I know i match the table cloth, the bride had us all matching. But it’s not about me, you’re here to see how I can help you streamline your client intake process. I doesn’t matter if you are just starting out or you’re a seasoned pro, you always feel like you have that one more thing that you need to do and then that list just keeps on growing and before you know it; you are beat and exhausted. I know, I know, we’ve all been there. It’s a real juggling act. But what if I told you about a totally customizable unicorn client management system. You may already know of it, but don’t know where to even start or maybe you just don’t have the time.
So you’ve got 3 potential clients that sent you a request through you booking app, but you haven’t actually responded with a follow up…all because you are too busy planning 2 major events on that monumental list, and you’ve only remembered their upcoming call because of your auto reminder.
I see so many wedding and event planners using multiple systems to help organize and plan the big day and we all know a lot goes into making each bride or client feel special.
With my signature set up, I will help you craft a more seamless back office workflow in Dubsado and Trello that leaves you feeling less overwhelmed and burnt out. That client on boarding process is about to become the Vera Wang client experience, that will have you booking more clients through referrals!
How It Works
Imagine auto assigning tasks to each team member within the system so you don’t have to be doing it all manually! Oh yea, that can be done too!
Being a workaholic doesn’t mean you have to struggle and miss out on living your best life. You can be a kickass creative that wows her clients from the initial inquiry to off boarding, all while you are handling your next event.
Let’s get you Automated!
Waste no more time, design the life and business you’ve always wanted while still remaining on brand….
So if you’re ready to be the next Martha Stewart, smack that client request form and let’s get back your FREEDOM and have your automated client management system running on steroids and living that life while wowing your clients with your unicorn bestie Dubsado. To see my signature package, roll on over to my services page.