Build Confidence in your Client Experience with Colie James

Jan 30, 2025

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Recently, I conducted a little marketing research about what's holding women in business back from being productive. One of the most popular responses? "I'm drowning in client work and don't have time to work on my own business." If this sounds like you, you’re not alone! I invited Colie James to the podcast this week to share how to transform your backend client processes to help you reclaim your time and sanity while also taking advantage of hidden money making opportunities in your client workflows. This conversation is filled with actionable strategies for creating sustainable client workflows, selecting the right CRM, and how to not feel annoying when you follow up with potential clients. If you're a service provider, this episode is packed with expert advice to help you save time on client work, build workflows that are easy to maintain, and feel confident about the systems running your business.

If you’ve ever wondered where to start with automating your client workflows or how to take the stress out of client management, this episode is for you. Tune into this conversation with Colie to learn how simple tweaks to your workflows can unlock major growth while giving you more time to focus on what matters most.

KEY TAKEAWAYS FROM THIS EPISODE

How to streamline your client workflows to save time, reduce stress, and boost profitability
The Magic Email: A follow-up strategy that helps you get clarity and closure with clients.
The four essential parts of a client workflow and why you need them
Why outlining your workflows on paper is the first step before choosing a CRM

SHOW NOTES: https://jadeboyd.co/client-experience-colie-james/

LINKS AND RESOURCES MENTIONED IN THIS EPISODE

Free Workflow and Automation Guide
Follow Up Email Examples
The Magic Email
CRMs discussed: Dubsado, HoneyBook, Tave
Task Managment Software Discussed: Airtable, ClickUp
Meditations for Mortals by Oliver Burkeman