Stop Drowning in Client Chaos.
Systems in Session is a high-touch, done-with-you container that takes your scattered, manual, “hope-this-works” workflows and replaces them with proven systems that save hours, protect your boundaries, and elevate the client experience that keeps referrals rolling in.
Build a Business That Runs Smoothly
(Without You Babysitting Every Step).
Build a Business That Runs Smoothly
Stop Drowning in Client Chaos.
Systems in Session is a high-touch, done-with-you container that takes your scattered, manual, “hope-this-works” workflows and replaces them with proven systems that save hours, protect your boundaries, and elevate the client experience that keeps referrals rolling in.
(Without You Babysitting Every Step).
A 60-day done-with-you sprint to build the systems your business has been missing.
This isn’t about learning systems. It’s about leaving with them in place, customized to your business, ready to save you hours every single week.
Proven tools set up right the first time so you can finally stop duct-taping “fixes” together
Clear workflows and boundaries that protect your time and prevent scope creep
A client experience that wows — so you get more referrals, not more questions
Streamlined systems that automate the busywork (without breaking every other week)
Your 60-Day Path to Systems That Stick
Systems in Session isn’t another course you’ll half-finish or a stack of templates collecting dust. It’s a focused, done-with-you container where we audit your entire client journey, cut the clutter, and rebuild your backend so it actually works as intended.
Most system “solutions” give you a plug-and-play template and call it done. But your business isn’t a carbon copy of anyone else’s, so why would your backend be?
Inside Systems in Session, every workflow, automation, and client touchpoint is built around your offers, your client journey, and your goals.
This isn’t a one-size-fits-all workflow plan.
A Proven Sprint That Rebuilds Your Backend in Weeks, Not Months.
No more generic checklists that don’t match how you actually work
No wasted hours trying to “make it fit” your business
No fragile fixes that break the moment you get busy
Let’s Get Your Business Running Smoothly
You’ll walk away with systems that are designed for the way you serve clients, so they hold up under real client load and scale with you as you grow.
That means:
What Your Systems Will Do
(So You Don’t Have To)
Book clients in minutes, not days with a 5-minute booking process — proposals, contracts, and payments all tied together, no back-and-forth emails.
Wow clients with a premium experience — luxury proposals, automated updates, and thoughtful touchpoints that make them feel cared for (and eager to refer you).
Protect your time + boundaries — workflows prevent scope creep, set expectations, and keep projects moving without constant oversight.
Save you 5–10 hours a week — follow-ups, confirmations, and nudges run in the background so admin spirals don’t eat your time.
Leave you feeling calm + confident every day — your backend holds steady so you can enjoy mornings, family time, and your business again.
Chase clients for you — automatic reminders make sure proposals, contracts, and invoices get signed + paid without you nagging.
These aren’t just promises — they’re the real-life glow-ups my clients have experienced in their own businesses.
A 60-day systems reset designed to take your business from ‘everything lives in my head’ to a client journey that runs smoothly for you and your clients.
A fully supported, done-with-you experience that gets your systems finished — without the overwhelm, confusion, or endless DIY rabbit holes.
Got stuck? Instead of wasting hours googling, you’ll have direct access to me through live calls and support tickets. That means faster fixes, fewer tech headaches, and no more abandoned “half-built” systems.
Weekly SOS Call + unlimited SUpport Tickets
FOR FASTER FIXES
You’ll never be left starting from scratch. I’ll equip you with proven templates, AI tools, and step-by-step videos when needed — so you can build faster, with guidance that makes everything easier (and ensures it’s client-ready the first time).
TEMPLATES, TOOLS + STEP-BY-STEP VIDEOS
TO HELP STREAMLINE YOUR PROCESS
I don’t just help you set things up, I make sure they actually work. From testing automations to refining client emails, I’ll walk through your systems as if I were your client. You’ll get feedback that ensures your setup runs smoothly and gives clients the seamless experience they expect.
You’ll never be left starting from scratch. I’ll equip you with proven templates, AI tools, and step-by-step videos when needed — so you can build faster, with guidance that makes everything easier (and ensures it’s client-ready the first time).
TEMPLATES, TOOLS + STEP-BY-STEP VIDEOS
The High-Touch Support That Gets Your Systems Actually Finished
Workflow Testing & Feedback
Your Shortcut to Done
Behind the Scenes
Got stuck? Instead of wasting hours googling, you’ll have direct access to me through live calls and support tickets. That means faster fixes, fewer tech headaches, and no more abandoned “half-built” systems.
SOS Calls + SUpport Tickets
Tuesdays, Thursdays, Fridays
A 60-day systems reset designed to take your business from ‘everything lives in my head’ to a client journey that runs smoothly for you and your clients.
A fully supported, done-with-you experience that gets your systems finished — without the overwhelm, confusion, or endless DIY rabbit holes.
Saying YES to a Systems Reset Just Got a Whole Lot Easier
ICYMI here's everything you get:
60-minute strategy kickoff call
Custom-mapped customer journey
Hands-on workflow build-out
Workflow testing + refinement
60 days of high-touch support
Access to my AI Systems Squad
Templates and quick-start tools
Fully tested client experience system
Investment: $2500
THIS IS RIGHT FOR YOU
IF:
LET'S DO A LITTLE PRE-CHECK
Exactly What Happens (and When) Inside Your 60-Day Systems Sprint
Your Client Journey Blueprint Comes to Life
We start with your 60-minute strategy call where we review your initial client journey blueprint — every touchpoint, every workflow, every gap, every opportunity.
By the end of Day One, we'll begin refining your custom blueprint, showing you exactly what you’re building and the order you’ll build it in.
You’ll walk away thinking:
“Oh — THIS is what my client experience is supposed to look like.”
day one
First 30 days
Week one
Week two
The rest of our time together
Access Your Systems Blueprint + Toolkit (Your Asset Checklist)
You’ll receive access to your Systems Toolkit — the exact checklist + templates of assets, emails, forms, questionnaires, schedulers, and content we’ll need to bring your new backend to life.
This week is all about clarity and preparation:
✔ You’ll know exactly what needs to be created
✔ You won’t overthink or guess
✔ You’ll work from a personalized checklist — not a generic template pack
✔ You’ll submit assets as you create them so nothing piles up
By the end of Week One, you’re organized, confident, and ready to move into build-mode.
day one
First 30 days
Week one
Week two
The rest of our time together
Your Booking Proposal Comes to Life
We kick off asset creation by crafting a booking proposal that converts leads into buyers — built around your services, your brand voice, and your client journey.
This includes:
✔ Proposal design + structure
✔ Package presentation
✔ Payment schedules
✔ Clear terms + boundaries
✔ Automated next steps so clients know exactly what to do
By the end of Week Two, your proposal is polished and ready to send — no more guessing, tweaking, or “does this make sense?” moments.
This becomes the anchor of your newly streamlined booking process so you can get paid... FAST!
day one
First 30 days
Week one
Week two
The rest of our time together
Communication + Workflows (Where Your System Actually Starts Working)
Now we build the parts that make your client experience feel seamless.
You’ll submit pieces as you complete them, and I’ll give timely feedback on every asset for your customer journey.
By the end of your first 30 days:
✔ Your workflows are mapped AND built
✔ Your communication is consistent and clear
✔ Your systems run without you manually pushing every step forward
You probably want to join Systems in Sessions specifically to fix your broken/non-existent workflows, but this is the end result of all the other work we do together.
day one
First 30 days
Week one
Week two
The rest of our time together
Testing, Refinement, Troubleshooting & Final Polish
Systems don’t just need to be built — they need to be tested and perfected.
During the second month we:
✔ Run + test every workflow
✔ Fix timing + messaging issues
✔ Strengthen boundaries
✔ Refine touchpoints
✔ Tighten proposal → onboarding flow
✔ Troubleshoot edge cases
✔ Build your referral system
✔ Build your rebooking workflow
By the end of your 60 days: You walk away with a backend that finally matches the level of service you’re known for.
day one
First 30 days
Week one
Week two
The rest of our time together
"I was at max capacity. Now my clients are moving through everything without me lifting a finger — and I have time to lift weights, read books, and just be with my kids."
BEFORE: Kelly was juggling two demanding roles: luxury family photographer and full-time CRNA, all while manually managing a high-touch, high-care client experience. Her HoneyBook setup was “bare bones”: a contact form, invoices, and email from scratch. Despite having purchased the HoneyBook Blueprint, automation felt overwhelming and impersonal, so her brain still did the heavy lifting. Every client workflow lived in her head.
NOW: After Kelly joined Systems in Session, we mapped out every detail of her luxury client journey — from the initial connection call to her signature welcome box — and worked side-by-side to build strategic automations that felt personal, not robotic. She now runs a seamless HoneyBook setup that reflects her high-touch experience while freeing up hours each week.
"You helped me do this without taking me out of it. Everything still feels like me, but the system runs it all."
"I felt like my mind was constantly spinning. I couldn’t even think about taking on one more client."
My student Kelly heard me mention the idea of done WITH you on a podcast and messaged me immediately: “Just send me an invoice.” Six months later, I opened Systems in Session and Kelly was the first one to join. Here’s what happened when we planned and implemented systems designed around her.
Before Systems in Session had a name (or even a price)...
And yes, I’m also a Disneyland Adult. Which means I believe your business should feel more like the happiest place on earth (clear, magical, and full of ease) not an overwhelming maze you’re constantly trying to escape.
That’s why I call myself Your Systems Professor. Because I don’t just teach you theory; I guide you step by step, making sure you walk away with systems that are actually set up, tested, and working for your business.
Meet Your
Systems Professor
I’m Colie James, a certified Dubsado specialist, HoneyBook educator, and the go-to systems strategist for photographers and service providers who are done running their business on chaos.
Over the years, I’ve helped hundreds of creatives streamline their backend, reclaim hours of lost time, and deliver client experiences that actually generate referrals.
I'm not the girl who will just hand you your systems and say "good luck"
We're in this together
I wasn't always
Because i LOVE hearing my clients say shit like this...
but now it's the only way I roll.
Team done with you
"Your first call, I knew I was gonna love working with you. ’Cause it was just, I think it was like 45 minutes of you just asking me what's wrong? What could we do better? Where are the pain points in your usage right now of your CRM, and then you made a plan for us to do that. And then we did it together."
"The way you explained things just clicked. I never felt dumb or behind, and I walked away knowing I could actually manage it."
"I didn’t want somebody to just hand it over to me and say, ‘Here you go.’ I wanted to actually be walked through it so I could feel confident doing it myself."
"I booked calls with Colie. She was my bff whether she wanted to be or not. She saw me every single week and I was working on things slowly, but that is the process I needed. I needed someone to do it alongside me."
“Systems in Session was exactly what I needed — not just a setup, but learning how and why everything connected.”
“I was ‘using Dubsado,’ but only the bare minimum: contract and invoice… DIY tutorials weren’t cutting it, and a done-for-you build didn’t fit my ‘I need to understand it’ personality.”
"I have a lot more confidence in sending proposals and booking clients now. I don't think I would have felt that way for months if I had done it myself."
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...
Instead of ghosted leads and messy inboxes, you’ll have an inquiry system that responds instantly, filters for fit, and gets you booked faster. More yeses, less chasing.
This includes...
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...
No more back-and-forth emails about contracts or payments. Your booking system makes it effortless for clients to say yes, lock in their date, and pay on time (without you lifting a finger).
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...
Forget cobbling together questionnaires and reminder emails. A streamlined onboarding system gives clients everything they need upfront, making you look professional, organized, and worth every dollar.
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...
Delivery doesn’t have to mean late nights and missed deadlines. With the right workflows, your projects move forward smoothly, clients get updates automatically, and you deliver on time with ease.
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 Offboarding phase you should have...
Instead of projects ending with a fade-out, you’ll have an offboarding system that leaves clients raving, asking for more, and referring you to their friends. Goodbye unfinished endings, hello repeat business.
This includes...
How It Works
01
design the journey
Your roadmap to a rave-worthy client experience
We kick things off with a 1-hour strategy call where we map your entire client journey for your main offer. Together, we identify the gaps, bottlenecks, and missed opportunities costing you time and trust.
From there, I create your custom blueprint — a clear plan for how your client experience should flow from inquiry to offboarding. This becomes the foundation for a seamless client experience that earns 5-star reviews and referrals.
02
create the touchpoints
Build the emails, forms + more
With your blueprint in place, you’ll build the emails, contracts, proposals, schedulers, and forms your clients need. I’ll give you templates and AI tools to speed things up, then review everything so it’s polished, on-brand, and client-ready.
That way, every interaction builds trust and positions you as the pro.
03
connect the dots
Automations that keep clients on track
With your blueprint and touchpoints created, you’ll build the workflows inside your CRM. I’ll audit and test them alongside you to be sure every step is connected and runs the way it should.
The result? A consistent, reliable client journey that keeps projects on track and gives you back hours every week.
04
deliver with confidence
Confident systems from day one
I audit and test everything as if I were your client — from the timing of emails to the logic of automations — so nothing slips through the cracks.
You’ll launch with a system that’s been fully tested and polished, giving clients a consistent, guided experience that leaves them raving, returning, and referring.
Erin B. - Family Photographer + Custom Framer
"I wrote 33 client emails in a single weekend — something I thought would take me six weeks. Now I feel calm, confident, and in control of my business.”
BEFORE: Erin had been using Dubsado at the bare minimum — a contract here, an invoice there — but everything else was manual. Reminders slipped through the cracks, proposals felt clunky, and she was constantly piecing things together from scratch.
NOW: With Systems in Session, Erin built luxury, on-brand proposals and wrote 33 pre-written client emails in 24 hours using the Systems Professor Email Assistant. “It was way easier than I thought. Instead of spiraling for days, I could send a quick SOS call or ticket and get unstuck in minutes.” She now duplicates workflows in under 2 hours, has a client experience that impresses her high-end buyers, and finally enjoys mornings without rushing to her computer.
“The number one thing Systems in Session gave me was peace of mind. That calm, confident feeling? You can’t put a price tag on it.”
"I’m a control freak — I didn’t want DFY, but DIY wasn’t working either. I kept spiraling in YouTube rabbit holes and nothing ever got finished."
Client Experience Glow-Ups 🌈
Roxanne - Hawa Images | Brand Photographer
"I booked almost $5,000 in three days — and sent proposals in minutes instead of hours."
BEFORE: Roxanne had been in Dubsado for years but without workflows. She was manually sending every email, piecing proposals together one by one, and spending 1–2 hours just to get a booking proposal out the door.
NOW: With Systems in Session, she can send an on-brand, customized proposal in 20 minutes — complete with client logos and add-ons. She hit her first $10k revenue month, fully booked out the next two months, and now saves 8+ hours a week with systems that can finally lessen her mental load. As a mom to four school-age kids, any hour saved from her business is an hour she gets to enjoy with her family!
“I needed one-on-one help — my neuro-spicy self could not be left alone. Having Colie walk me through it step by step was everything.”
"I already sold my updated pricing twice. I’m so excited."
Emily S. - Part-time Family Photographer
"When I booked 12 past clients while I was in the middle of a house move 🤣 — that’s when I knew it was working.”
BEFORE: Emily had previously relied on in-person payments, Docusign contracts, and Google Calendar invites, and was now trying to make HoneyBook work — but the systems still felt shaky, and she didn’t fully trust them.
NOW: With only part-time hours to run her photography business, Emily now has an inquiry and booking system in HoneyBook that runs on autopilot and keeps both her and her clients on track. She’s launched her first newsletters to past clients, raised her prices without pushback, and finally feels confident her systems can support her business.
“These five people that have just booked me with me basically doing nothing — except sending that one email — like right there, it’s worth it. I get it. I drank the Kool-Aid. I’m totally in.”
"My cobbled-together system of booking, contracts, emails, and payments just wasn’t working."
"I was having to go in and approve so many things. I felt like you could make my life a lot easier — and spoiler, you did."
INSIDE SYSTEMS IN SESSION:: Over 30 days, we worked together to streamline and automate five full client journeys across her offers — eliminating hours of manual approvals and back-and-forth. Using a mix of walkthrough Loom videos, quick support tickets, and strategy calls, we tackled it all side by side — a true done-with-you process that left her systems running smoother and smarter than ever.
NOW: Megan runs a fully automated client experience that saves her over an additional hour per client — even during peak season. She’s proof that the Blueprint gives you the foundation, but Systems in Session builds the next-level system with you.
"You matched my energy — whatever I put in, you put in. It was the fastest, smartest way to make my systems actually work for me."
"You just told me exactly what to do, I did it, and then we moved on to the next thing."
Megan first joined my DIY Dubsado course CRM Blueprint four years ago and built her original Dubsado setup using my signature systems for photographers. Those workflows supported her for years — but as her business grew, her “good enough” systems started slowing her down. Her booking process relied on too many manual approvals — she still had to add session dates and send contracts herself. When she joined Systems in Session, she didn’t want to start from scratch or hand everything off — she wanted to refine what she’d built, together.
From DIY course to a strategic rebuild done with expert support
Megan N - Family & Newborn Photographer
You may be thinking...
Should I go the DFY or DWY route?
Over the years, I’ve supported clients through both Done-For-You and Done-With-You builds. And while DFY can be a great fit for some, I’ve consistently seen my Systems in Session clients get so much more confidence and long-term success — simply because they built their systems with me instead of receiving a final setup they didn’t fully understand.
Inside a Systems in Session, you aren’t just handed workflows.
You’re part of the process.
You see how everything connects.
You learn why each step matters.
And that means when your business shifts — your systems can shift with you.
If you want custom systems that feel like you, work beautifully, and empower you to make updates on your own… Systems in Session is the path that gets you there.
DWY is for you if:
You’ve tried DIY but want hands-on help to make everything connect and flow.
You need accountability and feedback to get it done — for good.
You want to understand the backend so you can maintain or adjust it confidently later.
DFY is helpful when…
You want someone to build everything for you and hand it over when it’s done.
You have a very stable offer suite that doesn’t change often.
You prefer outsourcing the entire backend so you can stay focused elsewhere.
Absolutely. In fact, most clients come to me with partial or duct-taped setups. We’ll keep what works, fix what’s broken, and upgrade the rest, so you finally have a backend that’s streamlined instead of cobbled together.
Will this work if I already have some systems in place?
3
You’ll need just a few focused hours each week to complete your tasks and submit support tickets/join calls as you need support. My job is to make sure you stay on task so you leave with fully working systems, not another time-suck on your to-do list.
How much time will I need to commit?
2
Nope. You don’t need to be tech-savvy, you need to be ready to get things finished. My role as your Systems Professor is to handle the testing and troubleshooting with you so the tech actually works (instead of sitting half-built in your account).
Do I need to be tech-savvy for this to work?
1
I bet you're wondering....
your Systems in Session questions answered
You’ll leave with working systems, documentation, and the confidence to use them. Many clients continue with ongoing support if they want to scale further, but your core client experience systems will be fully functional and ready to go on day one after we wrap.
What happens after the program ends?
6
Most templates and courses give you a specific system with little to no support in customizing it for your business. In Systems in Session we start by designing a client experience specifically for you and you leave with a finished setup that’s completely customized for your business. No guessing, no “make it fit,” no wondering if you did it right, just systems that are done and working.
How is this different from buying a template or course?
5
Past clients have saved 5–10 hours a week, booked clients faster, and improved their referral rates just by tightening up their client journey. While results vary, every system we build is designed to free your time, protect your boundaries, and improve your client experience immediately.
What kind of results can I realistically expect?
4
Because this isn’t just about workflows or automations.
It’s about getting back your time, your boundaries, your confidence, and the ability to run your business without constantly thinking, checking, or guessing.
And the systems we build together don’t stop working when our 60 days are over — they support you every single day after.
One to two new clients can pay for this.
The time and energy you get back will pay you again and again.
A business that finally feels easier to run — and a client experience you’re proud to deliver.
When you finish Systems in Session, you’ll walk away with
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Start dates available for March 2026
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Start dates available for March 2026
Reserve your Q1-2026 spot now with a $500 non-refundable deposit due today.
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Start dates available for Q1 2026
Enter your contact information to join the waitlist for Systems in Session. You will get early access as spots become available with a booking bonus!
Images provided by: ARC Creative | SoCal Standard | The Leo Loves | Dear Kate Brand Strategy | Alicia Kinter
