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I'm Dolly — a Nashville based family and branding photographer & a business systems educator for small biz owners who want to be more streamlined. I'm here to help you look awesome (for your photos) & feel great about business systems!
Dubsado is my favorite CRM tool – by far. It helps me manage my invoices, contracts, and all the nitty-gritty parts of my business that can sometimes be, well, not very fun.
I’ve heard Dubsado described as your personal VA because it takes so much off your plate through automation and I think there is no truer statement!
One thing that Dubsado takes off my plate is email management, and that’s exactly what I’m talking about in this blog post. If you set up canned emails in Dubsado, you won’t have to keep up with follow-up emails or administrative communication with clients, and you will be able to focus on more important things in your business instead.
A canned email is essentially an email you use over and over again with each client at a certain stage in the onboarding or offboarding process. Canned emails can be sent throughout the process of working with a client and save you a tremendous amount of time and money because you don’t have to craft a unique email every time a new lead comes in.
The first step to setting up canned emails is to decide what canned emails you need to send. Think through the types of emails you send constantly to clients. Do you have a welcome email for new inquiries or a follow-up email for leads who have gone quiet? Make a list of your typical emails and go from there.
The canned emails section of Dubsado is where you can edit existing templates, create a new canned response, and even edit your email signature. Take some time to familiarize yourself with this section and see what the presets are. You might uncover an email that you’re not currently sending but need to send, or decide that you like a Dubsado template enough to use it!
Once you’ve familiarized yourself with the canned Dubsado emails, go through the existing copy and make it more “you”. What sort of things do you send in your emails to existing clients? How do you sign off emails? Do you have any phrases you constantly use? Try to weave these things into your canned emails so they don’t just sound like a template but sound like they’re coming from you.
Not having to send administrative emails to clients anymore sounds like a dream to me, and I bet it does for you too. When you set up canned emails, you’re not only saving yourself a tremendous amount of time, you’re also getting to learn how to navigate Dubsado, which I admit, can have a bit of a learning curve at first.
If you need to write canned emails, but don’t know where to start, check out this free resource from one of my expert copywriters, Emily Writes Well. In this guide, she’ll walk you through the art of crafting a canned email that doesn’t just save you time, but that serves your clients well, too.
PS – Looking for other ways to make Dubsado work for you? Well, I have countless resources that can help. Check out some of my recent blogs about Dubsado, like How to Create a Contact Page that WOWS, my top 7 reasons why I love Dubsado, or my Five Essential Business Tools (I bet you can guess what one of them is)!
Also, if you are a family photographer, I am creating a resource specifically for YOU that involves the systems and workflows of Dubsado for a Family Photography business, to join the waitlist, click HERE
Dolly DeLong is a Nashville-based family & branding photographer and a creative business owner who educates on all things Pinterest, Dubsado, Lead Magnets & Email Marketing (aka pretty much all the fun automation stuff centered around those business systems)! Dolly loves serving families, and business owners with her timeless, radiant photography. She loves capturing the joy and emotion in both digital and film photos.
She also has a heart for serving the larger business community. Dolly shares her knowledge of tools like Pinterest, Dubsado, email marketing, and business systems with new creative business owners in an encouraging and supportive way because she believes that even muggles can become automating wizards!
Dolly’s faith and love for her family motivate her to help other business owners find the joy and freedom she’s found in running a successful small business.
Whenever she has a spare moment, she enjoys watching TV (i.e. Survivor), loves eating way too many sweets, and listens to podcasts while running or walking. To work with Dolly DeLong Photography LLC, please email her at email@example.com or fill out her contact form here.
Interested in learning how to best automate a part of your business but you have no clue where to begin? Check out www.dollydelongphotography.com/automate to begin your automation journey today!