The Seniorologie Podcast

Ep 165 – Client Management Systems with Colie James

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Streamline Your Photography Business With Smart Systems – An Interview with Colie James

Today’s episode we are talking all things client management systems!!  Join Colie James, a systems expert for photographers and I as we dive deep into the benefits of implementing a Client Relationship Manager or CRM.  Whether you are new to CRMs, nervous about automation or unsure where to start with organizing your processes, this episode provides actionable tips to help you reclaim time, reduce stress and deliver exceptional client experience.

Episode Highlights:
What is a CRM?
  • A Client Relationship Manager (CRM) centralizes all client-related tasks and communication in one place, saving time and mental energy.
  • Colie shares her journey from manual processes to discovering CRMs in 2015.
    • Getting Started Without Overwhelm
      • Start by documenting your current systems (even if they live in your head).
      • Understand your workflow from inquiry to delivery before choosing tech solutions.
        • Debunking Automation Fears
          • Automation is optional! CRMs allow for manual approvals to maintain control.
          • Colie shares examples of clients who embraced automation in stages for peace of mind.
            • Time Saved Equals Business Growth
              • On average, a CRM can save 4–5 hours per client, freeing time for marketing, family, or personal goals.
              • The importance of templates and automating repeatable tasks like follow-ups and inquiry emails.
                • Choosing the Right CRM
                  • Avoid outgrowing your CRM by choosing one with robust features, even if you’re starting out.
                  • Colie’s advice on evaluating CRMs for scalability and long-term use.
                    • Addressing Dead Space in Client Communication
                      • Why communication between the session and gallery delivery is crucial.
                      • Tips for nurturing clients during their most anxious moments.
                        • Actionable Takeaways:
                        • Write down every step of your workflow, even if it’s manual, to identify inefficiencies.
                        • Start small: Use your CRM for centralization and organization before diving into automation.
                        • Create email templates for common client interactions to save time and ensure consistency.
                        • Choose a CRM that can grow with your business to avoid costly transitions later.

                          • Links & Resources:

                          • Colie’s Website – Discover resources, podcast episodes, and blogs on systems and client management.
                          • Recommended CRMs – A curated list of CRMs Colie recommends for photographers.
                          • Colie’s Podcast – Business-First Creatives – Join Colie as she chats with fellow entrepreneurs on business strategy

                            • Join the Conversation:

                            Have questions or want to share your experience with CRMs? Tag us on @seniorologie and let us know!

                            Don’t Forget to JOIN The Bundle Waitlist

                            Colie is a contributor to The Seniorologie Bundle which is a jam-packed educational resource for photographers that includes over 20 courses and templates for one low price of $97!  The Seniorologie Bundle will be available on February 10th but you can get early access and a bonus private podcast episode with practical advice from industry experts by joining the Bundle VIP List HERE.

                            If you found this episode helpful, leave a review and subscribe so you never miss an update.

                            The post Ep 165 – Client Management Systems with Colie James appeared first on Seniorologie.

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