Ever feel like your client management system is running you instead of the other way around? Today’s guest, Taylor Torres, a certified Dubsado specialist and automation strategist, is here to change that.
In this episode, host Helena sits down with Taylor to talk all things Dubsado—the CRM that can transform your client experience and help you reclaim your time. Taylor shares how she went from photographer to four-time business owner and automation expert, what mistakes she sees creative entrepreneurs make when managing clients, and exactly how to start simplifying your systems so your business runs while you rest.
Whether you’re just setting up your first workflow or ready to scale with smarter systems, this conversation will inspire you to finally automate the parts of your business that don’t need you to do them.
Key Takeaways:
- Automation isn’t cold—it’s clarity. Taylor explains how automating touchpoints actually deepens your client relationships because it removes friction and keeps everything on brand.
- Start simple. You don’t need 20-step workflows to see results—Taylor shares her favorite “starter automations” for new business owners.
- Your CRM should feel like a teammate. Learn how to make Dubsado work for you instead of overwhelming you.
- Behind the brand: Taylor shares her journey from photographer to business strategist and how motherhood and entrepreneurship shaped her systems-first mindset.
- Big picture: Why building systems early helps you scale sustainably and profitably.
About Taylor Torres:
Taylor Torres is a Dubsado Certified Specialist, business systems strategist, podcast host, and founder of Chanel & Lee, where she helps creative entrepreneurs automate their workflows, wow their clients, and get their time back. She’s also the host of the Ironically Serious podcast and the owner of two other creative businesses in Houston, Texas.
📩 Connect with Taylor:
Instagram: @chanelandlee
Website: chanelandlee.com
Connect with Helena:
Instagram: @helenawongphotography
Website: helenawongphotogtaphy.com
Creative CEO: creativeceo.co
