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
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
The Gap Between Milestones: What's Missing From Your Client Experience
23/06/2026 | 10 mins.
Most photographers think they have a client experience because they have a few key milestones in place: an inquiry form, a proposal, a questionnaire, and a gallery delivery email. But milestones aren't the same thing as a client experience. In this episode, I'm breaking down the difference between milestones and touchpoints, why your workflows might feel broken even when they're technically working, and the process I use with every Systems in Session client before we build a single automation. In this episode, you'll learn: • The difference between milestones and touchpoints in your client journey • Why copying someone else's workflow rarely works in your business • The three-step process for designing a client experience before building automations • How communication gaps create unnecessary client questions and frustration • Why touchpoints are the key to more reviews, referrals, and repeat clients • The first step to creating a client experience that feels intentional from inquiry to delivery
Resources Mentioned: Mind the Gap Client Journey Planner (grab it for FREE) https://coliejames.com/gap
Systems in Session (Q3 seats are now OPEN) https://coliejames.com/systems
Grab your seat for Systems in Session before July 10th and get July's Experience Edit for FREE.
The Power of Pivots: Your Business Story Matters with Andrea Shah
18/06/2026 | 52 mins.
What if the jobs, hobbies, and experiences you think are irrelevant are actually the most valuable parts of your brand story? In this episode, I sit down with copywriter Andrea Shah to unpack the surprising ways our career pivots shape the businesses we build today. We're exploring how seemingly unrelated experiences become powerful differentiators in your brand, website copy, and client experience. Andrea shares how she helps business owners uncover the stories hidden beneath their surface-level origin stories, and why the details you're tempted to leave out may be the exact thing that helps ideal clients connect with you. Together, we discuss how your website evolves as your business grows, why your copy should attract the right clients and repel the wrong ones, and how consistency between your messaging, visuals, and systems creates a stronger brand experience.
Find It Quickly 00:26 - Meet Andrea Shaw 01:35 - Why Pivots Matter 08:43 - Finding the Juicy Thread 09:38 - Pivot Copy Examples 11:09 - Origin Story as Strategy 13:43 - Digging Deeper Than Mom With Camera 20:35 - Privacy and Sensitive Details 22:33 - Evolving Brand Story 25:41 - When to Refresh Website Copy 27:53 - Website Overhaul Shift 31:27 - New Avatar Insights 34:58 - Your Copy Filters Clients 43:03 - Inclusive Language Systems 46:09 - DIY Pivot Story Exercise 49:41 - Personal Details Build Trust
Connect with the Guest Website: andreashah.com Instagram: instagram.com/andreashahcopy
What's the Real Reason You're Still Doing Sales Calls?
17/06/2026 | 14 mins.
In this episode, I'm covering the three goals most sales calls are trying to accomplish, the three questions every lead needs answered before they book, and why cramming all of that into one 15-minute call is costing you clients. Want more? Join me tomorrow ⤵️ 🎯 Replace Your Sales Call — free live training, June 18th Register: coliejames.com/sales Replay available for 7 days only.
About Business-First Creatives: Client Experience & Systems for Service Providers
About Business-First Creatives: Client Experience & Systems for Service Providers
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
Listen to Business-First Creatives: Client Experience & Systems for Service Providers, Better With Money and many other podcasts from around the world with the radio.net app
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