Your business is growing (yay!), but because your backend isn’t built to keep up, things are falling through the cracks.
You know how your system should run. You just need someone to help you build it that way — without having to hand everything off.
You're worried the client experience doesn't match the quality of your work.
You’ve got the basics built, but it’s not clicking — and it’s eating your time.
You set up automations — but they don’t always work right (and you're still double-checking everything).
Every business is different—which means your systems should be too. Inside Systems in Session, we’ll map your client journey, prioritize what needs attention, and build a custom experience with workflows in Dubsado or HoneyBook that support the way you work.
This isn’t a one-size-fits-all workflow plan.
Done-With-You Systems Sprint
Client Experience Strategy — Identify key touchpoints in your process and where smart systems can create ease and consistency.
Custom CRM Workflows — Build and automate processes in Dubsado or HoneyBook that match how you work (not just what the software defaults to).
Workflow Testing & Feedback — Once everything’s built, I’ll run through it all and give detailed feedback so it’s smooth, functional, and ready to wow your clients.
I'm ready colie
A lead tracking system to ensure no inquiry falls through the cracks
Boundaries around your availability—without sacrificing responsiveness or client care
An automated inquiry response that sounds like you and sets expectations right away
A clear next step so the lead knows exactly what happens while they wait
Inside the Inquiry phase you should have...
Inside the Inquiry phase, you will acknowledge new leads and guide them into the next step with a process that doesn’t require you to be glued to your inbox 24/7.
This includes...
Offboarding
Delivery
Onboarding
Booking
Inquiry
offboarding
delivery
onboarding
booking
inquiry
A workflow that updates their status and triggers onboarding automatically
A process that works whether you’re at your desk or not—no nudges or follow-ups required
A proposal, contract, and invoice that are bundled together and easy to complete in one sitting
A booking confirmation email that celebrates their decision and outlines what happens next
Inside the Inquiry phase you should have...
Inside the Booking phase, you will offer a streamlined process that makes it easy for clients to say yes—and book your services without a lof of manual follow-up or back-and-forth questions.
This includes...
offboarding
delivery
onboarding
booking
inquiry
A timeline or session guide that outlines key dates, deliverables, or what happens next
A workflow that manages the communication and process automatically—no late-night “oops I forgot” emails
A welcome email that reinforces their decision and sets expectations for the experience
A client questionnaire or prep guide that gathers what you need without overwhelming them
Inside the Inquiry phase you should have...
Inside the Onboarding phase, you will prepare your client for what’s ahead with a process that answers questions before they have to ask—and continues to build trust.
This includes...
Offboarding
Delivery
Onboarding
Booking
Inquiry
Automated reminders or check-ins so nothing slips through the cracks
Reminding them of important deadlines and delivery dates so they are not left wondering how much longer it will be.
Continue to guide them and nurture them through your process, particularly after the session is over.
Prepare them for what to do when the gallery is delivered, including purchasing . additional products and services.
Inside the Inquiry phase you should have...
Inside the Delivery phase, you do what you do and make sure you avoid the communication gap between the service and final product.
This includes...
Offboarding
Delivery
Onboarding
Booking
Inquiry
A natural invitation to refer or rebook—without sounding desperate or salesy
An automated workflow that ties it all together while you move on to the next client
A final delivery or wrap-up message that confirms what’s done and what comes next
A feedback or testimonial request that’s easy to complete (and actually gets responses)
Inside the Inquiry phase you should have...
Inside the Offboarding phase, you’ll wrap things up in a way that makes clients want to rave, refer, and rebook—without chasing them down or overthinking the final email.
This includes...
THIS IS RIGHT FOR YOU
IF:
LET'S DO A LITTLE PRE-CHECK
A BIG part of building your dream business is having systems that work for you, so I spent a lot of time learning the ins and outs of CRMs to make the backend of my family and newborn photography business more streamlined.
It was like having my very own virtual assistant at $40/month instead of $40/hour.
But just because I am obsessed and spend my days thinking about automations, doesn't mean you have to.
When I am not photographing my amazing clients or building out systems on a VIP Day, you can usually find me at the pool or Disneyland 🤩
Hey, I'm Colie. I believe everyone deserves to run the business of their dreams and I think a touch of automation is the answer.
Meet your Automation-guru
ten years ago I pulled the trigger on my first CRM and it was a game-changer. Three years ago I discovered airtable and went all-in to manage my business + podcast. Now I help other creatives implement systems in their own businesses.
Turning my computer off each day at 3pm when I pick my kid up from school, no more responding to clients into the wee hours of the morning.
Surprising her with a trip to Disneyland, without worrying about my business while I ride Dumbo.
Answering leads with a few clicks and the help of my canned emails/pre-written proposals saves so much time and stress.
Booking a new client in less than 5 minutes after our phone consultation. Best dopamine hit is the sound of my phone alerting me to a Square payment.
I am a confessed recovering workaholic. With systems I said goodbye to the stress and hello to ...
Once your workflows are built, I’ll test them from start to finish—clicking every button and walking through the full client journey. You’ll get clear, actionable feedback so everything runs smoothly and makes sense for real humans (not just your backend brain). Because a workflow isn’t done until it’s tested.
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You’ll have access to support tickets for quick questions anytime during your 60-day container—and if you hit a workflow wall, you can book a 20-minute SOS call (Tue-Thur-Fri, 10am–2pm MT). Whether it’s tech trouble or a “does this make sense?” moment, I’m here to get you unstuck and moving forward.
SOS Calls + SUpport Tickets
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Here's how I support you while you build your newly automated systems...
Workflow Testing & Feedback
Tuesdays, Thursdays, Fridays
Behind the Scenes
We’ll kick things off with a 60-minute strategy call to deep dive into your current setup, spot the gaps, and map out exactly what we’ll focus on over the next 60 days. Not quite ready to hand the keys over to full automation? That’s okay—there’s always the approve button. Think of it as training wheels for your workflows. 😉
Strategy Call
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When Systems Sprint Starts
I want that support!
A lot—especially when we start with a strategy call to prioritize what matters most. Some people build their entire client experience from inquiry to offboarding. Others focus just on fixing a few key workflows. You don’t have to do it all—you just have to do what matters now.
What can we actually get done in 60 days?
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You absolutely can! But if you want help customizing it to your business, writing emails that sound like you, or figuring out how to connect it all with automations—this is the container for that. Think of it as the next step if you’re feeling overwhelmed or stuck after downloading a template.
Can’t I just buy a template from your Systems Shop?
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Great question! With Systems in Session, we’re building your workflows together over a 60-day period. I’m not logging into your account and doing everything for you—but you’ll have strategy, support, and expert feedback every step of the way. You still get my brain, just with your hands on the keyboard.
How is this different from your done-for-you setup?
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I bet you're wondering....
your VIP Day questions answered
Yes! Once your workflows are built, I’ll test them from a client’s perspective and give you detailed feedback. You’ll walk away confident that your automations make sense, everything works, and your client experience feels intentional—not just functional.
Will you check my workflows when I’m done?
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You can submit support tickets anytime during your 60-day container, and you’re welcome to book one 20-minute SOS call a day—as long as there's availability on the calendar. My goal is to make sure you never stay stuck for long, whether it’s a tech hiccup or you just need a second opinion before hitting “publish.”
SOS calls are available Tuesdays, Thursdays, and Fridays as my schedule permits.
How often can I use the SOS calls and support tickets?
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Even better. We’ll start from scratch and build a system that fits your business (instead of patching together what you think you need). You’ll save yourself months of frustration and avoid building something you’ll have to redo later.
What if I’m brand new to Dubsado or HoneyBook?
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OMG I'm so in!
It’s time to stop duct-taping your systems together and start running your business with confidence and way less stress.
Here’s The Bottom Line…
$2000
Systems in Session
A 60-Day CRM Systems Sprint for Dubsado or HoneyBook—With Strategy, Support, and Done-With-You Implementation
Images provided by: ARC Creative | SoCal Standard | The Leo Loves | Dear Kate Brand Strategy | Alicia Kinter
