Dubsado Proposal template

In-Person Sales Photography Flow Kit

What is inside the In-Person Sales Photography Flow Kit

In-person sales, mapped from order to delivery. The IPS Flow Kit structures ordering, album proofing, and delivery in Dubsado, so every product order follows the same clear process.

✔ 2 Workflow templates
✔ 3 Form templates
✔ 15 Email templates
✔ 1 Payment Plan
✔ Step-by-step workflow implementation training
✔ Live Chat Support
✔ Commercial License Available

The IPS Flow Kit

In-person sales, mapped from order to delivery.

In-person sales take time to run well. The IPS Flow Kit maps ordering, album proofing, and delivery in Dubsado, with workflows, email templates, and forms already built, so every product order follows the same clear process.

  • A clear ordering process Clients place orders, approve albums, and receive updates in one place.
  • Automation that follows the order Workflows send confirmations, invoices, and delivery details on schedule.
  • Built to sell products A structured IPS process that leads clients toward albums, prints, and wall art.

For photographers who want to…

  • Automate product orders, album proofing, and delivery updates.
  • Spend less time on admin with workflows that are ready to use.
  • Give clients a considered experience from sales session to fulfillment.
  • Start from workflows that are already built and tested.
  • Increase product sales with a process designed around IPS.

The client journey

Every step of the sale, mapped.

Designed to support every phase of your in-person sales process.

  • Gallery delivery Share curated galleries that guide clients toward products, not only digital files.
  • Product education Introduce albums, prints, and wall art with clear next steps.
  • Album proofing Manage design reviews, revisions, and approvals without long email threads.
  • Order confirmation Confirm final selections, quantities, and upgrades with structured approvals.
  • Payment and fulfillment Collect payments, manage invoices, and move orders into production.

Here’s what that looks like in practice.

Why you’ll love it

Designed and done for you.

Cait Potter, a former photographer and Dubsado expert, has helped many photographers structure their in-person sales. The IPS Flow Kit is built from that experience: proven systems for orders, client communication, and product delivery.

  • 145 Hours saved per year
  • $4,014 Dollars saved per year
  • 403,875% Average return on investment

I am loving this guide and would not be where I am in Dubsado so far without it. 

— Megan Clark-Dishno

Your client portal should feel like a clear, organized home base, not a place your clients have to figure out on their own. This ready-to-use form walks your clients through exactly what they’ll find, where to go, and what to do next so your system actually supports them instead of creating confusion.

Free Dubsado client portal guide template

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For use in your own system account. Resale, redistribution, or sharing the templates as standalone products is not permitted.

PersonalCommercial

Limited Personal Use License

PersonalCommercial

For service providers, designers, and consultants. Use the templates in your own account and in your clients’ accounts. Resale and redistribution are not permitted.


Limited Commercial Use License

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Our first piece of software. Answer a guided intake about how your business runs, and Dubsado Alchemy returns a complete, build-ready Workflow Map: every workflow, every trigger, and every email, form, scheduler, and payment plan, drafted and placed in order. Not a template you adapt to fit. Your process, mapped.

Dubsado Alchemy

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About the workflow collection

At Forms & Flows, we design Dubsado workflows with intention. These aren’t just automations. They’re structured systems built to replace scattered processes, guide every stage of your client journey, and create a business that is designed to scale.