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The Client Experience Audit is your personalized roadmap to streamlining and elevating your customer journey inside your CRM.
I’ll review your CRM and key touchpoints to uncover gaps and opportunities, helping you design systems that work better for both you and your clients.
REVIEWS
"This made me fall in love with Airtable! I've only used it in very basic ways - I LOVEEEE how everything is linked and you designed this so well and have truly thought of EVERYTHING. Best 9$ I've spent in a long time."
Kara Duncan
Blog Writer & SEO Strategist
"Your workflows plus form templates allowed me to spin the whole thing up in under 2 hours. The icing on the cake was when a recent inquiry said the whole process from inquiry to booking felt polished and reassuring, as a fellow small biz owner she really appreciated that. So your templates quite literally paid for themselves 💕"
Olivia L
Google Ads Strategist
"The Workflow Templates were very easy to customize! It included things that I didn't even know Dubsado could do! "
Fran Dickenson
Portrait Photographer
"I save SO much time sending out all of the details in the proposal: what to expect the day of the session, styling tips, the invoice and contract... everything is in one spot. Makes it so easy and fast for clients to book and pay the session retainer."
sarah drewry
Portrait Photographer
Building a Steady Stream of Potential Customers through SEO and Pinterest with Kara Duncan
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3 Mistakes You Can Easily Avoid Inside Your Client Experience
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Discover the Magic of Organizing with Airtable with Annemie Tonken
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Here you'll find a no-BS approach to what it takes to put the business first, prioritizing the systems and strategies that will actually move the needle and ensure your creative business is profitable rather than an expensive side-hustle.
Here you'll find a no-BS approach to what it takes to put the business first, prioritizing the systems and strategies that will actually move the needle and ensure your creative business is profitable rather than an expensive side-hustle.
From how to provide a referral-worthy client experience to automation and revenue streams you'll find everything you need to become a more successful creative entrepreneur. Plus, you'll also uncover how to bring it all together in a way that brings you joy.
Tune in and join me (Colie!) as I chat to fellow creative entrepreneurs over a latte or cocktail. Business strategy or life lessons... we keep it real!
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