39 | Do You Have a 5 Minute Booking Process? How to Create One (+ More Tips to SIMPLIFY Your Life With Your CRM) with Colie James

The Kara Report | Online Marketing Tips and Candid Business Conversations

Five minutes into this episode, I realized just HOW much value Colie was bringing to the conversation. I already knew she was brilliant in systems and client experience, but if you’re not familiar with her yet, get ready. After recording, I made it a goal to implement everything she recommended, and it took me about two and a half hours (though it could’ve been quicker if I hadn’t overthought the details!). You're going to LOVE this episode so let’s get into it!
We dive into the bare minimum customer experience, her five-minute booking process that boosts your revenue, and how to personalize your customer experience with automation. She also shares how she uses Airtable—without giving too much away, this episode is packed with insights.

🎙️ In This Episode:

• What does a "bare minimum customer experience" look like?
• How to set up a 5 minute booking process (to get paid fast)
• How to personalize your customer experience WITH automation
• How we can use Airtable to keep organized

Links Mentioned:

• Read the full shownotes: https://thekarareport.com/39
• Learn more about working with Colie (and shop her templates): https://coliejames.com/
• Follow Colie on Instagram: https//instagram.com/coliejames
• Subscribe to The Business First Creatives Podcast (Kara's episode airs Thursday!): https://coliejames.com/podcast/
• Learn more about working with our marketing agency here: https://thekarareport.com/services
• Follow me on Instagram: https://instagram.com/thekarareport