If this is the year you're looking to improve your client experience, you've come to the right place! Auditing your systems and workflows is key to not only improving your experience, but optimizing and refreshing it year after year. To kick off our new client experience series on the podcast, I'm sharing a breakdown of my own audit process and what I'm looking for in your systems!Find it Quickly:00:29 - Starting the Client Experience Audit1:19 - Winter is Coming Series Recap5:17 - Identifying Red Flags in Client Experience6:21 - Steps in a Client Experience Audit12:27 - Self-Audit Tools and Next StepsMentioned in this EpisodeWinter is Coming Series: <ul><li><a href="https://coliejames.com/episode-026/" rel="noopener noreferrer" target="_blank">Ep 26: Auditing Your Offer</a></li><li><a href="https://coliejames.com/episode-027/" rel="noopener noreferrer" target="_blank">Ep 27: Auditing Your Message</a></li><li><a href="https://coliejames.com/episode-028/" rel="noopener noreferrer" target="_blank">Ep 28: Auditing Your Systems</a></li></ul> <a href="https://coliejames.com/audit" rel="noopener noreferrer" target="_blank">Take the Self-Audit Quiz</a>

If this is the year you're looking to improve your client experience, you've come to the right place! Auditing your systems and workflows is key to not only improving your experience, but optimizing and refreshing it year after year. To kick off our new client experience series on the podcast, I'm sharing a breakdown of my own audit process and what I'm looking for in your systems! Find it Quickly: 00:29 - Starting the Client Experience Audit 1:19 - Winter is Coming Series Recap 5:17 - Identifying Red Flags in Client Experience 6:21 - Steps in a Client Experience Audit 12:27 - Self-Audit Tools and Next Steps Mentioned in this Episode Winter is Coming Series: Ep 26: Auditing Your OfferEp 27: Auditing Your MessageEp 28: Auditing Your Systems Take the Self-Audit Quiz

If this is the year you're looking to improve your client experience, you've come to the right place! Auditing your systems and workflows is key to not only improving your experience, but optimizing and refreshing it year after year. To kick off our new client experience series on the podcast, I'm sharing a breakdown of my own audit process and what I'm looking for in your systems!Find it Quickly:00:29&nbsp;- Starting the Client Experience Audit1:19&nbsp;- Winter is Coming Series Recap5:17&nbsp;- Identifying Red Flags in Client Experience6:21&nbsp;- Steps in a Client Experience Audit12:27&nbsp;- Self-Audit Tools and Next StepsMentioned in this EpisodeWinter is Coming Series: <ul><li><a href="https://coliejames.com/episode-026/" rel="noopener noreferrer">Ep 26: Auditing Your Offer</a></li><li><a href="https://coliejames.com/episode-027/" rel="noopener noreferrer">Ep 27: Auditing Your Message</a></li><li><a href="https://coliejames.com/episode-028/" rel="noopener noreferrer">Ep 28: Auditing Your Systems</a></li></ul> <a href="https://coliejames.com/audit" rel="noopener noreferrer">Take the Self-Audit Quiz</a>

How to Improve Your Client Experience: A Breakdown of My Audit Process [Client Experience Series Pt 1]

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

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How to Improve Your Client Experience: A Breakdown of My Audit Process [Client Experience Series Pt 1]

How to Improve Your Client Experience: A Breakdown of My Audit Process [Client Experience Series Pt 1]

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