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

319 episodes

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

    How Dubsado Grew to 30,000 Users Without Venture Capital with CEO Becca Berg

    04/06/2026 | 55 mins.
    What happens when the mistake of a missed photo shoot turns into one of the most beloved CRMs for creative entrepreneurs? In this episode, I sat down with Dubsado co-founder and CEO Becca Berg to talk through building a SaaS company from scratch with her husband Jake, scaling to 30,000+ users, and why staying self-funded has shaped every decision they’ve made over the last decade.
    We talked about the real beginnings of Dubsado, the growing pains behind CRM development, why certain features take time, and what’s actually coming inside Dubsado 3.0. Becca also opened up about one of the hardest moments in Dubsado history and how trusting her gut changed the way she leads the company today.
    If you’ve ever wondered what goes on behind the scenes of the CRM so many creatives rely on every day, this episode is for you.

    Find It Quickly
    00:38 - Meet Becca
    03:50 - Dubsado's Origin Story
    08:10 - Building the First CRM
    10:13 - Customization as the Edge
    12:02 - First Customers and Milestones
    17:46 - Growing the Team
    22:42 - Why Stay Self Funded
    25:20 - Why Features Take Time
    29:25 - Scheduling Feedback to Release
    31:24 - New Form Builder Vision
    34:10 - Subscriptions and Checkout
    36:53 - Beyond Project Based Work
    42:25 - Hard Lessons and Payments Crisis
    45:24 - Stripe Migration and Sub Accounts
    48:53 - Dubsado 3.0 Sunset Timeline

    Connect with Becca
    Website: Dubsado.com
    Instagram: instagram.com/dubsado
    Instagram: instagram.com/beccaliz_
    Threads: threads.com/@beccaliz_
  • Business-First Creatives: Client Experience & Systems for Service Providers

    4 Years, 100K Downloads & What's Coming Next

    02/06/2026 | 12 mins.
    May was rough, no solos were recorded, but June is a new month!
    In this episode I am giving you 5 updates, 4 business and 1 personal, to get these solo episodes back on track 👏🏽

    Links Mentioned:
    coliejames.com/sales to join my FREE training on June 18th at Noon MT/2pm ET where I will walk you through eliminating the sales calls you hate and/or don't have time for
    coliejames.com/experience to see the new version of Email Like You Mean It
    coliejames.com/waitlist to grab the two bonuses available for Systems in Session Q3
    Dubsado Workflow Series (6 of the 14 blog posts I wrote in May)
    SEO & Grow Sprint with Brittany Herzberg
  • Business-First Creatives: Client Experience & Systems for Service Providers

    Retention Marketing Strategies That Keep Clients Coming Back with Zoë Dew

    21/05/2026 | 47 mins.
    What if the easiest sales you’ll ever make are from people who already know, trust, and love your work? In this episode, I’m joined by Zoë Dew to wrap up my sales series with one of the most overlooked strategies in business: retention.
    We’re diving deep into why so many service providers leave money on the table after delivering a service, and how building intentional relationships with past clients can completely change the way you market and sell. We talk about the power of one-to-one outreach, why follow-up is your responsibility as a business owner, and how to stop chasing cold leads when warm opportunities already exist inside your business ecosystem.

    Find It Quickly
    03:59 - Why Past Clients Matter
    06:41 - Stop Being Passive
    11:19 - Make Outreach a System
    13:44 - Follow Up Like a Pro
    15:52 - Broadcast vs One to One
    23:08 - What Retention Really Means
    25:28 - Check Ins Build Trust
    36:53 - Warm Beats Cold Leads
    43:13 - Beyond Paying Clients
    45:31 - Where to Find Zoe

    Mentioned in this Episode:
    Episode 266: Stop Chasing Vanity Metrics: The 4 Habits That Actually Grow Your Business with Zoë Dew

    Connect with Zoë
    Website: zoedew.com
    Instagram: instagram.com/zoerdew
  • Business-First Creatives: Client Experience & Systems for Service Providers

    3 Quick Adjustments to Optimize Your Google Business Profile for Photographers with Lydia Fine

    19/05/2026 | 37 mins.
    Have you claimed your Google Business Profile (previously Google My Business)? If not, you might be missing out on free visibility in your local area. As a photographer, that could mean fewer clients finding you.
    In this episode, I’m joined by Lydia Fine, local SEO expert and photographer, to walk us through the current landscape of Google Business Profiles, what’s changed, and exactly what you need to do to make yours work harder for you. Whether you run a studio, do in‑home shoots, or travel for sessions, this episode breaks down the window into local search that many creatives ignore.
    Find It Quickly
    00:27 - Meet Lydia Fine
    02:24 - Importance of Google Business Profiles for Local SEO
    04:01 - Verification and Privacy Concerns
    08:00 - Optimizing Your Google Business Profile
    12:55 - Leveraging Google Business Profile Services
    17:29 - SEO Strategies and Google Business Profiles
    20:22 - The Importance of Google My Business
    21:27 - Adding Photos and Videos to Your Profile
    24:12 - Managing Reviews and Updating Content
    25:26 - Exploring Bing Places and SEO Strategies
    27:16 - Asking for Reviews: Best Practices
    31:07 - Prominence and Local SEO Tips
    Mentioned in this Episode
    Google Business Profile
    Connect with Lydia
    Website: apolloandivy.com
    Grab the Guide: apolloandivy.com/quickfix
    Instagram: instagram.com/lydia_apolloandivy
  • Business-First Creatives: Client Experience & Systems for Service Providers

    From Burnt Out to Bougie: Building a Life-First Wedding Photography Business with Alora Rachelle

    14/05/2026 | 41 mins.
    If you've ever booked 50 weddings and wondered where all the money went, this episode is for you. Alora Rachelle joins me to talk wedding photography pricing strategy — specifically why the middle tier is shrinking, how to structure packages that are profitable at every level, and what it actually takes to confidently charge more.
    We also cover outsourcing your editing without losing your creative identity, giving feedback that gets you the results you need, and using slow season to build the systems that make your busy season sustainable.

    What You'll Learn in This Episode
    Why the middle pricing tier for wedding photographers is shrinking — and what that means for where you should be positioning your packages right now
    How to structure a three-package system where every single tier is profitable, not just the middle option
    The mindset shift that makes it possible to send a proposal with a number that genuinely scares you
    Why your systems and your pricing are more connected than you think — and how a messy client experience erodes perceived value no matter what you charge
    What the three-year mark in a photography business usually signals, and why it's the perfect time to think seriously about outsourcing
    How Alora went from emotional resistance to a five-star client experience by outsourcing her editing — and why it takes more than one try to get it right
    Why slow season is for systems (not just catching up), and how to use that time to actually build the business you want
    How to balance capacity, happiness, and the real numbers so you can build a business that brings you a paycheck and your life back

    Connect with Alora
    Website: alorarachelle.com
    Instagram: instagram/alora.rachelle
    Masterclass: The 10k Wedding Formula
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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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