Episode 159

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Published on:

27th Jun 2024

Embracing Workflows & Automations in Your CRM: HoneyBook Case Study with Brittany Herzberg

If you've been signed up and sitting with a CRM that hasn't been officially set up for your business, you're leaving time and money on the table. Today's guest was doing exactly that—Brittany Herzberg has had an account with HoneyBook for the last 6 years, yet she never took advantage of the built in features that could save her time and money. Listen in as we discuss the importance of simplification and automation of business processes and how Brittany's new HoneyBook setup has saved her time and reduced stress.

Make sure you listen to part one of this conversation over on The Basic B Podcast.

Today's episode is brought to you by my CRM Setup Services! If you're in a space where you know just how valuable getting organize with workflows and automations in your CRM can be for your business, yet you just don't have the time or energy, I offer a range of setup services to help you tackle your systems to-do list inside Dubsado and HoneyBook.

Mentioned in this Episode

Simple SEO Series

The Basic B Podcast

HoneyBook vs. Dubsado Blog Post

How to Optimize YouTube Case Study Videos w/ Jamar Diggs

Connect with Brittany

Website: brittanyherzberg.com

Instagram: instagram.com/brittany_herzberg

Podcast: brittanyherzberg.com/seo-podcast

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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