Dubasdo Wedding Proposal
Pinch Me Planning
maine wedding planner
Christina and her team were juggling way too many tools. Calendly, Typeform, Honeybook, Google Sheets, Aisle Planner—the list went on. As a high-end Maine wedding planning team, they were delivering an incredible client experience, but everything behind the scenes was manual and scattered.
She came to me wanting one central place to manage proposals, inquiries, and calls. The goal: eliminate the chaos and create a system her entire team could easily use and keep up with.
We kept Aisle Planner for planning, but shifted everything else to Dubsado. We built custom-coded forms that are easy to tweak for each client—no more updating a hidden web page every time a new proposal goes out. We replaced clunky tools with a streamlined process: clear proposals, elegant forms, simple contract and invoice flows. We also layered in additional steps for clients booking multiple services so her team could stay organized without extra work.
Now, everything runs through one streamlined system. The team can see where every lead stands, follow up with ease, and send beautifully branded materials that reflect the high-end service they’re known for.
What we accomplished in Dubsado:
- Centralized the inquiry, proposal, and scheduling process using Dubsado
- Replaced multiple tools (Calendly, Typeform, Google Sheets) with one streamlined system
- Maintained use of Aisle Planner for planning tasks, while integrating Dubsado for front-end client experience
- Built custom-coded proposal templates with easily swappable images and text per client
- Retired the need for a hidden proposal page on her website
- Created branded, easy-to-read proposals and inquiry forms
- Simplified the contract and invoice process to reduce back-and-forth
- Integrated scheduler links directly into proposals and inquiry workflows
- Ensured the full team could see where each client stood in the process at any time
Feeling inspired by the results in these case studies? Good, because these outcomes aren’t just possibilities, this can be the story for your business, too!
When we team up on a Dubsado setup, you get to skip all of the trial and error and jump straight into a system that’s perfectly tailored to you.
With proven workflows, tested email templates, and custom frameworks that actually make sense for every single step of your client experience, we’re not just clicking buttons and setting up automations. We’re setting you up to confidently take on bigger projects, deliver the kind of premium experience that gets people talking, and grow in the ways that matter most to you.
As a Certified Dubsado Specialist, I’ll guide you through with clear expertise and intentional strategy from someone who's seen inside successful businesses like yours and knows how to make them run even better.
