Client Experience & Workflow | Beta Testing Application

Trail Guide Beta Test: What You Need to Know

I’m so stoked you’re interested in beta testing one if my upcoming Trail Guides—before they officially launch!

I’m looking for photographers who want to streamline their client experience and workflow—before my new system officially launches!

This is a beta test for photographers who want to elevate their client experience, improve communication, and save hours of work by implementing a plug-and-play workflow system inside their CRM (HoneyBook or Dubsado).

By joining the beta test, you’ll get free early access to this system—but in return, I need full commitment to implementing it and providing feedback within 2 weeks.

This is not just a free resource - it’s an opportunity to be part of something bigger and help shape a tool that will go on to help countless other photographer

As a beta tester, you’ll get:

↠ The Complete Client Experience & Workflow Roadmap, including:

  • A step-by-step framework for managing elopement clients from inquiry to gallery delivery.

  • Strategies for creating a seamless, stress-free experience that keeps clients raving about you.

  • Time-saving automation tips to reduce back-and-forth emails.

↠ The Full Workflow System – Task lists, workflows, and triggers for inquiry, booking, planning, and post-elopement follow-ups.
↠ Pre-Written Email Templates – Ready-to-use emails for every step of your client journey.
↠ Implementation Guide – Step-by-step instructions for setting up the workflow inside HoneyBook or Dubsado.

LET’S TALK ABOUT THE CLIENT WORKFLOW & EXPERIENCE:

.01 The Complete Elopement Client Experience Workflow

From initial inquiry to gallery delivery, this step-by-step system ensures every client touchpoint is organized, stress-free, and optimized for a top-tier experience.

.02 Pre-Written Email Templates (50+ Emails!)

No more second-guessing what to say—these done-for-you email templates keep communication seamless at every stage, from inquiry responses to final gallery delivery.

Available in 3 Brand Voices: Choose the tone that best fits your style!

↠ Warm & Adventurous – Friendly, personal, and heartfelt

↠ Polished & Professional – A high-end, luxury experience

↠ Casual & Fun – Laid-back, engaging, and full of personality

.03 Plug-and-Play Workflow Templates

- CRM Workflow Setup Guide (HoneyBook & Dubsado walkthroughs)
- Pre-Built Workflow Task List (so you never miss a step)
- Customizable Visual Workflow Map (for a big-picture view of your entire process)
- Client Experience Scorecard (audit & optimize your workflow for maximum impact)
- Tricky Situations Email Templates (how to handle refunds, contract changes, reschedules & more)

WHAT YOU’LL NEED TO QUALIFY:

To ensure that this beta test is valuable for both of us, I need you to:

- Have a CRM (HoneyBook or Dubsado) to input the workflow system.
- Implement the full client workflow system inside your CRM.
- Customize the pre-written emails to fit your brand voice.
- Test the system in real-time (or apply it to past/future clients).
- Provide detailed feedback – What worked? What was missing? What was confusing?
- Submit a before & after experience – Did this workflow save you time? Make communication easier?
- Write a testimonial about how the system improved your client experience & workflow.
- (Optional) Share publicly – IG stories, before/after shots, or a behind-the-scenes look at how you implemented it.

WHAT YOU’LL NEED TO DO (2-Week Timeline):

Week 1: Setup & Customization

- Complete Pre-Beta Testing Questionnaire
- Review & customize the pre-written email templates to match your voice.
- Input the workflow system into your CRM (HoneyBook/Dubsado).

Week 2: Testing & Feedback

- Test the workflow in real-time (or apply it to past/future clients).
- Track how it changes your communication & workflow.
- Submit feedback & testimonial.
- Complete Pre-Beta Testing Questionnaire or 10-15 min feedback call to refine the system before launch.

HERE’S HOW THIS GOES DOWN:

Step One:

↠ Fill out the application below and select the area(s) you’re most interested in testing.

Step Two:

↠ If selected, you’ll receive an email with your assigned beta test details & access to the resource.

Step Three:

↠ Implement, test, and provide feedback within the given timeframe.

Step Four:

↠ Submit your insights, and keep the final version of the resource!

STIPULATIONS & COMMITMENT:

This is a structured beta test, not a freebie giveaway.

By applying, you agree to:

  • Review & Implement the workflow thoroughly and submit a testimonial based on its effectiveness, clarity, and ease of use.

  • Provide feedback within 14 days of receiving your Client Experience & Workflow — focusing on content quality, and usability.

  • Complete Pre & Post Beta-Testing Questionnaires.

  • Never share or distribute the template with others.

  • No announcing / sharing until the official post-launch.

  • Tag @basecampcreative.co if posting publicly about your experience after launch.

WANNA CHECK OUT THE OTHER BETA TEST DETAILS?