Case Study: Wedding Planner Dubsado Setup

Case Study

Feb 19

Pembroke Lane Events

Wedding Planner

“To anyone considering hiring Ema for your Dubsado needs, here is your sign to invest, and you will be thoroughly impressed.” - Haley

Haley Bossart, the owner of Pembroke Lane Events, is an experienced wedding planner who was launching her own business and wanted to ensure a seamless backend system from the start. She had years of industry experience but knew that handling the administrative side of her business efficiently would be crucial to her success.

She wanted her clients to have a seamless and professional experience but didn’t have the time to piece together an efficient workflow herself. Additionally, she needed a way to integrate her payment processor to ensure a smooth financial transaction process for her clients.

She realized that without a well-structured CRM, she would be spending too much time on admin work instead of focusing on her clients and growing her business. Investing in Dubsado was the obvious solution, but she needed an expert to set it up in a way that fit her exact needs.

RESULTS

✅ Seamless & Automated Workflows – Every step of Haley’s client journey is now streamlined, from inquiry to final wedding day preparations, ensuring nothing falls through the cracks.

✅ Flawless Integration with her Payment Processor – Her workflow was adapted for her alternate payment processing system, ensuring a seamless experience for both her and her clients.

✅ Effortless Booking Process – Instead of juggling back-and-forth emails, clients can now easily review their proposal, sign the contract, and make a payment in just a few clicks.

✅ Time-Saving Automations – Haley no longer needs to manually follow up on questionnaires, send contracts, or check in on scheduling. Dubsado takes care of it all.

✅ Stress-Free Client Management – With a fully optimized system in place, Haley can confidently focus on planning dream weddings instead of getting bogged down in admin work.

IN NUMBERS

📌 7 workflows created to automate her client journey

📌 34 emails to streamline communication

📌 7 branded forms to ensure a seamless client experience - including contracts, questionnaires, proposals and lead capture forms

📌 5 schedulers to simplify booking and consultations

THE TRANSFORMATION

Before working together, launching her business felt overwhelming. She knew she needed everything set up correctly from the beginning to avoid future headaches. She wanted her CRM to feel effortless so she could focus on her passion: planning beautiful weddings.

Now, her client process is all automated, ensuring that clients receive a seamless experience while she saves time on admin tasks. She no longer has to worry about manually managing inquiries, contracts, and payments. Everything runs smoothly in the background, giving her complete confidence as she grows her business.

In Haley’s words:

“Ema, thank you so much for providing your expertise in Dubsado! Pembroke Lane Events will run smoothly with an organized structure behind every client/wedding. To anyone considering hiring Ema for your Dubsado needs, here is your sign to invest, and you will be thoroughly impressed.”