Case Study: Dubsado Setup for a Wedding Planner

Case Study

Feb 19

MK Your Dream Day

Wedding Planner

“My team is finally able to focus on our actual job of planning weddings rather than being so deep in admin work” - Mary Kate

Mary Kate Morrissey, the owner of MK Your Dream Day, is a talented wedding planner who needed help urgently. She knew automation could make a huge difference in her business but wasn’t sure how to set it up. When she reached out, she said she needed help setting up Dubsado for her business to take admin work off her plate and allow her team to focus on planning weddings.

Before working together, her inquiry process was manual, meaning she and her team had to respond to every inquiry themselves and follow up to make sure consults had been booked. She needed a system that would streamline her process while still providing a seamless, high-touch experience for her clients.

RESULTS

✅ Fully Automated Inquiry Process – Inquiries are now handled automatically, allowing potential clients to receive all the necessary details without needing to manually respond.

✅ Optimized & Automated Workflows – Workflows were built and refined to ensure her business runs smoothly without constant admin work.

✅ Seamless Booking Process – Instead of back-and-forth emails, clients now receive a customized proposal, sign the contract, and pay the invoice in one step, making the booking process smooth and effortless.

✅ Seamless Zapier Integration – Automations between Dubsado and other tools were set up to enhance efficiency.

✅ Hands-Off Client Management – Instead of manually following up with clients, scheduling calls, or checking if questionnaires have been completed, everything is now automated. Mary Kate and her team are free to focus on working with their clients rather than spending hours on administrative tasks.

IN NUMBERS

📌 8 workflows created to automate the client journey

📌 30 canned emails to streamline communication

📌 12 branded forms to deliver parts of the client experience - contracts, questionnaires, proposals and lead capture forms

📌 6 schedulers to simplify bookings

📌 2 Zaps to connect her systems seamlessly to save even more time

THE TRANSFORMATION

Before working together, Mary Kate was constantly tied to her inbox, manually handling inquiries and client communication. Now, her inquiry process runs on autopilot, so she no longer has to drop everything to respond.

Her booking process is seamless. Clients can review their package, sign the contract, and pay in one step, making it easy for them to move forward.

Client management is now stress-free, with automated follow-ups, scheduled calls, and completed questionnaires happening without all the manual work. Instead of being buried in admin tasks, her team can focus on what they do best: planning unforgettable weddings.

And the timing couldn’t have been better. When one of her reels went viral, she was suddenly flooded with inquiries. Instead of scrambling to keep up, Dubsado handled everything automatically, ensuring every potential client got the right information without overwhelming her team.

She calls the change "life-changing". No more pressure to jump on her computer the moment an inquiry comes in, especially on weekends.

In Mary Kate’s words:

“Ema is absolutely AMAZING! I did not have a real CRM before hiring her, and she has made it so easy for potential clients to inquire with us and for current clients to work with us! My team is finally able to focus on our actual job of planning weddings rather than being so deep in admin work. I cannot recommend Ema enough!!!!!!”