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 Onboarding & Offboarding
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.
- Check out our Onboarding Playbook and Offboarding Playbook and steal our process. With these Playbooks, you can instantly implement these systems into your business!
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!)
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.
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)
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.
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.
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
- How to Batchwork: An Easy To Follow Batchworking System
- How To Start The Wedding Planning Process With Your Clients
- How To Create An Offboarding Process In Your Biz
- 4 Tips for Creating a Preferred Wedding Vendor List as a Wedding Planner
- 5 Strategies To Finally Stop Scope Creep In Your 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
Happy anniversary to the bess thing. 11 years married, 12 together, and lifetimes to go. 💜 so grateful for every second of it @jasonkistoo
You know that moment when someone really sees you?
That’s what the WPI retreat felt like, over and over again.
Yes, there were strategy sessions. Yes, there was hot seat coaching. Yes, there were breakthroughs you could feel in your bones.
But the real magic? Happened in the in-between.
On the couch, over coffee, in those late-night convos where your guard drops and the truth comes out.
There’s something powerful about getting in a room with women who just get it.
Who’ve been where you are.
Who aren’t here to compete, but instead to remind you of what you’re capable of.
You deserve moments like these. Find the space, the time, and the means to invest in yourself.
You ARE worth it.
Love you, mean it.
Xo,
Candice
Photography by the amazing awesome @c10ike
✨ Real talk, wedding pro… is your season already giving ✨wrong fit energy✨?
If you’re feeling drained, resentful, or already counting down the days until it’s over… it might be time to take a look at who you’re booking and why they keep slipping through the cracks. 👀
You can’t attract dreamy, aligned, magazine-worthy clients if you’re too busy people-pleasing the wrong ones.
If your gut is telling you something’s off, you’re not alone… and you don’t have to stay stuck.
Inside my special training, The Client Cocktail, I’ll teach you my 4-part formula for calling in better clients. Clients who respect your process, trust your vision, and are genuinely excited to work with you (and pay your rates 💅🏽).
It’s time to stop adjusting yourself to fit clients who were never meant for you.
Drop the word COCKTAIL below and I’ll send you the link. 🍸💻
Eating protein is like a full time job I swear to God 🤣 how do people do it?!
#imaginehatingonme #perimenopausesupport #candicecoppola #weddingindustry #weddingpros #weddingindustryexperts
All, Building a Team, Getting Down to Business, Growing a Business, Lessons in Business, Making Money, Starting a Business, The Client Experience, Things to Do Better, Time Management
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