Map Your Client Journey First, Pick the Software Last: Why I’m Changing How I Work With Clients

Client Experience, Solo Episode

A little bit of a confession, for five and a half years I’ve helped you map your client journey, get excited about what’s possible, and then spend the rest of our time together bending that vision to fit inside software I recommended. As of this episode, I’m done doing it that way — and I’m […]

Your Client Onboarding Process Has Room For Improvement (3 Questions I Get Asked Every Week)

Y’all, I was desperately trying to take a break from vibe coding and building apps, so I recorded a quick and dirty episode about something I’ve been seeing over and over inside my Experience Edit and Systems in Session client accounts: your client onboarding process is not good. And I know most of you aren’t […]

Solo Episode

Replacing Your CRM With Notion or Airtable? The Four-Part Test It Has to Pass First

Y’all, I see this question on Threads every single week, and every single week I want to gently pull somebody’s car over to the side of the road. Can you replace your CRM with Notion? Airtable? Google Workspace? Squarespace? In this episode I’m answering it honestly — including the part where I tell you I […]

Solo Episode

Order of Operations: The Four Phases of Building Client Experience Systems (In the Only Order That Works)

Solo Episode

Y’all, this one is a ramble. I had a bunch of thoughts rattling around about the way I actually build client experience systems with my clients, and I needed to get them out of my head and onto a podcast. What came out is a name I’ve been circling for a month: Order of Operations. […]

How to Deliver a Concierge-Level Client Experience Without Losing Yourself in the Process

Welcome to the Episode Y’all, I had a total aha moment this year, and I’m bringing you into it in real time. There’s a group of you who don’t want less involvement with your clients — you want more, and you’ve been sitting there wondering if systems even have a place in that. Spoiler: they […]

Client Experience, Solo Episode

The Gap Between Milestones: What’s Missing From Your Client Experience

You’ve put in the work. You have a proposal that connects your services to your contract and invoice. You’ve written email templates. Maybe you’ve even recorded a client experience video or two because you heard it builds connection — and you did it. Your clients like you. But referrals are slow. Reviews are sparse. And […]

Client Experience, Solo Episode

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.

Hi, I'm Colie. 

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