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Episode 262

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Published on:

20th Nov 2025

What's the Best Way To Set Up Your CRM? CRM Blueprint vs. Systems in Session with Megan Norman

Have you been wondering what's the best way to set up your CRM? Today’s session is going to be a mix of a case study and answers to some specific questions I’ve been getting lately about Systems in Session. I thought Megan Norman would be the perfect person to bring on because she’s been part of my world for a while—first as a Blueprint student, then as a one-on-one client when she hired me for an audit. After that, she joined Systems in Session and gave her entire business a serious glow-up from that perspective. Now, she’s part of my retainer program.

Find It Quickly

00:25 - Client Relationships and Long-Term Engagements

01:24 - Megan's Journey with Systems in Session

04:42 - The Blueprint Course Evolution

06:37 - Audit and Systems Overhaul

09:42 - Customizing Workflows for Maximum Efficiency

22:07 - Reintroducing the Baby Plan

26:36 - Client Experience Enhancement

27:09 - Adapting to Business Changes

28:08 - The Value of Revisiting Systems

29:20 - Hands-On System Implementation

32:29 - Maximizing Efficiency During Peak Times

33:41 - Elevating Client Experience Post-Booking

36:35 - The Importance of Detailed Workflows

44:02 - The Benefits of System Audits

Mentioned in this Episode

Systems in Session

CRM Blueprint

Systems in Session: Mastering Your Client Journey ft. Erin Belles (a Done-With-You Dubsado Setup Case Study!)

Connect with Megan

Website: megannorman.com

Instagram: instagram.com/megannormanphotography

Facebook: facebook.com/MeganNormanPhotography

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About the Podcast

Business-First Creatives
A podcast about systems, workflows, and business advice for creative service providers.
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