I need to preface this one. Kelley of Hidden Path Creative went through The Experience Edit with me before it was The Experience Edit. Before the Systems Professor app, before the Offer Scorecard, before any of the tools my current clients use to map their client journey. Until the day we recorded, she had never […]

I have a soft spot for this one, because Xan’s story doesn’t follow the script (which is exactly why we spent our time together building custom workflows in Dubsado). Most of the time when I bring a client on the podcast, the arc is pretty familiar: they were drowning, they didn’t know where to start, […]

What if the biggest thing holding your business back wasn’t marketing, pricing, or lead generation, but the fact that everything lived inside your head? In this episode, I sit down with Jordan Craig, a wedding photographer who joined Systems in Session after years of managing inquiries, contracts, invoices, reminders, and client communication manually. Together, we […]

Do email templates work for high-touch client experiences? When Ina joined The Experience Edit, she already had a lot going for her. In-person consultations before clients even book, in-person ordering sessions, sometimes even in-person product delivery. She’s a pet photographer in Australia with one of the most high-touch client experiences I’ve ever seen (and she […]

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 […]