Episode 166

full
Published on:

20th Aug 2024

Simplifying Systems for Creatives Using Airtable from Copywriter on Call

Summer Sabbatical Series - Simplifying Systems for Creatives Using Airtable from Copywriter on Call

Ever wondered how automating your systems could help you create a more consistent experience for yourself and clients? Today I am sharing a guest episode I did for Sara Gillis' podcast, Copywriter on Call. We’re talking about our former lives as professors + everything related to automating client communications (with a personal touch, of course) to tracking the lifetime value of your clients. If you’re ready to see how a streamlined approach can totally transform your workflow, subscribe and download this episode.


Be sure to search for Copywriter on Call in your favorite podcast player and subscribe for more business and copywriting tips from Sara!


Today’s episode is brought to you by DIY Template Shop! Grab the exact client hub template for Airtable discussed in today's episode. Use the code PODCAST for 10% off.


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Resources Mentioned in the Episode

Client Hub for Airtable

Podcast Planner for Airtable


Airtable (aff link)


Connect with Sara

Website - https://whatsarasaid.com/

Instagram - https://www.instagram.com/hellosaragillis/

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