If you still think that a system for booking and onboarding new clients has to be complicated, this is the episode for you. What if you could take a potential client from inquiry to payment in under five minutes? In this episode, I sit down my copywriter Kara Duncan to show exactly how a fast, thoughtful, and human booking process changed her business.You’ll hear how a simple CRM, a quick Loom video, and thoughtful follow-up emails turned missed opportunities into the fastest payment she’s ever received. The best part? No sales calls required.Find It Quickly:00:25 - Welcome Kara Duncan00:52 - The Five-Minute Booking Process02:01 - Client Communication: The Key to Success05:21 - Enhancing Proposals with Loom Videos14:17 - The Importance of Follow-Up Emails22:11 - The Importance of Detailed Proposals23:22 - The Power of Loom Videos23:58 - Overcoming Sales Call Challenges24:57 - Effective Client Communication26:07 - The Value of Personalized Videos27:41 - Sales Calls vs. Video Proposals28:54 - Client Communication Strategies32:32 - The Five-Minute Booking Process39:53 - Reassuring Clients Post-PaymentMentioned in this Episode:Email Like You Mean ItEpisode 39 of The Kara Report: How to Create One (+ More Tips to SIMPLIFY Your Life With Your CRM) with Colie JamesEpisode 14 of The System for Everything: The System for Keeping It Personal (Even When It’s Prewritten) with Colie JamesEpisode 123 of Business-First Creatives: 3 Videos to Create for Your Client Experience Right Now (Video Visibility Series)Connect with Kara:Website: thekarareport.comPodcast: thekarareport.com/podcastInstagram: instagram.com/thekarareport