Behind the Scenes: My Mid-Year Offer Reset
It’s my birthday month, and I’m celebrating by simplifying my backend and shifting how I sell. In this solo episode, I’m walking you through why I removed my standalone email and workflow templates from the System Shop—and what I’m replacing them with.
From retiring offers to introducing semi-custom workflow templates (built with a little help from my AI tools), I’m sharing the strategy behind these changes and how they better support my clients and my business. If you’ve ever wondered what to do with an offer that still sells but no longer aligns, this one’s for you.
🎧 What You’ll Learn:
Why I sunset my standalone templates
What the new semi-custom workflow experience includes
How Email Like You Mean It reshaped my offers
What’s staying in the System Shop—and what’s on the chopping block
Why this shift creates better results for both sides of the sale
🔗 Links & Resources:
→ Email Like You Mean It: coliejames.com/email
→ Semi-Custom Workflow Templates: coliejames.com/automation
→ Explore All Tools + Templates: coliejames.com/shop
Transcript
Hello, hello, and welcome to another solo episode
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:on Business First Creatives.
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:It's my birthday month, y'all.
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:Welcome to July.
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:Now, I'm not gonna tell you how old
I am because I feel real old and I
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:have the feeling that most of you
don't know exactly how old I am.
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:So I'm gonna keep that little
tidbit to myself for today.
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:And I also wanna say that I am just on
the other side of my launch of email.
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:Like you mean it, I don't know.
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:That I have been this excited about a
new offer in my business in quite some
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:time, and technically I have three brand
new offers that I am super excited about.
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:The first is that new mini course Email
Like You Mean It if you're like, Colie,
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:I have no idea what you're talking about.
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:First of all, stop living under a rock.
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:But second of all, you can
go to Colie james.com/email
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:to learn more about that course because
I have done a considerable amount of
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:change in my messaging and my positioning
so that I am talking more about your
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:client communication as like the
power behind your client experience
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:and not workflows and automations.
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:Which, kind of makes it a little
ironic that I'm gonna tell you
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:today about the second offer
that I am super excited about.
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:This is my attempt to kind of
build in public, and this offer is
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:already available on my website.
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:So when I launched Email Like You Mean
It, the course, I had to decide what to
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:do with the email templates that I was
already selling in the Systems Shop.
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:I have had the template shop for almost
two years, and originally I created it as
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:a way to bring in, you know, low ticket
offers into my business because before I
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:opened the template shop, there were only
two ways that you could work with me.
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:You could join the CRM Blueprint, my full
implementation course for your client
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:experience inside of Dubsado, honeyBook
now, but that price 2 years ago was $997.
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:And then the second way that you
could work with me was a completely
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:done for you offer, which at that
point I was only doing Dubsado,
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:but it was a $5,000 price point.
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:So I didn't really have anything that
was lower ticket to bring somebody
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:to where they could, you know,
get a micro win, and come into my
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:world without a higher price point.
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:So I opened the template shop.
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:But one thing that I had to decide
after I launched email, like You mean
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:it was what to do with those templates.
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:Because the email templates
that I was selling are already
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:inside of the CRM Blueprint.
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:They are already the backbone of
what I use when I am writing custom
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:emails for my one-to-one clients.
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:But these are already included inside
of Email, Like You Mean It along with
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:a suite of AI tools that help you
write them faster and more on brand.
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:And so it kind of felt like
it was duplicated to keep
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:the templates in the shop.
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:So as of today, they are removed.
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:So if you go to coliejames.com/email,
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:it takes you to the course.
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:And if you go to any of the links where
I previously sold email templates, you
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:are now presented with a personal note
for me, explaining why the templates
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:are no longer for sale, and encouraging
you to check out Email Like You Mean It.
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:Now, I feel like this has kind of
opened this whole thing of, but
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:what do I do with my template shop?
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:Because I am feeling more and more that
having these lower ticket offers where
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:I'm trying to remember to talk about them.
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:I'm using some of them as offers
after you, um, sign up for a freebie.
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:I do feel like for the last two years,
it has taken away a lot of my attention.
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:I am personally struggling with
balancing how I market and talk
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:about the lower ticket offers
alongside my higher ticket offers.
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:So as of today, the workflow templates
that were currently for sale are being
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:replaced by something that is even better.
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:So imagine that you purchase,
um, workflow templates for me.
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:And instead of downloading the Google Doc,
you go and you fill out an intake form.
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:This intake form is gonna take you
anywhere from 10 to 20 minutes.
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:It is going to ask you questions
about where your business is right
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:now and what it is that you would
like your workflows to do for you.
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:This is often something that I cover
on a strategy call, but I have found
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:a way to put it into a conditional
logic form that you will fill out
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:when you purchase this product.
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:You're gonna go, you're gonna answer
these questions, and all of your
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:responses are going to come to me.
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:Now I am going to use your responses and
my AI tools, my workflow strategist, and
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:my automation guide in order to build
a completely custom set of workflow
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:templates for you and your business.
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:Now, once I use my AI tools to
completely build these, I am going
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:to do a human quality check on them.
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:I am going to review them.
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:I am going to make sure that I don't
see any red flags based on how I
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:would've personally built them if you
hired me for a one-to-one service.
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:And then I am going to deliver
those custom workflow automation
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:trigger and action steps to you
in a Google Doc within 72 hours
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:of you completing the intake form.
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:Now you might be saying, okay, Colie,
but what's the difference between that
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:and you selling me workflow templates?
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:Guys, these are already going to be
done, designed for your business in mind.
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:So that if you are someone who has
a consultation call, you are booking
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:people through a proposal, you are
using a scheduler to do planning calls,
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:all of that is going to be taken into
account when I give you the final
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:version of your workflow templates.
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:Now, can you customize them further?
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:Absolutely.
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:But what I am doing through this
process is eliminating you having
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:to take that first step to customize
the templates for your business.
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:It is gonna be done by me.
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:It is going to get my expert client
experience, system strategist eyes on
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:them to make sure that everything looks
good, the triggers are appropriate,
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:and they will work for your business
as you have explained it to me.
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:I literally thought about this while
I was showering, guys, I tell you
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:I have the best ideas and I had to
jump out of the shower and quickly
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:voice note myself to make sure that
I didn't forget any of the details.
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:Now, the good news is this is not gonna
cost you any more than I was already
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:charging for the workflow templates.
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:I just want this to be
that easy button for you.
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:So you take 10 to 20 minutes to fill
out an intake form for me, instead
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:of you taking a few hours to go
through the workflow templates and
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:customize them for your business.
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:Now, this sounds great to me.
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:I have, you know, put it past my business
coach, a couple of my business besties,
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:and they all gave me the thumbs up.
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:But really it comes down to you, my
listening audience, and in particular,
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:any of you that really need this offer.
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:Now, couple of caveats.
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:Number one, it is still going to be
limited to those of you that are using
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:either Dubsado or HoneyBook for your CRM.
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:It is going to take into account
the specific custom actions
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:triggers that are available inside
of each one of those platforms.
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:So I'm not going to give you any
automation triggers or any workflow
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:triggers that don't make sense for
the CRM that you are currently using.
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:Now I don't know what else I am going
to do inside of the system shop.
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:Again, I am kind of on this path where
I want to help you get your amazing
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:client experience systems in place,
and I'm just not convinced that you
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:buying individual templates from me is
the way that you're gonna get it done.
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:I am about to launch new toolkits for
Branding Photography, wedding Photography,
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:and Senior Photography, but I am keeping
those in the system shop because those are
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:covering your entire client experience.
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:They're covering your booking
process, they're covering the
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:client communication that you need
throughout the entire customer journey.
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:And then it's also covering
the workflows to power them.
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:So that is the difference.
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:I am not sure that any of the individual
templates that I sell in the system shop
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:are going to make it out past August.
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:So if there are any individual templates
that you've had your eye on that you
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:have not purchased, I would highly
recommend that you visit the system shop.
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:That's Colie james.com/shop,
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:and if they're on your mind, get them now.
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:This is where I am taking my business
for the second half of:
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:Now if this sounds like absolute
craziness and you're like,
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:uh, Colie, I wouldn't do that.
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:Hey, I encourage you to come
find me on Instagram, DM me at
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:Colie James, and tell me why.
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:I love having offer strategy conversations
with people even when it's about my own
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:offers, but this is what I am feeling
compelled to do, as your favorite systems
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:professor, to make sure that what you
are getting from me is giving you the
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:best chance of actually implementing
a client experience inside of your
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:business that has your clients absolutely
raving about you and gives you the
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:consistency that I know that you need.
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:Okay?
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:So if you want information about
any of this, all of the links
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:are available in the show notes.
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:That's it for this episode.
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:See you next time.