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An answer key to 'prettify' the way you present custom location options to your photography clients (say goodbye to a boring Google Doc!).
✔ 7 page PDF guide
✔ Step-by-step instructions to replicate the form in your account
✔ An example mock-up of the final form for reference
✔ Related Dubsado resources if you get stuck
You know you need to start putting together comprehensive forms, but have no idea where to start. Or...
You have attempted to design questionnaires/proposals, but they don't feel nearly as cohesive as you want them to be, or you're certifiably paralyzed by Dubsado's form designer (the worst).
You want something more cost effective than hiring a designer, but something that’s still hefty enough to cover all of your bases and serve you long term.
Spending countless hours putting around in the form builder and not really getting anywhere
Scouring Google for design tips
Cobbling together a bare-minimum form because you need to send your clients something (but wishing it was more thorough)
Resorting to a plain email or Google Doc because listing out your location options there is the only practical way to present them to clients
I taught myself to build my entire 50+ step workflow from scratch (x3 workflows), becoming a systems expert in the process (and an actual Certified Dubsado Specialist). And a key part of those workflows? Great forms. I have years of experience designing thoughtful forms for my clients (not to mention my entire website!) -- the "create once and send over and over" kind. Client after client tell me how impressed they are with my professional-looking forms -- and I want you to experience that for yourself.
This bite-sized template allows you to dial in one section of your process, which will free up brain space (and time) to figure out what you want the rest of your workflow and forms to look like.
Setting up forms like this can sometimes be confusing, even with an answer key in front of you. That's why you'll have an included list of all the available help articles that are directly relevant to this template.
While it's not possible to one-click this form straight to your account, I walk you through re-creating the entire form directly in your Dubsado account. Not only will you have a mockup to reference for the end product, but you'll finally get the hang of all the elements in the form builder.
It's been my experience that sometimes when people use the term 'swipe copy,' there's still a small amount of customization you need to do. This location-specific copy is truly swipe-able so you can copy and paste straight to your account.
I designed this PDF guide in a way that ensured you would have every possible answer at hand to successfully automate your contract & retainer process and not leave you wondering, "Okay, but what about...?"
It will allow you to have a perfect resource to learn how to use Dubsado's form builder. You'll be able to rest easy knowing that you have a solid system to deliver your location recommendations to every client.
It will allow you to start impressing your clients with a stunning proposal form for them to choose their personalized location from, instead of scrolling through a long text-heavy email or word doc.
It will give you a starting place for any future forms you need to create with an example of best practices to follow.