Business-First Creatives

The CRM Emails That Turn New Leads into Booked Clients Faster (Without the Sales Call) with Kara Duncan

17 Dec 2025

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Description

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

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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

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Business-First Creatives

The CRM Emails That Turn New Leads into Booked Clients Faster (Without the Sales Call) with Kara Duncan

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

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