Business-First Creatives

Does every single offer need a fully built out client experience? While I think it's necessary to create a powerful experience that leave your client raving about you, I also am a huge fan of simple systems. In this episode I'm walking you through how you might be overcomplicating your systems for some of your offers and why you should leave the more robust systems for your signature offers.

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[00:29] The Importance of Client Experience

[01:23] Simple Offers Explained

[03:20] Stop Overcomplicating Your Systems

[04:28] Essential Elements for Simple Offers

[05:49] Summarizing and Upselling

[07:02] Evaluating & Simplifying Your Systems

Mentioned in this Episode

We made it to 200 episodes—and I’m bringing the fire 🔥

I’m taking this opportunity to revisit one of the first truths I ever shared on the podcast: just because someone says no to your offer doesn’t mean your price is the problem. If your bookings have slowed or leads keep ghosting you, it’s time to take a hard look at your systems—not your rates.

I’m breaking down what actually moves someone from “just curious” to “ready to book,” what your system might be missing, and how to figure out where things are falling through the cracks—so you can finally build a client experience that earns more YESes.

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[00:00] Celebrating episode 200 + shoutout to Haylee

[01:11] The real reason people aren’t booking (it’s not your price)

[01:33] Your offer needs a system that supports it

[02:19] Why your website can’t do all the heavy lifting

[04:15] Most creatives build task lists, not client experiences

[04:46] Client journey vs. client experience

[06:16] Are your leads ready to buy?

[07:31] Why consultation calls aren’t just about closing—they’re “decision calls”

[10:32] Sales videos as an alternative to calls

[11:32] Why lowering prices or adding deliverables won’t fix broken systems

[12:25] The role of a client experience audit and what to look for

[13:49] Why offboarding is key to referrals and retention

[14:08] What comes next?

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Ever wondered if your freebies are helping people buy—or just taking up digital space? In this episode, I’m sharing how a single podcast (shoutout to Jenn Green!) made me rethink everything I’ve ever created. I ran my freebies through her mini/medium/large framework, pulled in ChatGPT to help, and uncovered a few surprising gaps—and a lot of hidden potential.

If you’ve got a few too many opt-ins floating around… this one’s for you.

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[00:00] Something strange started happening with my freebies… 👀

[01:07] What does it really mean when someone downloads three freebies at once?

[01:56] Did my “everything” page work a little too well?

[02:43] Multiple freebies, multiple formats… but where’s the journey?

[03:51] A single podcast episode flipped how I think about every freebie I’ve made

[05:18] Do you have a strategy beyond opt-ins?

[05:46] So I fed ChatGPT the podcast transcript and said: analyze this for me

[06:57] The moment I realized I wasn’t repurposing my best content

[07:58] When AI told me I had no large lead magnets 😅

[08:39] What actually is a high-value freebie?

[10:09] Can a 20-minute video be considered “in-depth”?

[10:53] Spoiler: I don’t want to teach anything for 90 minutes

[12:41] Revisiting my “email guide” freebie

[13:29] Will turning one training into two formats = a better experience?

[14:48] My new non-negotiable: every freebie must lead to a win

[15:35] Want to clean up your own freebie graveyard? Start here

[16:23] It’s not about more content. It’s about making it all work together

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Ready to make booking you effortless for your clients? In this episode, I’m breaking down how to create a five-minute booking process using a well-structured proposal (or quote/smart file, depending on your CRM). If booking feels like a scavenger hunt, leads will ghost instead of sign—but with the right setup, you can take them from inquiry to booked in just minutes!

If you’ve been following along in the Client Experience Series, this final step ties everything together! Plus, if you need an easy button, check out my pre-made booking proposal templates for Dubsado & HoneyBook. No Canva or coding required!

This is the third episode of the Client Experience Series! Now that you’ve mapped out your client experience, it’s time to turn those steps into workflows inside your CRM. In this episode, I’m breaking down how to structure your workflows into phases, determine what should happen automatically versus manually, and set up the triggers that keep everything running smoothly. If you haven’t listened to last week’s episode on mapping your client experience, go back and give it a listen first!

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01:19 - Breaking Your Client Experience into Phases

02:32 - The Four Essential Workflows

04:21 - How to Assign Workflow Triggers

05:13 - Automate vs. Manual Steps

06:11 - Does It Need a Personal Touch?

07:07 - Example: Building an Inquiry Workflow

10:26 - Creating a Workflow Recipe

12:41 - Testing Your Workflows

13:56 - Final Thoughts & Next Steps

Client Experience Audit