Business-First Creatives: Client Experience & Systems for Service Providers

Colie James
  • 5.0 (45)
  • Entrepreneurship
  • Updated Weekly

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

  1. How Dubsado Grew to 30,000 Users Without Venture Capital with CEO Becca Berg

    1h ago

    How Dubsado Grew to 30,000 Users Without Venture Capital with CEO Becca Berg

    What happens when the mistake of a missed photo shoot turns into one of the most beloved CRMs for creative entrepreneurs? In this episode, I sat down with Dubsado co-founder and CEO Becca Berg to talk through building a SaaS company from scratch with her husband Jake, scaling to 30,000+ users, and why staying self-funded has shaped every decision they’ve made over the last decade. We talked about the real beginnings of Dubsado, the growing pains behind CRM development, why certain features take time, and what’s actually coming inside Dubsado 3.0. Becca also opened up about one of the hardest moments in Dubsado history and how trusting her gut changed the way she leads the company today. If you’ve ever wondered what goes on behind the scenes of the CRM so many creatives rely on every day, this episode is for you. Find It Quickly 00:38 - Meet Becca 03:50 - Dubsado's Origin Story 08:10 - Building the First CRM 10:13 - Customization as the Edge 12:02 - First Customers and Milestones 17:46 - Growing the Team 22:42 - Why Stay Self Funded 25:20 - Why Features Take Time 29:25 - Scheduling Feedback to Release 31:24 - New Form Builder Vision 34:10 - Subscriptions and Checkout 36:53 - Beyond Project Based Work 42:25 - Hard Lessons and Payments Crisis 45:24 - Stripe Migration and Sub Accounts 48:53 - Dubsado 3.0 Sunset Timeline Connect with Becca Website: Dubsado.com Instagram: instagram.com/dubsado Instagram: instagram.com/beccaliz_ Threads: threads.com/@beccaliz_

    55 min

  2. 2d ago

    4 Years, 100K Downloads & What's Coming Next

    May was rough, no solos were recorded, but June is a new month! In this episode I am giving you 5 updates, 4 business and 1 personal, to get these solo episodes back on track 👏🏽 Links Mentioned: coliejames.com/sales to join my FREE training on June 18th at Noon MT/2pm ET where I will walk you through eliminating the sales calls you hate and/or don't have time forcoliejames.com/experience to see the new version of Email Like You Mean Itcoliejames.com/waitlist to grab the two bonuses available for Systems in Session Q3Dubsado Workflow Series (6 of the 14 blog posts I wrote in May)SEO & Grow Sprint with Brittany Herzberg

    12 min
  3. Retention Marketing Strategies That Keep Clients Coming Back with Zoë Dew

    May 21

    Retention Marketing Strategies That Keep Clients Coming Back with Zoë Dew

    What if the easiest sales you’ll ever make are from people who already know, trust, and love your work? In this episode, I’m joined by Zoë Dew to wrap up my sales series with one of the most overlooked strategies in business: retention. We’re diving deep into why so many service providers leave money on the table after delivering a service, and how building intentional relationships with past clients can completely change the way you market and sell. We talk about the power of one-to-one outreach, why follow-up is your responsibility as a business owner, and how to stop chasing cold leads when warm opportunities already exist inside your business ecosystem. Find It Quickly 03:59 - Why Past Clients Matter 06:41 - Stop Being Passive 11:19 - Make Outreach a System 13:44 - Follow Up Like a Pro 15:52 - Broadcast vs One to One 23:08 - What Retention Really Means 25:28 - Check Ins Build Trust 36:53 - Warm Beats Cold Leads 43:13 - Beyond Paying Clients 45:31 - Where to Find Zoe Mentioned in this Episode: Episode 266: Stop Chasing Vanity Metrics: The 4 Habits That Actually Grow Your Business with Zoë Dew Connect with Zoë Website: zoedew.com Instagram: instagram.com/zoerdew

    48 min
  4. 3 Quick Adjustments to Optimize Your Google Business Profile for Photographers with Lydia Fine

    May 19

    3 Quick Adjustments to Optimize Your Google Business Profile for Photographers with Lydia Fine

    Have you claimed your Google Business Profile (previously Google My Business)? If not, you might be missing out on free visibility in your local area. As a photographer, that could mean fewer clients finding you. In this episode, I’m joined by Lydia Fine, local SEO expert and photographer, to walk us through the current landscape of Google Business Profiles, what’s changed, and exactly what you need to do to make yours work harder for you. Whether you run a studio, do in‑home shoots, or travel for sessions, this episode breaks down the window into local search that many creatives ignore. Find It Quickly 00:27 - Meet Lydia Fine 02:24 - Importance of Google Business Profiles for Local SEO 04:01 - Verification and Privacy Concerns 08:00 - Optimizing Your Google Business Profile 12:55 - Leveraging Google Business Profile Services 17:29 - SEO Strategies and Google Business Profiles 20:22 - The Importance of Google My Business 21:27 - Adding Photos and Videos to Your Profile 24:12 - Managing Reviews and Updating Content 25:26 - Exploring Bing Places and SEO Strategies 27:16 - Asking for Reviews: Best Practices 31:07 - Prominence and Local SEO Tips Mentioned in this Episode Google Business Profile Connect with Lydia Website: apolloandivy.com Grab the Guide: apolloandivy.com/quickfix Instagram: instagram.com/lydia_apolloandivy

    37 min
  5. From Burnt Out to Bougie: Building a Life-First Wedding Photography Business with Alora Rachelle

    May 14

    From Burnt Out to Bougie: Building a Life-First Wedding Photography Business with Alora Rachelle

    If you've ever booked 50 weddings and wondered where all the money went, this episode is for you. Alora Rachelle joins me to talk wedding photography pricing strategy — specifically why the middle tier is shrinking, how to structure packages that are profitable at every level, and what it actually takes to confidently charge more. We also cover outsourcing your editing without losing your creative identity, giving feedback that gets you the results you need, and using slow season to build the systems that make your busy season sustainable. What You'll Learn in This EpisodeWhy the middle pricing tier for wedding photographers is shrinking — and what that means for where you should be positioning your packages right nowHow to structure a three-package system where every single tier is profitable, not just the middle optionThe mindset shift that makes it possible to send a proposal with a number that genuinely scares youWhy your systems and your pricing are more connected than you think — and how a messy client experience erodes perceived value no matter what you chargeWhat the three-year mark in a photography business usually signals, and why it's the perfect time to think seriously about outsourcingHow Alora went from emotional resistance to a five-star client experience by outsourcing her editing — and why it takes more than one try to get it rightWhy slow season is for systems (not just catching up), and how to use that time to actually build the business you wantHow to balance capacity, happiness, and the real numbers so you can build a business that brings you a paycheck and your life back Connect with Alora Website: alorarachelle.com Instagram: instagram/alora.rachelle Masterclass: The 10k Wedding Formula

    42 min
  6. Sales Stamina: How to Talk About Your Offers Without Feeling Pushy with Ceels Lockley

    May 12

    Sales Stamina: How to Talk About Your Offers Without Feeling Pushy with Ceels Lockley

    What if the reason your offers aren’t selling has nothing to do with your pricing, your audience size, or your content quality—and everything to do with how often you’re willing to talk about them? In this episode, I’m joined by the incredible Ceels Lockley to unpack the idea of sales stamina: the ability to consistently talk about your offers without spiraling into fear, awkwardness, or “I’m annoying everyone” energy. We dive into why repetition matters, how to stop treating sales like a dirty word, and what actually happens when you give your offers the spotlight they deserve. Ceels shares the philosophy behind her program, Sales Parade (now evolving into Parade on Tour), and explains why selling isn’t about posting “buy now” every five minutes. Instead, it’s about creating momentum, warming your audience up over time, and building trust through repeated exposure. Find It Quickly: 00:40 - Meet Ceels 02:05 - Why Sales Matters 03:57 - The 52 Times Muscle 07:53 - Tease Tempt Turn 14:14 - Selling Multiple Offers 18:21 - Parade Your Freebies 24:51 - Parade On Tour Community 29:14 - Sales Is Not Optional 33:18 - Nurture Leads And Lurkers 38:29 - Pick Your Channels 42:09 - Start With Your Sales Page Connect with Ceels: Website: ceelslockley.co Instagram: instagram.com/ceels.lockley Threads: threads.com/@its.ceels LinkedIn: linkedin.com/in/ceels Sales Parade / Parade on Tour: ceelslockley.co/parade

    48 min
  7. Launching Isn't Just for Courses: Here's How It Transforms Service-Based Businesses with Kelsey McCormick

    May 7

    Launching Isn't Just for Courses: Here's How It Transforms Service-Based Businesses with Kelsey McCormick

    If you've ever thought that launching only works for digital courses with fake urgency and overly complicated sales tactics, this episode will shift your mindset. Kelsey McCormick of Coming Up Roses joins us to completely reframe what launching actually means, especially for service providers. Kelsey breaks down why launching isn’t about pressure or hype, but instead about clarity, trust, and giving your offers the attention they deserve. We dive into what it really means to move from passive selling to proactive selling, why your audience might be full of “lurkers,” and how a strategic warmup can completely transform your results. Find It Quickly: 00:24 - Meet Kelsey 01:53 - Why Launching Matters Now 05:30 - Trust Selling and Visibility 08:15 - Productize Your Expertise 13:51 - Warmup Bridge to Sales 16:08 - How Long to Warm Up 20:08 - Waitlists and Audience Heat 21:07 - Incentives Without Discounts 24:51 - Bonuses and Alignment 28:22 - Internal Urgency Messaging 32:04 - Launch Frequency Sweet Spot 34:45 - Messy Action and Learning 39:16 - Postmortems and Data Review Connect with Kelsey: Website: cominguproses.co Instagram: instagram.com/cominguproses.co The Warmup Waitlist Week: cominguproses.co/products/www Launch Your Own Way: cominguproses.co/products/lyow

    46 min
  8. Why Your Offer’s Messaging & Positioning Isn’t Converting (And What to Say Instead) with Chelsea Quint

    May 1

    Why Your Offer’s Messaging & Positioning Isn’t Converting (And What to Say Instead) with Chelsea Quint

    If you’ve ever sat down to sell your offer and thought, “What the hell am I even supposed to say?”—this episode is for you. Today I’m joined by my brilliant fractional CMO, Chelsea Quint, and we’re diving deep into the exact problem so many of us face: knowing your offer is good, but not knowing how to communicate it in a way that actually converts. We break down why selling feels so hard (hint: you’re too close to your own genius), how to shift from explaining your work to selling the result, and why words like “confidence” might actually be hurting your conversions. Find It Quickly: 00:26 - Meet Chelsea 02:11 - Explaining Your Work 04:19 - Selling With Words 05:12 - Too Close To It 08:19 - Craft The Offer Promise 10:16 - Stop Selling Confidence 20:02 - List Results And Test 21:51 - Value Perception Matters 24:58 - Audience Clarity Without Clients 25:47 - Imagination Character Study 26:54 - Persona Roleplay Research 28:21 - Reddit and Reviews Mining 30:39 - Notion Messaging Dashboard 32:58 - Data and Context Loops 36:53 - Say Less Campaign Sprint 42:15 - Three Messaging Frames 47:45 - Sell the Transformation Connect with Chelsea: Website: business-whisperer.com/blog Instagram: instagram.com/chelsea.quint Threads: threads.com/@chelsea.quint

    54 min
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Trailer

5
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45 Ratings

About

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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