DIY or DFY Dubsado Set Up: Which Is Best For You? (Dubsado Education)

If you’ve been reading the blog for the last few weeks, then you know we’re talking about all things Dubsado right now! As a family photographer here in Nashville, I know how important it is to have a workflow for your business – and then to automate that workflow so that you have more time for your business, your clients, and your family. Since we’ve talked so much about WHY automation matters, I want to spend some time today to chat about how you reach that level of automation. In particular, let’s talk about setting up Dubsado and whether or not you should try to DIY that process or have a Dubsado expert help you. 

Are you ready to automate your business?

Now that you’ve established your business and you’re ready to move beyond the hobby stage, it’s important to take all aspects of your business seriously. As you move into that full business realm, the reality of running your own business might sink in. You’re handling all aspects of your client experience – inquiries, sending forms, sending invoices, getting paid, sending reminders. It’s all on your shoulders. And if you’re trying to run things alone, it can get overwhelming. There’s no shame in that. We aren’t wizards, after all! 

When you reach a point in your business where you begin to feel like you might be in over your head, it’s time to automate. And frankly, in an ideal world, you’d consider automating before you get to that point (wink, wink!). But, I digress. If you’re ready to speed up your workflows and get some of that work off your plate on a regular basis, you need to get your CRM set up and automate that workflow. 

If that’s freaking you out, take a deep breath. I get it: when you first log into Dubsado, it can feel overwhelming if you don’t know what to do. 

That’s where a Dubsado expert (like myself) comes in. But, let’s back up for a second. 

DIY vs DFY Dubsado Set Up

Here’s the heart of the matter: knowing whether this automation setup is something you feel comfortable doing yourself or if you should hire it out. 

You should DIY your setup if… 

If you’re someone who’s very familiar with Dubsado (or similar CRMs) or if you’re generally tech-savvy, then I’d say you could DIY the process. I think it’s also important that you consider exactly how much time you have available to dedicate to this process. These setups require time and attention, so think seriously about that one. 

I actually have a course to help YOU onboard your creative business (specifically family photography business) to Dubsado in 7 days (it’s called The Dubsado Toolkit for family photographers) and it’s the PERFECT DIY Dubsado solution! Check it out here

You should hire someone to DFY if… 

You have no idea what Dubsado is even capable of beyond a basic level. If technology or CRMs aren’t your thing, absolutely hire someone to help you! It will be much easier to take advantage of all of the good parts of Dubsado if you actually know they exist. If you’re short on time, you should absolutely hire out. My VIP clients have me working on their software for 2 weeks. If you don’t have big chunks of time to dedicate to setting up your workflows and automation, let someone else do it for you! 

Alright, Dolly… I’m in the “DFY” category. Can you help?!

YES! I offer a Dubsado VIP Experience for Family Photographers to help you jumpstart your business – and get your systems all set up for you. A Dubsado family photography VIP Experience Intensive is a done-with-you (and done for you) strategy session that helps you set up an intentional & fully branded family photography workflow that is unique to YOUR family photography business. It is a no-fluff experience from start to finish. Seriously. 

After two weeks, you will leave with your Dubsado account set up, one workflow set up, all of your necessary forms branded to your business, and most importantly a better understanding of how to use Dubsado so that you can use it in confidence as you continue to grow your own family photography business. I don’t want to just set up the software and leave you hanging. I really want you to understand how to use it so that you can implement the programs in the future as your business grows. 

The VIP experience has 3 phases. We’ll chat on an onboarding call, spend the second phase creating your unique workflow, and then the 3rd phase will have me putting it all together for you! I’ll film almost all of my work on Dubsado, so you’ll have a library of resources when I’m done. You’ll also receive branded Dubsado templates and have all of the necessary documents in place to run your business smoothly. 

If that sounds like something your business needs, make sure to read all about the experience in-depth HERE! Whether you DIY or DFY your Dubsado setup, take the time to ensure your systems are working properly. When you allow yourself to automate and streamline your systems, you’re going to find WAY more freedom in your business than you ever dreamed possible! 

🎙Now if you are wanting to LISTEN in to the podcast version of this topic, check out The Systems and Workflow Magic Podcast (episode 30) here

Check out more information about my Dubsado VIP days here! 

Ready to get started? Check out my latest mini-course, the Dubsado Toolkit for Family photographers! 

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Meet Your Friendly Nashville Family Photographer & Systems + Workflow Educator