Every great client experience starts with a system built to deliver it.
Because your clients deserve to feel the care and intention behind your business from the very first inquiry to the final deliverable. Each package includes a fully custom HoneyBook or Dubsado setup, complete with automated workflows, email templates, and client management systems designed specifically for wedding and event professionals.
Built for the wedding and event industry's finest.
If you're running a service-based business in the wedding or event space and you're tired of managing your clients, contracts, and communications by hand, this is for you. Every package is tailored to your specific business, your client journey, and the experience you want to be known for.
Sound like you?
If any of these feel a little too familiar, you're in the right place.
You're managing everything by memory
Sticky notes, mental checklists, and a prayer that nothing falls through the cracks. You know there's a better way — you just haven't had time to set it up.
Your onboarding process is inconsistent
Some clients get a great experience. Others get a delayed contract and a follow-up you forgot to send. You want every client to feel taken care of from day one.
Payments slip through the cracks
Chasing invoices is not why you started this business. Automated payment reminders and schedules mean you get paid on time without the awkward follow-up.
Months pass with no client contact
Wedding planning timelines are long. Six months can go by with no touchpoint simply because there's nothing urgent to discuss. Automated check-ins keep the relationship warm.
You're spending time on tasks a system should handle
Sending welcome packets, following up on questionnaires, reminding clients about upcoming payments. These are all things your CRM should be doing automatically while you focus on your work.
Your backend doesn't match your brand
You've built something beautiful on the outside. But the experience behind the scenes doesn't reflect the level of service you actually deliver. It's time for that to change.
Choose the package that's right for you.
Every package is fully custom, built around your business, your clients, and the experience you want to deliver.
The First Impression
You're ready to stop winging it and start showing up with a system that works.
- HoneyBook or Dubsado account setup and configuration
- Custom branded contact and inquiry form
- Up to 2 automated workflows
- Welcome email template
- Follow up email template
- One smart file (proposal, contract, or invoice)
- Video walkthrough of your completed system
- 30 minute live handoff call
The Curated Standard
You've been in business long enough to know that good enough isn't good enough anymore.
- Everything in The First Impression
- Up to 3 fully custom workflows built around your client journey
- Branded proposal template
- Custom questionnaire
- Automated payment schedule and invoice setup
- Scheduler integration
- Client portal setup
- 30 days of Voxer support
The Signature Experience
You're ready for a complete transformation of the way your business runs.
- Everything in The Curated Standard
- Full audit of your existing systems and process
- Up to 5 fully custom workflows
- Custom offboarding and review request sequence
- Anniversary or re-engagement email automation
- Advanced conditional automations
- 60 days of Voxer support