Custom Project Manager

Virtual Assistant Services for Wedding Creatives

Ready to consolidate your client docs into one platform and manage each wedding more efficiently?  Setting your business up on a CRM platform, like Dubsado or Honeybook, will enable you to organize, formalize, and streamline your workflow.

It might be time to systemize if:

✔️ You’re tired of flipping back and forth between countless spreadsheets, Word docs, and folders for each client.

✔️ Your wedding business is growing and you need to get organized with formal processes in place.

✔️ You need to increase efficiency by taking advantage of automation.

Your couples will love the all-in-one, user-friendly platform to help guide them in their wedding planning. With multiple ways to automate emails, tasks, and follow-ups, you’ll save hours of time on your back end while guaranteeing that nothing falls through the cracks even during the busiest of seasons!

Getting started on a brand new CRM can be daunting because of the learning curve , but that’s where we come in.

Our team has specialized experience with Dubsado and Honeybook and can set you up on one of these CRMs while also walking you through how to navigate it on your own. This project package includes:

• Import your existing contacts, services, contract, and client forms

• Lead Capture Creation

• Form & Questionnaire Template Creation

• Canned Email Creation

• Evergreen Instructional Loom Videos

• Automated Workflow Creation (see below add-on)

*Package can be customized to fit your specific business needs.

 Ready to be set up for the next era in your business?

Do you already have a CRM in place, but don’t where to begin with automation? Automated workflows are one of the most valuable features Dubsado or Honeybook have to offer.

They allow you to set it and forget it, freeing up mental space and instilling peace of mind that you didn’t forget a thing.

Examples of automated workflows for wedding businesses:

 ✔️ Sales Workflow: From lead capture to booking

✔️ Active Clients Workflow: To take your current clients through your planning process

✔️ Post-Wedding Workflow: To nurture past clients with a thank you, testimonial request, anniversary wishes and any post-wedding reminders

Setting up your first automated workflow (and all the forms and templates to go along with it!) is intimidating. Sure, you can spend hours watching YouTube videos, researching articles, and chatting with Dubsado or Honeybook’s support team to figure it all out on your own.

But what else could you accomplish in that same timeframe instead?  

Our team has already done the research and gained the necessary experience to set up an automated workflow for you with ease. Our Automated Workflow project package includes:

• Workflow Creation

• Form, Questionnaire, and Email Template Linking

• Workflow Testing

• Evergreen Instructional Loom Videos

*Package can be booked as a standalone service or as an add-on to our CRM Set-Up package (see above).

Does your website need a refresh? Whether you need to update your package or service details, showcase more recent photos, add new members to your team bios, or even add a blog for the first time, we’ll update your Squarespace, Wix, or Wordpress website so you don’t have to.

Ready to Level Up?

Ready to work together or have further questions? Fill out this form or reach out directly at jessica@jessicahetu.com - We can’t wait to meet you!