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

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

337 episodes

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

    Can You Cut Your Client Management Time in Half Without Losing the Personal Touch?

    24/07/2026 | 10 mins.
    Hey y'all, it's Colie. I'm popping back in after two weeks of guest episodes to talk about something that's been shifting in my business — and honestly, in how I think about systems altogether.
    I recently noticed a real shift in who's showing up to work with me, and it sent me down a rabbit hole of rethinking how I talk about automation, personalization, and what I actually deliver for clients. That rethink turned into a new framework I'm calling Human by Design — the idea that you can automate the hell out of your client experience and still have it feel personal, present, and led by you.
    I'm walking through what changed, why "automate everything" shouldn't be THE goal, and how you can start applying this in your own systems — plus, I'm announcing a free training where I'll break the whole thing down.
    In this episode:
    Why I've moved away from "automate everything that can be automated"
    The real difference between personal and manual (they're not the same thing)
    An inside look at how I'm rethinking my own offers and sales pages
    Details on my free training, Human by Design — August 20th at 11 AM MT

    Sign up for the free training: coliejames.com/human
    Join the waitlist for The Experience Edit: coliejames.com/experience
  • Business-First Creatives: Client Experience & Systems for Service Providers

    The Pop-Up Studio Strategy That Builds Long-Term Photography Clients with David Enloe

    23/07/2026 | 38 mins.
    What if giving away something for free was actually the smartest marketing move you could make? In this episode, I'm joined by David Enloe, who shares how a simple idea born during the uncertainty of COVID transformed into one of the most effective marketing strategies I've heard for photographers. What started as a way to meet people in a brand-new city has grown into a long-term client acquisition system that continues to generate premium bookings years later.
    Instead of chasing social media algorithms or relying on paid ads, David built his business through free pop-up photography experiences at local community events. We dive into why this strategy works, how it builds trust, and why nurturing relationships over time can outperform short-term marketing tactics.

    Find It Quickly
    00:24 - Meet David
    01:50 - Origin Story During COVID
    05:13 - Why Its Free Marketing
    10:38 - Delivery Pricing And Timeline
    14:33 - Reviews And Community Building
    20:00 - Business Partnerships And Events
    22:45 - Who This Works Best For
    28:00 - Logistics Finding Venues

    Mentioned in this Episode:
    Pop-Up Studio Guide: the-enloe-creative.myflodesk.com/popup-studio-guide
    Applying the Rule of 7 with Dayna Schaaf: coliejames.com/applying-the-rule-of-7-with-dayna-schaaf
    You Can Build Authority & Visibility Without Shaking It on Social Media with Kylie Kelly: coliejames.com/you-can-build-authority-visibility-without-shaking-it-on-social-media-with-kylie-kelly
    How to Grow Your Email List as a Photographer at In-Person Events with Tiffany Crenshaw: coliejames.com/growing-your-email-list-at-in-person-events-with-tiffany-crenshaw

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

    Building a Custom Notion Dashboard: How I Streamlined My Entire Business with Ania Ha

    16/07/2026 | 52 mins.
    What if the systems slowing down your business aren't your workflows, but the software you're forcing yourself to use?
    In this episode, I'm joined by Notion consultant and workflow strategist Ania Ha to pull back the curtain on the custom Notion workspace she built for my business. We talk about everything from team management and automations to the growing conversation around replacing traditional CRMs with personalized systems built in Notion.
    I share what it was like hiring someone to build my systems for the first time, how that experience completely changed the way I think about my own clients, and why I believe the best tech stack isn't always the one with the most features—it's the one that actually fits the way your brain works.
    Find It Quickly:
    00:25 - Meet Ania
    05:38 - Instagram Widget
    09:17 - Why Clients Hire Her
    13:11 - Learning Notion as a Client
    19:36 - Toggles and Dashboard Design
    21:47 - Team Tracking and Databases
    25:45 - CRM Alternatives Debate
    28:58 - Simple CRM Starts
    30:18 - Zapier and Breakpoints
    31:54 - Frankenstack vs Scaling
    33:44 - Notion Client Portals
    35:43 - Notion Pricing Advantage
    36:51 - Team Workflow Automation
    41:49 - DIY Automation Tweaks
    44:00 - Notion Second Brain
    46:23 - Design Views and Tables
    49:39 - Mobile App and Shortcuts
    50:26 - Ask an Expert

    Mentioned in this Episode:
    Notion: notion.com
    Dubsado: coliejames.com/dubsado
    HoneyBook: coliejames.com/honeybook
    Airtable: airtable.com
    Google Workspace: workspace.google.com
    Zapier: zapier.com
    TidyCal: tidycal.com
    Descript: descript.com/?lmref=0HiLlg
    Loom: loom.com
    Metricool: metricool.com
    Canva: canva.com
    The Subscriber Society: latitudelane.com/subscribe-society
    Launch Your Own Way: cominguproses.co/products/lyow

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

    Business Bestie Chat: Q3 – 2026 with Sabrina Gebhardt

    14/07/2026 | 57 mins.
    What do you do when the strategies that used to work… suddenly don't? In our Q3 Business Bestie Chat, Sabrina and I are getting real about what it looks like to navigate a season of uncertainty in business—even after years of experience. We're sharing an honest conversation about shifting markets, changing client behavior, and why staying grounded is so important.
    With nearly 29 years of combined entrepreneurial experience, we've both found ourselves asking hard questions this summer. Instead of pretending everything is perfect, we're pulling back the curtain on what it's like to adapt, trust the process, and keep moving forward when business feels different than it did even a year ago.

    Find It Quickly
    00:24 - Biz Bestie Chat
    02:34 - Colie Offer Pivot
    04:30 - Replacing Sales Calls
    05:36 - Sabrina Summer Camp
    08:55 - Root to Rise Revamp
    11:38 - Systems in Session Tweaks
    14:23 - Ads Strategy
    17:04 - New Freebie Waitlists
    21:22 - Launch Ethics Drama
    23:31 - Root to Rise Launch Results
    29:37 - Colie Launch Timing
    32:18 - Summer Launch Experience
    33:35 - Price Versus Trust Objections
    37:38 - Micro Wins Build Confidence
    39:01 - Trial Week Idea
    42:09 - Pricing and Logistics
    49:13 - Audits as Downsell
    51:44 - New Fall Retainer Offer
    53:01 - Serving Q3 and Q4 Plans
    54:03 - Sharing Client Wins

    Mentioned in this Episode:
    Systems in Session: coliejames.com/systems-in-session
    The Experience Edit: coliejames.com/the-experience-edit
    Root to Rise: sabrinagebhardt.com/mastermind-waitlist
    First Class Lounge: sabrinagebhardt.com/membership
    Summer Camp: sabrina-gebhardt.myflodesk.com/summercamp

    Our Quarterly Business Bestie Chats:
    Q2 2026: coliejames.com/business-bestie-chat-q2-2026-with-sabrina-gebhardt
    Q1 2026: coliejames.com/business-bestie-chat-q1-2026-with-sabrina-gebhardt
    Q4 2025: coliejames.com/business-bestie-chat-q4-2025-with-sabrina-gebhardt
    Q3 2025: sabrinagebhardt.com/podcast/q3-business-besties-chat-with-colie-james
    Q2 2025: sabrinagebhardt.com/podcast/q2-2025-business-bestie-chat-with-colie-james
    Q1 2025: sabrinagebhardt.com/podcast/128-q1-2025-business-bestie-chat
    Q4 2024: sabrinagebhardt.com/podcast/q4-business-bestie-chat-with-colie-james
    Q3 2024: sabrinagebhardt.com/podcast/q3-business-besties-chat-with-colie-james
    Q2 2024: sabrinagebhardt.com/podcast/88-q2-business-besties-chat-with-colie-james
    Q1 2024: sabrinagebhardt.com/podcast/75-quarterly-business-chat-with-colie-james

    Connect with Sabrina
    Website: sabrinagebhardt.com
    Instagram: instagram.com/sabrinagebhardtphotography
    Podcast: sabrinagebhardt.com/podcast
  • Business-First Creatives: Client Experience & Systems for Service Providers

    The Experience Edit Isn't Just for "Established" Photographers — Here's Why

    10/07/2026 | 6 mins.
    If you've been telling yourself you're not "ready" for better systems yet, this one's for you. In this episode, Colie talks directly to the newer photographers and service providers in her audience — the ones with fewer clients, hesitant to raise their prices, and using a CRM that just isn't built for automation yet.
    She breaks down exactly what The Experience Edit is, who it's actually for (spoiler: you don't need a specific CRM, or even to be a photographer), and why mapping your client journey now — before busy season hits — will save you time, stress, and a whole lot of second-guessing later.
    The Experience Edit starts Monday. Grab your spot at coliejames.com/experience.
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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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