PodcastsBusinessBusiness-First Creatives: Client Experience & Systems for Service Providers

Business-First Creatives: Client Experience & Systems for Service Providers

Colie James
Business-First Creatives: Client Experience & Systems for Service Providers
Latest episode

330 episodes

  • Business-First Creatives: Client Experience & Systems for Service Providers

    The Power of Collaboration: Creating Better Offers with Caitie Cupples

    02/07/2026 | 37 mins.
    What if your next great offer isn't something you build alone? In this episode, I sit down with website copywriter Caitie Cupples to explore the power of collaboration and how partnering with complementary experts can create a better client experience—and a stronger offer.
    Caitie shares the story behind Signed, Sealed, Subscribed, a collaborative VIP Week she built alongside a designer and a naming expert to help business owners finally launch newsletters they're excited to send. We unpack what it looks like to stay in your zone of genius, eliminate client roadblocks, and create offers that solve the entire problem instead of just one piece of it.
    If you've ever wondered whether collaboration could help you create a stronger offer, this conversation might be the inspiration you need to get started!

    Find It Quickly:
    00:25 - Meet Caitie Cupples
    02:57 - Signed, Sealed, Subscribed
    04:35 - What’s Included
    06:01 - How It Started
    07:19 - Words vs Design Reality
    10:51 - Onboarding and Tools
    12:49 - Deliverables Breakdown
    15:44 - Welcome Email Strategy
    17:48 - Platform Choices
    18:28 - Choosing a Newsletter Tool
    19:17 - Newsletter as the Offer
    20:45 - HoneyBook vs Dubsado
    22:35 - VIP Week Workflow
    25:03 - Launch Lessons Learned
    28:19 - Waitlist Setup and Fairness
    29:42 - Picking Collaborators Wisely
    33:50 - Contracts and Collaboration

    Mentioned in this Episode:
    Collaboration Partner: stacyeaguilar.com

    Connect with the Guest:
    Website: caitiecupplescreative.com
    Instagram: instagram.com/caitiecupplescreative
    Threads: threads.com/@caitiecupplescreative
  • Business-First Creatives: Client Experience & Systems for Service Providers

    Email Like You Mean It Is Dead. Here's What's Replacing It.

    01/07/2026 | 8 mins.
    Email Like You Mean It is no more, y'all. I rebranded it — again — and this time I actually love the name I landed on: The Experience Edit.
    In this episode, I'm walking you through why I made the change, what's different now that it's gone from a 5-day sprint to a full 10 days, and why I finally split it into two clear goals: mapping your client journey in week one, then writing your entire client communication library in week two. I also touch on why workflows still aren't part of this offer (on purpose), and what to expect if you join me live July 13–24.
    Plus — I'm kicking off the July Sales Parade with Ceels Lockley today, and I'll be one of the guest DJs later this quarter talking Systems That Sell. Details on that below too.
    Links mentioned:
    Join The Experience Edit → coliejames.com/experience
    July Sales Parade with Ceels Lockey → coliejames.com/parade
  • Business-First Creatives: Client Experience & Systems for Service Providers

    How to Write Client Emails Without Stress — Bringing Back the 3 Ps

    30/06/2026 | 10 mins.
    So it's been a hot minute since I ranted about client communication, y'all. In this replay of episode 204, I'm breaking down the three things every single client email needs — automated or not — to actually get read: purpose, personality, and preview.
    I'll walk you through how to title your email templates by purpose (hint: your clients never see the title, so make it work for you), why a Schitt's Creek GIF might be doing more for your client relationships than you think, and the one question every email should answer before your client even has to ask it: what happens next?
    Plus, your homework — pick one email in your client experience and run it through the three Ps. I dare you to stop at just one. 😂
    I'm also inviting you to join July's Experience Edit, my 10-day live sprint (July 13–24) where we map your client journey and write your entire client communication library — 30+ pre-written emails — in just one week.
    🔗 Grab your spot: coliejames.com/experience
    🔗 Grab the free resource, Mind the Gap: coliejames.com/gap
  • Business-First Creatives: Client Experience & Systems for Service Providers

    From Overwhelmed to Empowered: Learning How Your CRM Works with Danielle Kent

    25/06/2026 | 37 mins.
    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.

    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
    Systems in Session
    Dubsado
    Pixieset

    Connect with the Guest
    Website: daniellekentphoto.com
    Instagram: instagram.com/daniellekentphoto
  • Business-First Creatives: Client Experience & Systems for Service Providers

    The Follow-Up Your CRM Can't Do For You

    24/06/2026 | 11 mins.
    Y'all know I love a good automated follow-up sequence — but automation only works when a lead is still warm. This episode is about what to do three to six months later, when it's time to personally re-engage the people who went quiet.
    I'm walking you through the four buckets of people who belong on your re-engagement list (including some you might not have thought of), where to reach out based on where you last connected, and exactly what to say so the conversation feels human — not salesy. Your homework: set a timer for 30 minutes and build your list.
    I've laid out the plan fully in this blog post ⤵️
    https://coliejames.com/follow-up-for-cold-leads/

    Tune in next week for Part 2, where I'll walk through how I manage all of this inside Notion and share the full action plan.
    Join Systems in Session before July 10th and get July's Experience Edit for FREE. You can get details at https://coliejames.com/systems
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About Business-First Creatives: Client Experience & Systems for Service Providers
Business-First Creatives is a podcast for photographers and creative service providers who want to build a profitable, sustainable business without drowning in admin work, client experience chaos, or systems that let you down. This show delivers clear, actionable conversations around marketing, CRM workflows, client communication, Dubsado and Honeybook automation, Airtable systems, and workflow strategies, giving photographers and creative entrepreneurs the systems that scale, operational clarity, and strategic, human-first client experiences they need to build streamlined, referral-worthy business operations that don't require working 24/7. If you're tired of babysitting your inbox, chasing down contracts, or watching your workflows break the moment you look away, this show will help you move beyond "figuring it out as you go" and toward a creative business that brings you joy and a paycheck. This podcast provides answers to questions like: How do I automate my client journey without losing the personal touch? What CRM workflows do photographers and creative businesses need? How can I use Dubsado or Honeybook to streamline my client experience? What systems do photographers need to save time and deliver exceptional client experiences? How do I reduce admin time in my creative service business? Why do my workflows keep letting me down (and how do I fix them)? How can I build a profitable creative business that brings me joy and a paycheck? What's the best way to communicate with clients throughout their journey? How do I create systems that work even when I'm not babysitting them? How can I map my client journey to convert more inquiries into bookings? Hosted by Colie James, a Dubsado Certified Specialist, Honeybook Educator, and Workflow and Automations Guru with 10+ years helping creatives systemize their businesses—this show delivers practical, no-BS guidance for photographers and creative entrepreneurs who are ready to streamline their client journey, automate their operations, and make money from their craft. If you're done dropping balls and ready to build a business-first creative operation with systems that scale, you're in the right place. Find out more about Systems in Session ➡️ https://coliejames.com/systems-in-session
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