This is the second episode of the Client Experience Series. Today I'm sharing a breakdown of how to begin mapping your processes as the first step to create and implement your client experience inside your CRM. If you haven't listened to last week's episode on how to audit your current client experience, give it a listen and take my new CRM Self-Audit Quiz at coliejames.com/auditFind it Quickly:00:46 - Recap on Client Experience Series Episode 12:01 - Identify Your Touchpoints3:49 - Required Action or Response?5:52 - Where will the touchpoint take place?6:59 - IdentifyTimeline for each touchpoint9:32 - Recap and Next StepsMentioned in this EpisodeClient Experience Series: <a href="https://coliejames.com/how-to-improve-your-client-experience-a-breakdown-of-my-audit-process/" rel="noopener noreferrer" target="_blank">Ep 195 - My Audit Process</a><a href="https://coliejames.com/audit" rel="noopener noreferrer" target="_blank">Take the Self-Audit Quiz</a>

This is the second episode of the Client Experience Series. Today I'm sharing a breakdown of how to begin mapping your processes as the first step to create and implement your client experience inside your CRM. If you haven't listened to last week's episode on how to audit your current client experience, give it a listen and take my new CRM Self-Audit Quiz at coliejames.com/audit Find it Quickly: 00:46 - Recap on Client Experience Series Episode 1 2:01 - Identify Your Touchpoints 3:49 - Required Action or Response? 5:52 - Where will the touchpoint take place? 6:59 - IdentifyTimeline for each touchpoint 9:32 - Recap and Next Steps Mentioned in this Episode Client Experience Series: Ep 195 - My Audit Process Take the Self-Audit Quiz

This is the second episode of the Client Experience Series. Today I'm sharing a breakdown of how to begin mapping your processes as the first step to create and implement your client experience inside your CRM. If you haven't listened to last week's episode on how to audit your current client experience, give it a listen and take my new CRM Self-Audit Quiz at coliejames.com/auditFind it Quickly:00:46&nbsp;- Recap on Client Experience Series Episode 12:01&nbsp;- Identify Your Touchpoints3:49&nbsp;- Required Action or Response?5:52&nbsp;- Where will the touchpoint take place?6:59 - IdentifyTimeline for each touchpoint9:32&nbsp;- Recap and Next StepsMentioned in this EpisodeClient Experience Series: <a href="https://coliejames.com/how-to-improve-your-client-experience-a-breakdown-of-my-audit-process/" rel="noopener noreferrer">Ep 195 - My Audit Process</a><a href="https://coliejames.com/audit" rel="noopener noreferrer">Take the Self-Audit Quiz</a>

From Touchpoints to Timelines: How to Begin Mapping Your Client Experience [Client Experience Series Pt 2]

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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Entrepreneurship

Marketing

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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From Touchpoints to Timelines: How to Begin Mapping Your Client Experience [Client Experience Series Pt 2]

From Touchpoints to Timelines: How to Begin Mapping Your Client Experience [Client Experience Series Pt 2]

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