Systems & Setup

Before investing in new tools or hiring more help, let’s identify what’s actually slowing your business down. This comprehensive audit uncovers bottlenecks, inefficiencies, and opportunities to simplify your workflows.

Services

• Workflow assessment

• Systems review

• Client journey evaluation

• Administrative processes

• Automation opportunities

• Technology recommendations

• SOP review

• Efficiency recommendations

• Personalized action plan

Deliverables

• Written audit report

• Priority recommendations

• Implementation roadmap

• Optional follow-up consultation

Your CRM should work for you, not create more work. Whether you’re starting from scratch or rebuilding your current system, I’ll create a client experience that’s organized, automated, and easy to manage.

Platforms

• Dubsado

• HoneyBook

• Aisle Planner

Services

• Account setup

• Workflow creation

• Lead pipelines

• Questionnaires

• Contracts

• Proposals

• Invoices

• Scheduler setup

• Email templates

• Automated emails

• Canned responses

• Client portals

• Forms

• Payment schedules

• Workflow testing

As a Timeline Genius Certified Professional, I help wedding professionals maximize the platform by building timelines, implementing best practices, and creating workflows that save hours on every event.

Services

• Initial account setup

• Workflow implementation

• Timeline creation

• Timeline templates

• Timeline customization

• Client & vendor invitations

• Event organization

• Team training

• Best practices

• Process documentation

• Platform optimization

• Ongoing support