Process solutions & workflow templates
to streamline your systems for wedding & event planners
Work smarter, not harder!
Reduce Overwhelm & Increase Efficiency: Streamlined processes minimise redundant tasks and prevent chaotic workflows, freeing up valuable time.
Ensure Consistent Quality & Client Satisfaction: Standardised procedures guarantee a consistent, high-quality experience for every client, boosting referrals and repeat business.
Maximise Profitability & Minimise Errors: Optimised workflows reduce costly mistakes and improve resource allocation, leading to a healthier bottom line.
Facilitate Scalability & Business Growth: Clear processes enable seamless onboarding of new team members and efficient management of a growing client base.
Enhance Communication & Vendor Relations: Defined workflows improve communication with clients and vendors, fostering stronger relationships and smoother event execution.
With my simple systems & strategies, you can set up your business systems and workflows in no time to:
Easily capture leads in one location
Create a lead onboarding process to turn prospects into paying clients
Automatically create a comprehensive project task list with scheduled due dates
Manage your budgets, design briefs, client questionnaires and files in one place
Here’s why business processes are essential…
Processes I can help you streamline:
Lead Onboarding & Client Management
Easily capture leads and automatically schedule sales calls.
Create follow up workflows to send contracts and invoices to turn prospects into paying clients.
Create client portals and project plans instantaneously ready for event execution.
Internal Operations & Admin Processes
Tracking expenses in a central location.
Managing payroll for your employees
HR requests to easily track leave applications
Marketing & Content for Growth
Consistent social media post plan & schedule.
Creation of promotional assets for:
Social media posts
Website updates
Email campaigns
Speechwriting
Podcast creation
Video creation
How frustrated are you when multiple tasks, deadlines & client demands are unorganised?
How difficult is it to coordinate with numerous vendors, suppliers, and service providers involved in a project?
How often does something go wrong in your project timeline which causes avoidable stress & anxiety?
Does this sound familiar?
My name is Sarah, and I help ClickUp users to easily:
Understand ClickUp’s powerful features so that you can save money and simplify your softwares
Set up your ClickUp structure & streamline your workflows tailored for your clients & vendors
Set up custom automations to reduce your manual workload so that you can work less and earn more
Integrate external softwares to reduce your time spent toggling between different platforms and easily maintain a single source of truth
What I offer
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Plug'n'Play Templates
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Workflow Coaching & Training
What my client’s are saying…
Maddy - Wedding Celebrant & MC - I Do By MW
Sarah was an absolute game-changer for my business. She held space to understand my business problems and re-engineered not only my back-end, but my packages in a way that reduced my workload by 6 hours a week, and increased my revenue by 15%.
