How wedding planning business Confetti & Co. used Dubsado to drive more than $700K in revenue
In 2017, Kendra Coons started Confetti & Co., her wedding planning business, managing a handful of client weddings during her first season.
After a year of growing her client base, she noticed details slipping through the cracks and needed to transition away from the all-manual process she used to get her business going.
In order to scale her business, Kendra needed software to support her day-to-day process and client experience
A missed invoice could cost her much-needed revenue
Her payment process relied on written notes, PDFs created from scratch, and manual emails sent to clients—which were too easy to forget during busy periods.
She needed to create scalable processes
Realizing she couldn't risk another missed invoice, she looked for software that could automate invoicing, process payments, and enable helpful workflows.
She needed tools that she could operate intuitively
Whatever platform she chose, she needed it to take work off her plate quickly, and without too steep a learning curve to get started.
Using Dubsado enabled Kendra professionalize her processes and meaningfully expand her business
Dubsado is software for creative service businesses, designed to help you succeed at doing what you love with the business management tools to handle everything else. Within a single platform, Dubsado enables you to streamline your operations, create repeatable processes, and elevate your client experience—so you can keep growing your brand.
"I looked at quite a few other CRM platforms, and Dubsado felt much more intuitive than the others I had tried. I remember learning about the workflows and seeing so much potential for how I could use it to grow and scale my business. I was just obsessed from the very beginning. "-Kendra Coons, Founder, Confetti & Co.
How Dubsado helps Confetti & Co. impress their clients and keep growing:
A seamless client portal for collaboration
The Dubsado Client Portal gives the couples that work with Confetti & Co. a single, streamlined place to view the documents associated with their event, project updates and communications, and next steps they need to take action on—saving them time and stress as they collaborate with their planner.
Example: Clients appreciate having a single page to bookmark where they can find all the the key information about their project, anytime they need it.
Time-saving automations and templates
Kendra and her team use Dubsado as their home base, where they can keep up with projects and free time and bandwidth by templatizing proposals and contracts and automating project creation, email communications, invoicing and payments, meeting scheduling, and client onboarding—without sacrificing brand polish or personalization.
Example: Kendra's favorite feature is the scheduler, allowing her to send automated emails that give clients access to her availability, so they can book meetings without the back-and-forth.
More time and space for excellent client service
Confetti & Co.'s specialty is planning custom events specifically tailored to each couple—delivering exceptional experiences for both clients and their guests. By saving time on admin tasks, they can spend more time catering directly to their clients, with many touch points throughout the planning process.
Example: Kendra can book more face-to-face meetings with her clients, give them more in-depth support, and deliver tangible value to their experience.
"Dubsado has saved us so much time and back-and-forth with our couples and that it's really allowed us to scale. I could never have imagined taking on 30 to 40 weddings the way we were doing things before, which was all manual. There's absolutely no way we could do that and have as many touch points with our couples as we do now."What results has Confetti & Co. achieved using Dubsado?
Driven more than $700K in revenue
With the time Kendra saved by automating her processes, she could book more meetings with new clients, which meant more revenue—allowing her to grow and scale her team.
Consistent year-over-year growth
Kendra moved from a single-person operation managing a handful of events per year to a thriving operation tackling 30-40 weddings each season, with steady growth each year since 2018.
Improved quality of life
By scaling her business with Dubsado, Kendra was able to quit her day job, adopt a more flexible schedule, and take more time for both her personal life and marketing her services.
"Our clients are very busy professionals. I think it's so great that we're able to offer them a portal where they can find their planning documents and tools and tips all in one place. We get feedback all the time that the platform and the process is really easy. It really does streamline and simplify everything. "
Enjoy running your business—without letting it run you.
Dial in your admin processes, so you can flex your creative process. And focus on what's most rewarding about your job.
Use code confettiandco for 20% off your first month or year.