This is the third episode of the Client Experience Series! Now that you’ve mapped out your client experience, it’s time to turn those steps into workflows inside your CRM. In this episode, I’m breaking down how to structure your workflows into phases, determine what should happen automatically versus manually, and set up the triggers that keep everything running smoothly. If you haven’t listened to last week’s episode on mapping your client experience, go back and give it a listen first!Find it Quickly:01:19 - Breaking Your Client Experience into Phases 02:32 - The Four Essential Workflows04:21 - How to Assign Workflow Triggers05:13 - Automate vs. Manual Steps06:11 - Does It Need a Personal Touch?07:07 - Example: Building an Inquiry Workflow10:26 - Creating a Workflow Recipe12:41 - Testing Your Workflows13:56 - Final Thoughts & Next StepsClient Experience AuditEp. 195 - <a href="https://coliejames.com/how-to-improve-your-client-experience-a-breakdown-of-my-audit-process/" rel="noopener noreferrer" target="_blank">A Breakdown of My Audit Process</a>Ep. 196 - <a href="https://coliejames.com/how-to-map-your-client-experience/" rel="noopener noreferrer" target="_blank">How to Begin Mapping Your Client Experience</a>

This is the third episode of the Client Experience Series! Now that you’ve mapped out your client experience, it’s time to turn those steps into workflows inside your CRM. In this episode, I’m breaking down how to structure your workflows into phases, determine what should happen automatically versus manually, and set up the triggers that keep everything running smoothly. If you haven’t listened to last week’s episode on mapping your client experience, go back and give it a listen first! Find it Quickly: 01:19 - Breaking Your Client Experience into Phases 02:32 - The Four Essential Workflows 04:21 - How to Assign Workflow Triggers 05:13 - Automate vs. Manual Steps 06:11 - Does It Need a Personal Touch? 07:07 - Example: Building an Inquiry Workflow 10:26 - Creating a Workflow Recipe 12:41 - Testing Your Workflows 13:56 - Final Thoughts & Next Steps Client Experience Audit Ep. 195 - A Breakdown of My Audit Process Ep. 196 - How to Begin Mapping Your Client Experience

This is the third episode of the Client Experience Series! Now that you’ve mapped out your client experience, it’s time to turn those steps into workflows inside your CRM. In this episode, I’m breaking down how to structure your workflows into phases, determine what should happen automatically versus manually, and set up the triggers that keep everything running smoothly. If you haven’t listened to last week’s episode on mapping your client experience, go back and give it a listen first!Find it Quickly:01:19 - Breaking Your Client Experience into Phases 02:32 - The Four Essential Workflows04:21 - How to Assign Workflow Triggers05:13 - Automate vs. Manual Steps06:11 - Does It Need a Personal Touch?07:07 - Example: Building an Inquiry Workflow10:26 - Creating a Workflow Recipe12:41 - Testing Your Workflows13:56 - Final Thoughts &amp; Next StepsClient Experience AuditEp. 195 - <a href="https://coliejames.com/how-to-improve-your-client-experience-a-breakdown-of-my-audit-process/" rel="noopener noreferrer">A Breakdown of My Audit Process</a>Ep. 196 - <a href="https://coliejames.com/how-to-map-your-client-experience/" rel="noopener noreferrer">How to Begin Mapping Your Client Experience</a>

How to Design Workflows That Enhance Your Client Experience [Client Experience Series Pt 3]

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

Business

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

Share How to Design Workflows That Enhance Your Client Experience [Client Experience Series Pt 3]

Sign up to save your podcasts

How to Design Workflows That Enhance Your Client Experience [Client Experience Series Pt 3]

How to Design Workflows That Enhance Your Client Experience [Client Experience Series Pt 3]

More shows like Business-First Creatives

The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business

Book More Photography Clients Podcast | Photography Business, Photography Leads, Marketing

Take It Personally

This Can't Be That Hard

The Art & Soul Show - Photography Podcast for Newborn and Family Photographers

Best Laid Plans

Meredith's Husband | SEO for People Who Don't Like SEO

The Mel Robbins Podcast

Motherhood Anthology: Photography Education for a Business You Love

Good Content with Shannon McKinstrie

Family Photographer Marketing Podcast

Shoot It Straight

Photo Fuel | The Vision, Art, and Business of Family Photography

The Systems and Workflow Magic Podcast

Get Booked: A Photography Marketing Podcast