How I Helped My Client Save 15 Hours Per Week

100-150 inquiries. That’s how many inquiries my client was receiving in her business PER WEEK as a wedding cake designer! Think about that for a minute… if it takes her even 3 minutes to respond to each new lead, getting 100 leads in a week equates to over 5 hours of emails!

And that’s just responding to the first inquiry from a new bride – not to mention responding to subsequent emails, answering questions, scheduling appointments, sending invoices and contract, PLUS everything that happens after you get the booking. 🤯

What her week looked like before working with me

She was dealing with all of this admin manually, which looked like:
😳 Invoicing through Square
😳 Sending paper contracts
😳 Stacks of folders on her desk for each client’s project

All of this is on top of actually designing and delivering wedding cakes! My client was desperate to automate her process to save time.

How I helped

My client needed my signature program, a Full Setup of her Dubsado account, so she could take advantage of the organization and automation Dubsado allows.

We started with a Process Mapping Meeting where she walked me through her entire client journey, from the first email from a new bride, to scheduling a tasting, to quoting and design, to sending the contract and invoice, to booking in a new client, to prepping for wedding day, and beyond.

As I translate the client journey into workflow steps in Dubsado, I’m also looking for opportunities to streamline the process even further.

For example: reducing choice so you don’t add to a bride’s decision fatigue, or building in extra follow ups and touch points to reassure your client they’re in good hands.

By the end of our Process Mapping Meeting, I have every step of the workflow planned and beautifully documented. Plus, a Content Directory detailing every piece of content (90+ assets!) that need to be created to make this new automated client journey a reality.

How she saves hours per week after working with me

• All of her client information (contracts, invoices, questionnaires, guest count, timelines, sketches, etc.) is electronic, organized, and in one place.
• 90% of client communication is strategically automated, saving so much time.
• Collecting wedding day details and inspiration images from brides is effortless using questionnaire templates
• Waking up to email notifications of contracts signed and payments made!
• It saves her hours a day of admin work
• Her leads follow up process is completely automated; she doesn’t lift a finger until a bride has scheduled the first meeting
• It takes only minutes to send out a beautiful, on-brand custom proposal
• No more stacks of paperwork on her desk
• No more worry about forgetting a step in the process of dropping the ball with a client!

Automating this process through Dubsado means she can save HOURS per week that she gets back to do, well, whatever she wants.

Wondering how you can save hours per week?

Would you like your work week to look like this too? Head to my Dubsado Setup Services to start the process!