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Episode 14

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Published on:

8th Sep 2022

Audit Your CRM

To get the most out of this episode, make sure you download Audit Your CRM. 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!

If you've been using a CRM for a while, it might be time to audit what you've set up to ensure it's optimized for efficiency in your business! Whether it means reviewing your brand, checking automations, and using each of the features of your CRM, in today's episode, I'm walking you through your own self-paced CRM audit.


[0:29] Audit Your CRM

[01:11] Entered & Updated Branding Elements in Your CRM

[2:03] Email & Calendar Connection

[2:43] Thank You Page Redirect

[3:19] Lead Capture Form & Workflow

[4:06] Email Autoresponders

[4:20] Email Templates

[5:16] Proposal, Contract, Payment

[6:18] Schedulers

[7:06] Workflows & Automations

[8:15] Say Thank You

[8:41] Create To-Do Tasks in Workflows


Looking for ways to automate and elevate your client experience inside your CRM?


I would highly recommend listening to episode 23 of this podcast and then download 4 Workflows Every Photographer 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!

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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