#53: Using Automations and Boundaries to Create a Business You Love with Colie James

May 26, 2022

Colie James is a family filmmaker turned Dubsado and systems guru. She is based out of Colorado, has been married 21 years, has an almost 12 year old, and a love for Disneyland.

In this episode, we talk all things automations, systems, Dubsado, and more. Here are a few highlights:

• Colie’s background and how she got started with automations
• What a CRM is
• Automating emails and how you can still sound personable
• Using gifs to add personality to your emails (and how Colie makes her own gifs!)
• Colie’s favorite CRM and another great system for photographers
• Setting your website up to help clients clearly understand what it is you do and offer (and how that can possibly allow you to skip over client phone consults)
• How to figure out what CRM is right for you
• Colie’s process from contact form to proposal to onboarding
• Simplifying emails and using a system so you don’t have to hold all the information in your head
• Getting people into your CRM even if they don’t go through your normal contact form or process (i.e. they reached out over Instagram DMs)
• How automations can help you stick to your boundaries
• Always tell the client when they will hear from you next
• How to get started with automations
• Setting up your systems before hiring a VA
• Info on Colie’s VIP days and online course

This was a great conversation with Colie as she truly is an expert in all things CRMs and automations. We share a love for Dubsado, and it was so fun to hear about her processes and how systems can make businesses (and lives) run smoother.

You can connect with Colie on Instagram @coliejames or her website is coliejames.com. She has information about her VIP days here!

If you are ready to up-level the back end of your business and make your life easier, you can check out Dubsado here or use the code MADDIEPESCHONG to get 20% off your first month or year. 

Full show notes here

Some of the best conversations happen after the show in my private Facebook group, Take It Personally Podcast. Click here to join in!