
DUBSADO CLIENT
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DUBSADO CLIENT
HANNAH
CLAIRE
PHOTOS

jersey shore wedding and family portrait photographer
Hannah was already using Dubsado but hadn’t fully tapped into its potential—her workflows weren’t dialed in, and things felt more haphazard than streamlined. With her business steadily growing, she wanted to ensure her clients were receiving the best experience possible. She needed structured workflows for both weddings and portraits, well-crafted canned emails that spoke to her clients in a natural way, and built-in reminders for clerical tasks to keep everything running smoothly.
We worked together to create a full wedding workflow that guides clients seamlessly from inquiry through their first anniversary, ensuring thoughtful touch points along the way. Her portrait workflow was also revamped to be just as smooth and automated. One of the final decisions was whether to add code to her forms for a fully branded look—she was on the fence, but we went for it, and it turned out beautifully. Now, her forms match her coastal luxury aesthetic, elevating her brand while keeping everything functional and easy for her clients to navigate.
WHAT WE ACCOMPLISHED
Personalized wedding workflow covering the journey from inquiry through the first anniversary
Redesigned portrait workflow to create a smooth, professional client experience
Custom-branded forms using code to match her coastal luxury brand
Well-crafted canned emails that feel personal and engaging
Task reminders built into workflows to keep administrative work organized
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​With her new system in place, Hannah can focus on her photography while knowing her clients
are taken care of at every step of the process.

TESTIMONIAL
Kelly is the best investment I have ever made in my business. I recommend her to anyone running a business on Dubsado in the wedding industry. She is truly an expert in the client experience with wedding professionals.
I did a LOT of research prior to booking Kelly, and she really is the best of the best. I found her process to be personalized, professional, thorough, and above and beyond what I ever could have dreamed up. I went into the process with a strong idea of what I wanted my client experience to look like. She took my vision, refined it, and created a beautifully crafted workflow with excellent copy. The copy of the canned emails/forms alone is worth double the investment. She truly provides a luxury client experience for your clients from the first touch point to the automated archival of the project.
Her style of teaching YOU how to use your new workflows is also invaluable. I am confident in their implementation, but also how to go back in and tweak as my business grows and evolves. I am a bit of a perfectionist; and Kelly showed me so much grace, with quick feedback, when I need things adjusted throughout the process.
I have already received incredible feedback from my clients, increased my rates, and bookings. The worst part of the entire experience is that Kelly won't be a permanent fixture on my team as my time with her has come to a close. She is such a light and joy to work with.
-hannah

DUBSADO WEDDING PROPOSAL





PHOTOGRAPHER
PRE-WEDDING
QUESTIONNAIRE


DUBSADO
EMAILS


DUBSADO
WORKFLOW



DUBSADO
CHECKLIST


DUBSADO
PORTRAIT PROPOSAL
