This is the third episode of the Client Experience Series! Now that you’ve mapped out your client experience, it’s time to turn those steps into workflows inside your CRM. In this episode, I’m breaking down how to structure your workflows into phases, determine what should happen automatically versus manually, and set up the triggers that […]
You set up your CRM months (or years) ago, and at the time, it felt like you hit the business lottery. Workflows were in place, emails were automated, and your client process finally had some structure. But now? You’re not so sure. If any of that sounds familiar, it’s time for a CRM self-audit—because your […]
If this is the year you’re looking to improve your client experience, you’ve come to the right place! Auditing your systems and workflows is key to not only improving your experience, but optimizing and refreshing it year after year. To kick off our new client experience series on the podcast, I’m sharing a breakdown of […]
When I started my business in 2012, I did everything manually. Every email? Typed from scratch in Gmail. Invoices? Sent through PayPal. Contracts? Scattered across multiple platforms. It wasn’t until 2015 that I realized how much time (and sanity) I was losing by not having a centralized system. Enter the CRM—Client Relationship Manager. If you’re […]
If this is the year you’re looking to improve your client experience, you’ve come to the right place! Auditing your systems and workflows is key to not only improving your experience, but optimizing and refreshing it year after year. To kick off our new client experience series on the podcast, I’m sharing a breakdown of […]
Running a service-based business means juggling inquiries, session bookings, and contracts—all while trying to stay organized. (And let’s be real, that’s a lot.) The good news? The HoneyBook scheduler takes the chaos out of scheduling and turns it into a seamless, automated process. Instead of back-and-forth emails, double bookings, or manually inputting project dates, HoneyBook […]
Beyond our careers, we’re real humans experiencing real obstacles in our lives. Katrina joins us to share how a boudoir session helped her overcome a really dark and insecure time in her life, encouraging her to do the same for other women. Plus, listen in as she highlights how she’s been awarded a few grant […]
If you’ve ever stared at a blank screen wondering how to create a booking proposal that stands out, you’re not alone. A well-structured proposal is like your magical unicorn assistant when it comes to turning inquiries into booked clients, and trust me, it doesn’t have to feel overwhelming. I’m here to walk you through exactly […]
I'm a Disney-loving family photographer, and filmmaker turned Workflow and Automations Guru who helps creative service providers automate their sh*t, reclaim their time and get back to living!
With 10+ years in the creative space, Colie believes every creative deserves to build a business that is sustainable and profitable, and no one should quit their 9 to 5 only to work 24/7 [in their business].
The truth—automated systems can save us all from being overworked and overwhelmed.
I believe every creative deserves to turn their craft into a business that brings them joy and profit.
