If you still think that a system for booking and onboarding new clients has to be complicated, this is the episode for you. What if you could take a potential client from inquiry to payment in under five minutes? In this episode, I sit down my copywriter Kara Duncan to show exactly how a fast, thoughtful, and human booking process changed her business.

You’ll hear how a simple CRM, a quick Loom video, and thoughtful follow-up emails turned missed opportunities into the fastest payment she’s ever received. The best part? No sales calls required.

Find It Quickly:

00:25 - Welcome Kara Duncan

00:52 - The Five-Minute Booking Process

02:01 - Client Communication: The Key to Success

05:21 - Enhancing Proposals with Loom Videos

14:17 - The Importance of Follow-Up Emails

22:11 - The Importance of Detailed Proposals

23:22 - The Power of Loom Videos

23:58 - Overcoming Sales Call Challenges

24:57 - Effective Client Communication

26:07 - The Value of Personalized Videos

27:41 - Sales Calls vs. Video Proposals

28:54 - Client Communication Strategies

32:32 - The Five-Minute Booking Process

39:53 - Reassuring Clients Post-Payment

Mentioned in this Episode:

Email Like You Mean It

Episode 39 of The Kara Report: How to Create One (+ More Tips to SIMPLIFY Your Life With Your CRM) with Colie James

Episode 14 of The System for Everything: The System for Keeping It Personal (Even When It’s Prewritten) with Colie James

Episode 123 of Business-First Creatives: 3 Videos to Create for Your Client Experience Right Now (Video Visibility Series)

Connect with Kara:

Website: thekarareport.com

Podcast: thekarareport.com/podcast

Instagram: instagram.com/thekarareport