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Episode 121

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Published on:

11th Dec 2023

3 Mistakes You Can Easily Avoid Inside Your Client Experience

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In today’s episode I am talking about the 3 most common mistakes I am seeing while I am doing my new client experience audits. 

I also shared my goal of booking 20 new clients before the end of 2023 for either a Client Experience Audit or a seat in the CRM Blueprint for Creatives.

If you would like to chat with me about your systems goals for 2024, and determine if a Client Experience Audit or CRM Blueprint for Creatives is a good fit for you, book a FREE 15-minute call with me.  Go to https://coliejames.com/goals and grab a spot while they last!

CRM Blueprint for Creatives
Client Experience Audit


Resources mentioned in this episode:

Listen to Episode 23 and then download my FREE guide 4 Workflows Every Entrepreneur Needs. This guide is the perfect way to implement each of the four workflows discussed in this episode, with additional tips and guidance for each workflow. Grab your FREE copy HERE!

https://coliejames.com/workflows


My Love Your Leads private audio training! Are you providing an experience for your leads that sets an expectation on when they'll hear from you, provides them with tools that will help them easily say yes and book you, while also making them feel seen and heard? In my private audio training, you'll learn how to love your leads and get more booked clients through an automated booking process.

https://coliejames.com/leads

The Business-First Creatives Podcast is brought to you by CRM and Dubsado expert Colie James. Join Colie each week as she discuss how to build a business that brings you joy and a paycheck! From business advice with fellow entrepreneurs to sharing automation tips and tricks, Colie and her guests are sharing industry trends and resources, along with a little bit of sarcasm.

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About the Podcast

Business-First Creatives
A podcast about systems, workflows, and business advice for creative service providers.
Business-First Creatives is a podcast for photographers and creative service providers who want to build a profitable, sustainable business without drowning in admin work, client experience chaos, or systems that let you down.

This show delivers clear, actionable conversations around marketing, CRM workflows, client communication, Dubsado and Honeybook automation, Airtable systems, and workflow strategies, giving photographers and creative entrepreneurs the systems that scale, operational clarity, and strategic, human-first client experiences they need to build streamlined, referral-worthy business operations that don't require working 24/7.
If you're tired of babysitting your inbox, chasing down contracts, or watching your workflows break the moment you look away, this show will help you move beyond "figuring it out as you go" and toward a creative business that brings you joy and a paycheck.

This podcast provides answers to questions like:
How do I automate my client journey without losing the personal touch?
What CRM workflows do photographers and creative businesses need?
How can I use Dubsado or Honeybook to streamline my client experience?
What systems do photographers need to save time and deliver exceptional client experiences?
How do I reduce admin time in my creative service business?
Why do my workflows keep letting me down (and how do I fix them)?
How can I build a profitable creative business that brings me joy and a paycheck?
What's the best way to communicate with clients throughout their journey?
How do I create systems that work even when I'm not babysitting them?
How can I map my client journey to convert more inquiries into bookings?

Hosted by Colie James, a Dubsado Certified Specialist, Honeybook Educator, and Workflow and Automations Guru with 10+ years helping creatives systemize their businesses—this show delivers practical, no-BS guidance for photographers and creative entrepreneurs who are ready to streamline their client journey, automate their operations, and make money from their craft.

If you're done dropping balls and ready to build a business-first creative operation with systems that scale, you're in the right place.

Find out more about Systems in Session ➡️ https://coliejames.com/systems-in-session