Freedom comes when you stop running your business by memory and start running it by systems.

In this episode of The Craft & Calling, host Christene Marie sits down with Courtney Boomer, systems expert and co-owner of multiple trades-based businesses, to talk about what it really takes to scale sustainably.

Courtney shares how she helped her husband’s coatings business go from chaos to a fully booked calendar - using CRMs, customer journey mapping, and streamlined communication. Together, they unpack the mindset shift from “doing it all” to building a legacy that runs smoothly without you.

If you’ve ever felt buried in calls, emails, and disorganization, this conversation will help you simplify, systematize, and scale - without losing your personal touch.

• How to implement systems that free up your time
• The role of CRMs like Housecall Pro, Jobber, and Drip Jobs in trades success
• Mapping your customer journey for better communication
• When to hire a bookkeeper or virtual assistant
• How marketing, operations, and culture work together to build a legacy

0:00 Intro

1:17 Courtney’s path from corporate burnout to entrepreneurship

3:15 Implementing CRMs: where to start and what tools to use

7:08 Bare Bones: Automating follow-ups and reminders for customer satisfaction

11:44 Customer journey and customer experience

14:10 Admin support and how to make marketing decisions based on real data

17:32 Clear schedules that are ideal for the team and clients

19:30 Creating a healthy company culture in small trades teams

22:20 How storytelling and authenticity build loyal customers

26:15 Courtney’s top three things every small business should do today

Courtney Boomer is the Founder and Director of ScaleUp with Courtney, where she helps entrepreneurs and small teams regain control over their businesses by implementing scalable, efficient systems.

With four kids five and under and a portfolio of businesses to manage, Courtney understands the importance of optimizing every minute. Over the past several years, she has worked with companies like Your Garage Floor Guys, scaling them by 50%+ year-over-year through smart automations and process optimization.

At ScaleUp CRM, she specializes in helping small teams streamline their operations, implement custom CRMs, and maximize potential using tools like ClickUp, Zapier, and more. Whether you need a systems audit, CRM build, or workflow optimization, Courtney’s mission is to help you work smarter, not harder.

LinkedIn: https://www.linkedin.com/in/courtneyboomer/

Website: https://www.linkedin.com/company/scaleup-with-courtney/

Facebook: https://www.facebook.com/scaleupwithcourtney/

Instagram: https://www.instagram.com/court_boomer/

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