Dubsado for Wedding Planners
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 in Dubsado:
- 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
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.
