CASE STUDY
How a photographer is saving 3 hours per client with this booking automation.
“Courtney is INCREDIBLE to work with! I'm a creative entrepreneur, and technology is not my strong suit. Thanks to her, the professionalism of my business has reached a higher level than ever before, and I'm able to trust that my clients are getting the communications they need...”
- Elle Luke, Founder of Elle Luke Photography
THE CHALLENGE
Doing the admin work was mentally draining and taking away from her family priorities.
As a single mom, Elle dreams of one-day taking her business full-time to support her family. What had started as a passion project with just a handful of clients suddenly took off, and she found herself booking more sessions than she could handle—up to 11 in a two-week period!
She was drowning the admin work of manually managing the booking process—sending contracts, payment links, and endless client emails. Trying to keep track of it all with planners and to-do lists was leaving her feeling disorganized, and the mental strain was impacting her ability to be fully present with her daughter.
THE SOLUTION
Create a seamless experience to free up her time and mental energy.
Elle knew she needed to streamline and automate her processes, but the prospect of setting up those systems felt overwhelming, so I recommended a Full-Scale Setup of her automations for a comprehensive, done-for-you solution. The starter package with three workflows was enough to automate her entire booking process!
The goal was to create a seamless experience for both her and her clients to free up time for photography work and family life.
We did this in 3 simple phases:
1
Tech Stack Strategy
We conducted a full analysis of the tools and apps Elle needed to streamline and automate her client management processes.
After evaluating the options, I recommended Moxie as her Customer Relationship Management (CRM) platform because it offered all the features Elle required at a very reasonable price point:
✓ Email templates
✓ Calendar scheduling
✓ Contracts
✓ Invoicing
✓ Automated workflows
2
Automation Mapping
I mapped out the entire sales pipeline and client experience of her automated booking process, diagramming each step from initial inquiry to offboarding.
This allowed us to visualize how the pieces would work together, ensuring it aligned with Elle's specific vision and needs.
1. Automated booking & contract process triggered when clients schedule on her website.
2. Pre-session setup and reminder emails.
3. Post-session invoicing, project tracking, and request for client reviews.
3
Implementation
I set to work implementing the automations—building out Elle's client management systems and integrating everything through Moxie and Zapier:
✓ Booking pages
✓ Contracts
✓ Email templates
✓ Sales pipelines
Throughout the project, I provided Elle step-by-step guidance and support, empowering her to understand the underlying technology so she could confidently manage the system herself going forward.
The Seamless Experience for Elle and Her Clients
View the simplified workflow that Elle and her clients now experience.
Automated booking & contract process triggered when clients schedule on her website.
Pre-session setup and reminder emails.
Post-session invoicing, project tracking, and request for client reviews.
Automated booking & contract process triggered when clients schedule on her website.
THE RESULTS
Reduced stress and increased peace of mind with sustainable client growth.
Elle couldn’t be happier with her new automated CRM and booking process.
Time reduced by 3 hours of work per client.
Increased capacity by 10%, allowing her to book 4 additional sessions during the busy season.
Increased prices by 12.5%.
Subscription cost savings of $50/month because of my tech stack strategy.
Reduced stress as clients manage themselves through automation.
Increased peace of mind as she can be fully present with her daughter.
