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 Quickly

00:24 - Meet Anthea

00:56 - Why Start With CRM

05:01 - Systems in Session

08:36 - Organic Marketing Wins

10:02 - Inquiry Form Strategy

14:36 - Clients Experience

18:21 - The Client Proposal & Booking

20:10 - Post Booking Experience Portal

22:32 - Custom Systems Philosophy

23:38 - Session Reminder Automation

25:46 - Six Month System Tweaks

30:11 - Favorite Feature Workflows

33:41 - Automated Yet Personal Touch

34:51 - Testimonial Form Strategy

36:56 - Questionnaire Photos Planning

38:45 - Why She Chose Systems in Session

Mentioned in this Episode

Systems in Session

Connect with Anthea

Website: malonephotography.au

Instagram: instagram.com/malone_photography_au