Systems in your wedding industry business–which ones do you REALLY need? Inside this guest post, systems expert for wedding pros, Sarahna Fernandes, breaks down the 5 systems you need RIGHT NOW in your wedding industry business.
Sarahna has been helping wedding industry pros like you build better systems in their business for years. She wants you to make it simple–so you can get back to doing what you love.
In this article, she breaks down the top 5 systems you need to have in your business.

Why are systems important for wedding pros?
The wedding industry is unique. The people who operate within it have extraordinary skill sets.
As a Wedding Planner for over 10 years, I understand the ins and outs and challenges you face in your wedding industry business, especially in today's wedding landscape.
Weddings are intense.
Weddings have so many layers, sub-layers, and nuances, no matter the size or theme. It is expected that wedding pros can maneuver and maneuver all these moving parts well.
Your clients are celebrating a HUGE moment in their lives, and so are their families and friends. They invest sizable sums of money into the event and time. It is also an event that is built up in their minds. Whether they have dreamed about this day since they were little or not, society has established several wedding constructs.
- It's got to be one of the most memorable days in your entire life
- You should be ecstatic from the moment you get engaged onwards
- Wow-factor is the name of the game
- No details should be omitted
What this all adds up to for the wedding pros like you is high demand and high expectations.
Our clients and their families want to feel cherished from the moment they hire us. The relationship is often short and sweet, and we are banking on no repeats for everyone's sake!
It's like a ‘one shot at gold' kind of situation. While this is precisely what we've signed up for, it can often become overwhelming for us to consistently meet our client's needs in a way that keeps us competitive and not burnt out.
How do you continue to surprise and delight your clients by anticipating their every need… While dreaming up a masterpiece each and every time and executing your work with mind-blowing precision and professionalism?
But let's not stop there …let's throw in running your successful business like a total BOSS while finding time to have a personal life?
Now, if you're thinking….well, the only thing missing is the actual magic wand, I don't blame you!
Yes, I've listed a TALL order to fill. Still, as someone who has lived through a decade of weddings AND observed others closely in the industry, I can confidently say that the solution to this problem is in the systems and processes you have set up in your business.
I know these are terms that are often thrown around, and we all nod in agreement, but if we're being honest, some of us don't actually know what the heck is meant by ‘systems & processes'… so let's start with this!

What are Business Systems & Processes?
Systems and processes are part of any business's foundation because they define HOW you run your business.
They include the steps you take to execute each task and the resources necessary for creating your product or service and working with your clients.
They take into account both the front end and the back end of your business and how your professional and personal realms co-exist for you and each of your team members.
If you design and implement the correct systems and processes, you will achieve your goals of running a successful wedding business that meets the high expectations of modern wedding clients while affording you the freedom to enjoy the fruits of your labor.
Now that we are all on the same page, I want to share which 5 systems I think are most critical for wedding pros to have right now in their business:

Wedding Pro System #1: Client On-boarding & Off-boarding
The client experience is quickly becoming the game-changer for your wedding industry business. It is what people are using to determine who they hire.
This system begins from the moment they inquire about your services until a year after their wedding when you send them a thoughtful anniversary greeting.
The system you design for this should be simple yet efficient. Your client's onboarding & off-boarding system should be infused with your brand message and focused on reassuring the client that choosing YOU was a fantastic decision.
⇨ Implement These Action Steps:
- Map out an IDEAL client experience listing all of the actions and personal touches you would like your clients to experience. (Tip: I love to use ASANA to do this kind of mapping)
- Create a series of email templates that cover your client's entire journey with you. You can easily personalize and schedule these to be delivered to them via automation. Some suggestions for these templates are:
- A nurturing sequence that shows your immense value and helps them “buy” your services.
- The process of getting them signed up, payment made & clear understanding of how things will proceed
- A sequence that wraps up your service and shows your appreciation while sharing how you might be able to work together again.
Interested in having Sarahna audit your onboarding and off-boarding systems? Click here to learn more about her services.
Wedding Pro System #2: Work-In-Progress Communications
One of the most frequent complaints I received from my wedding clients was that they wished there was more communication/feedback from some of their vendors.
Do you get the same nudges from your clients?
It seems like they would get past the hiring stage, and then the next round of interaction would come right before the Big Day.
While I understood why more interaction wasn’t technically necessary (and I would reassure them accordingly), the clients were hoping for MORE of an experience that provided them with valuable information and further assurance.
I highly recommend implementing a system that establishes communication with your clients throughout their planning process and solidifies the whole ‘know, like, and trust’ factor.
⇨ Implement These Action Steps:
- Create email templates and/or pdf documents that include different pieces of relevant information and general checking-in messages that cover the timeline of your job.
- Schedule these emails to line up with key points on the wedding planning timeline so that your clients always have relevant information at hand and are reminded that you are always there for them. You can also use this sequence to acquire the information YOU need in a timely manner. (PS: Honeybook is great for this!)
Interested in having Sarahna help you automate and create this process? Click here to learn more about her services.

Wedding Pro System #3: Managing the Money Side
Another critical system to perfect is the whole money management aspect of working with clients.
Does booking keeping make your eyes glaze over? Us too.
Weddings are often a hefty financial undertaking for clients and their families, so transparency and accuracy are essential.
The other challenge I have seen many wedding pros face is keeping track of changes to their scope of work and ensuring that the clients are also kept abreast of the bottom line with regard to the various budget revisions.
This is where a system that captures all revisions as well as tracks the budget in real-time would be most beneficial to you and your clients.
⇨ Implement These Action Steps:
- Ensure you have an organized system to deliver quotations, client agreements, invoices, & receipts. This can be something you custom build, accounting software, or a CRM such as Honeybook. Ideally, you want to deliver these documents automatically, which is possible in each of the examples listed.
- Implement a system that is real-time and fully accessible to the clients that track all revisions and their accompanying budget adjustments that you can also track all the approvals from the clients for the changes.
Interested in having Sarahna help you mind your money systems? Click here to learn more about her services.
Wedding Pro System #4: Wedding Day Execution
While this next system may seem obvious to you…. a system that governs the execution of your job on the Big Day, it is the level of detail that I want to discuss.
I highly recommend creating a system that documents the step-by-step process of how you do your job on the wedding day in such a manner that in the unfortunate event that you are personally unable to perform, a team member could complete the execution following a series of detailed checklists and outlined procedures.
⇨ Implement These Action Steps:
- Map out the steps you take to prepare:
- for the wedding day
- during the event
- steps you take after the event to wrap up the entire job.
- I know this task can seem massive, so break it up into smaller chunks of time (e.g. 1-Mth before, 1-wk before, Day-of, etc).
- Create checklists from the steps recorded and save them somewhere accessible for team members or an emergency substitute (*Bonus: Figure out an Emergency Substitute that you can hand over a job to if you are unable to execute your work)
Want help creating your SOP? Click here to learn more about how Sarahna can help you.
Wedding Pro System #5: Sharing your amazing work with the world
I have found this last system to be often ignored (I myself have been guilty of this), but it is becoming exceedingly important in this highly competitive environment.
I am referring to acquiring the necessary materials that document the excellent client work that you can now use to acquire new business.
This includes the pictures of your work, the client and vendor testimonials, and your own stories that help record the beautiful memories you created with your amazing clients.
The system should provide you with a seamless gathering of the relevant resources, archiving, processing, and sharing with your audience and potential clients. The world needs what you offer, so showcasing your extraordinary work is essential.
⇨ Implement These Action Steps:
- Create template emails to show your appreciation and request testimonials (and images where applicable) from your clients and the other vendors who worked with you on the event. The plan here is to personalize and schedule these emails during your course of the job so that once the event is complete, these requests will go off without your input.
- Map out your process of handling testimonials and images to be shared on your social platforms or in any of your marketing materials

So, what do you do now?
Chances are that you already have a version of some, if not all, of these 5 systems currently implemented in your business, so that means you are ahead of the game…fantastic!
What I recommend you do now is to conduct an audit of your systems and processes in order to determine where you can tighten up and improve the overall experience for your clients and yourself.
The objective is to have systems and processes that help you surprise and delight your clients and elevate the overall client experience of working with you while meeting all of their needs efficiently.
It is also vital to create systems that improve YOUR work experience and elevate the quality of your professional life by earning you more income and more control over your time.
If you want help with the task, you can download a free guide to auditing your own systems and processes here.
As your business grows, it will become necessary to consistently assess your client experience and periodically audit your systems and processes to determine if they are continuing to meet the needs of your business and your team.
Remember, innovation is constant, so you want to make sure you are utilizing the resources available to you that could help make running your business more efficient and impactful. I suggest an annual assessment with a solid commitment to keeping your eyes and ears open for any improvements that result in you working smarter, not harder, in your business.
There is also the option of getting an expert’s help to take your business to the next level. After a decade in the wedding industry, I decided to transition into the role of a Business Systems Strategy for Wedding Pros where I work closely with wedding pros just like you to create not only effective but sustainable business systems that align with your natural inclinations and create harmonious and mutually beneficial outcomes in both your personal and professional lives.
If the idea of having help and someone to guide you as you figure out how to improve your systems and processes sounds like precisely what you need in your business right now…. then we should definitely jump on a call and get to know each other a little better. You can easily book that call by visiting my website.
But if you’ve decided to go on this adventure solo, I highly encourage you to use my free Systems Audit Guide and remember that I’m just a click away should you need any future help.
Who is Sarahna Fernandes?

Sarahna Fernandes has been a Wedding Planner since 2009. She first started as a side hustle to her corporate job and then as a dual career alongside helping her husband run a family-owned landscaping business. Systems and processes for wedding pros have been her primary focus since she became a mom in 2014.
These days she commands 3 branches of her business- Simply Organized Weddings, Simply Organized Homes & Simply Organized Solutions. She gets to use her love of systems, processes, and everything organizational to help her clients through the various stages of life.
In her spare time (yes, it’s real) she is a wife, a mom to 2 kids, a dog, and 3 tortoises. She’s got a weakness in office supplies and chocolate eclairs.
Find me on Instagram @simplyorganizedweddings, on Facebook @simplyorganizedsolutions or my website: www.simplyorganizedsolutions.net
Explore More Wedding Industry Resources
- How to Start a Wedding Planning Business
- 5 Contracts Every Wedding Planner Must Have To Be Legally Set
- How To Create An Offboarding Process In Your Biz
- What A Business Plan Will REALLY Reveal About Your Business
- You Can’t Be Everything to Everyone
- WEDDING INDUSTRY: Do your services complement your brand?
- Laura & Betsy from Lucious Hustle on How to Balance Energy In Your Biz
For More Wedding Planner Business Secrets Follow Me On Instagram
LISTEN UP! I'm mixing up quite the presentation for attendees of @signatureceo conference - and it’s all about leveraging data to grow your biz - will I see you there?
My friend Tara Melvin of @perfectplanning puts on one of *the best* conferences for creative entrepreneurs and CEOs. This'll be my second time speaking at this conference, so let me share with you a few facts about what you can expect:
👉🏼 Every detail of the event has been well thought out. Tara and her team do NOT play!
👉🏼 Each speaker on stage wants you to walk away with tangible steps to grow your business. There's no fluff here.
👉🏼 The attendees of this conference are exceptional, FUN, high-achieving entrepreneurs who you NEED to be in the room with.
Those are just a few of the reasons why I want you to join me April 11th-13th. Plus, wouldn't it be great to hang in person and connect?!
So, if you're a creative biz owner with an authentic spirit looking to maximize profits, be in control of your business, become a proficient leader, ensure stability for your business, elevate your business, and you're eager to adapt new business intelligence that will allow you to soar in your industry, then join us!
Register today with my promo code COPPOLA2023 to receive $200 off your 3-day registration!
This offer expires on February 14th at midnight. Head to @signatureceo for all the deets.
Will I see you at the conference?!
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I’m getting settled back into life after a whirlwind week at @creativeeducatorconference - and I want to share a few things with you.
First, @laylee_emadi put together the most incredible space for learning, connection, and the exchange of ideas. If you’ve ever hosted a live event, then you know how much WORK goes into it. Hats off to Laylee and her team for intentionally creating such a safe place for people to be themselves.
Friends, there’s something magical that happens when people get together. I know (maybe better than most) how the last few years have taken that away from us.
But if I can encourage you to do one thing this year for your business and for yourself it would be to get off Zoom and get in the room with some new people.
It can change your life.
There were so many special moments last week, but the sweetest was *finally* getting to meet some of the women that I’ve been coaching for… I dunno… YEARS?!
We laughed, ate meals, hugged, learned together, talked shit, laughed some more, and had the best time. Ladies, I love you all so much and I can’t wait to do it again.
@simplysandrayvonne @elizabethberghuisphotography @rohanaolson @the_evergreencollective
Laylee, you are brave and brilliant–and I can’t thank you enough for giving me a chance to share a little behind-the-scenes magic of my own business.
To everyone I got a chance to chat with and learn from–thanks for being so generous with your conversation and ideas. You are all amazing-and I can’t wait to see how you make waves and ripples this year!

The day is finally here! The doors to The Planner’s Playbook are officially open!
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The Planner’s Playbook is my newest coaching program for wedding planners, and it’s your secret weapon to planning, designing, and coordinating magazine-worthy weddings.
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Designed for wedding planners who are three years or less into their business–and it will give you all the training AND support you need to:
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🙌🏼 Design high-end, magazine-worthy weddings that bring your couples’ story to life (so you can become that industry taste-maker everyone is dying to work with)
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🙌🏼 Plan luxury weddings from A-Z like a pro without having to figure it out on your own (we’re talking big budgets, tented weddings, stellar vendors, and perfected timelines)
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🙌🏼 Serve your customers better than your competitors and turn them into raving fans (so they become your word-of-mouth champions and refer *more* luxe clients your way)
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🙌🏼 Simplify your planning process with a clear picture of how to work with your clients on any occasion or budget (like your timelines, checklists, workflows, proposals, contracts–you know, all the things)
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🙌🏼 Boost your productivity with solid systems and processes that make wedding planning easy (and deliver an incredible client experience)
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🙌🏼 Reach a higher-end clientele that’s dying to work with you and craves your one-of-a-kind wedding planning experience (so that you can charge more money and scale your business)
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I’ve taken my 12 years of experience in the wedding industry and created this program to teach you everything you need to know about design, planning, and coordination.
💡 Imagine all the things you could accomplish if you had the right resources and support to guide you. Ready to learn more?
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👉🏻👉🏻👉🏻 Head to plannersplaybook.com to join us inside!

As we built this experience, we put a lot of thought into what you need to build and grow your business.
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We know that success follows a proven path, and with the Planner’s Playbook, you'll have everything you need to plan, design, and coordinate high-end weddings.
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💡 TRAINING
I'm not joking when I tell you that I've been through *every* wedding planning scenario imaginable. I know that in order to grow your wedding planning business, you've got to become the best in the game.
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Inside The Planner's Playbook, we teach you the in's and out's of wedding planning–including how to design and coordinate
your events.
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🙋🏼♀️ COMMUNITY
You can't do business alone–and as long as I'm around, you'll never have to. That's why we've built community into The Planner's Playbook–where you'll network with other planners from all over the world.
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We're just one click away to offer you support, encouragement,
and advice.
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💕 SUPPORT
Ever wish you could just jump on a zoom call with someone you admire and ask them all your burning questions?
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Inside The Planner's Playbook, we offer you the support you need to grow your wedding planning business. Our monthly coaching calls are your opportunity to get direct, personalized feedback from me (hey!) on just about anything.
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When you're a Playbooker, you'll always have a trusted mentor to lean on.
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🚀 ACTION
Wanna make progress? You've got to take a step forward.
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Inside The Planner's Playbook, you won't just learn how to be the best wedding planner–you'll also have the support system to take action in your business and get shit done.
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Imagine all the things you could accomplish if you had the right resources and support to guide you.
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To learn more and join us go to 👉🏻👉🏻👉🏻👉🏻 plannersplaybook.com
We can’t wait to welcome you! 💕💕

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