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Annemie Tonkin
I think we can all relate to that closet that has just gotten completely out of hand in our house, right? At first you start out and you're like quickly putting clothes away one day after you do laundry and you don't, you know, quite put things where they're supposed to go. So, you know, there are a couple of things out of place. Then there's that sweater that needs to go to the dry cleaner or a jacket that you meant to return and you kind of shove them in the back. And then there's that camera bag that you might use again someday. It's not your primary one, but you're not quite ready to part with it. Anyway, fast forward a few months or a year and suddenly that closet is an avalanche. Every time that you try to open the door right, it feels stressful. You're shoving stuff in, you're closing it fast and you're promising yourself that you're going to get around to dealing with this at some point. And then one day you get to a place where you need something that's in that closet and it's all the way in the back and you basically have to deconstruct the car closet in order to find that thing. It takes way more time, whatever, and you're like, that's it. Running a business without solid systems feels exactly like that. It feels like the closet that is just overflowing and maybe you can sort of manage it. And then at some point you hit that breaking point. At first there's, you know, one or two manual tasks that you're doing. A client email here, an invoice there, but before you know it, you're spending more time managing the mess than you are actually doing the work that you love. And the worst part is, you know, something needs to change. But figuring out what to keep, what to toss, how to Marie Kondo that mess can feel really overwhelming. That is why today's episode is all about systems. Not the flashy kind that promise to, you know, automate your entire life, but the kind that actually help you run your business in a sustained, sustainable, client, friendly, human way. And to walk us through that, I am talking with Melissa Rich, a former photographer turned system strategist who knows firsthand how the right automations can free up hours of time without making your business feel robotic. So whether your business closet needs a quick tidy up or a full on overhaul, this conversation is going to help you see how small systems can make a big, big difference. Let's get into it. Welcome to this can't be that hard My name is Annemie Tonkin and I help photographers run profitable, sustainable businesses that they love. Each week on the podcast, I cover simple, actionable strategies and systems that photographers at every level of experience can use to earn more money in a more sustainable way. Running a photography business doesn't have to be that hard. You can do it and I can show you how to welcome to this Can't Be that Hard. I'm super excited to have you on the show today. How are you?
Melissa Rich
I am so well and I'm so excited to be here. Thank you so much for having me. Oh my gosh.
Annemie Tonkin
Oh no. This, as I was saying before, I feel like when you reached out and you were talking about what you, what we're going to be talking about today, I was like, yes, yes, yes. Like just nodding my head along because this is basically my 100% jam. And I feel like everybody here has heard me talk about this a million times. I always appreciate having some outside support and, and other people's perspective on this. So before we dive in to all things systems and automation, talk or tell us a little bit about who you are, your backstory in the photography industry and kind of what you're doing these days.
Melissa Rich
Sure. So present view. I am a systems and workflow consultant. Right. So I help photographers and creatives get their back end of their business sorted out in their CRM, their project management tool, and other pieces. Right. I have been previously a wedding photographer with my husband for the last 16 years. So we did the side hustle thing while we were working full time jobs and then went full time and got super overwhelmed. Right, Right. And honestly, when we started our business, I didn't even know how to shoot. I was just running the back end of the business. I had to teach myself how to shoot. Right. And so the pandemic hit. We had a wedding photography business and a corporate event photography business and it just knocked us out, to be honest with you.
Annemie Tonkin
Yeah.
Melissa Rich
And so in my previous, previous life, I had worked for a large healthcare IT company on the process improvement team. Right.
Annemie Tonkin
Yeah.
Melissa Rich
So that's where I fell in love with like sticky notes and workflows and all of those amazing things. And so the pandemic hit and I started doing work as a VA and I was like, man, I really love being in the back end again and creating these systems and making life easier for my clients. And so that's how my business was born. So here we are, what, like five years later, right?
Annemie Tonkin
Yeah.
Melissa Rich
And that's what I get to do full time. I Get to help small business owners enjoy their business again by making the back end, the thing that nobody wants to do, easier and more fulfilling. And it's just. I love it. It's so nerdy, but I love it.
Annemie Tonkin
Okay, well, I'm gonna take a quick detour and ask a little bit about. So when was the last time you were working in the, the IT industry? Since there was, you know, obviously there was many years of photographing and all that sort of stuff.
Melissa Rich
Oh my gosh. I left my full time job in October of 2014.
Annemie Tonkin
Okay.
Melissa Rich
Okay.
Annemie Tonkin
So, yeah, well, no, the reason that I ask that is that I imagine that between then and when you started working as a VA and even, I mean, I guess you were watching this. So sort of from a user perspective in the, you know, during your photography business. But tell me a little bit about what has changed from 2014 to now in terms of what's available. Oh my gosh. On the, on the systems side of things.
Melissa Rich
Oh my gosh. The accessibility, I feel like, and the variety of platforms, if you will. Our first CRM was an Excel sheet right after we moved from the graph on the wall, you know what I mean? We moved to an Excel sheet and then we moved to Studio Ninja, which didn't connect anything. Right, right. And so now platforms, you can access them from your phone, you can do anything from your phone that you could have done and that I had to do from that desktop app right there. The automation factor has just increased substantially. The user experience, the things that you can do in a CRM now to like branded it, make it user friendly and like make it feel like it's part of your website and that overall experience. And the customization factor. Yeah, like the customizations are just that, that in itself the automations don't feel robotic anymore, they don't feel cold and like it's an automation, you can really personalize it and judge it up so that it's like, wow, that feels like it's actually an email that she sat down and wrote and not just an automated thing, you know?
Annemie Tonkin
Yeah. When I first got a CRM I started out with Tave, which at the time, and I think it was actually right around 2014. I'm pretty sure it was 2014. And I didn't know anything about CRM, so I didn't know what was possible. I remember reading in their documentation about automation and just being like, that's for somebody who's more tech savvy than me. So I really wasn't doing much with automations and it was funny later, as I became not only more comfortable, but, like, addicted to those kinds of things and figuring out how I could create, you know, an automated process where I once had to push the button. I remember looking back and being like, oh, so many things that I just wasn't even willing to look at. But I think that the. You like the user interface on all that stuff has just gotten so much easier, cleaner, better. Tave was very much. And I haven't seen it recently. I haven't seen the back end, but it was. It was kind of a developer's CRM. Like, you really. It had tons of power, but you had to know how to.
Melissa Rich
Yes.
Annemie Tonkin
Control that.
Melissa Rich
Right. I feel like there are so many platforms now that you can hop in and within an hour you can get something sent out if you need to or set up or that kind of thing. Tave. So, admittedly, because I loved the back end of the business, I platform hopped, which I do not recommend. Right, right. But like, every two years, oh, let's try this, let's try this, let's try this.
Annemie Tonkin
Yeah.
Melissa Rich
I loved Tave, like, in the. I think that you would be. I was in it a couple of weeks ago, to be honest with you. It's still one of my favorites. But the. That interface, that smoothness, that we're going to make it as easy as we can for you to get up and running.
Annemie Tonkin
Right.
Melissa Rich
I love. I think that that's so smart.
Annemie Tonkin
Yeah. So good. Okay, that was a sidetrack. So let's talk a little bit about, you know, now that I know the back backstory, because I didn't know the IT part. I would love to hear a little bit about when you got into doing the VA thing and everything else. What was it that made you decide? I'm going to go specifically in on systems consulting.
Melissa Rich
I loved the ease that it could bring to people. And so I am an oldest daughter. I am a millennial. I am a people pleaser, recovery and perfectionist, type A. All of those things that you hear about that. That is me. Hello. Yeah. And so I've always just wanted to help make people's lives better. Right. And so for a long time, I thought that meant working in a nonprofit, but the more that I did the VA work, the more that I was like, no, these beautiful creative mind. Minds don't know how to function like this. And I can live in both worlds. My husband taught me that. He. His. His creative brain on me is just like, you know what I mean? He taught me how to work with Anybody. And so. But his brain didn't know how to work in systems. And so helping him and helping us get our business to the point where it was. That it was running smoothly so we could enjoy life and focus on the things we wanted to. I could replicate that with my clients. Yeah, right. And we could make that easier. And I could take this big, like. I call it like, a big bowl of wet spaghetti noodles. It's just all tangled up. You know what I mean? So often that's how business owners feel that systems are, and I take them and I string them out and lay them out in a nice, neat order so it actually looks like something and functions, and that makes their lives easier. As a result, they are able to do more and run their dream business and, like, live their dang life, which is what we all want to do. We don't set out to, like, we don't start photography businesses because we want to run a business. We start photography businesses because we want to take pictures ultimately. And it lets them. It lets them do that. It lets me take their beautiful creative creativeness and scale it for them so they can grow the way they want to. And there's just something so beautiful about helping other people reach their dreams that I just love. I know that sounds corny.
Annemie Tonkin
Nope. It sounds highly relatable. Corny though it may be. I feel the same way. And that's amazing. Okay, so I love this visual of the bowl of spaghetti because it totally feels like that sometimes there's just this, like, nest of things, and you have no idea how you're gonna disentangle everything. So I imagine that you have kind of a framework, a system that you start with. What do we start with? Like, what are the core systems that you feel like every photographer needs to have in place?
Melissa Rich
Oh, my gosh. Well, at it. At its core, I feel like every photographer needs to have an autoresponder turned on, and that sounds. I say autoresponder, and people are like, oh, that sounds cold and robotic and ugly and not nice. You know what I mean? I want to be personal, and I want to be high touch, and I want them to know that it's actually me. Right. But also in the photography industry, especially for wedding photographers or engagement photographers or proposal photographers, right. You have to get back to your client, and you have to get back to them fast. And you don't want to be attached to your phone. Like, you don't want to be sitting at your kid's soccer game on your phone replying to a client when a Lead comes in, you know what I mean? You just, that's not how you want to live your life, I'm assuming anyway. And so, so that autoresponder, it goes out as soon as they fill out your lead capture form. And it doesn't have to be anything more than, hey, I'm so excited your message came through. I'm checking my calendar, I'll get back to you within 24 hours, 48 hours, whatever, let's connect here. Maybe it's Instagram, maybe it's somewhere else, you know what I mean? Two sentences. It's the easiest thing to set up, but it makes such a big difference because then it gets you back in your client's inbox while they are hot and excited and so ready to work with you, you know what I mean? And then that gives them another touch point of how to find you as well too. So I love doing that autoresponder and it's easy to set up. Like, even, even if you're building a workflow and that's the only thing you have in that workflow that's automated and nothing else lives there. That is something. And you are doing better than you were before because you're increasing the odds that that client's gonna book you. You're getting back to them quicker and that's gonna help you and keep them excited as well too.
Annemie Tonkin
Yeah, yeah, for sure. And it, it really is, you know, I think that for a long time, hopefully this is going away, but I think for a long time there were photographers who viewed responding too fast as like seeming too eager, seeming too available, whatever. And I, you know, this is not dating. We are not playing mind games. Somebody reaches out to you because they are actively looking for a solution to whatever their specific problem is or, you know, whatever their photography need is. And that quick response and sort of letting them know that their form came through and that you're on it is, it's just good customer service and it sort of sets the expectation that you're going to be quick to respond, which is a good thing.
Melissa Rich
It really is. And honestly, like as a user, I mean, I personally have sent inquiry forms in and then gotten nothing back. And it's like, did that actually go through? Do I need to email them? You know what I mean? And there's no worse feeling than that as the client. So like start that client experience like you said, set that expectation from the very get go and that's going to set you up for more success down the long run, in the long run. So I Love that love, love, love that autoresponder. Plus, here's the thing, we talked about this a little bit earlier. It doesn't have to sound robotic, it doesn't have to sound automated. Like the key to making any automation feel like you and feel human is writing it like you would talk to somebody.
Annemie Tonkin
Sure.
Melissa Rich
You know, don't just send a hey, I got your message. Thanks. Email that sounds robotic, right? Oh my gosh, I'm so excited you, you reached up, you know what I mean?
Annemie Tonkin
Yeah.
Melissa Rich
Write the email how you would talk to somebody in person and that's going to feel like that genuine connection that you want to create.
Annemie Tonkin
Amazing. Okay, so lead magnet or lead management. Not magnet is sort of that first spaghetti strand that we pull out of the bowl.
Melissa Rich
Yes.
Annemie Tonkin
What comes next?
Melissa Rich
I love a pre session email. Right. And again, even if this is the only email that you have set up in a workflow, it's going to make a world of difference for you. Send it out a week, a few days, whatever feels good to you before your session. But in this email, you want to prep your client for their session, what they can expect. Right. And I'm not saying it has to include all the things. Right. It can be as simple as, hey Annemi, I'm so excited to see you on Friday at 6pm here's where we're starting. Bring these things. Right. You also though can add to it, right? Like add a prep guide, what to expect, how to prepare your kids, maybe bring some snacks. We're gonna start here and then walk around as much detail as you want to, but it sets the expectation for your client. And honestly, like, I love having phone calls with clients too. It doesn't always soak in verbally, you.
Annemie Tonkin
Know what I mean?
Melissa Rich
So like using this email to set those expectations of what they're going to experience while they're with you and what they need to bring and how to prepare it just makes your job easier and it helps set the session up for more success. It helps them have a better experience with you as well too. You know what I mean?
Annemie Tonkin
Yeah.
Melissa Rich
Every photographer is different, right. And there are some that are like, bring all the props and if that's your thing, put that in the email. If other people are like, I hate props, put that in your email. That way they're not bringing the whole trunk full of props with them, you know what I mean? But this is just really like, I want you to have a successful session, you as the client. Right. I need to make sure that I do my job well here's what I need you to know so that both of those things can happen. That's all that that email is.
Annemie Tonkin
Yeah, yeah, I'm a big fan of breaking. You know, obviously a lot of people have prep guides that they send out as soon as somebody books, but let's say that that's a month or two before you actually work with them. Or if you're a wedding photographer, that could be a year, you know, in advance. So I feel like that client communication system, obviously there's like the reminder email a couple of days before the session itself, but like you can take an entire prep guide and break it up into little, you know, emails that go out every couple of weeks being like, hey, just wanted to check in here. You know, today's topic is whatever. And it, again, it's just a touch point. It helps maintain that excitement that they felt when they first booked with you. So it ends up not only having your client show up better prepared, but also feeling more connected to you. So I love that.
Melissa Rich
Absolutely. For sure. And again, it doesn't have to be complicated. It. It doesn't have to be over the top. Like, it does not. One big misconception that a lot of photographers think have about systems is that it has to be perfect in this big, beautiful thing from the get go. This is just one thing that you can do that's simple, that will take you an hour tops. Let's be realistic to put into place to just really make your life easier and make your clients experience better.
Annemie Tonkin
Yeah. And it can grow and expand. You can. You know, I know that you said in the beginning you're a perfectionist, and I tend to be that as well. So I can get caught like deer in the headlights with the. Well, if I don't have the whole thing set up, then it's not worth, you know, kind of getting it going. I have retrained my brain on that because it is true. You start with one thing and then you start to see like, oh, I think this would, it would work even better if I added in this, you know, the second thing or this third thing.
Melissa Rich
Oh, my gosh, absolutely. Start with what you've got.
Annemie Tonkin
I always like to say, yeah, yeah. Okay. So in terms of the systems themselves, we talked about lead management, we've talked about client communication. Anything else that you're like, this is one of the basics, one of the core systems that people need.
Melissa Rich
Let's talk about a scheduling tool for a minute if we can.
Annemie Tonkin
Yes, please.
Melissa Rich
So this is one, believe it or not, this is one of the features tools that I get the biggest pushback on when it comes to talking with clients. They could be, I work with all kinds of creatives. Right. So it could be a photographer, it could be, I work with a link who makes cat toys and she also pushes back on the scheduler. Right. So it's not a photographer thing only, but you got, it makes your, it makes your life so much easier. Are you kidding? And let's again, let's talk about the client experience. When you go to book an appointment with somebody, how frustrated do you get that you can't do it online or that you can't just do it in a one, two click? Right, Right. Not bad example, but an example. I'm my therapist, I have to schedule manually with her. There's not an online calendar. And every time I'm like, this is so frustrating. Why is this not an online thing? Right. And so incorporating the scheduler, it does a couple of things right. It increases that client experience. Using a scheduler does not make it cold or a weird experience for your clients. If anything, it's decreasing the amount of time that it takes to going to take for them to schedule that appointment. And that uncertainty and that what if we can't make it work and what if, you know what I mean, all of those things that happen, right?
Annemie Tonkin
Yeah. Reducing friction at every possible turn. If somebody wants to call and like compare calendars verbally with you, you know, maybe have that available. But if somebody doesn't want to and just wants to see if you're available on the Saturday that their family's going to be in town.
Melissa Rich
Right, Exactly. I mean, and honestly, it takes a minimum of what, at least four emails to schedule a meeting. You figure that's fin to 10 minutes writing each email, depending on what goes into it. Right. You have to send the availability and ask for the meeting, then you're waiting and then the client has to say, no, I'm not available, then I'm available here. And you're like, okay, well maybe we can make that, you know what I mean? Like, it's just.
Annemie Tonkin
Yeah.
Melissa Rich
So a lot of people push back on that and they push back on that because. But I don't want them to have access to my calendar and I don't know when I'm going to be available and but what about my kids soccer game and things changing? Blah, blah, blah, blah, blah blah. Life happens. Absolutely. And I'm not saying it's a perfect solution, but by using a calendar, you're making your life easier because then it's all automated, which reduces the risk of human error. Let's talk about that for a minute. Right? Which means you're not going to mess up or double book because your calendar system is preventing that from happening.
Annemie Tonkin
Right? So let's just have address the, the meta conversation that I imagine is happening in your mind behind this as well. So you, when I am, you know, we decided that you were coming on the show. I sent you a calendar link for you to find a spot and book it. And you booked a time with me yesterday and then the day before I looked at my calendar and was like, oh, I can't guarantee that I'm going to be at my desk and ready because I had a doctor appointment like in the time slot right before that. So that's a perfect example of. So I just to finish that, I reached out to you said like, hey, is there any way that you can push by 30 minutes or maybe we can shift by a day? So here we are. But the, the point is like, yeah, I had put the doctor appointment on my calendar. I hadn't put enough padding or margin in there because a doctor appointment is an unusual thing in my scout in my calendar. But it still got all of the steps taken care of. You had the link for the meeting, you had all of the like automated pre, you know, like prep emails about, like, make sure you have this kind of microphone and et cetera, et cetera. You had all that stuff. All we needed to do was me reach out and be like, hey, sorry about that little error on the calendar. Let's move. No big deal. But it takes so much of the work away, right?
Melissa Rich
It really does. And it makes you human as well too, you know what I mean? Like, I didn't care at all that we had to reschedule. I was like, wow, okay, we can do that. Yeah, absolutely. That's not. Your client's not going to care either if you're trying to serve them better and easier and like you said, right, reduce that friction. Some photographers, like, I, it depends on their amount, the amount of automation that they want. I always encourage you to use a scheduler for meetings. Right. Consultations, that kind of thing. Some photographers like to go so far as to use it for scheduling sessions, which honestly I also love because again, that makes it so much easier. There's no back and forth or anything like that. And then it kicks off that automation, those reminders, everything seamlessly for you. It just such a. Such a big thing, like such a, such a necessary tool that I understand can be scary But I think the risk outweighs the scare factor or the.
Annemie Tonkin
Reward outweighs the scare factor, the benefit. Yeah, totally. So when somebody is new to systems and they set things up, inevitably, invariably they are going to set things up that I'm not going to say they're wrong, but they may be able to be improved in the future or they may decide to, like, change things up. How do you recommend that somebody who maybe has some systems, I mean, we all have some kind of system, even if it's a really messy system, how does one go about evaluating whether their current systems are kind of helping them, hurting them, not serving them to their full potential?
Melissa Rich
Oh my gosh, I love this question. And I feel it in my soul because a few weeks ago I actually went through and did the same thing on my own systems, right? So this is a recent thing for me to do in my business as well. Seal. So, first of all, you want to look to see where there's friction, right? Where are clients not getting things done that you need them to get done? Where are you having to go in and consistently manually update things? Right. Is there an email that you constantly skip over and then write it manually? Is there a link that you constantly have to update that kind of thing? Right. Make a list of that and write that down. That's the first thing you need to update. But also something that we don't talk about enough, I feel like, is going to be the KPIs that are attached to your systems, right? The key performance indicators. This is going to come in handy especially for your inquiry workflows, right? Are leads responding to your first email? Are they booking a call on that first email? Are they responding to that second? Are they not? If leads aren't responding to that first email, that's a sign that you might need to go back in and update that email and tweak it and update that part of your system, right? You need to look to see what's working and what's not, where the friction is, if clients still have questions or honestly, what's taking up the most amount of your time, you're consistently having to redo, right? That's the key. And then you take that one step at a time and you update those pieces one step at a time, right? I worked with a wedding photographer last week and we had previously done her systems and we were doing some updates, right? And she was like, well, I'm having these quick turnaround weddings that my big wedding workflow just doesn't work for. I was like, okay, she's like, I. She's like, I found that I'm skipping this email. And this doesn't pertain. And that doesn't pertain. And so it's just adding more manual work on the back end. And so we created a workflow specifically for wedding clients who book in under two months. Right. Big difference from the wedding clients who book in a year.
Annemie Tonkin
Yeah.
Melissa Rich
But it takes paying attention and knowing this isn't working for this specific client, maybe I need to set up this own thing over here to figure out what you need to update and everything like that. And then it's just piece by piece. Like, piece by piece.
Annemie Tonkin
Yeah. And I feel like having those CEO days where you're like, I am not going to edit any photos, I am not going to write any client emails unless I am writing a template. You know, a client email template. Those days can be so powerful. And honestly, one of the big reasons that I am such an advocate for kind of getting away from running your business in an Excel spreadsheet or, you know, oh, well, I've got a really robust checklist that I use and that that works fine for me. It's not that I don't think those things can work, but what those things don't do is give you easy access to data about how things are working. And you're absolutely right. Like, if you can look at your CRM and see that most people book after your third email or, you know, or most people who ghost, ghost, you know, because of X, Y and Z, or.
Melissa Rich
Right.
Annemie Tonkin
Whatever the case may be, being able to look specifically at where those things are happening means that you can improve that or you can take something out beforehand. You can react with actual intention as opposed to just guessing what might be getting people stuck.
Melissa Rich
Oh, my gosh, Absolutely. In my own business, I had a place recently where I realized my clients were getting stuck. And I was like, dang, Melissa, you're the systems person. This is not good. Right. That people are getting stuck in your system. And so I had to go back and revamp everything and change. Not everything, but like, revamp that specific system spot because it was creating a frustrating point for my clients and I want it to be easy to work with me. Like, the same thing is true for photographers. Where are your clients getting stuck? If it's figuring out outfits, okay, what can we do to help them figure it out out outfits? What can we do so that their kids show up happy? What can we do to help prepare them for this? You know what I mean? Like, it's just increasing and upping that client experience, but also at the same time making your life easier because your job is going to be easier on the flip side.
Annemie Tonkin
Yeah, totally. So knowing what I now know about your background in systems and then the fact that you're working with your husband in your photography business and of course I know that you were slash are a simple sales user, I'm dying to hear how a systems person, like a legit, well trained systems person. First of all, I'm honored that you, you know, signed up for the course and like decided to implement that. But I would love to hear sort of your systems take on simple sales.
Melissa Rich
I loved it, to be honest with you. And it was, and it was because like, here's the thing. We as photographers, we went full time, which means we need to make more money, right? How do you do that? Well, you sell things to your clients, right? Okay, to be honest with you, I am not a salesperson. It makes me super uncomfortable saying even as a photographer saying prices out loud to my clients, I was looking at going to be this much money to invest in your wedding day. You know what I mean? And so then the idea of trying to sell them more after the fact, I was like, oh my God, I can't do this. I just need somebody to teach me how to do this because I don't know, okay, I don't know what to say because I'm awkward and like I can set the automations up. That's the easy part. Right? But it's the how do I do this? What do I say? Right? And so I loved it because you told me exactly what to say and when to say it and it worked. Okay. Not that I doubted the system or you, but like I doubted myself. And yeah, as I talked to photographers, I talked to a photographer in the second year of business the other day and she was like, I was like. We were talking about her systems and what she wanted to do and I was like, are you doing ips? She's like, what's ips? I said, oh, it's in person sales. She goes, oh, like selling prints? I said yes. She goes, I have no idea how to do that, but I wish I could because I need to make more money. Oh, okay, Katie, let's go down this path. Right? Yeah, you just don't know. And simply simple sales teaches you how to do that. But there's also like the mindset work that you include as well too, that is so important and made such a big difference. And then there's just the implementation. You made It, Step one, step two, step three. I was like, okay, I can do this. You know, I can. I can do this. Right, Exactly. And like, like, to be honest, I've worked with photographers who have bought simple sales, and they're like, I bought this because I know that I need it. I was like, do you want some help setting it up? Yes, please. You know. You know what I mean?
Annemie Tonkin
Right.
Melissa Rich
And so it makes the biggest difference. It made. You made us so much money. Let me just say that. You made us so much money. I like, I tell everybody about it if they haven't used it, because it's just incredible. And I'm not just saying that because I'm here. Right. Like, let's say that I'm saying that because it actually worked for my business and you made it easy. Easy and clear, and I would buy it. It was the best investment, honestly. Well, thanks.
Annemie Tonkin
Yeah. I mean, that's obviously, it's amazing to hear, and I always love hearing about artists making more money, but I do think that there is that intersection of like, okay, so here's some words you can say, emails you can send, you know, the way that you break down the pricing and the this, that, and the other. But it is also the systematic element of it where you are dripping things out piece by piece, or you're not, you know, overwhelming your potential client with too much information to begin with. You're giving them enough so that they can decide whether they want to take that next step and reach out or have a conversation or whatever.
Melissa Rich
Right. And honestly, after implementing simple sales like that helped us in our. In all of that aspect. But it also helped me be a better educator and salesperson from the time a client booked, you know what I mean? Until all of those things started coming into play. Right. When we did wedding consultations and portrait consultations, it helped me get a better idea of what to say and how to educate my clients in those scenarios as well, too, so that they were then ready for the whole process. So, love.
Annemie Tonkin
So good. So let everybody know where they can connect with you, where they can learn more. I know you have. I'd love for you to talk a little bit about some of the services that you provide for photographers.
Melissa Rich
Absolutely. So you can find me. I'm Melissa at Virtually Done Systems. I know it's a mouthful, so it will be in the show notes. My website is virtually done systems.com and my Instagram is Virtually Done Systems. We tried to find an abbreviation and it just didn't work well. So. So here we are.
Annemie Tonkin
I also Have a long business name. So I understand.
Melissa Rich
So I'm all of those places in terms of how we can work together. We can work together in a couple of different ways. I do a done for you CRM setup, which is essentially me coming in, you dreaming big and saying, here's what I want to do with my life and with my client experience. And then I do the heavy lifting to bring it to life. Right. Just like Katie, if you don't know how to do ips, I build that in for you. It's, it's. I love it.
Annemie Tonkin
So quick question about that. Do you specifically work with one or two CRMs or are you kind of a. I use them all.
Melissa Rich
Well, you see. So the great thing about having platform jumped when I say when I was a kid, but when I was a wedding photographer. Right. I've got experience running a business in almost all of them except for the brand, brand new ones. Right.
Annemie Tonkin
Yeah. Amazing.
Melissa Rich
So if you come to me and say, I need to set up in Tave, I'm your girl, because, hello, I can do that. Right. So I love working in Tave, 17 Hats, Dubsado, Honeybook, Sprout Studio. I've done a couple of Pixify setups. Like, nice. I have a really nerdy Excel spreadsheet that I use for all of them. Right, of course.
Annemie Tonkin
Very cool. Okay. Because I feel like a lot of people who do systems are sort of like, this is the one that I work in or I specialize in. So that's great that you've got that flexibility. And then I know that you had a resource for people.
Melissa Rich
Yes.
Annemie Tonkin
Tell us a little bit about that.
Melissa Rich
I have the Quick Win Automation guide for listeners. And essentially it's going to take everything that we talked about today and give you the email verbiage, the template, the trigger, the timing to take that and build it into your own CRM. So if you're not sure how to set up an autoresponder, it's going to say, here are the words you need to use, here's when you need to set it up. Here are the things like, here's how to set up a workflow, or how to like the things to look for in your CRM so you can bring this to life. Here's how to implement a scheduler, here's how to do all these things. Here's the words. Right. So I wanted to really make what we talked about today seem feasible, you know what I mean? Because I hate, I hate it when people are like, oh, you just do this and this and this and then you're done.
Annemie Tonkin
But then you have no idea how to do this and this and this. Yeah.
Melissa Rich
So this guide essentially takes everything we talked about today, and it helps you bring it to life in your business so that you can actually do the dang thing and not just sit there and think about it or cry over it or whatever that looks like.
Annemie Tonkin
Done is better than perfect, but well done is the best of all.
Melissa Rich
So. Exactly.
Annemie Tonkin
So good.
Melissa Rich
I love that.
Annemie Tonkin
Well, Melissa, thank you so much for coming on the show. It has been a pleasure chatting with you. I hope you have a great day.
Melissa Rich
Thank you so much. And thank you you so much for having me. This has been, like, awesome.
Annemie Tonkin
My pleasure. That's it for this week's episode of this can't be that hard. I'll be back same time, same place next week. If you like the show, be sure to check out thiscan'tbethard.com to explore all the resources we have for photographers. And of course, it would mean the world to me if you would leave a review of the show on itunes or Spotify. As always, thanks so much for joining me. I hope you have a fantastic week weekend.
Episode 329: 4 Time-Saving Automations for Photographers with Melissa Rich
In Episode 329 of This Can't Be That Hard, host Annemie Tonken delves into the world of business systems and automations tailored specifically for photographers. Joining her is Melissa Rich, a former wedding photographer who transitioned into a systems and workflow consultant. Together, they explore practical strategies to help photographers streamline their operations, save time, and enhance client experiences without making their businesses feel impersonal or robotic.
Annemie Tonken opens the episode with a relatable analogy comparing an unmanaged business to an overflowing closet. She describes how, without proper organization, small tasks accumulate into a daunting mess:
"Running a business without solid systems feels exactly like that closet that is just overflowing and maybe you can sort of manage it. And then at some point you hit that breaking point."
— Annemie Tonken [00:00]
This sets the stage for the episode's focus on implementing effective systems to prevent business chaos and maintain the joy of photography.
Melissa Rich introduces herself as a systems and workflow consultant dedicated to helping photographers and creatives optimize their backend operations, including CRM and project management tools. Drawing from her 16-year experience as a wedding photographer alongside her husband, Melissa shares how the pressures of running a full-time photography business led her to seek more efficient systems.
"I started doing work as a VA and I was like, man, I really love being in the back end again and creating these systems and making life easier for my clients. And so that's how my business was born."
— Melissa Rich [04:14]
Annemie and Melissa discuss the significant advancements in Customer Relationship Management (CRM) systems over the past decade. Melissa highlights the transformation from basic tools like Excel sheets and Studio Ninja to more sophisticated platforms that offer extensive automation, customization, and user-friendly interfaces accessible via smartphones.
"The automation factor has just increased substantially. The user experience, the things that you can do in a CRM now to like brand it, make it user-friendly and make it feel like it's part of your website."
— Melissa Rich [06:53]
Annemie echoes these sentiments, reflecting on her early experiences with CRMs like Tave and how user interfaces have become more intuitive and less developer-centric.
"You can hop in and within an hour you can get something sent out if you need to or set up or that kind of thing."
— Melissa Rich [08:16]
Melissa outlines four essential automations that can save photographers significant time and enhance client interactions:
Autoresponders are crucial for promptly acknowledging client inquiries. Melissa emphasizes that a well-crafted autoresponder can set expectations and keep clients engaged without appearing robotic.
"This autoresponder, it goes out as soon as they fill out your lead capture form. It doesn't have to be anything more than, 'Hey, I'm so excited your message came through. I'm checking my calendar, I'll get back to you within 24 hours.'"
— Melissa Rich [11:15]
Annemie adds that early responses demonstrate good customer service and maintain client enthusiasm.
"This quick response... sets the expectation that you're going to be quick to respond, which is a good thing."
— Annemie Tonken [13:37]
Pre-session emails prepare clients for upcoming photography sessions, ensuring they know what to expect and how to prepare. These emails can include logistics, attire suggestions, and any necessary preparations to enhance the session's success.
"Send it out a week, a few days, whatever feels good to you before your session. But in this email, you want to prep your client for their session, what they can expect."
— Melissa Rich [14:44]
Annemie highlights the benefit of breaking down comprehensive prep guides into a series of reminder emails to maintain client excitement and preparedness.
"You can take an entire prep guide and break it up into little emails that go out every couple of weeks... it helps maintain that excitement."
— Annemie Tonken [16:23]
Automated scheduling tools streamline the booking process, reducing the back-and-forth typically involved in setting appointments. Melissa points out that these tools not only save time but also enhance the client experience by offering convenience and reliability.
"It increases that client experience. Using a scheduler does not make it cold or a weird experience for your clients. If anything, it's decreasing the amount of time that it takes to go to take for them to schedule that appointment."
— Melissa Rich [19:51]
Annemie shares her personal experience with scheduling tools, noting how they minimize administrative errors and free up more time to focus on creative work.
"It takes so much of the work away."
— Melissa Rich [22:20]
Melissa advises photographers to regularly assess their existing systems by identifying pain points and monitoring key performance indicators (KPIs). This ongoing evaluation ensures that systems remain effective and evolve with the business's needs.
"Look to see where there's friction... Make a list of that and write that down. That's the first thing you need to update."
— Melissa Rich [23:56]
Annemie emphasizes the importance of dedicating time (referred to as “CEO days”) to refine systems, ensuring they serve both the photographer and their clients effectively.
"These days can be so powerful... being able to look specifically at where those things are happening means that you can improve that."
— Annemie Tonken [26:10]
Melissa shares her transformative experience with Annemie’s Simple Sales course, which helped her overcome discomfort with sales conversations and implement effective, automated sales strategies.
"I bought this because I know that I need it... It worked. I was like, okay, I can do this."
— Melissa Rich [28:45]
She underscores the course's impact on her ability to communicate value to clients and increase revenue without feeling awkward or pushy.
"It made you so much money."
— Melissa Rich [30:42]
Melissa elaborates on the services provided by her company, Virtually Done Systems. These include:
"My website is virtuallydonesystems.com and my Instagram is Virtually Done Systems."
— Melissa Rich [32:29]
To assist listeners in applying the episode's insights, Melissa offers the Quick Win Automation Guide, which provides actionable steps and templates based on their discussion. This guide aims to demystify the setup process, enabling photographers to implement effective systems with confidence.
"This guide essentially takes everything we talked about today, and it helps you bring it to life in your business so that you can actually do the dang thing."
— Melissa Rich [34:13]
Annemie wraps up the episode by encouraging listeners to explore additional resources on the podcast website and to leave reviews to support the show’s growth.
"If you like the show, be sure to check out thiscan'tbethard.com to explore all the resources we have for photographers."
— Annemie Tonken [35:15]
By integrating these systems and automations, photographers can transform their businesses, reclaiming time to focus on their passion for photography while ensuring their operations run smoothly and efficiently. Melissa Rich’s insights provide a clear roadmap for achieving a sustainable and profitable photography business that aligns with creative aspirations.