<description>&lt;p&gt;Here's some advice to business owners (new and established): stop waiting until you’re overwhelmed to build your systems. In this episode, I sit down with Anthea Proudfoot to talk about how she built out her entire CRM and client experience instead of Systems in Session &lt;em&gt;before&lt;/em&gt; she had a steady stream of clients.&lt;/p&gt;&lt;p&gt;It can be complicated to retrofit your processes into your business later, after you've gotten busy and overwhelmed. In this episode, we talk about what it really looks like to build a high-touch, automated client experience from scratch, how she completed her systems in just 30 days, and why her clients are already raving—even as a newer business owner.&lt;/p&gt;&lt;p&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Find It Quickly&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;00:24 - Meet Anthea&lt;/p&gt;&lt;p&gt;00:56 - Why Start With CRM&lt;/p&gt;&lt;p&gt;05:01 - Systems in Session&lt;/p&gt;&lt;p&gt;08:36 - Organic Marketing Wins&lt;/p&gt;&lt;p&gt;10:02 - Inquiry Form Strategy&lt;/p&gt;&lt;p&gt;14:36 - Clients Experience&lt;/p&gt;&lt;p&gt;18:21 - The Client Proposal &amp;amp; Booking&lt;/p&gt;&lt;p&gt;20:10 - Post Booking Experience Portal&lt;/p&gt;&lt;p&gt;22:32 - Custom Systems Philosophy&lt;/p&gt;&lt;p&gt;23:38 - Session Reminder Automation&lt;/p&gt;&lt;p&gt;25:46 - Six Month System Tweaks&lt;/p&gt;&lt;p&gt;30:11 - Favorite Feature Workflows&lt;/p&gt;&lt;p&gt;33:41 - Automated Yet Personal Touch&lt;/p&gt;&lt;p&gt;34:51 - Testimonial Form Strategy&lt;/p&gt;&lt;p&gt;36:56 - Questionnaire Photos Planning&lt;/p&gt;&lt;p&gt;38:45 - Why She Chose Systems in Session&lt;/p&gt;&lt;p&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Mentioned in this Episode&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://coliejames.com/systems" rel="noopener noreferrer" target="_blank"&gt;Systems in Session&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Connect with Anthea&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;Website: &lt;a href="https://malonephotography.au/" rel="noopener noreferrer" target="_blank"&gt;malonephotography.au&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Instagram: &lt;a href="https://www.instagram.com/malone_photography_au/" rel="noopener noreferrer" target="_blank"&gt;instagram.com/malone_photography_au&lt;/a&gt;&lt;/p&gt;</description>

Business-First Creatives: Client Experience & Systems for Service Providers

Colie James

How to Set Up Systems for a Brand New Service (Before You Get Clients) with Anthea Proudfoot

APR 9, 202644 MIN
Business-First Creatives: Client Experience & Systems for Service Providers

How to Set Up Systems for a Brand New Service (Before You Get Clients) with Anthea Proudfoot

APR 9, 202644 MIN

Description

Here's some advice to business owners (new and established): stop waiting until you’re overwhelmed to build your systems. In this episode, I sit down with Anthea Proudfoot to talk about how she built out her entire CRM and client experience instead of Systems in Session before she had a steady stream of clients.It can be complicated to retrofit your processes into your business later, after you've gotten busy and overwhelmed. In this episode, we talk about what it really looks like to build a high-touch, automated client experience from scratch, how she completed her systems in just 30 days, and why her clients are already raving—even as a newer business owner.Find It Quickly00:24 - Meet Anthea00:56 - Why Start With CRM05:01 - Systems in Session08:36 - Organic Marketing Wins10:02 - Inquiry Form Strategy14:36 - Clients Experience18:21 - The Client Proposal & Booking20:10 - Post Booking Experience Portal22:32 - Custom Systems Philosophy23:38 - Session Reminder Automation25:46 - Six Month System Tweaks30:11 - Favorite Feature Workflows33:41 - Automated Yet Personal Touch34:51 - Testimonial Form Strategy36:56 - Questionnaire Photos Planning38:45 - Why She Chose Systems in SessionMentioned in this EpisodeSystems in SessionConnect with AntheaWebsite: malonephotography.auInstagram: instagram.com/malone_photography_au