CRM Setup and Assistance for Photographers
Sure, you could set up your CRM and workflows yourself, after all, creatives often feel the need to do it all themselves. BUT smart photographers know that success isn’t about doing everything alone. They know that by outsourcing time draining tasks, they free up energy to focus on being creative, forging connections and growing their business much faster.
As a photographer, your time and energy should be invested in high impact activities like marketing, networking, and showcasing your work.
"…I now have a CRM system that is organised, efficient, and easy to manage…
Thanks to Jo, my workflow is vastly improved, my customer service has been elevated, and I now have a CRM system that is organised, efficient, and easy to manage. Her quick thinking, creativity, and willingness to learn new things to meet my needs were nothing short of amazing
Photogs Are Talkin'
Here’s a video from my client, Magdalena, from Atelier 2.5 Photography in Glasgow.
It’s so easy to get caught up in “busywork,” ...
…doing tasks that seem productive but don’t actually contribute to growth. Let’s be honest: setting up a CRM is complex.
You’re configuring workflows, building templates, learning new software, and trying to align it all with your brand. It feels like progress, each button clicked and setting adjusted feels like another step forward. But is it actually helping your business grow?
The answer is, probably not. DIY CRM setup can consume days, weeks even months, of your time, time that could be invested in higher-impact tasks. Working on your CRM often only gives the illusion of productivity.
DIY CRM work certainly does feel “productive.” You’re checking boxes, tweaking features, and pouring time into something tangible and it might feel satisfying in the moment, but it won’t bring in clients or move your business forward.
AND the best time to set up your CRM or improve it is right now.
CRM Full Setup - Ways I Can Help You
From Blank to Brilliant – Full CRM Set-Up
Imagine a world where you’re not endlessly copying and pasting emails or wrestling with colour-coded Excel tabs. Yes, you can actually live in that world! Trust me, it’s time to let go of how you’ve been keeping track of clients and let your CRM work for you. Your future self (and your sanity) will thank you.
Perfect for:
The New Photographer Who’s Tired of Spreadsheet Chaos and Endless Copy-Pasting
Includes:
When you hire someone who KNOWS the best way to set up your CRM, you’re not just getting a system that “works” you’re getting the benefit of a streamlined, intuitive system. Imagine the relief of logging into a CRM that’s already tailored to your brand, where every detail is aligned and every interaction that can be automated IS, seamlessly.
"I can’t sing Jo’s praises enough"
I can’t sing Jo’s praises enough – moving my CRM was something I had wanted to do for a while but since it takes a lot of time, I kept postponing. Jo started offering her services just at the right time for me to finally tackle this job. I couldn’t be happier with her work!
Moving CRMs - Ways I Can Help You
Jump Ship to Another CRM
You’re ready to ditch your old CRM, but the thought of dragging everything over is daunting, to say the least. You know this switch will make life easier, but who has the hours (or patience) to move templates, workflows, emails, contracts and questionnaires to a new system?
Enter this swanky package: I handle all the nitty-gritty so you don’t have to lift a finger. Think of it as hiring movers for your digital office – Your new CRM awaits, minus the hassle.
Perfect for:
The Photographer who wants to swap their CRM system without the headache of doing it themselves!
Includes:
Let’s be real — the wrong CRM can hold your business back. It can waste your time, frustrate the crap out of you (on the daily) and leave you feeling like you’re constantly fighting with your own systems.
"It’s one of the best investments I’ve made this year."
I would recommend any photographer—and I know there are many—who struggle with structuring their workflow, to work with Studio Ninja and to engage Jo to set everything up. It’s one of the best investments I’ve made this year.
CRM Quick Setup - Ways I Can Help You
No Frills Basic CRM Set Up
Starting your CRM journey doesn’t get simpler than this—no fluff, no overwhelm, just a solid a foundation that makes running your business easier from day one. The No Frills Set-Up is for when you just need the essentials done so you can dive right in. I’ll set the stage; you’ll take it from there!
Perfect for:
The Photographer who just needs a starting point to stop themselves straring a blank wall for weeks!
Includes:
There’s a hidden cost to this do-it-yourself mentality, especially when it comes to your CRM. Attempting to tackle it all can actually keep you stuck, far from the growth and satisfaction you deserve.
CRM Data Migration - Ways I Can Help You
Migration of clients to a new CRM
Does the thought of transferring clients form one CRM to a new CRM fill you with utter dread (it should, cause it’s a bloody nightmare!)
Which ever system your moving to, my CRM Client Migration Service will ensure that you don’t lose valuable data during the switch. Choose from two package options to make your transition smooth sailing.
When you migrate to a new CRM and it states it “imports your data”, did you know that usually ONLY the client’s personal details (aka mapped fields) move over NOT the valuable job documents like invoices, contracts, completed questionnaires, detailed notes etc (basically all the info you actually NEED too!)
Perfect for:
The Photographer who shivers at the thought of migrating client info to a new CRM (the dread)
The Smooth Operator - £850
Includes:
As a former photographer I understand that a model release form isn’t just another document – it’s essential to your business. I know that your questionnaires hold valuable client insights that you rely on to deliver a personalised experience.
When you work with me, you’re not just hiring someone to move data from one platform to another. You’re hiring someone who will treat your client files with the care they deserve, ensuring nothing gets lost in the process.
The Quick Shift - £550
Includes:
"Jo set up my new CRM Dubsado for me."
That included moving client data from one CRM to another, creating a tonne of canned emails, building workflows, forms and templates to use as I explore this new platform myself
CRM Optimisation - Ways I Can Help You
CRM System Health Check
Has your CRM become a bit like that cupboard in your house that you’re afraid to open? It’s there, it’s functional, but deep down you know it could use a serious refresh. Let me be the one to open that cupboard for you.
CRMs aren’t “set it and forget it” systems. They need regular updates to keep them running smoothly, just like your website or your camera gear. Yet, most photographers leave their CRMs untouched for years—missing out on powerful features, time-saving automations and better client experiences!
Perfect for:
The DIY Photographer Who Thinks They Did It Right… But Isn’t Sure!
Includes:
Get A Fresh Pair of Eyeballs on Your CRM – I’m not here to sell you a new CRM or start from scratch. I’ll take a good look at your current system and help you get more out of it.
"Thanks to Jo, my workflow is vastly improved..."
Thanks to Jo, my workflow is vastly improved, my customer service has been elevated, and I now have a CRM system that is organised, efficient, and easy to manage. Her quick thinking, creativity, and willingness to learn new things to meet my needs were nothing short of amazing
Ad-Hoc CRM Tasks
Ad-Hoc CRM Tasks is here for all those little bits you don’t rather avoid.
Whenever something pops up that makes you roll your eyes—send it to me. It’s like the “get out of admin jail free” card, letting you stay focused on your creative work while I handle the fiddly CRM stuff. You keep shooting; I’ll keep things running smoothly.
Perfect for:
The Photographer Who Wants to Spend Zero Time on CRM Tweaks and Tedious tasks!
You can hire me to:
How's this Work Jo?
→ Well, You’ve Gotta Make The First Move!
1. Choose a Service
What will make the biggest difference?
Consider what will benefit your business and sanity most right now and let’s start there!
2. Reach Out
You’ve got two options:
Book a quick call or fill out my contact form. Either way, you’ll unlock instant, personalised support that’s all about you (and your biz sanity).
3. Let’s Talk
Human to human, no scripts, no sales talk, just a good old fashioned conversation about your needs and whether I’m the right fit to help out right now.
4. Decide with Confidence
After our call, you’ll have everything you need to decide if I’m the right fit to take on the tasks you’d rather not tackle.
Imagine handing over the boring admin tasks and freeing up your time to focus on bring in leads and converting them into raving fans!
Feels good already, right?
Got Questions?
Head over to my FAQs page for all the juicy details on timelines, payment terms, what happens when, and everything in between.
How much?
Let’s cut to the chase – most of my prices are on my website. My CRM services start at £100 with most clients investing between £500 – £1,200+ depending on what they need. Payments are simple: 50% upfront, 50% when I’ve worked my magic. Need a payment plan? No worries—I’m happy to set one up for you.
How long?
Ah, the classic “How long is a piece of string?” question. It really depends! CRM setups usually take 10-20 working days, while launches and email marketing projects can be done in 10-15 hours. I like to get things done properly and efficiently.
How much do you need from me?
Honestly? Quite a bit (but in a painless way, I promise). I’ll send you a questionnaire to get all the juicy details and then we’ll jump on a Zoom call to make sure I’ve got everything I need. You’ll always be in the loop—I’ll update you as I go, so there’s no “where has she disappeared to?” moment.
How do I get started?
Take a deep breath and ask yourself: What tasks can you shred to accelerate your goals? What’s the biggest time-sucker in your business right now? What’s draining your energy that you’d love to offload? Have a think, and let’s chat—I’ll help you find your focus so you tackle the tasks that actually matters (like, marketing, growing and forging connections etc)
How long will a system take to learn once you’ve created it?
Good news: I don’t just hand over your new system, launch or email marketing set up and disappear into the night. We’ll have a recorded Zoom call where I’ll walk you through everything, step by step. Plus, I offer ongoing support, so if you have questions after, I’m just an email away. No “You’re on your own, figure it out yourself” nonsense here!
How about a discount code?
Yes, I have discount codes floating around – head over to my Resources page and see what’s up for grabs. Who doesn’t love a good deal?
How do I know which service to opt into?
If you’re feeling a bit “ummm… everything sounds useful and I’m a bit overwhelmed with choice” then let’s hop on a free 15-minute call and figure out what’s the best fit for you right now. And hey, if there’s more than one service that catches your eye, we can chat about a cheeky discount (tempting, right?).
"Communication with Jo was fantastic. …
Communication with Jo was fantastic. Besides being a professional—both as a photographer and as a workflow specialist—she is a kind and wonderful person. She’s someone great to work with
If you wanna get to where your heading quicker, get some help along the way for an easier ride!
Book a call today to experience the freedom and focus that comes with hiring ME to set up your CRM and watch your business thrive.
Systems I Work With
Ghostbusters!
Have you been ghosted again?
The Ghostbuster Final Follow-Up Email Pack could help!
Created for photographers with zero tolerance for radio silence. My 5 copy-and-paste final follow up email templates are perfect to send when a new lead ghosts after inquiring.
💥 Grab your free Ghostbuster Email Template Pack now. And give those ghosts one last chance before you move the heck on!
Stop the endless Googling.
I’ve pulled together my absolute favourite photography recommendations the stuff I actually use (and wish I’d known about sooner).
Whether you’re in a tech tangle, drowning in to-do lists, or just want someone to tell you what’s great. This page is for you.
It’s the kind of resource I desperately wanted when I first started out. Go have a nosey. I bet you’ll find something you didn’t know you needed.
