Honeybook to Dubsado: One Year Later with Mary Otanez

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A little over a year ago Mary hired me to streamline her business in Dubsado. She was switching from Honeybook to Dubsado, but to be honest, she was barely using that CRM for more than sending out invoices and contracts. So we can safely say this was a brand-new systems setup 😉 

A year later I interviewed Mary to ask how the systems were treating her for this week’s podcast episode and if she had made any changes. 

Here are the highlights…

[00:43] About Mary’s business
[04:20] How she was underutilizing Honeybook
[06:42] Why I began offer systems setups for photographers
[07:44] Switching from Honeybook to Dubsado + embracing automation
[09:37] Why I started offering Dubsado VIP Days
[12:45] What changes Mary made in her system in the last year
[17:38] Focusing on what she does best
[18:39] Mary’s biggest fuck-up and what she learned from it
[22:16] Advice for someone wanting to switch to Dubsado & hire me
[25:59] Using Dubsado to spend more time with clients
[27:35] Being consistent in your photography and systems
[30:25] More time for the things that bring you joy

Show Notes
https://coliejames.com/episode-008/

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ARE YOU READY TO CREATE CONSISTENT SYSTEMS IN YOUR BUSINESS?

I would highly recommend listening to episode 23 of this podcast and then download 4 Workflows Every Photographer Needs. This guide is the perfect way to implement each of the four workflows discussed in this episode, with additional tips and guidance for each workflow. Grab your FREE copy HERE!

Dubsado VIP Experience: This is a fully done-for-you offer for creative entrepreneurs and service providers, which includes full strategy and implementation to provide each and every one of your clients with an amazing + consistent experience.  https://coliejames.com/dubsado-vip-day

CRM Blueprint - Dubsado Implementation Course for Photographers: This is a done-with-you group program option, specifically for photographers.  Go through the course at your own pace, implement the strategy and templates provided, but have the ability to ask questions and get 1:1 guided help during the weekly Q&A calls. https://coliejames.com/crm-blueprint-dubsado