XO
KATE
EVENTS

california wedding planner

Kate came to me as she transitioned from Honeybook to Dubsado, looking for a more elevated and seamless experience for both her and her clients. She was booking high-end luxury events and needed a backend system that matched the level of service she was providing. Her existing setup didn’t reflect the polished, sophisticated brand she had built, and she wanted a better workflow that would support growth without sacrificing the client experience.

From the beginning, it was clear that her brand and aesthetic were non-negotiable—everything needed to feel intentional and on-brand. We mapped out her entire workflow to ensure clients would feel supported and guided from the first inquiry through onboarding and beyond. Every touchpoint was refined to reflect the high-touch experience she’s known for. And to bring everything together, we used custom-coded forms that perfectly mirrored the look and feel of her website.

WHAT WE ACCOMPLISHED

A fully customized wedding workflow to support a high-end planning experience

Strategic automations to streamline lead response and booking without losing the personal touch

Canned emails tailored to Kate’s voice and brand

Custom-coded forms to create a seamless, branded experience from start to finish

A backend setup that’s as elevated and intentional for onboarding her clients

With everything in place, Kate can now focus on designing unforgettable events—knowing that her client experience is running just as beautifully behind the scenes.