Episode 229

full
Published on:

29th Jul 2025

How I’m Building My Offer Ecosystem Around the 3 Levers That Drive Client Experience

You don’t need to fix everything at once — but you do need to fix the thing that’s slowing you down.

In this episode, I’m walking you through the 3 essentials every creative business needs in their client experience and the 3 paths you can take to improve your systems based on your budget, time, and capacity.

Whether you’re ready to send better emails, book clients faster, or overhaul your entire process — this is how we find the right next step for you.

Links Mentioned

If you’re ready to improve your client experience but not sure where to start, head to coliejames.com/systems and listen to Fix It First — my private podcast that helps you figure out exactly what needs fixing first inside your client experience systems.

Want my eyes on your actual process? You can book a full Client Experience Audit at coliejames.com/audit.

If your proposal is the weak link, grab the five-minute booking Proposal Template at coliejames.com/dubsado-proposal-templates.

For those of you struggling with what to say and when, grab my free email writing guide Emails That Convert at coliejames.com/emails.

Or dive deeper with the full course, Email Like You Mean It, at coliejames.com/email.

And if you're ready to build your client experience systems from start to finish, you can either DIY with the CRM Blueprint at coliejames.com/crm-blueprint or join me for a more supported experience inside Systems in Session at coliejames.com/systems-in-session.

Show artwork for Business-First Creatives

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