Do You Need a CRM When You’re Brand New to Business? I’m just going to come out and say it: yes. Yes, you do. I know, I know. You’re probably thinking, Colie, I barely have two clients. I don’t even fully know what my offers look like yet. I can’t justify the cost. And honestly? […]

Danielle came to me with a Dubsado account that was already partially set up. Someone else had built it for her and had done a genuinely great job. Her proposals were gorgeous. Her onboarding workflow was functional. There was nothing technically wrong with what had been delivered. But Danielle couldn’t help but feel like her […]

If you’re a wedding photographer still running your business out of your Gmail inbox, snoozed reminders, and a prayer — this one’s for you. Jordan Craig had been delivering a very high touch, high level client experience for years. The problem? His backend was a mess — and he was the only one who knew […]

Christi Dorsey calls herself the 1099 Queen and she’s earned the title. For nearly 30 years, she’s been building income on her own terms alongside a demanding full-time career, most recently with the DC government. Christi is a textbook example of someone who needs systems: when your day job doesn’t leave room for dropped balls, […]

Here’s some advice to business owners (new and established): stop waiting until you’re overwhelmed to build your systems. In this episode, I sit down with Anthea Proudfoot to talk about how she built out her entire CRM and client experience inside of Systems in Session before she had a steady stream of clients. It can […]

What if automation didn’t make your client experience feel colder, but actually made it feel more personal? In this episode, I’m sitting down with Ina Jalil, a pet photographer who specializes in high-touch, full-service photography for dog lovers. When Ina joined my Email Like You Mean It live sprint, it became clear almost immediately that […]