le blog

Dubsado advice, Honeybook tips,
and a little of everything
in between 

Not ready to hand over your systems to me yet? I get it. Explore my blog for practical advice on choosing the right CRM for your creative business, DIY setup tutorials, and client experience strategies that'll make your life easier. Consider it your personal cheat sheet while you build up the courage to let someone else handle the tech.

Hello there, darling! If you’ve landed here, you’re probably somewhere between “I cannot keep doing this manually” and “but I also cannot afford to hire someone right now,” and I want you to know that is a completely valid place to be. Maybe you’re just starting out and a professional setup isn’t in the budget […]

Client Experience, Dubsado, Honeybook

July 3, 2026

How to Build a CRM From Scratch: A Guide for DIYers 

A screengrab of a client experience map outlined in Whimsical

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hello, There

The Abridged Version- What do you get when you cross a Disney alum with a CRM enthusiast? Me—Chloe! I traded in my castle keys for CSS codes and never looked back. Crafting bespoke client experiences that don't suck the life out of you is my thing. Let me take your business tools from 'meh' to 'wow'. Because let’s face it, you have better things to do.

Read the Unabridged version

Are you overwhelmed at the idea of setting up your CRM yourself? 

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Here's what you'll learn…
  • Identify the most important parts of your CRM
  • The perfect (IMO) setup sequence to get everything ready for your clients
  • Establishing the groundwork for a streamlined system
  • My streamlined CX building blocks 👀

I've got a FREE guide for you