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Your business is growing and it’s time to have the well optimized systems to properly serve luxury clients and projects. You know it’s crucial to your business but setting up an entire project management system or CRM is the last thing you want to do. A VIP Week will deliver you a fully completed project in just one week. 

Transform Your Biz in One WEEK

Whether you’re already knee-deep in a CRM and things are starting to get messy OR you’re still doing everything manually and wish that it can run on its own… I gotchu! Couples are already stressed and overwhelmed from the wedding planning process, so let’s knock one more thing off their plate (and yours). 

We’ll work together to create a personalized client experience that will quite literally melt their hearts. I’ll step into your backend and whip it back into shape so you can rest assured that nothing is falling through the cracks! 

Doing ALL the things for your business is great, until you can’t juggle them all. 

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VIP WEEK

→ A full CRM or Project Management Set-up for Your Wedding Business
→ Onboarding & Business Strategy Questionnaires
→ Client Journey Mapping and Workflow
→ 60 Minute Kickoff Call, Mid Week Check In Call, Final Closing Call
→ 60 Days of Post-Set Up Support
→ Custom Training Videos


vip WEEK deets

Let's Do It!

Average Investment $3,000

you'll leave with:

✓ A customized Honeybook or ClickUP account that helps you feel as organized and efficient as ever in your business
✓ A complete understanding on how to use your system so that you can feel confident in managing it yourself, or the  option to add on monthly retainer support

*Payment Plans Available.

Kind words from ouR clients

I’ve been using Honeybook since 2016 and never knew the true capability it had. When they switched to Smart Flies, I knew it was time to outsource and hire someone to help me set up my workflows and automation. When I hired Megan, I had no idea that she would revolutionize how I use Honeybook. She not only blew my mind with how I can utilize Honeybook for my client experience but gave me the most amazing support as I was learning how to use everything she set up. Not only would I recommend her, but will hire her again should the opportunity arise!

Amy

Megan made it so easy to understand workflows and how to apply them to current projects and set up for new inquiries. I loved how straightforward the process was! She is able to take off the stress of setting up workflows for those who might now know how to set things up. She helps free up time to be spent in other areas of the business!

Now I feel so much more knowledgeable than I did when we first started! I'm excited to keep getting familiar with workflows and already feel so much more confident and organized!

Leah Rife

WHAT’S INCLUDED IN A…

CRM
Set Up

Project Management Set Up

WHAT’S INCLUDED IN A…

CRM
Set Up

Project Management Set Up

With all the features your CRM has to offer, it can be overwhelming to set up. In a CRM VIP Week, we’ll tackle:

Client Journey Mapping. We’ll create a client journey that maps the process from inquiry to wedding day. This includes all email communication, proposals, questionnaires, follow-ups (because we know all clients aren’t responding!), and all the little things you (& your team) are doing leading up to the wedding day.

Contact Form Workflows. Automations that begin from the contact form submission. Say hello to the quickest inquiry response rates in the biz.

Custom Smart File Design. Beautifully on brand and answering all the questions your potential clients didn’t even know they had. You’ll stand out from your competitors with a custom design.

Email Communication. Email communication that is written with your ideal client in mind. Yes, we will write ALL these emails for you.

Design Optimization. Beautiful pricing guides & proposals are a game changer for your business and deliver a better client experience. We’ll set up packages, invoices, and proposals for easy and automated communication.

Project and Planning Automations. Properly set-up and tested workflows that allow for seamless collection and confirmation of all wedding details. These will be sent out 60-90 days before the wedding to ensure you have all the details to provide your couple with a flawless wedding.

Calendar SetUp. We’ll create calendars to streamline every aspect of the planning process: Consultations, engagement photos, walkthroughs and more.

sign me up!

WHAT’S INCLUDED IN A…

CRM
Set Up

Project Management Set Up

Say goodbye to your post-it notes and written to-do lists and say hello to consistent, easy-to-follow project and team management. In a project management VIP Week we’ll tackle:

Client Journey Mapping. We’ll create a client journey that maps the process from inquiry to wedding day. This includes all email communication, proposals, questionnaires, follow-ups (because we know all clients aren’t responding!), and all the little things you (& your team) are doing leading up to the wedding day.

Business Space SetUp. Set up your workspace based on the deliverables and processes for your wedding business and the packages you offer.

Team Management. Give your team their own to-do lists so that the client experience never suffers. You’ll be able to track exactly what has been done for each couple - no more ‘team check ins’ to check the progress.

Integrations. Work smarter, not harder. Integrate your system with the tools and platforms you already use. Connect your CRM via Zapier and pull in files from the places they already live.

High Level Automations. A platform that already knows your next move? Sounds dreamy (it is!). We'll set up processes that will continue to work for you, even when you're OOO.

Template Creation. We’ll create checklists and tasks from scratch. Once created, you can individually customize them for each and every couple that comes your way.

Education. Learn how to use your systems templates and workflows along with a strategy for how to simplify your business and provide a high touch experience for your clients.

sign me up!

systems we use:

the timeline

Inquiry & Booking

Business Details Phase

Mapping Phase

Design Phase

VIP is for Me

THE VIP WEEK!!

Support

the timeline

Inquiry & Booking

Business Details Phase

Mapping Phase

Design Phase

VIP is for Me

Yay! You’ve reached out, we’ve done our consultation call, and decided that a VIP Week is the best fit for your business. We’ll then start the Prep Period which will take place from the time of signing until your VIP Week! We’ll work to collect detailed information about you and your brand (specific to your system setup) so we can get the most out of the VIP Week!.


THE VIP WEEK!!

Support

the timeline

Inquiry & Booking

Business Details Phase

Mapping Phase

Design Phase

VIP is for Me

We’ll kick things off by collecting alllll the details about your business that will allow us to customize your system for YOUR business. This includes branding info, photos for any designs, client experience questionnaires, and schedule our client mapping call. 

THE VIP WEEK!!

Support

the timeline

Inquiry & Booking

Business Details Phase

Mapping Phase

Design Phase

VIP is for Me

The client journey map will be a true game changer for your business. You probably have a loose idea of what this looks like in your head (inquiry > proposal > invoice > questionnaire > timeline > wedding day), but there are often a lot of small details that are overlooked. What’s the process if you don’t receive the questionnaire in time? When do you follow-up? What does that communication look like? When are you emailing other vendors? Who's sending the final timeline to all vendors? We’ll cover that ALL and more during the client mapping phase.

THE VIP WEEK!!

Support

the timeline

Inquiry & Booking

Business Details Phase

Mapping Phase

Design Phase

VIP is for Me

We’ll start designing! The exact design deliverables will vary on your setup but may include copy and content for designs, email communication, etc. You’ll have plenty of time to review and provide edits!

THE VIP WEEK!!

Support

the timeline

Inquiry & Booking

Business Details Phase

Mapping Phase

Design Phase

VIP is for Me

It’s here! The week we’ve been waiting for - the five days where we’ll transform your business. We’ll start day 1 with caffeine (duh), and then have a call to finalize all content. Throughout the week, we’ll start compiling emails and files into your new system. We’ll check in mid-week so you can see our progress and provide any edits. The end of the week is used to test, test, test all the things! We’ll act as your new couple and submit inquiries so you can practice your new automations. What started as a naked tool will be returned to you fully optimized and tailored to your business.

THE VIP WEEK!!

Support

the timeline

Inquiry & Booking

Business Details Phase

Mapping Phase

Design Phase

We won’t leave you hanging on Friday. All VIP Weeks come with 60 days of support. You’ll have access to our team and the ability to submit support tickets for issues that arise.

THE VIP WEEK!!

Support

SPECIALIZING IN WEDDING PROFESSIONALS

If you’re a

Then let’s help make your clients say I DO to working with you.

Book a VIP Week

  • Photographer
  • Videographer
  • Florist
  • Caterer
  • Wedding Venue
  • Wedding Planner
  • Baker
  • Hair & Make-up Artist
  • Mobile Bartenders