DFS CRM — Team Feedback

1Your Daily Workflow

Help us understand what a typical day looks like for you in the CRM.

What's the first thing you do when a new lead comes in?

What do you do most often in the current system (VSCO)?

What takes the most time and could be automated?

2Pipeline Stages

The CRM currently has 9 stages. Tell us if anything is off.

Are these stages right for how you work?

Current stages: Inquiry → Call Scheduled → Call Complete → Proposal Sent → Paid/Booked → Session Done → Delivered → Closed Won → Closed Lost

Yes, these cover everything Mostly, but a couple are missing or wrong No, needs a rethink

Any stages to add, remove, or rename?

3Email Workflows

We're building automated emails that fire when a lead moves to a new stage. Tell us what you need.

Which emails should send automatically? (check all that apply)

Inquiry reply — "Thanks for reaching out, here's what to expect"Fires when a new lead comes in Call confirmation — date, time, what to prepFires when stage moves to Call Scheduled Proposal email — sends the proposal link or PDFFires when stage moves to Proposal Sent Booking confirmation — session details, location, what to wearFires when stage moves to Paid/Booked Session reminder — 24–48hr reminder before the shootFires automatically based on session date Editing update — "Your photos are being edited, here's the timeline"Fires when stage moves to Session Done Delivery email — "Your images are ready" with WetTransfer linkFires when WetTransfer link is added Review request — ask for a Google/LinkedIn review after deliveryFires a few days after delivery Lost follow-up sequence — Day 3, Week 2, Month 1, QuarterAlready built — confirming it's needed

Does Taylor have existing email copy for any of these?

Yes — she has templates for most/all of them Yes — she has some but not all No — we'd need to write them from scratch

Anything specific the emails must include or avoid?

4Proposals

How do proposals work today and what would make them better?

How do you currently send proposals?

Word/Google Doc sent as PDF Through VSCO's proposal tool Just an email with pricing details Other

What should a proposal include?

Pricing / packages Portfolio samples / example shots What's included (# of images, retouching, turnaround) A direct booking / payment link Duane's bio / studio story FAQ (what to wear, location, etc.) Contract / terms built in

Anything else about how proposals should work?

5What VSCO Gets Wrong

The goal is to replace VSCO entirely. What's frustrating or missing?

What are the top 3 things VSCO doesn't do well?

What's the one thing that, if the CRM had it, would make your job noticeably easier?

6Feature Priorities

Tag the features most important to you.

Mark everything that matters to you

Email automation

Proposal builder

Works great on mobile

Calendar view of sessions

Client portal / login

Online booking + payment

Contract e-signing

Revenue & pipeline reports

Quo call/text logging

Gmail inbox sync

Image delivery built-in

LinkedIn lead capture

Shared team notes per lead

Smart follow-up reminders

7Rate the Current CRM

Based on what you've seen so far at dfs-crm.pages.dev

Overall first impression

★ ★ ★ ★ ★

Click to rate

Ease of use

★ ★ ★ ★ ★

Click to rate

Does the pipeline board match how you think about leads?

★ ★ ★ ★ ★

Click to rate

8Anything Else

Open floor — add anything we haven't asked.

Help us build the perfect CRM