Episode 23

full
Published on:

3rd Nov 2022

4 Workflows Every Entrepreneur Needs in Their CRM

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To get the most out of this episode, make sure you download 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

Are you seamlessly serving your clients from inquiry to project completion? If you're using a CRM like Dubsado, you can build workflows that make it easy!

In this episode, I share the four workflows every entrepreneur should create inside their business to automate and streamline their communication and processes. For each workflow I give suggestions for what assets to include and whether they should be automated or customized. With these workflows you could save an average of 6-10 hours per client, what you do with the time is up to you!

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.

Review the full show notes and transcript at https://coliejames.com/episode-023

Mentioned in this Episode
CRM Blueprint
VIP Services
Dubsado

Ready to jump into Dubsado? You can get 30% off your first payment (year or month) using the code COLIEJAMES 


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About the Podcast

Business-First Creatives

Every creative deserves to turn their craft into a business that brings them joy and profit. Here you'll find a no-BS approach to what it takes to put the business first, prioritizing the systems and strategies that will actually move the needle and ensure your creative business is profitable rather than an expensive side-hustle. Your host is Colie James, a Disney-loving family photographer, and filmmaker turned Workflow and Automations Guru who helps creative service providers automate their sh*t, reclaim their time and get back to living!