A podcast where you join me (Colie) as I chat about what it takes to grow a sustainable + profitable business.
Business-First Creatives Podcast
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.
Hey, I'm Colie
What if the biggest benefit of better systems wasn’t saving time, but finally trusting your business to run without you? In this episode, I sit down with Danielle Kent, a birth photographer, doula, and educator who joined Systems in Session after already investing in a professionally built Dubsado setup.
Her systems worked, but she still felt disconnected from them. She wanted the confidence to understand, customize, and expand her workflows without relying on someone else every time her business evolved.
We talk about the difference between having systems built for you and learning how to build them yourself, how automation transformed her long client journeys, and why understanding your CRM can become one of the most valuable skills you develop as a business owner.
Colie: Hey y’all. Welcome back. I have another case study episode for you, and this one is probably one of the ones that I have looked most forward to since she joined Systems in session at the end of 2025. Now, once we get to talking, you’re gonna realize why it was so important for me to chat with Danielle about her Dubsado journey specifically, but welcome to the podcast, Danielle.
How are you this morning?
Danielle: Hi, Colie. I’m great. Thank you for having me.
Colie: I’m so thrilled to have you. So first of all, listening audience. Danielle is currently, I don’t know, 45 minutes north of my house. She lives near me. She is definitely the closest systems and session client that I have ever had. And so it’s just interesting to me that she’s just, you know, right up the way I could get in my car and literally drive to her.
But Danielle came to me and joined Systems in session because she wanted to learn how to do Dubsado herself, and she came to me after she had already had part of her systems set up by someone else. Now, I do wanna start this conversation by saying the person that she hired is wonderful.
That is not what this conversation is about. It is not where we were going. She had a system that worked. But yet, and still, she still wanted to join systems in session. So, Danielle, talk to me about your decision to hire someone to set up your inquiry and booking processes to start. Like what were you feeling when you reached out to hire someone else instead of just trying to do it yourself?
Danielle: Yeah, so I was interested in Debs Auto for a really long time. But the thing that kept me from fully switching over is how. Overwhelming. It was, I had no idea how to build a workflow. I, I was, I was completely intimidated by it. So I was using another sort of CRM for a long time that was photography specific, but I am a photographer and doula, so I needed a more robust system that could be more customizable.
And Dubsado was it, but I needed, I needed help. So yeah, I did, I did hire another system specialist. And she set up my initial onboarding workflow. So from like lead capture to booked. And she did a phenomenal job. I mean, my proposals look
Colie: They’re gorgeous guys.
Danielle: They’re gorgeous. And I, I wish, I know, knew how she did it because I can’t even begin to replicate how they look.
But what I was finding is because somebody else did it for me, I did not know how to go in and customize it and make changes. I mean, she did provide me with like video walkthroughs of everything. She was very thorough. But because I wasn’t the one that went in and built, you know, each of those actions in the workflow, I still felt really lost within my own system.
So that’s what led me to doing systems in session. First of all, I needed to build out the rest of my workflows. So, like I said, that first, hire was just through booking and, you know, I need a whole customer journey. and yeah, I didn’t wanna feel stuck and lost within my own system. I, I needed to be able to.
Make changes as, as things came up. I, I have a lot of different services. I, I have a lot of people wanting, needing, like custom proposals, for example, that I need to be able to do on my own without reaching out for support every time. So that is what led me to systems and session.
Colie: Yeah, guys. So Danielle finished systems in session about four months ago, and I have only heard from her one time. And the one time that I heard from her, it was not her fault, it was a Dubsado bug, which. Once this Dubsado bug is resolved, maybe it will be resolved by the time this episode airs. I’ll talk about what that bug is.
But when she sent me the note, I was like, okay, Danielle, I’m so sorry. This has nothing to do with you. This is a Dubsado problem. So here’s what I would do to mitigate it. In the meantime, in. It literally brings me so much joy that I do not hear from my systems and session people. I mean, I’ve talked about this on the podcast, I believe it was Roxanne.
Uh, right after she finished Systems and Sessions, she sent me this really paranoid message. I was on my way to the airport. I’m literally doing an SOS call in the car while my husband’s driving, and she’s like, oh my gosh, I broke everything. And I’m like, you broke nothing. This is what you did. Don’t do this again.
And then she just went forward. But it’s really nice to me that now my clients that are coming out of systems in session don’t need to come back to me. Like they literally, they’ve got this. And Danielle, what kind of changes have you made to the initial systems that you created for yourself at the end of last year?
Danielle: Just little things within the workflows. Um, mostly like timing within them, um, or like the order of some things. I have a really long client journey because I’m a doula, so sometimes people hire me at six weeks pregnant and then their client journey is going all the way through six weeks postpartum. So, you know.
What’s that? Almost a year really. Um, so I have a lot of steps in the workflows and I’m able to just go in and tweak timelines as needed. that’s probably, that’s probably the biggest thing is just changing around timelines or, if it’s somebody, if it’s a third time client and I’ve, attended two of her births already, I’m able to go in and just easily without a second thought, change her questionnaire.
To, you know, make sure she’s not asking or answering any redundant questions, things like that.
Colie: I mean, but I love that you are able to do that for yourself now and that you don’t have to come back and ask me, so you don’t just do birth photography and doula services, which, I mean, I was so excited when I helped you put all that together because, hello, I miss babies. But you were also moving into doula education, and so that was one of the other offers that you were setting up inside of Dubsado.
So my question to you is. Have you finished setting up that customer journey?
Danielle: Almost, the onboarding piece is completely fully functional for all of the mentor options that I have, so I do. birth photography and doula coaching calls, which they can find on my website. It’s, it looks amazing. They can just go book a call, pay the invoice, and it shows up on my calendar. Then Dubsado sends them a questionnaire doing a deeper dive in how they wanna spend their 90 minutes with me, and it’s so seamless.
And then the other bigger piece that I’m really excited about is the. Hands-on doula, mentorship experience. So that is a, again, longer client journey. I mean, she hired me, I wanna say back in January, we will be attending her student birth together next month. So, yeah, I mean, that’s going really well.
I, I need to go in and probably build another workflow for. Um, finishing up that journey and then like the post post support stuff, so feedback questionnaires and that kind of stuff. So
Colie: Yeah, but I
Danielle: been going really well.
Colie: able to use what you got from your doula and your birth photography and just kind of switch the questionnaires like you’ve already built that once, Danielle,
that’s not gonna be the hard part. And you’re like, well, it’s kind of done. I mean, girl, you need to give yourself a pat on the back because you did.
I mean, I helped you set up one call scheduler, I believe, and look, you’ve duplicated it for multiple other calls and everything is seamless as you said, and it is perfectly acceptable. For you to kind of build it as you go. I mean, because you weren’t quite sure how like. The doula mentorship was gonna go when we first spoke four months ago.
I mean, now that you’re in it, I’m sure you have a much better idea of what it is that you wanna do with them. But you know, the one thing about systems is your systems are meant to be flexible. And so as you change what you’re doing or as you, you know, add additional services, additional steps, additional actions, you can just slip them into what you’ve already got and you know, use it.
And then if you need to modify it in the future. You are able to do that, but I have not had any other panicked OS calls from you about not knowing how to do what it is that you want your Dubsado to do for you.
Danielle: Absolutely, and I will say. That, that piece of my workflow for doula mentorship it’s not built out because I’m nervous to do it. My attitude towards the system has totally changed. It’s done. It’s not done because I am procrastinating. But it, but the thoughts in my head are, oh, I’ll just, I’ll just do that while I am, you know, watching a movie one night, ’cause it’s gonna be easy and only take a few minutes, is like how that’s actually going through my head versus before it was.
It’s not happening ’cause I don’t know how and I can’t do it by myself. So, huge change.
Colie: Ah, I’m so proud of you. Now,
you
purposely didn’t say what you were using before. I’m curious because honestly, at 7:00 AM when we’re recording this, I can’t remember, what were you using before you switched to Dubsado?
Danielle: I was using pixie set,
Colie: Okay. Mm-hmm.
Danielle: that’s where I, I still use pixie set for, um, gallery hosting. I think they do a really beautiful job of that. They have some. Uh, I, I don’t even think I would really call it a CRM. There are no automations, but they do have some limited, they call it like studio manager tools. So they can send contracts, they can send invoices.
Obviously they can send galleries. So, but what that was looking like is I was manually, you know, going in, sending one email with their. Contract, sending one email with their invoice. They do have automatic payment reminders on those invoices. So that was nice. But that’s, that’s about the extent of what Pixie set offers.
I know they are putting in a lot of effort to make that system more robust. So this is not, you know, speaking bad about pixie set in any way. But the automations, the automation, not having the automations was getting. Really difficult for me to stay on top of my client journey. Like I said, it’s really long, so making sure none of those little tasks and actions slip through the cracks.
Colie: I just now realized why I didn’t know that you had Pixie Cept before was because you were already in Dubsado. And the funny thing is, I am about to interview one of my clients, Jordan, which listening audience, if that episode is already. Published by the time Danielle’s goes live. It will be listed in the show notes, but I do have a wedding photographer that I worked with, actually he was my first client in Systems in session in 2026, and he came over from Pixie set.
And Danielle, you know I have a habit of interrupting you guys when you talk, right? I mean, I do it, I apologize after. But Jordan was walking me through his process of booking a wedding inside of Pixie set because that’s what he also used. And I stopped him and I said, Nope, I don’t need to hear anything else.
You have already told me like 20 manual steps that you will not be doing in Dubsado. Let’s just put that in a box and say. Things we will never, ever do again. And then we just moved on and we started planning his stuff in Dubsado. And again, pixie Set is great. Pixie set allows you to do websites. They allow you to do galleries and they have what they call studio management. But often I get people that ask me, okay, but Colie like, do I really need Dubsado? And at this point I’m not even gonna say Dubsado. I’m gonna say what I consider to be real CRMs, which would be Dubsado, HoneyBook, 17 hats, all of these. Have robust automations that you just don’t get when you are using what I would call studio management or just booking software and they have a place.
I mean, especially if you’re just jumping in and you don’t quite have, you know, like a lot of clients or a very long customer journey or any of these things, I always feel like the tool I want you to use is the one that you’re gonna actually use. But when you bump into, this is not enough automations, I am losing people because I have so many steps and I’m not remembering to do them.
When you start feeling that way. It’s time for you to look at a real CRM and Dubsado is my favorite, but actually I don’t care if you choose any of the other ones that will give you automations and take things off your plate because your CRM should never feel like it is a second job. It should feel like it is an unpaid employee.
Well, I mean, technically you’re paying it, but you’re not paying anything near what you would pay a human to manage the same things.
Danielle: Absolutely. Yeah. My, so for example, my initial booking, my, my lead capture, essentially when somebody reached out, when I was using pixie set for birth support, I always require, we need to do a, a virtual consultation before you can book. So I would manually write an email back to them, inviting them for a consultation.
Then we’d go back and forth a couple times trying to find a time. Then I would manually go over to Zoom or Google Meet, a meeting, copy the link, email that to them. I mean, I know it’s embarrassing.
Colie: the point where I told Jordan, I want you to stop. Like, and it’s funny because now that I’m thinking about it, I really should have let him continue on that call so that then I could have had like a thorough list of all of the things that he was doing manually. Now you’re reminding me, Danielle, I should really go back and listen to that call and see how many manual steps he listed
Danielle: Yeah,
Colie: like, you are giving me a headache.
Like that is just so many manual steps.
Danielle: yep, yep. I mean, should I keep going? Then we would have our consultation then. You know, it would, if I didn’t hear from them, it’d be manual check-ins. Then if they wanted to book, it would be manual contract, manual invoice. I mean it, I was spending, I should have like tracked time. I should have clocked in and out when I was doing these things because it was a significant amount of time just getting somebody to book that’s not even starting their official booked client journey.
So yeah, Dubsado has been a game changer. I mean. To get somebody to the point where they can get on my calendar for a consultation, I’m checking a box, I’m hitting the check mark next to the to-do task, and that’s it. Usually I’ll go in and usually I’ll go in and edit their, that email to, you know, respond to something specific that they may have included to make it obvious that I’m a real person who has rather inquiry.
But I mean, that’s a 15 second thing.
Colie: Yeah.
Danielle: then it’s, then I hit check and it’s in their inbox ready to go. So that has been a game changer for me.
Colie: So what else has having these new systems enabled you to do? Because the funny thing is. I don’t really talk about the results and it is hysterical. You are someone, I mean, you did tell me that it made you very confident in terms of going in and like modifying things. But so many of my previous systems in session clients have said, oh my God, it gave me confidence.
And finally, Kara, who is in Systems in session, is also my blog writer. She’s like, co, I would not pay you $2,500 for confidence. So I’m like, okay. I’m gonna ask you, Danielle, besides the confidence to tweak your own systems, what did. Completing your customer journey and really maximizing those automations inside Dubsado.
What did they give you inside of your business or maybe even in your personal life, if that has been more important?
Danielle: Well, first of all, shout out to Kara ’cause she’s done some blogs for me too and she is amazing. Um,
Colie: She is mine. You can only have her temporarily. I’m sorry. I feel the need to say that.
Danielle: deal. I have so much more time. To, so I do work, obviously I run this business, but when I’m not doing that, I am home with my kids and I feel like it’s given me the freedom to be more present with them. I mean, I’m not spending those hours, literal hours a week, what I just described to you, back and forth, trying to get people booked or, yeah, just at any point through the customer journey, it’s, it’s given me back time.
I find myself way less stressed out because I know that those things are being taken care of even when I’m not in front of my screen, and I’m able to be a more present mother, you know, maybe corny and sentimental as it sounds. It is true.
Colie: I think it’s great. I mean, the thing is, I always say don’t compare where I am now to where you are, because I think one of the number, and actually you asked me this by the way, to do in a frequently asked questions episode, and that is still coming, but you asked me about outsourcing at one point. That was what you submitted for a question.
And the thing is, everybody always asks me. Well, you know, Colie like, how did you get to where you are? And I’m like, okay, but like you’re seeing me 13 years in business. I was like, my business looked very different when Chloe was literally on my back in a wrap when I was editing photos. I mean, this is, I, we were discussing this before we hit record.
I have a 15-year-old, I have all the time in the world. I mean, but I didn’t get what I would consider to be a full week of work until. Honestly the year of the pandemic. And then we all know what a shit show that was. Like, that was the first time that I actually had a full, you know, where my kid was in school every week and I wasn’t necessarily going to, um, her school to volunteer, you know, multiple times a week.
And then it wasn’t until after, you know, I stopped homeschooling and I stopped sending her to two schools. So guys, eighth grade. Eighth grade is when I actually got a full week of work where I was not volunteering in a school and or I had my child home. So my business now looks very different than it did when I had a child that was Danielle’s kids’ age.
Um, and you’re trying to figure out how to do all of the things that it takes to run a business in the margins of your kids’ nap time, because I mean, your youngest joined us on a few calls, which you were always apologetic, and I’m like, no, can I just play with her on the screen? Because again, I miss babies.
Danielle: Yeah, I think that’s a beautiful way of putting it is in a lot of ways right now in this season, this is this work that I love does have to fit into the margins of motherhood. And I can’t believe I did it so long without a system that was like supporting me in that ’cause there are. A lot of things that can fall through the cracks, and I’m sure did fall through the cracks, quite honestly.
but yeah, it’s been, it’s been wonderful having this set
up.
Colie: hours to
Danielle: yeah.
Colie: before, like how long is it taking you from the time that someone inquires and then you know, they do their discovery call and then you send ’em the proposal and they book. Like, how much time are you spending on that process now?
Danielle: Yeah, I mean, not including the like 30 minutes that I’m actually sitting down chatting with them. The back end with the admin work is, I don’t know, maybe 10 minutes. I mean. I go, I have to, I go in and, you know, make sure that their proposal is somewhat customized. I make sure their invoice and their payment plans are set up how they want it.
I make sure that, you know, the language in the proposal and the proposal email are in alignment. And it, it usually is. Sometimes I make some very minor tweaks, uh, and then I hit send.
Colie: 10 minutes. I mean, that sounds great. I, that’s what I want for everyone, and I mean, guys, she didn’t say five minutes, but it’s okay. I will take it because she actually does, she customiz more than most of my clients. Because of the length of when people are hiring her, sometimes she has to go in and make sure that the payment plan, you know, reflects someone booking her at six weeks pregnant versus 36 weeks pregnant.
So, I mean. Danielle can have that extra five minutes. I’m, I’m actually very happy to give you that extra five minutes, but knowing that it’s only taking you 10 minutes now is great. And like for the rest of the journey, how much admin time would you say that you are spending? Let’s say that it is someone who did your doula plus birth photography, um, combo package, other than calls.
How much time are you actually spending managing the admin? So approving emails, looking at things, whatever it is that it takes from the time that they actually book until you deliver their final gallery.
Danielle: Oh my gosh. I wish I had a way to like accurately give you time. It is hardly anything. I feel like the booking process is probably the most high touch as far as the admin work. Um, but. Yeah, I mean, it doesn’t take me any time to go into my app most of the time when my kids are playing happily at the park and like hit approve on something, you know, maybe 15 or 20 minutes through the whole client journey.
Yeah. ’cause I mean, before I was manually sending for example, questionnaires and then when they would. Naturally forget because they have busy lives. I would send a manual reminder, uh, sometimes two manual reminders. This Dubsado is taking care of all of that for me. All the payment reminders, the questionnaire reminders, I mean, it’s legit guys.
Colie: And you know what? I love that you mention the app because the funny thing is, half the time I forget, Dubsado has an app. I mean, I really could have used the app. When I was still managing my business in car, in the car, when I was waiting in like the carpool lane, like I could have used the app then, but now I’m like, no.
I mean, you know, my systems are so automated, I’m barely doing like approvals and those kinds of things. So most of the time when I have to do something for Dubsado, I am literally sitting in this office at my computer. But I do know that my clients enjoy the app. I just don’t get to hear you guys say that, uh, very much.
Because I mean, when you’re in systems, in session. You’re always on a computer building your things and so usually I don’t get to hear about what you guys are doing with the systems after in terms of managing it on your phone because that’s always after you are, you know, outside of systems and session and you know, the systems are actually doing the work for you, which is fantastic.
Danielle: Yeah, I love the app. I mean, there are things that are missing from the app that I can’t even think right now. Like I, I think I was trying to give somebody a partial refund, a couple days ago, and I don’t think I could do that on the app. I think I had to sit down at the computer and do it. But small things,
Checking off the to do tasks, approving emails, counter signing contracts. I, I mean, I can do that so quickly as I see those emails come through on the app. And I, I can do that, like I said, when my kids are eating lunch really quickly without much interruption to my day. Just the app, having that access on my phone, because Pixie said did not have that at all.
It was always, I had to go. Kind of like sneak away and sit down on my computer. So being able to do that, quickly and easily has been awesome.
Colie: I am curious in your new systems, what’s your favorite part? Like what’s your favorite feature, your fa favorite asset, like whatever it is. What is your favorite part of everything that you built?
Danielle: Oh gosh. One thing is coming to mind. Honestly, the whole thing’s my favorite, so this is a hard question for me to answer. the, I feel like the point in which I was like, oh my gosh, this is working and this is amazing and life changing. So maybe not my favorite, but similar essence, uh, is when we, I don’t even think systems in session was, was done yet.
I think I was still doing it with you, but I had a. Email come through that alerted me that my client had booked their, had booked an appointment and it was their 36 week birth photography prep meeting, which I don’t have a ton of face-to-face interaction with my birth photography. Only clients if they’re not also getting doula support.
So I like to have that meeting to, you know, just have some face time with them before they deliver. And I, the notification came through that. It was just done. They were on my calendar. All I had to do was show up and I was like, honestly, to this day, when I still see those come through, I feel like surprised and giddy because I didn’t have to do anything.
I didn’t have to remember to schedule it. I didn’t have to send them any links. I didn’t have to send them any schedulers like it I, all I had to do is show up and hit join, and that’s my favorite part is yeah,
not having to.
Colie: when your client has done the thing that they’re supposed to do and you had no part of it. I will say I have my own. I mean, I don’t remember what client. It is. So thank God they won’t remember either. But I remember the first time that I was at Disneyland and I was on Dumbo riding with Chloe.
I, I don’t know, I think that was the year that we went, like every month for 14 months straight. But I got a notification that a questionnaire had been filled out. And when I looked at it, I didn’t even know who the client was. Like I saw the name and I was like. Who is that? And then I was like, when do they have a session?
Like then I was clicking into like to look and I was like, oh, okay, it’s this one. But like I hadn’t talked to that person. So long that I literally forgot who they were and when their session was, but their questionnaire went to them automatically, I believe it was six weeks before they were due like magic.
And so I didn’t have any part of that. And then I got the questions and then I got to review it and basically mentally prepare to, you know, go and be part of that. And so I, I just, I, same girl, same, I mean, getting those things is, is just awesome. And you had no part of it.
Danielle: exactly and so to answer your initial question, what’s my favorite part? My favorite part is that Dubsado is doing the shit that I literally forgot about, that I needed to do. ‘Cause a lot of times I’ll get notifications like that and I was like, oh snap, I’m so glad that this is done. ’cause I forgot that I had to do that.
I don’t actually have to do it anymore. Um, because of thought I was doing it, but, um, I did it manually for so long that, yeah. You know what I’m saying? I, I, it’s taking a lot of the remembering off of my plate and that it’s the best.
Colie: Yes it is. I mean, if there’s somebody on the fence between doing it themselves, I guess with my help, let, let’s say systems in session, if there is someone who’s debating between hiring somebody to create these systems for them. Or doing it with like my guidance, handholding, whatever. What would you tell them in terms of making the choice and you know, that you can’t offend me?
’cause I’ve done both. I mean, but like what to you is like the thing that people should consider in terms of being part of it versus outsourcing it completely?
Danielle: Yeah, and I am the perfect person to ask that question too, because I was on the fence about. Doing both of those things. It was actually the exact same investment at the time to join systems in session or to outsource the rest of the building of my system. It was the exact same investment and I was talking to my husband about this actually ’cause I was like, I don’t know what to do.
It’s, it almost seems kind of silly to spend the same amount of money and then still have to do all of the work myself.
Colie: Yes. Yes.
Danielle: That seems, that sounds a little crazy to me. But the reason I obviously did end up going with systems in session is because now I feel like in the future I’m not gonna have to invest any more money into Dubsado or you know, into Learning Dubsado anyway, because that’s what Systems in session gave me.
It was like a, it was a one time, investment, and now I have the skills that I need to go in and make changes. As I need to make changes versus I feel like if I had had invested in out completely outsourcing the build, I would be in the same boat that I was in and not knowing how to, how to make any changes, and then I would end up spending more money in the long run.
Colie: I mean, and I’m not even sure, at least from my perspective, I don’t even know that it would be the money for me, it would be the, I have to contact Colie. You know, schedule a call with her so that she can tell me how to do the thing, and that’s just delaying you being able to do it. I don’t know if you’ve heard the episode on this podcast yet, where I talked about, I hired someone to build out a Notion dashboard for me.
Danielle: no.
Colie: Yeah, so I recently, I felt like you guys, and it was really good for me though, to be on the other side. I mean, I hemmed and hawed. I was like, I am pretty sure I wanna move to Notion, but was really scared to leave Airtable. I have not left Airtable altogether. Systems in session is still managed in Airtable, but with the expansion of my team between Kara and Sarah and Haylee and Chelsea.
Airtable was not good for our communication. So I knew that I needed something different and I didn’t have the skillset to learn notion. And I was also like, but if I pay someone to set it up for me, I won’t know how to make changes in the future. So She creates management and I told her, I said, listen, I’m gonna be a little different than your other clients.
I was like, after you build something for me, I’m probably gonna ask you how you did it and why you did it. I was like, because I have to know how the systems work because I just can’t hand it over and then be like, oh, well in the future I don’t know how to change anything. So near the end of my support with her, I was sending her, I was like, Hey, I want to do this.
But you are not allowed to do it for me. Can you make me a video and show me how I should go do it myself? And she was like, of course. And so, I mean, I do feel like I am very equipped inside of my own notion, but the part that I loved about hiring her the most was it really put me in y’all’s shoes. Like I don’t know that I’ve ever. Been on the other side of a systems build where I didn’t understand it, and so I was like, oh, these, this is, this is how my clients feel. I, I should make notes so that I make sure that like I am taking care of these things while I’m working with them. So it was just really eye-opening, I will say, to be on the other side as someone who hired someone else.
To set something up and I really had no idea how notion worked. Like I was as dumb as a rock when it came to, I was like, I know it will do this, but I can’t figure out where this, where this step is for me to connect the two. Like, it was very frustrating and I was like, oh, this is how my clients feel.
Danielle: Yeah, it is how we feel. It’s, um, it’s a humbling place to be.
Colie: Definitely. So Danielle, what’s next for your systems, for your business? I mean, are you happy with how everything is going or are you still looking for some ways to like improve and save more time? Or are you like, no, I’m good where I’m at? This is where I’m gonna coast for a while.
Danielle: There are some small things that I need to go in and do. So when we were in systems in session together, as you know, we did the full. Doula birth photography journey. We didn’t go much into like my portrait work side, so I, I also do maternity and newborn, um, and occasionally family. Usually for my birth.
Matu maternity. Yeah, exactly. There are some small things I need to go in and add to those client journeys as far as workflows go. Mostly on like the, after the session side. F, getting feedback questionnaires, that kind of thing. I haven’t had a chance to sit down and build those out again. It’s like not because I don’t know how, it’s because I’m procrastinating and I’m like, oh, I’ll just do that.
That’ll be really easy and fast.
Colie: So
Danielle: honestly, I should probably just do it.
Colie: Danielle, I’m feeling like you and I should finally meet in person so that I can hug you and we can have like some delicious brunch. And if you need, I am willing to sit next to you and do the accountability with you because what you’ve described, I literally think that shit’s gonna take you 30 minutes.
So you just really need to sit down and do it.
Danielle: Oh, for sure. For sure I would, first of all, I would love to see you in person. That would be amazing. And you’re a hundred percent right. It will take me 30 minutes and I just need to, it, I’m like this in other areas of my life. Okay. It’s like the, you know, little tasks around the house that you put off for months and then you do them and you’re like, oh, that literally took me seven minutes.
It, I’ll get there.
Colie: In the last two years, I feel like I have done more avoidance in my personal life, in my business. Like, no, it used to be that. Deadlines gave me motivation to do something and no. Now, those kinds of things give me anxiety, and so then I avoid them to lessen my anxiety. It’s like this vicious cycle.
So believe me, I get it.
Danielle: Yeah, I’ll get it done
Colie: You’ll
Danielle: you’ll hold me accountable.
Colie: or I’ll hold you accountable. All right. Guys, this is yet another case study episode, and I really hope that you learn something different from Danielle than the other clients that I’ve had on this podcast because. I’ve had my own clients that have hired me for fully Done for You, and I’ve had a couple of them come into Systems in session, and if you had asked me if those people would need systems in session a year ago, I would’ve been like, are you crazy?
No. They hired me. I did all the work for them. I showed them how everything works and I delivered it, but. What my clients didn’t have is what Danielle got, which is the confidence to make the tweaks on their own down the line. And while I do offer like a 30 day refresh for systems in session, and I have had a couple people come back for an extra 30 days when they were building something new or when they had so many offers that they wanted to make sure that they had the accountability to get it done.
But in general, like Danielle said, systems in session is a one-time investment. We set up your signature offer. You end up saving the time and learning how to do that one offer from beginning to end inside of your tool. And then you have the skills and the knowledge to do it again and again and again for your other offers.
But Danielle, thank you so much for coming to join me on the podcast. ’cause I know that you were a little apprehensive when I was like, girl, don’t you wanna come on my podcast?
Danielle: You are so welcome. Yeah, thank you for having me. I definitely was a little anxious to do this. I’ve never been on a podcast before, but I had a great time.
Colie: Ah. And guys, if you happen to be in our area and you’re gonna give birth, Danielle is awesome. Her photography is awesome. I am sure Having her as a doula is awesome. And if you are not local and you are like. Doula sounds kind of cool. I wanna look at birth photography again. She set up her mentorship offers inside of Dubsado while she was in systems in session.
So all of her links are in the show notes. Please check them out. Alright, that’s it for this episode. See you next time. Let.

Find It Quickly
00:24 – Why Danielle Joined Systems in Session
02:58 – “I Felt Lost in My Own System”
05:31 – The Confidence to Make Changes
06:55 – Building New Offers Inside Dubsado
09:15 – From Fear to Flexibility
10:05 – Why Pixieset Wasn’t Enough
13:40 – The Manual Tasks Dubsado Eliminated
15:57 – More Time, Less Stress
24:39 – Danielle’s Favorite Dubsado Feature
28:01 – Should You Learn Your CRM or Outsource It?
32:27 – What’s Next for Danielle’s Business
Mentioned in this Episode
How this Wedding Photographer Plans to Save 180 Hours a Year With Better Systems with Jordan Craig
Connect with the Guest
Website: daniellekentphoto.com
Instagram: instagram.com/daniellekentphoto

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