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I created this shop to help you create back-end systems so you too can run your business and still have time for a life outside of work!
Systems and automations are what sustain both me and my business. I need 4 reminders to pick up my kid and rely on Dubsado to send my client communication daily so I don't drop the ball.
I live for caramel-vanilla lattes and trips to Disneyland 🌈
I'm Colie James
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Brand New!
Create Your Own Client Hub in Airtable
Your CRM is good for a lot of things, mostly getting you PAID, but it doesn't allow you to centralize ALL your client data. That's where Airtable comes in...
Create a centralized place to house all your client data so you can answer the questions that help you move the needle in your business!
Turn your newborn inquiries into lifetime clients with your very own Baby Plan offers
BABY PLAN TOOLKIT
Steal my templates and processes to book and manage your VIP Days inside Dubsado with ease
VIP DAY TOOLKIT
Supercharge your booking rates with my 3 strategies to automate and streamline your inquiry & booking processes
LOVE YOUR LEADS TOOLKIT
Training & Template Toolkits
$247
$247
$297
Automate + streamline booking guests and managing content for your podcast using Airtable.
Podcast planner toolkit for Airtable
If scheduling is an integral part of your booking process, learn how to effectively use a Dubsado scheduler to get paid
How to get paid using a Dubsado scheduler
Migrate client support out of your inbox and into an Airtable hub
CREATE YOUR SUPPORT TICKET SYSTEM
$147
$97
$147
Step-by-step instructions for creating automations from inquiry to delivery!
automation collections
We share a SmartFile template directly to your Honeybook account ready to customize!
Honeybook booking smartfile template
Never write an email from scratch again!
Email collections
Honeybook templates
$147
$97
$147
Emma F
"The proposal was particularly useful as it was super useful to get a cut and paste version to build on, to see how it worked and what could be included. … but all the canned templates are great, they saved me so much set up time - one click and they’re in, ready for you to customise and make your own with images and language to fit with your brand and voice. "
Sarah D.
"I save SO much time sending out all of the details in the proposal: what to expect the day of the session, styling tips, the invoice and contract... everything is in one spot. Makes it so easy and fast for clients to book and pay the session retainer."
Saskia A.
"I would never been able to understand Dubsado and create workflows that help me save so much time, keeps me more organised and it helps me give my clients a better service. "
OOHS & AHHS
What People Are Saying
If you are looking for support while creating systems inside your business, you can join the CRM Blueprint for Creatives, my Dubsado implementation course for creatives, and upgrade to 60-days of support.
WILL YOU HELP ME CUSTOMIZE THESE TEMPLATES?
You can use these templates as many times within your own business as you want. I highly recommend customizing them for your main offer and then duplicating them for your other offers. You may not share them with others or use them in commercial setups for others.
CAN I USE THESE TEMPLATES MORE THAN ONCE?
These templates are made for specific applications. While you can customize the emails for use in another system, the one-click forms will only transfer directly into Dubsado and the Airtable bases will only copy into Airtable.
WILL THESE TEMPLATES WORK IN A DIFFERENT CRM?
You Might Have Some Questions...
Don't worry, I have the answers!
Send a question to templates@coliejames.com so I can get all your questions answered!
I HAVE ANOTHER QUESTION, HOW CAN I REACH YOU?
The purchase of these templates grants you a license to use them within your own business. You may not resell or use them to set up another business inside Dubsado, Honeybook, or Airtable.
CAN I USE THESE FOR COMMERCIAL USE?
Please review the description for the best use of each template collection.
