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I'm Ali Rae and I love building brands.
So let's build that business one blog post at a time.
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Perhaps you’ve heard about workflows, but don’t exactly understand how they can better your business. I totally get it! You’re probably working so deeply in the day-to-day of your business that it’s hard to come up for air amidst sending contracts and figuring out how to collect payments from your clients. But what if I told you that all of that could be alleviated with a workflow?
Well, guess what? You’re in luck!
I hear you–a workflow, on the surface, can seem impersonal because each of your clients are receiving the same emails. But hear me out–how many times do you find yourself writing and re-writing the same thing over and over again? You’re saying the same things (perhaps with slight variations) repeatedly, so you may as well automate that!
Also, there are still opportunities to customize the client experience within the workflow. Maybe you send customized proposals. Or maybe you send gifts throughout their client experience. Those are touch points where you can really individualize the experience so it is one-of-a-kind!
If you’re sold on the idea that you need a workflow, but don’t know where to start–there’s a blog post for that! This blog post will walk you through all the questions that you should answer as you’re piecing together your workflow, and therefore, your client experience.
Now, in order to execute the workflow you just drafted, you’ll need a Client Relationship Manager (CRM). A CRM is not a person; instead, it’s an online software that you use to keep track of all the things: email templates, proposals, pricing guides, contracts, invoices, sessions, phone consultations. There are a few main CRMs that are typically used by those in the creative and/or wedding industries: Honeybook, Dubsado, and 17Hats. None of these are affiliate links…I just truly want you to save yourself a ton of time and feel confident in your workflow and, ultimately, your business!If you want to learn more about what a CRM does, this blog post is helpful!
Creating a workflow takes a lot of legwork. If you’re looking to expedite the process, this Workflow Pillar in The Photography Framework is the outline of my own workflow that I use with my wedding clients. It can be used as is or can be customized to fit your individual business!
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