'When your old systems aren't serving you anymore, it's time to let go...'
This was the wake-up call that saved our client 40% of their workday.
THE REALITY BEFORE
Every wedding planner knows that flawless execution requires perfect organization. For Gabby and her team at Cause We Can Events, their planning software was becoming their biggest challenge.
With each new client requiring another subscription payment and their wedding planning software growing clunkier by the day, they were losing both money and precious time during their peak season. For a team handling multiple luxury weddings and events simultaneously, every minute spent fighting against their systems, meant less time creating magical moments for their clients.
THE SOLUTION
Robust workspace to continue creating more magic for their clients
I designed and set up an all-in-one workspace on Notion to help Gabby and her team stay more organised and flexible than ever when it comes to creating unique moments for their client.
Here’s what Gabby and her team can use now to be the best at what they do.
A CRM system that’s automatically updated with each new enquiry form.
Utilise different client portal templates, duplicated in seconds, and automated throughout the planning and execution. (Yes, and I’m talking 120 tasks deadlines set by adding the Wedding/Event Day)
A personal dashboard where they can have a centralised view of all of their tasks and client’s needs.
Vendor’s details all in one place, and categorised by location.
Key files and documents organisation file that’s now replaced Google Drive.
I didn’t have the opportunity to work in the Wedding Industry and this was an amazing challenge.
LET’S TAKE A PEEK INSIDE
A centralised space that has everything you need for your business from client hubs to finance trackers. Created to work with you not against you.
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I can open Notion in the morning, plan everything out for my day, see what I have scheduled and planned and get going on what I love to do! I loved working with Ania! I felt so supported and encouraged. She was able to help me see what I really needed to make my business better. I've been able to focus more on the creative side of things because I can spend less time worrying about planning and organisation with it all in one easy to use place.
Founders, Bailey & Joe
FULL WORKSPACE MAKEOVER CLIENT LOVE