Ready to make booking you effortless for your clients? In this episode, I’m breaking down how to create a five-minute booking process using a well-structured proposal (or quote/smart file, depending on your CRM). If booking feels like a scavenger hunt, leads will ghost instead of sign—but with the right setup, you can take them from […]
This is the third episode of the Client Experience Series! Now that you’ve mapped out your client experience, it’s time to turn those steps into workflows inside your CRM. In this episode, I’m breaking down how to structure your workflows into phases, determine what should happen automatically versus manually, and set up the triggers that […]
If this is the year you’re looking to improve your client experience, you’ve come to the right place! Auditing your systems and workflows is key to not only improving your experience, but optimizing and refreshing it year after year. To kick off our new client experience series on the podcast, I’m sharing a breakdown of […]
If this is the year you’re looking to improve your client experience, you’ve come to the right place! Auditing your systems and workflows is key to not only improving your experience, but optimizing and refreshing it year after year. To kick off our new client experience series on the podcast, I’m sharing a breakdown of […]
I'm a Disney-loving family photographer, and filmmaker turned Workflow and Automations Guru who helps creative service providers automate their sh*t, reclaim their time and get back to living!
With 10+ years in the creative space, Colie believes every creative deserves to build a business that is sustainable and profitable, and no one should quit their 9 to 5 only to work 24/7 [in their business].
The truth—automated systems can save us all from being overworked and overwhelmed.
I believe every creative deserves to turn their craft into a business that brings them joy and profit.
