elevating your client experience. With features like Call Logs, Notes, Boards, and Portals, you can ensure that every detail is covered, every client feels special, and your workflow runs smoothly. Investing time in setting up and utilizing these tools will pay off in happier clients, more referrals, and a more efficient business. Managing your client experience with a CRM is crucial to getting your life and your biz organized on track. I promise you after you get the hang of it, running your business will feel so much easier!

Ready to take your client experience to the next level? Start exploring Dubsado today and see how it can transform your photography business: get this 20% off discount on Dubsado now!!