Just because you love being a photographer, doesn’t mean you always love being a business owner. For most of us, it’s the photography side that we learn faster because we already have a passion for it. If you didn’t enter into your own photography business with previous business-owner experience, it can be intimidating. Let me walk you through my own story of getting started with business automations that became lifesavers for me, and what they can do for you too!
We all start at zero. I launched my business with nothing after dropping out on only day two of grad school (it’s a long story). If you are already deep in your own business but without any systems in place, or you’re just starting out–I understand how overwhelmed you may feel.
I started my photography business without any knowledge of the industry. I very quickly became overwhelmed in trying to keep up with my client payments and contracts all inside of an Excel Sheet (yes, that’s how I did it at first). As I gained more clients, the only downside to this success was that I couldn’t keep track of everything! Eventually, I made the switch to Honeybook as my CRM (customer relationship management).
After spending hours watching Honeybook tutorials to learn all that it was capable of, I added my branding. Then I wrote some email templates as my first attempt at business automations. After a lot of research and consulting with other photographers, I realized that the inquiry to booking process is not a one-size-fits-all approach. Through lots of trial and error, I created the best processes for my own business. I found the most seamless conversion process that both served my clients and worked well for me too.
For photographers, I recommend using Honeybook. You can organize large portions of your business automations by setting up systems for invoicing, contracts, questionnaires, and emails.
This all-in-one CRM allows me to send proposals (bundled invoice + email + contract), collect payments, send templated and automated emails, set up calls through a built-in calendar scheduler (that links to Zoom & Google Meet), and take notes on each project.
The best part is being able to make visual workflows for my clients that marks their progress and shows any gaps in the process. That way I don’t miss anything!
Creating business automations completely changed the course of my business for the better. Not only did I gain back so much time by having automations and templates in place to serve my clients, but it also got the right clients into my inbox.
Email templates and Honeybook workflows were created to specifically resonate with my ideal clients and turn away any that don’t match my brand and process. It was so much easier to find the perfect fit because my automations were catered to the kind of client that I wanted to work with.
If you’re not sure where to begin in organizing your own business, I always recommend starting with a CRM like Honeybook. Don’t let a lack of knowledge or fear of the unknown stop you from starting to use a new tool in your business. Honeybook can save you so much time! Here are some steps you can take to overcome any hesitations you may have in learning a new CRM:
Feeling like you just need someone to walk you through the process of setting up automations? I’m here to help through one of my photography mentorships.