— The touchpoint System · Done-for-you crm build
Your clients deserve a better experience than your inbox can give them.
You have Dubsado or HoneyBook. You have the basics — questionnaire, contract, invoice. But everything in between is still you, typing the same email at 10pm. We build your full client journey — intake to follow-up — in ten days. Behavior-triggered. Fully automated. Finally hands-off.
Here's what you get: a 60-minute strategy call, a strategic intake questionnaire, seven or more behavior-triggered workflow branches built inside your CRM, and the full client journey from inquiry to referral — delivered in ten days. Then $50/month for your platform plus ongoing support, updates, and a dedicated backend contact.
10-day delivery · then $50/mo · cancel anytime · no VA required
10-day delivery · then $50/mo · cancel anytime · no VA required
what changes once it’s running
10 - 15h
per week back, once your system is live
7+
behavior-triggered workflow branches built into your CRM
10 day
build window from kickoff to handoff
1 call
all that's required of you. Sixty minutes. Then you're done.
— Sound familiar?
You're running a premium service on a copy-paste system.
You're not disorganized. You're running a white-glove experience on infrastructure that was never built to hold it — and it's costing you fifteen hours a week. The basics are set up. Everything in between is still you, in the inbox, at 10pm.
"I spend so much time in my inbox. I know I should have this automated but I don't even know where to start."
Wedding photographer · $8k/mo
"I've been meaning to fix my CRM for two years. It never happens because client work always takes over."
Business coach · $7k/mo
"I forgot to pitch albums to three clients last quarter. That's thousands of dollars I left on the table."
Portrait photographer · $5k/mo
"Every client gets the same generic experience because I just don't have time to personalize it. It feels embarrassing."
Brand photographer · $6k/mo
The pattern nobody talks about
You set up the basics. You hit a wall. You bookmark a Dubsado tutorial. You hire a VA who doesn't know your business. You promise yourself you'll fix it in January. Every solution you reach for is a tool — what you don't have is the architecture. The cycle doesn't break because none of those things were ever going to fix it.
— what makes this different
Dubsado/CRM template
Generic workflows that don't know your services or your upsells. You set up two of them and abandon the rest.
A VA managing the inbox
You spend more time briefing them than you would replying yourself. They quit. The system is still missing.
Promising yourself you’ll fix it
It's been two years. Client work always wins. The "fix my CRM" task has lived on three different to-do lists.
— the insight
Most CRMs cover the basics. None of them read your clients.
There's a version of your Dubsado or HoneyBook that doesn't just process clients — it responds to them. One that knows on day one whether a client wants the album, whether they're interested in a second session, whether they want the premium add-on or just the core service. And then acts on that information automatically — weeks later, at exactly the right moment.
Real example — how it works
A wedding photographer's client fills out the intake questionnaire. They check "yes, I'm interested in an album." Seven days after gallery delivery — while the photographer is on another shoot — that client automatically receives a beautifully timed email with the album process, pricing, and a clear next step. The client feels taken care of. The photographer never typed a word. Nobody dropped the ball. The revenue didn't disappear into the inbox.
That's one trigger. We build seven or more. Mapped to your specific services, your specific clients, your specific business — so every person who books you gets a journey written for them, not a sequence you sent to everyone.
— whats actually in the system
Six pieces that work together
Nothing generic. Each one is built around your specific services, your client types, and the revenue currently sitting in your inbox waiting to be picked up.
the 60 minute strategy call
We map your full client journey before building a single workflow.
You tell us what the ideal client experience looks like — every touchpoint, every upsell, every moment a client should hear from you but currently doesn't. We turn that into a blueprint. You don't need to know anything about CRMs. You just need to know your clients.
i
the intake questionnaire build
The first form your clients fill out is doing three jobs at once.
Strategically designed to collect what you need to serve the client, surface upsell signals you can act on weeks later, and capture the personality cues that make every downstream email feel like it was written for them — because it was.
ii
7+ behavior-triggered workflow branches
Album interest? Trigger fires. Past client returning? Different journey entirely.
Built directly inside your Dubsado or HoneyBook account. Each client gets an experience mapped to what they told you on the intake — not a one-size-fits-all sequence. The branches are the part of the system other people don't build. They're the whole point.
iii
upsell & add-on sequences
Albums, prints, second sessions, coaching tiers — pitched only when the signal is there.
Strategically timed offers triggered by expressed interest, not blasted to everyone. The clients who said yes hear about it at exactly the right moment. The clients who said no don't get pestered. Both feel respected. Revenue stops falling through.
iv
Review & referral automation
Your happiest clients are asked at the moment they're most likely to say yes.
Not when you remember. Not three months too late. The system catches the high point of the relationship and asks the question — automatically. You wake up to reviews and referrals you didn't have to chase.
v
White-labeled platform & ongoing support
Your subscription, your updates, and a backend contact — one monthly payment.
We manage your Dubsado or HoneyBook under our partner plan. No extra logins, no separate subscriptions, no management fee on top. When your services change, your pricing changes, or you launch a new offer — we update the workflows. You don't touch a thing.
vi
— how it works
Ten days. One call. Then it’s done.
You show up to one sixty-minute call and answer questions about your clients. We do the rest. Here's what each day actually looks like.
You book — and we send the prep
You're sent a short onboarding questionnaire and a calendar link to book your strategy call. The questionnaire takes about ten minutes and gives us the context we need to make the call valuable from minute one.
01
02
Day 1
Days 2 - 3
The 60-minute strategy call
We map your full client journey. Every touchpoint, every upsell opportunity, every moment a client should hear from you but currently doesn't. You answer questions about your clients. We turn the answers into the blueprint we'll build from.
We build the architecture
Your strategic intake questionnaire is designed. Seven or more behavior-triggered workflow branches are built directly inside your Dubsado or HoneyBook account. Upsell sequences, review asks, referral triggers — all wired to the signals your intake form is collecting.
03
The full journey handoff
We walk you through what was built, what fires when, and what you'll never have to manually do again. Then we hand you the keys. Your job going forward: take great care of your clients. The system takes care of everything else.
Then it keeps running — $50/month
Your platform subscription is rolled into one monthly payment along with ongoing workflow updates and a dedicated backend contact. Services change, pricing changes, you launch a new offer — we update the workflows. Cancel any time and the workflows stay yours.
04
05
Days 4 - 8
Day 10
Month 2 onwards
— What’s included
Everything your client journey actually needs.
A built thing, not a template. You open your Dubsado the day after handoff and the system is already running on the next client who books you.
01
Strategic intake questionnaire
Designed to surface client interests, preferences, and upsell signals from day one — before you've ever spoken to them.
03
I take every note from month one and rebuild. By the second batch you'll start seeing yourself in the copy. This is where most clients say "okay — this actually sounds like me."
02
7+ behavior-triggered workflow branches
Album interest, add-on flags, rebooking signals, past-client paths. Each client gets a journey tailored to what they told you, not what you remembered to send.
Month 3 — i’ve got you
By month three the feedback rounds get shorter because there's less to change. Most clients at this stage are spending under ten minutes on revisions — if anything at all. I told you we'd get here.
Always — you’re in control
You approve everything before it goes anywhere. Change direction, shift your offer focus, tell me the vibe is off — at any point, any time. This is your brand. I'm just the one making sure it shows up consistently.
— before & after
What actually changes.
Your inbox stops being your operations manual. Your clients stop noticing the seams. Your slow seasons stop costing you the rent.
You manually follow up on every upsell opportunity
→ The system follows up based on what they said they wanted
Every client gets the same generic experience
→ Every client gets a journey mapped to their answers
15+ hours a week in your inbox doing admin
→ Your inbox is for exceptions — not operations
You forget to pitch albums, prints, next sessions
→ Every revenue opportunity triggers automatically
Copy-pasting the same emails at midnight
→ Those emails sent themselves while you were on a shoot
Dreading a slow season because nothing is built to hold it
→ Your marketing keeps running during your busy season without you
The time guarantee
You'll get ten to fifteen hours back per week once your system is live. No VA required. No new software to learn. No babysitting. If you're still spending the same amount of time in your inbox after thirty days, we'll keep working until you're not.
— before you buy
This is not for everyone. Here’s who its not for.
You're just starting out and don't have consistent clients yet.
If you don't have a steady flow of bookings, the system has nothing to run on. Get the offer working and the calendar filling first — then come back.
You're not on Dubsado or HoneyBook and have no plans to move.
The build lives inside one of these two platforms. If you're committed to a different CRM, this isn't the right fit — reach out before you buy.
You want to keep personally managing every interaction.
This works when you're ready to hand the operations layer over. If you want to write every email yourself, no system will save you the hours.
You expect a magic bullet without doing the onboarding call.
The strategy call is the whole game. Sixty minutes of your time is what makes the system actually yours instead of a generic build.
THIS IS FOR YOU IF
You're at $4.5k+/month and admin is eating your time and energy.
You know there's revenue falling through the cracks but can't track down where.
You've tried to "fix your CRM" before and it never actually got done.
You want the client experience to feel premium without you doing more work.
— the real cost
What does doing nothing actually cost you?
Most people look at $797 and ask whether they can afford it. The better question: can you afford another quarter of forgotten upsells and 60-hour admin months?
$1,200
left on the table the last time you forgot to pitch albums to three clients in a quarter
60h
per quarter spent on manual admin a built system would have handled for you
$797
once. To build the system that fixes both — and then keeps running every month after
The slow season is coming. It always comes. When it does, you'll either have a system that's been quietly nurturing clients, triggering upsells, and asking for referrals while you were fully booked — or you'll be starting from scratch again. One of those costs $797. The other one keeps costing you.
then $50/mo
platform + support · cancel anytime
$797
one-time setup · value $1,600+
what this would cost you separately
— investment
Simple pricing. Real math.
A one-time build fee, then a monthly that's the same as you're paying Dubsado today — except now it includes the build, the support, and the updates.
TOTAL VALUE
CRM strategy consultant (one session)
What you’re actually getting
$350
Dubsado workflow specialist (build only)
Strategic intake questionnaire design
$800 to $1,200
$300
Ongoing CRM management / VA retainer
$400 to $600 per month
Dubsado subscription (standard rate)
$50+ per month
$1,600+ setup · $450+/mo
TOTAL VALUE
The touchpoint system
Your full client journey built, wired, and handed to you in ten days.
One call. Ten days. Then your CRM stops being a glorified contract sender and starts running the operations layer of your business.
$797
one-time setup · value $1,600+
then $50/mo
platform + support · cancel anytime
same as you pay now
Starting month 2
$50
Includes your Dubsado or HoneyBook subscription under our plan, ongoing workflow updates whenever your services or pricing changes, and a dedicated backend contact. Not a management fee on top of your platform — it's all one payment.
/ month · platform + ongoing support
if you ever cancel us
$50 → $30
Our pricing is lower than the standard rate — so leaving us actually saves you $20 a month going forward. We're not locking you in. We just want the math to make sense either way.
— 60-minute strategy call & full journey mapping
— Custom Dubsado or HoneyBook account setup & configuration
— Inquiry → booking → delivery → referral journey wired
— Review & referral automation triggered at peak moments
— Full walkthrough & handoff so you know what fires when
— Strategic intake questionnaire designed for upsell signal
— 7+ behavior-triggered workflow branches built end-to-end
— Album, print, and add-on upsell sequences
— Past-client & rebooking flows for repeat revenue
— Delivered in 10 days — or your money back
The Time Guarantee
If we build your system and you're still spending the same hours in your inbox after thirty days, we'll keep working until you're not. The whole point is the time back. We don't get to call it done until you have it.
— for the skeptic
If you've tried to "fix your CRM" before and it went nowhere —
That's not on you. CRM platforms are built for flexibility, not for guiding you through strategy. They give you the tools. They don't tell you what to build. So most people set up the basics, hit a wall, and live there for years.
What's different here is that we've already mapped the journey for creative service businesses. We know the touchpoints that generate reviews. We know when to pitch the album and when to wait. We know which question in the intake form unlocks the most accurate upsell signal. We're not starting from scratch — we're applying a proven architecture to your specific business.
You don't need to know anything about workflows, automations, or CRM logic. You need to show up to one call and answer questions about your clients. We do the rest — and we deliver in ten days.
— Questions
The things you’re about to ask.
-
No. If you don't have an account yet, we set one up for you under our partner plan from day one — which is how you get the $50/month rate that includes your subscription. If you already have an account, we migrate everything into the new setup and keep what's already working for you.
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Your Dubsado or HoneyBook subscription, ongoing workflow updates whenever your services or pricing changes, and access to us for backend support. You're not paying us a management fee on top of your platform — it's all one payment. If you ever cancel, you resume paying Dubsado directly at their standard $30/month rate.
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One 60-minute strategy call, plus about ten minutes filling in the onboarding questionnaire. That's it on your end. We handle the build, the testing, and the walkthrough. You show up, tell us how your business works, and we do everything else in ten days.
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Cancel anytime — no long-term contracts. We transfer your account back to you and you continue with Dubsado directly at $30/month. The workflows we built stay in your account. You keep everything.
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We assess what you have on the strategy call. If something's working, we keep it. If something's limiting you or missing the behavior-triggered layer, we rebuild it. We're not starting over for the sake of it — we're building what's actually missing.
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Yes — that's our primary market. We've built client journeys for wedding photographers, portrait photographers, brand photographers, business coaches, and creative service professionals. We understand the album upsell, the rebooking cycle, the referral moment, and the seasonal business model. This system was built for your world specifically.
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The day after handoff, the next client who books you starts moving through the new system instead of the old one. By the second or third client through it, you'll feel the difference — emails you used to write at midnight just don't appear on your to-do list anymore. Most clients hit the ten-to-fifteen-hour mark by week three.
Your clients deserve more than your inbox can give them.
Build it once. Let it run. Get the hours back. The slow season is coming either way — one of these versions of you is ready for it.