When you’re a business owner, it’s important to spend as much time as possible serving your clients and working on growing your business, instead of in the weeds of sending contracts and making sure questionnaires go out on time. That’s why a CRM system is so beneficial for business owners and why Colie James is joining me today to talk about using a CRM to book and deliver your signature service. We dig into how automations can benefit you as a business owner if you offer a signature service, as well as Colie’s favorite automations that you can use for yourself.

Topics Discussed:

• How much time a CRM can save you in your business
• The benefits to using a CRM if you only have one signature service
• Subscription services you can eliminate when switching to a CRM
• The first step to using automations in your CRM
• How to know what automations to use and when you need different workflows
• Some of Colie’s favorite automations to help save business owners save time
• How Colie uses her CRM for her VIP Days service

Resources Discussed:

• Dubsado

Connect with Colie:

Colie James is a family filmmaker and systems strategist based outside Boulder, Colorado. In addition to making art that reflects the reality of parenthood, she helps photographers and other creatives build businesses that are sustainable and profitable using automation.

• Website
• Instagram