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The Client Experience Audit is your personalized roadmap to streamlining and elevating your customer journey inside your CRM.
I’ll review your CRM and key touchpoints to uncover gaps and opportunities, helping you design systems that work better for both you and your clients.
From listening to your podcast, I knew that Dubsado could do so much more, but my brain just couldn't see how it could be built and connect all the workflows together. What order should it all be created in? Where do you connect what?
I've had Dubsado for 3 years already and have probably (knowingly) used about 10% of its capacity. It was sooo confusing and a beast of software (amazing, but just a massive learning curve). The course was really detailed and specific, but also sequenced so logically and clearly. I liked the short videos and then I could take action right away (I learn well like that). If you sense that you're only just scratching the surface of what Dubsado can do for your business, and are sick of Googling every little step individually, just buy Colie's course.
Kristen Turner Macdonald, photographer
Kati Douglas is a phenomenal wedding & family photographer based in the Bay Area, but more than that she is the best human. She came to me because her business was growing (YAY!) and she was long past the point of needing to automate tasks.
Ultimately, Kati wanted a system that would allow her to spend more time connecting with her amazing clients and less time scheduling and writing ALL the emails.
“I mean, I tried to get Dubsado to work and I think I got it to work some…. but I didn't know how all the elements worked together, and I didn't have the time to figure it out. Also, I am an artist and creatively speaking that kind of stuff really bums me out. I was finally like, ‘I might as well just outsource this.’" –Kati
Case Study
“She made it so it's really a breeze. Now I'm not going back and forth with clients, things are automatic.”
“Colie really helped me level up my business and my back-end in a way that I didn't think was possible…."
“I woke up and I didn't have anything to do a couple weeks ago, which has never happened to me. Because my contracts are out, everything's out, everything's automated. She automated my workflows to send me an email when I need to do the next step. Everything is so much easier now.” –Kati Douglas
Building a Steady Stream of Potential Customers through SEO and Pinterest with Kara Duncan
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5 Key Metrics Every Business Owner Should Track with Ally Anderson
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3 Mistakes You Can Easily Avoid Inside Your Client Experience
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Discover the Magic of Organizing with Airtable with Annemie Tonken
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Here you'll find a no-BS approach to what it takes to put the business first, prioritizing the systems and strategies that will actually move the needle and ensure your creative business is profitable rather than an expensive side-hustle.
Here you'll find a no-BS approach to what it takes to put the business first, prioritizing the systems and strategies that will actually move the needle and ensure your creative business is profitable rather than an expensive side-hustle.
From how to provide a referral-worthy client experience to automation and revenue streams you'll find everything you need to become a more successful creative entrepreneur. Plus, you'll also uncover how to bring it all together in a way that brings you joy.
Tune in and join me (Colie!) as I chat to fellow creative entrepreneurs over a latte or cocktail. Business strategy or life lessons... we keep it real!
Avoid These 3 Common Client Experience Mistakes in Your CRM
Honeybook vs Dubsado: Is One Is Better For Photographers?
How to Organize Your Business Using Airtable
Images provided by: ARC Creative | SoCal Standard