Plan your client journey + write all your emails in 5 days
Finally stop overthinking what to say and when. This free guide helps you write clear, consistent emails that sound like you — and build trust without burnout.
A podcast where you join me (Colie) as I chat about what it takes to grow a sustainable + profitable business.
CRM Guru, Family Filmmaker, and Host of the Business-First Creatives podcast. I help creative service providers grow and streamline their businesses using Dubsado, Honeybook, and Airtable.
This episode is a replay from a conversation that originally aired on the Capture the Chaos podcast with Brittnie Renee, and it perfectly captures a shift I’ve been talking about more and more lately.
Most businesses shouldn’t focus on just better workflows.
They need better client communication.
Because if your systems technically work but still require a ton of babysitting, that’s usually not because automation failed. It’s because the communication inside those systems isn’t doing enough of the work.
In this conversation, we break down why client communication is the foundation of a high-touch experience—and why no amount of automation can replace clarity, guidance, and connection.
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Today’s replay originally aired on the Capture the Chaos Podcast with Brittany Renee. In this episode, we talk all about why improving your client communication is non-negotiable for each of us and why it should be for you two. Too often we focus on fixing broken workflows, especially triggers, but that alone doesn’t fix a bad client experience.
What you’re communicating in your emails is just as important as sending them. Every email you send is an opportunity to build connection. That connection is what helps clients trust the process, understand what’s happening, and feel good about the decision they made to hire you. And if this conversation has you realizing your emails might be the missing piece in your own client experience, I want you to know that email, like you mean it is now available as a live five day client communication sprint over five days.
We map your client journey and write the emails that guide clients clearly from inquiry to delivery so you’re not figuring out what to say in the moment or second guessing yourself in your inbox. You’ll find all the details linked in the show notes or go to Colie james.com/email. I’d love to have you join us for the next sprint in February.
Alright, let’s dive into the episode.
Today I am chatting with one of my favorite people in the world, Colie James. She’s a system strategist who helps photographers and creative business owners streamline their client experience from first inquiry to final delivery. She uses tools like Dubsado, HoneyBook, and Airtable. She builds workflows that are strategic time-saving and consistent so you can run your business with less stress.
More trust at every step. You guys are gonna love today’s conversation. It saves you a lot of time in the long run, and she’s always full of knowledge. Let’s get to it.
Hi, Colie. I’m so glad you’re here again, Brittany. Good morning. Happy summer. Happy summer. I think it’s been like a year since, or over a year since we, uh, chatted on my podcast last. Yes. Okay. So before we dive into our episode today, I’m gonna ask you a couple questions.
Mm-hmm. And just answer whatever your heart feels. So, first, tell us about the current season of life you’re in right now.
I feel like I’m coming out of a season of not really selling any of my offers. Kind of just being a homebody working on myself, and so now I have been like super motivated in everything related to my business.
The podcast, selling my services, relaunching my course, just everything business, which is perfect because it’s summertime and this is the first summer that I don’t have to drive my kid around to all of the summer camps. I’m so excited.
Oh, that’s awesome. I’m in the middle of driving to all of the summer camps right now.
Well, we’re only doing one each kid, but it still mm-hmm. Still feels like a lot. I mean, multiple kids. Brittany, it is hard. I had to wake up at seven this morning in order to get one to camp this morning, and I’m all about sleeping in during the summer, so it was, it was not the vibe. Well, I’m really glad that you’re getting vibe back into the vibe of the business and starting to work on it again.
’cause I know we were both kind of in the season where we were like, mm, I don’t feel like it. Maybe not now. Mm-hmm. All right. What is one rhythm or routine that you are sticking to
and loving? Girl. Speaking of us in our therapy, I have now taken Wednesdays off of my work calendar. So I have therapy on Wednesday mornings and I do not schedule calls.
I just want the day open so that it can be self-care, and if I wanna work, I’ll work, but if not, I don’t
feel obligated. I love that you said that if I wanna work, I’ll work. And I think that that’s kind of like an important caveat whenever you’re owning, when you’re running your own business, because it’s like I’ll set work times, but sometimes I just feel like doing extra work because I’m like vibing with it or I’m interested in it, or my kids are occupied.
And I think a lot of times people are like, oh, well I don’t wanna work. Outside of my work hours and, but like if you’re feeling it and everything’s going well, why not do it? Mm-hmm. That’s kind of the beauty of running your, also the beauty of running your own business is when you don’t feel like it, you don’t have to.
Absolutely. And like on a Wednesday, if I wanna work on my self-care day, chances are I can just swap it and maybe take a Friday off. I mean, it’s my own business. I get to do what I
want. I’m the boss. You’re the boss. I love that. And I love a good self-care day. And also that it’s in the middle of the week.
Like that’s, I know. It is very nice. Yeah. I did not realize how nice Wednesdays are for that Hope Day. Oh gosh. Okay. Do you have anything chaotic or funny that has happened to you in the past week?
Who wants to talk about how squirrels cost me $6,500? No squirrels. So you know, I’m from Texas. I’m actually from Dallas where you are, and my mom lives here part-time.
And a couple weeks ago she was back in Dallas to check on her Garland house. And when she got back the next day, she called me and she said, Colie, I think there’s something dead in the attic. I can smell it. I said, okay. Now, every time we’ve called like a pest person, it’s been a couple hundred dollars.
It’s fine. Right? Even if it’s dead, like a thousand dollars max girl. Apparently the squirrels have been wrecking havoc in that attic for quite some time. Uh, there was disgusting stuff everywhere. They have been chewing through the insulation on the wood. Um, there was evidence that they had been chewing on some of the wires, so it needs to be cleaned, Desani sanitized, and the insulation has to be redone, which is the biggest chunk, but $6,500.
Oh, and there were two dead squirrels in there. Oh. And as the guy was showing my mom the big huge hole on the outside, two squirrels went in. So. Yeah, $6,500 in squirrel. There was, so, you know, when they make those memes where they’re like, you know, shiny object syndrome, you’re like a squirrel. Yeah. That’s not funny to me anymore.
Oh, no.
I call myself a squirrel all the time, but we won’t use that term during your episode. Yeah. So I’m not trigger you. That’s awful. We don’t have any trees right now ’cause I’m in a new build neighborhood and so like the trees are really little so we don’t have bunnies or squirrels and it’s kind of nice.
Mm-hmm Because they are pests. We used to have them in our old attic too, ’cause we had a hole in our, but they didn’t cause $6,500 in damage, thank goodness.
Oh no. Granted the insulation was 30 years old, so I mean, you know, it needed to be replaced so. But also disgusting.
But yeah, and we had a rat dye in our walls one time and that, how do you get to that?
How do you find it? Like it was di it was disgusting. It was awful. So. Thankfully, we don’t have a lot of vermin around here yet. Okay. Last question before we dive into things. When you hear the phrase capture the chaos, what does it mean to you?
It’s funny. In my former life as a photographer, I would’ve said, that’s exactly what I did when I went to people’s houses for a documentary family session.
I go in there, you just show me your. And I capture the beauty in your chaos. That’s what I used to do. But now that I’m really focused on systems, I would say that capturing the chaos is you tell me everything about your business, the chaos, the, you know, everything. And I help you find a streamlined and automated way to get it done with no stress.
So it still works in both parts of my business.
It absolutely does. It works in every facet of life. ’cause when I started the podcast, it was all about photography related stuff. And so it was about capturing family’s chaos and now it’s, wait, no. This is about capturing the chaos of our lives and businesses and stuff too.
So I would, I would totally agree with you on that. I mean, that name is awesome, Brittany. Thank you. Alright, so today we’re gonna be diving into all things email, which I love. I love a good email and I love Coley’s emails and I love that emails can save you time, so, so let’s talk about emails. What roles do emails play in your business and how does it save us time?
What’s funny,
I feel like for as long as you’ve known me, I have walked around screaming from the rooftops. You need a workflow. You need a workflow. Everybody needs a workflow. And a couple of months ago, I started thinking about the fact that when people come to me for workflow help, they are actually not ready for the workflows because they haven’t thought about their customer journey and the communication that it takes throughout the whole process.
So now I’m really on this email kick also. Because a lot of people don’t have time right now to like completely overhaul their systems, and I feel like I am talking about emails because every single email template that you write in your business is an email that you no longer have to write from scratch for every single client in your business.
So one really good email template could end up saving you hundreds of hours over the lifetime of your business. I mean, let’s talk about your podcast emails. Like I got reminders and they’re awesome, but you probably sat down and customized those email templates in like 20 minutes, and now you don’t ever have to worry about them again because Dubsado is sending them on your behalf.
And it is something that you are no longer babysitting or even thinking about for every single, you know, podcast guest that you have.
Yeah, I didn’t even have to think about a single thing. I just, once you put in your little application questionnaire saying to come onto the podcast, I just approved it and it, everything.
I didn’t have to think about anything until I was trying to get my kids upstairs to watch some tv, and I just turned it on and we were ready to go. Mm-hmm. So it’s, it, yeah. I, I mean, I forgot that it even sends automated emails. It’s so, it’s working so well. Well, and they’re so awesome. ’cause of course you have Schitt’s Creek GIF in your emails, which are awesome.
I know. I, I lo if I can, I’ll use Friends or Schitt’s Creek. Those are my two favorite ones to use. Um, I vibe, I don’t know David’s face or Expression’s. Always just like I don’t think I actually use it. Chef’s kiss. Yeah, they’re always perfect. Can we talk about how you said every email, that e email template that you create is like saving hours in your business.
Can we talk about when I first started my photography business, how I sent. I didn’t have a workflow, I didn’t have anything. All I had was like a notepad and a piece of paper, and I would check Mark where I was that everyone’s like, what needed to be sent. And I literally typed out the emails every single time.
And when I discovered like, uh, CRMs and stuff, my, it was like. Mind blowing. I was like, how much time have I been wasting all this time? It was, it really does save a lot of time. Well, and particularly with people who have a
DHD like you, you having to constantly think about babysitting your client’s experience.
It is, it just, it puts so much stress on you and it’s, you know, this email, oh my gosh, did this email go out? Did this email go out? And it creates a lot of stress for you and a lot of worry that doesn’t have to be there. If you’ve written the email templates. And you have put them into a workflow, whether that email gets automated or not.
’cause as you said, you had to approve the fact that I was gonna come on this podcast. And so even by having that step though, or any other emails that you feel like they need an approval, as long as you can see if the email has gone out or not in a centralized place, it is so helpful for those of us that are constantly trying to like, you know, check on things.
Having it centralized and organized is amazing. ‘
cause it just, it pops in an email over to me to say, Hey, approve this. And I’m like, okay, yeah, I gotta do that. Otherwise I wouldn’t have remembered to go through and approve what you did. So it, it is super helpful, especially when I need my, my brain power in so many other places in my life, I don’t have time, especially this summer, I don’t have time to, uh, be doing anything in my business.
Mm-hmm. Like I we’re having a hard enough time sitting down for a podcast chat without having someone come and interrupt us. Actually, I’m really. Press that We’ve gotten this far into it so far, and I haven’t been interrupted, so You know what? It’s gonna be a good morning, Brittany. It’s gonna be a good morning.
It it, well, I mean, I gave the kids their, their Amazon Prime access and so they get to watch brain Rot for a little while and I was like, it is, it’s worth it right now. We’re gonna, we’re gonna let it happen. So when it comes to emails, if you, I don’t know if you don’t have anything or if you haven’t really dove into it, where would you suggest someone like.
Starts with their whole email template journey.
Awesome. So I like to think about it as every time you wanna communicate with your client, you should just write it down. So, for example, the email that everyone should have is an automated lead response so that the moment that someone fills out your contact form, you are immediately thanking them for the inquiry.
Letting them know that you received it, giving them something to look at while they wait for you to give them the next step. And these things are so important because in today’s age, with automations and all of the things that are going on. People don’t wanna wait days to know what the next step is or to finish, you know, booking a photographer or hiring a system specialist or hiring a copywriter, whatever it is that your service is for.
When people are ready to like check it off of a list, you kind of have to meet them where they are. And so having that first automated email that just simply says, thank you, I’ve received your inquiry. Here is something that you might be interested in. To review, like, you know, if you’re a photographer, for example, here’s a couple of my galleries, or here’s an email blog post about the best places to have your family session in DFW or activities that we can do.
Like people are excited and if they email you. And they don’t get an automatic response and they don’t have anything else to look at. I guarantee you they’re feeling antsy. They’re gonna go find someone else to inquire with so that they can continue to work on getting a photographer hired. Okay. Pause
real quick.
I have to tell you this one thing before we get back to the episode. We are having a warehouse sale and all the planners are 40% off right now. Like. Four 0% off. We’re clearing out space to make room for the 2026. Planners and planners are all 40% off right now. And by the way, oh my gosh, I’ve seen the new designs and they’re chef’s kiss.
I’m obsessed, and you are gonna be obsessed too. So if you’ve been side eyeing the Capture the Chaos Planner, or waiting for a sign, this is it, my friend, scoop one up while they’re still in stock, because once they’re gone, they’re gone. Okay. Back to the episode, but don’t forget to head over to capture the chaos.com to grab your 2025 planner at 40% off.
Are you kidding me right now? Okay. Back to the episode, but don’t forget to head over to capture the chaos.com to grab your 2025 planner for 40% off. You won’t regret it, I promise. That’s a really good point. ’cause I’m, right now I’m taking. Days to actually respond Well. Okay, so I have my automated lead email that goes out and then used to, I would feel like I had to respond like ASAP, but now I feel like, okay, I have a little bit of wiggle room Yes.
To take it back. ’cause I just, I don’t have time to sit there and respond to every email as it comes in like I have in the past with my kids. There’s something about kids as they get older, I know I, I say, I say this all the time, but you think that you’re busy when you have toddlers, but. Oh my gosh. When your kids get to like school age mm-hmm.
They keep you busy. Like, so I’m like, I don’t have time. I don’t have time to sit and respond to every email as it comes in. And also when people are like, I’ll respond to your email in 48 hours, or like on social media, see people mm-hmm. I’m at or whatever, I’ll respond in 48 hours. I’m like, that’s too long.
’cause people, people want their information now, so that lead email is really helpful. So they can, like you said, go ahead and have something to do. Yeah. And they, they feel like they got. Satiated with their information, I guess. And usually when people once like book a, a client session, they’re asking about, you know, either a schedule or they’re asking about pricing.
So if, if you have that information there for which it’s already on the e on my website, why do people, why do people insist on emailing me asking what my pricing is when. It’s right here.
It’s right there, but you’re just redirecting them. Yeah, but the other part about that email that’s great is like, Brittany, this is a new season for you, right?
It’s summertime. You have to take your kids to camp. You have limited time. I would encourage everyone to always keep their automated lead response update or email updated for whatever season of life you’re in. So like if it normally says you’ll hear from me in 24 to 48 hours, I would encourage you to go change that to be 72 to give yourself an extra day.
But. That’s just if you have to take the next step. I mean, I would argue that if you are not pre-qualifying your clients and you can just send them a proposal or a scheduler as the next step, do that. I mean, it doesn’t mean that everyone has to wait for the next step from you. If you have something else that can be automated, by all means send that to them to continue to work the process while you’re having fun, you know, spending time with your kids.
S
go into the pool and I don’t have service at the pool, thank goodness, which is really nice to, I have to bring a book because I don’t have anything to scroll on, so I can’t respond to emails while my kids are swimming. What would you say about. Updating it and saying something along the lines of like, I’m probably at the pool with my kids, or whatever, you know, like, have like something relatable.
Yay. Or, you know, mine says, mine says,
um, Disney. You’ll hear from me. And yeah, it might be three days before you hear from me just in case I’m at Disney. I mean, that’s what mine
says. Uh, I think my podcast one, uh, says something about just in case I’m taking a nap, which is I’m probably taking a nap when I get these emails.
Let’s be real. Yes. Agreed. Every day. All right, perfect. So what would the next thing after, after automated lead response be?
Um, I mean, if you are someone who can template that first personalized response, and I know saying template and personalized response doesn’t really go together, but I’m a firm believer that almost every email inside of your client experience can be templated, even if you’re customizing like 20% of it when you send it.
But like if you’re constantly telling people the same information or if your first personalized step is, Hey, I would love to hop on a call with you. Go ahead and write that email template that already has a link to your scheduler and most of the information, like how the call is gonna go, why it’s important to have a call, and then you’ll just add a little blurb at the top specific to something that they said in their inquiry form.
So if they told you that they have three kids and they want to make sure that they have, you know, a session eating popsicles at a pool. Then make sure that you mention that in the email so that they know that it’s personalized. But just writing that next email is key because again, every single email template that you write is going to save you time.
And having them organized inside your CRM means you’re not constantly looking inside of your Gmail. Oh man, I sent an email to that client last week. It was really good. Let me go find it and copy and paste it. Like, no, we are not doing that in 2025.
And you kind of, even if you’re having to customize it 20%, you have the bones of it so you don’t have to rethink it every single time.
You kind of just get to be like, okay, this is the part that I’m gonna personalize. And so even that saves you a lot of time. Yeah,
absolutely. And like the next email that I would recommend would be your booking confirmation, which it’s funny, I literally just had a conversation with one of my coaching students today, and when I asked her why she didn’t have a booking confirmation email, she was like, well, Colie, I mean.
She has HoneyBook. She’s like, HoneyBook is already sending them an email from the contract and an email from the payment. I’m like, yeah, I don’t care. Your email is more important than those. It needs to tell them they’re officially booked, what the next steps are, and if you are sending them like a welcome guide or you wanna tell them when you’re gonna send them a client questionnaire, you email is more important than the automated ones.
So by all means, if you wanna like, you know, make a delay of 10, 15 minutes so that your email is at you know, the top and they don’t miss it, that’s fine. But just because the system is sending automatic like emails, you still need to send yours because yours is the one that is going to have your personality is going to be the next step to guide them from the process.
The other two emails were just, you know, hey. I got your payment or this is your day and time for your session, but your booking confirmation is the one that they are going to read, they are going to remember, and it is going to help them for the next step in your onboarding process.
I’ve taken a lot of courses and bought a lot of templates from you and I.
I think in one of them you said to tell them what the next step is. Always. It saves a lot of time on your end. ’cause you’re not having to go back and forth with these emails when you, when you tell them, when you say this is what’s next and this is when you’re booked and like you include all that information that people usually respond to you with and you’re like, here you go.
You don’t have to ask me. So then you’re not having to worry about. Like going back and forth, it’s just, it’s already there and they feel like you’re really prepared and you know what you’re doing. And it, it kind of gives them a sense of like, alright, this person has it under control. Like they’re starting to trust you before they ever go into like whatever it is that they’re working with you for.
Absolutely,
and that is the purpose of client experience. Emails, like before we hit record, you and I were talking about email marketing, and while email marketing and client experience emails can have some things in common, like email marketing, you are trying to build a relationship with them. You are trying to catch their attention.
I mean, that’s one thing, and I love email marketing, but in client experience emails, your job is to guide them through the process to instill confidence because they’re either considering hiring you. Or they just hired you or they just had the session and like the entire process of the emails that you are sending should make sure that they look at you like, oh, she’s really professional.
I am really glad that I made the decision to hire her or inquire with her. And so every single email that you send, I now have a framework which is different than the last time that I spoke to you. I mean, I know frameworks. Woo. All a good framework. I call it. I know. I call it the three P framework, and it’s the three essential things that you should have in any client experience email that you’re sending.
The first one is a purpose, which I know you’ll agree with. Every email that you send should have a purpose. We are not sending emails that are just like just checking in. Let me know if I can do anything. If you start sending emails like that, that really don’t have a specified purpose, people are going to start ignoring your emails.
So make sure that you know what the purpose is and that you are communicating that to your client. The second thing that it should have you already mentioned is the preview. You should always be telling them what comes next in every single email. Are you gonna send them a form? Are you gonna, you know, give them a text message?
Um, are you waiting for them to do something? It should always include that inside of the email. And last but not least, is personality. And that’s why I said, even if HoneyBook is sending two automated emails, you still need to write a personalized booking confirmation. I mean, I say personalized, but you know what I mean, so that it’s an o another opportunity to show off your personality.
Now, whether you do that in the copy or the words that you write. Or by including things like Schitt’s Creek gifts. Either way, you want your clients to pay attention to the emails to be interested in reading them because it helps move them along in the process of hiring you as a photographer or whatever service it is that you do.
So it’s kinda like email marketing is like pre-dating, like whenever you’re trying to get a date with someone and then the pre-client or the pre, pre whatever emails workflow is like dating them. Yes.
It’s like’s, like it’s in a committed relationship. Yeah.
Like where are we going from now? Yeah. What, what’s next?
And then once they work with you and they’re hooked on you, that’s like. We’re engaged now,
but then you still need emails to bring them back to rebook them. Yes, and to ask them for referrals. And so, I mean, there are just a lot of gaps in communication that some people don’t consider. I mean, most people think they’re doing really good if they send you an email after you book, and then they send you an email like right before the session.
But like for most of us, there’s weeks. Maybe even months in between them booking your services and you actually doing the photography session. And you should still be nurturing them. You should still be guiding them along the process, especially those of you who care what your clients wear. I do not. I tell them, um, if your kids wanna wear their favorite PJs, please don’t argue.
Just let them wear their favorite PJs. But everything that your clients worry about. Or everything that you know, you need to prepare them for that period between booking and having the session is the perfect opportunity for you to write some client experience emails to nurture them along.
That’s awesome.
So, okay, we’ve got the automated inquiry response, we’ve got the booking confirmation. What is next?
Most of us are sending out a client questionnaire. Now some people send that in the booking confirmation and if you’re doing double duty, hey. More power to you. If you’re not, then that’s probably a separate email.
But the next email that I would, ’cause, you know, some of us use that email and some of us don’t. The next email that I like to tell everyone that you should be sending is a day after email. Mm. Like the day after the session. I don’t care that you told them how amazing it was to photograph them. When you’re at the session, people are most vulnerable after you have photographed them.
They’re not sure that the session went well. They’re not sure you know what they’re gonna look like. So anything that you can do to kind of, again, reassure them of your process is great. I also say if you are someone who keeps getting clients, asking you when things are going to be ready, sending a day after email is perfect because you always want to indicate what your editing window is inside that email, because you probably mentioned it on your website.
You probably mentioned it in your contract, but by the time you have a photo session, no one’s remembering that. So you have to remind them then so that they know how long to expect the photos to take. Anything you’re
getting a question about after the fact needs to be in an email fact. Yeah. It needs to, especially, I mean, if if one person’s asking, then it’s probably gonna be other people asking too.
Yes. All right. So is there anything else that you want to tell us?
I mean, the last email that I would say, if you’re not asking for, you know, Google reviews or feedback of some kind. I would encourage you to do that, or if you want to remind people that you love referrals, I feel like a lot of us just assume that people are gonna sing, you know, our praises and tell everybody how wonderful we are.
And the truth is, lots of our clients will do that, especially if they’re asked. Mm-hmm. But if you want to try to be a little bit more proactive, I mean, ask your clients to share their favorite photo on social media and tag you. If they are on social media, I mean, you don’t wanna make it seem like it’s a must, but if you know that they’re active, you know, tell them, Hey, make sure that you tag me so that I can share it on mine.
You know, you’re doing it to where you are sharing their photo, not just asking them to give you referrals, but telling them how important referrals are to your business is just good business. It is the way to get people to, you know, share you with their friends and family so that perhaps. You know that one client’s lifetime value will be expanded by anyone that they end up referring to you.
And some people don’t really realize what it’s like running a small business and how much we rely on those referrals and those reviews. So I think letting them know that it’s, it’s actually important to us. Mm-hmm. Is, is good. Just good business practice? Absolutely. All right. This was all really great.
You kind of inspired me to go through and make sure I have all my emails vamped up. Especially for my, my planner ones coming up for 2026 and all my photography emails. ’cause I really like to be hands off with my photography business now ’cause it’s, most of my time is spent with the planner and so, mm-hmm.
I wanna go back through and I wanna revamp it and make sure I have all those points that we talked about today. Can you tell us where people can find you, where we can work with you? I mean, you guys, Colie is a wealth of automations and systems knowledge. Not just with email, but like with everything.
Like you are a genius, but how can we work with you?
Aw, Brittany, you’re so sweet. You can find more information about me and all of my services at Colie james.com. And I will say when this episode airs, I believe that I’m currently in the launch phase for my brand new email course called Email, like You Mean It.
And it’s all about helping you plan out your customer experience from beginning to end, and making sure that you have really solid email templates that go the whole way. And in this current age of ai, I have a new AI tool inside that course, which is the systems professor, email assistant. Yes, I’m bringing back my college professor roots here.
But all of that, there is more information at Colie james.com. Um,
I’m really interested in that ai AI portion of things. Um. Okay, so your email course that’s coming out in July? Yeah. Mm-hmm. Is it just for photographers or is it No, it’s for everybody. Everybody. Everybody.
Okay, perfect. So that’s really good.
And I’m finally excited about having a product that is not Dubsado and HoneyBook specific. I think I’m actually way more excited about that than like the actual emails themselves because I have a lot of people in my world that are like 17 hacks users and Sprout Studio users, and I’m loving being able to talk to.
Everyone about your client experience emails, because it doesn’t matter if you’re sending it through Dubsado and HoneyBook, which are my favorites, or 17 hats, or if you are still using Gmail to send your clients emails. Once you’ve written the templates, as long as you have them somewhere centralized and organized where you can get to them, you’re still gonna save time, which eventually saves you money and stress.
That’s awesome. Um, I think I’m gonna look into it. I need something a little bit more vamped up for my, I wonder if I could use it for my, my product base, part of my business. Absolutely can. Yeah. Okay. That’s exciting. So thank you so much for being here with us as always, and I look forward to checking out that email course.
Thank you, Brittany.
Okay. Before you run off, if this episode gave you an aha moment, here’s what I want you to do next. Pick one email in your workflow. It could be your inquiry response, your booking confirmation, or a follow-up email and read it as if you were the client. Yes, read it out loud. Then ask yourself, does this email clearly explain why you’re emailing?
Does it sound like it was written by a real person? And does it tell the client exactly what happens next? Rewrite it with those three things in mind, and you will instantly glow up your client experience. Now if you wanna take this all the way, instead of fixing one email at a time, I invite you to join me in email, like you mean it as a live five day client communication sprint.
By the end of five days, you’ll have your entire client communication library planned and drafted from inquiry to delivery, so you’re not writing emails on the fly or constantly guessing about what should happen next. All the details are linked in the show notes. Join me at Colie james.com/email.
Alright, that’s it for this episode. See you next time.
When something feels off in the client experience, the first instinct is usually to look at the workflow.
Are the triggers broken?
Are there too many approvals?
Is something firing at the wrong time?
And yes—sometimes those things are the issue.
But very often, the bigger priority is writing clear communication.
If clients don’t understand what’s happening, what comes next, or why things are set up the way they are, they don’t trust the process. And when trust isn’t fully there, they hesitate, ask more questions, and look for reassurance—creating more work for you.
That’s not a systems problem.
That’s a communication gap.
A high-touch experience isn’t about more meetings, more emails, or more hand-holding.
It’s about intentional communication.
Clients feel taken care of when:
That confidence doesn’t come from automation alone. It comes from what you’re saying inside the automation.
Every email you send is an opportunity to reinforce trust and guide the experience forward.
Email is the primary way most clients experience your business.
Not your website.
Not your sales call.
Not even your deliverables.
It’s the emails they receive between inquiry, booking, and delivery that shape how supported and confident they feel.
When those emails are vague, rushed, or overly transactional, clients feel unsure—even if everything is technically working.
When those emails are clear, intentional, and well-structured, the experience feels high-touch without you needing to be more involved.
That’s the difference.
Babysitting usually shows up as:
It’s tempting to fix this with more automation.
But the real solution is making sure your emails:
When communication does that well, clients don’t need as much reassurance—and your systems finally get to do their job.
If this episode sparked an aha for you, here’s where to start.
Pick one email in your workflow—your inquiry response, booking confirmation, or a follow-up—and read it as if you were the client.
Ask yourself:
You don’t need to rewrite everything. One small rewrite focused on clarity and guidance can make a noticeable difference.
If you don’t want to keep fixing emails one at a time, Email Like You Mean It is available as a live, 5-day client communication sprint.
By the end of the five days, you’ll have your entire client communication planned and drafted—from inquiry to delivery—so you’re not writing emails on the fly or second-guessing what should go out next.
You’ll find all the details linked below.
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