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Episode 15

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Published on:

15th Sep 2022

Dubsado Case Study with Alison Brett

How much more profitable could your business be if you simply put in the effort to build out solid workflows and systems inside your CRM? As a Certified Dubsado Expert, I'm a believer in the power that a CRM like Dubsado can have in impacting your business' bottom line. In today's episode, Allison Brett joins us to share how working together through both my blueprint course and a VIP day has impacted her own businesses! Listen in as she shares her experience in switching CRM platforms and how she's able to complete her workday by 1 PM each day thanks to work of Dubsado.

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.

[:57] Meet Allison

[1:30] Allison on Dubsado

[1:44] Challenges with Previous CRM

[3:06] Allison's Experience Doing Her Own Dubsado Experience

[3:53] CRM Blueprint Course

[4:31] Dubsado VIP Days

[7:41] Changes Made Since the VIP Day

[9:56] Automation for Free Time

[10:49] Allison's Fuck Up in Business

[13:27] Becoming Profitable in Business

[14:44] Business-First or Creative-First

[17:48] Client Relations


You can review the show notes and transcript at https://coliejames.com/episode-015/


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