Audit Guide

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Spot the Gaps in Your CRM Before They Cost You the Client

Evaluate your current setup, streamline your systems, and start delivering a more consistent client experience.

If you’ve ever thought,
“I know my CRM could be working harder for me…”
—you’re probably right.

  • Find out what’s quietly slowing down your client experience (and how to spot it before your clients do)
  • Learn what a CRM should be doing for you—and where yours might be falling short
  • Uncover the surprising places where small fixes can lead to big time-savings
  • Feel confident knowing exactly what to tweak, what to toss, and what to optimize
  • Get one step closer to a system that supports you, your clients, and your sanity

Everything You Need to Know to Audit Your CRM and Deliver a More Consistent Client Experience in 2025

Dubsado Certified Specialist,

my superpower is making complicated shit simple, particularly with regards to systems strategy + automations for photographers.

I'm Colie James:
Your Systems Professor

Honeybook Educator,

Podcaster, Photographer,
Disneyland Passholder, and your new Business BFF that tells you like it is!

Meet Your new Systems bestie

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Finally get clear on which emails you need to template for a seamless client experience.