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 Meg mentioned: www.dubsadoworkflowswithmeg.com/worksheetI would love to hear what you thought of this episode and how it helped you! Send me a DM on social!Instagram: @saramonikaphoto