Tuesday May 30, 2023

53. Live Coaching: Efficiently Managing Clients & Appointments

Are you a small business owner struggling to manage clients and appointments? Have you heard these myths about the importance of organization and CRM for your business? Myth #1: I don't need a CRM, I can keep track of everything in my head. Myth #2: Organizing my client data takes too much time and effort. Myth #3: CRM software is too expensive for my small business. Don't believe these myths! We discuss the truth about why organization and CRM are crucial for your business success.

Highlights in this episode:

  • Uncover the crucial role of organization and CRM in managing clients and appointments.
  • Establish an organized calendar for maintaining work-life balance like a pro.
  • Harness the power of effective time management skills to manage your workload and time.
  • Explore essential downloadable resources and coaching for business management, branding, and marketing.

My live coaching guest is Laura Brase

Laura Brase, a talented portrait photographer based in northeast Iowa, specializes in capturing the magic of children and families. With nearly 20 years in the industry, she's overcome challenges and learned valuable lessons along the way. In this live coaching episode we dive into the importance of organization and CRM for managing clients and appointments, offering practical advice to make your business run smoothly.

Key takeaways

  • Set up a DBA or LLC for your photography business.
  • Open a business banking account to keep your finances separate.
  • Consider saving all earnings from sessions for at least six months to build a financial cushion for your business.
  • Use a CRM (Client Relationship Management) system to keep track of clients, bookings, and payments.
  • Set up a booking calendar with a retainer fee and contract attached.
  • Send a thank you for booking email with a session reminder and invoice a few days before their session.
  • Create a final session reminder with the invoice attached.
  • Get a website and a Google business account for better online visibility.
  • Start an Instagram page to showcase your work and connect with potential clients.
  • Use a spreadsheet or tool like QuickBooks to keep track of income and expenses.
  • Write down a list to keep track of editing progress and delivery of sessions.

Learn exactly what you need to be doing in order to run your photography business in 15 hours a week or less. Get the PDF.

You deserve to have a passionate advocate and a creative thinker by your side to help you build your dream business. If you're ready to take the guesswork out of building a profitable business that fits your life - without hustling every ounce of your free time - it's time to invest in a coach. Learn more about 1:1 coaching.

Connect with Brittnie:

Website: brittnierenee.com/photographers
Instagram: https://www.instagram.com/brittnierenee_photo/

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