When you think of templates, do you picture robotic emails that suck all the personality out of your client experience? In this episode, we're joined by Colie James, a Disney-loving client experience strategist and host of the Business First Creatives podcast.

Colie shares why templates get such a bad rap (hint: it’s not the template, it’s how people use them), how to infuse your brand personality into even the most automated workflow, and why voice of customer research is your secret weapon for sounding relatable instead of robotic.

From her favorite must-have templates to the genius way she makes her automated emails feel like a high-touch experience, Colie proves that systems don’t have to mean stiff communication. Templates can actually help you be more personal, consistent, and stress-free.

3 Key Takeaways:

• Why templates often feel cold—and how to fix that
• How to capture your authentic voice (hint: start by talking out loud)
• The three templates every creative needs to have on hand

Find It Quickly

• 00:45 - System Reboot: Fun and Personal Questions
• 02:38 - The Power of Templates
• 04:15 - Infusing Personality into Templates
• 11:38 - Essential Templates for Creatives
• 15:50 - Encouragement and Final Thoughts
• 19:00 - Disney's Operational Excellence

Mentioned in this Episode

• Dubsado
• HoneyBook

Connect with Colie

• coliejames.com
• Email Like You Mean It
• Business-First Creatives
• instagram.com/coliejames