How Creating Systems & Workflows for Your Wedding Business Can Set You Free

How Creating Systems & Workflows for Your Wedding Business Can Set You Free

One of the most common sources of frustration I hear from wedding professionals is that they feel “stuck” running the day-to-day operations of their businesses. They know they need to focus on being strategic leaders of their business in order to become more profitable and efficient, but that’s easier said than done. Rather than functioning as the CEO of their company, they’re the salesperson, the craftsman, the delivery driver and so much more.

Of course, I can relate. While my primary business is now run by an incredible team, it wasn’t always that way – I spent years toiling over customer service, sales and marketing, payroll, operations and more, and ran myself ragged. When you’re scraping by as a startup, or when resources are scarce, you have no choice but to put your head down and just do the work.

Still, that can’t be a long-term strategy for success.

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The Importance of a CRM System

The Importance of a CRM System

When we first start out in business, we have all the time in the world. Every inquiry, every meeting, every contract and every other step of the transaction has our undivided attention, because - let's face it - we don't yet have a whole lot else to do. Of course, most of us hope to steadily grow our business and to become busier and busier, which means staying on top of our clients only gets harder and harder.

That's where CRM comes in.

The term CRM (customer relationship management) refers to a system or software that helps you manage any combination of your sales, marketing, operations and client interactions. And when your business really takes off and you suddenly have more client interactions than you can handle, your CRM becomes a lifesaver.

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Goal Setting: Getting Organized

Goal Setting: Getting Organized

Hopefully you were able to read Jennifer’s earlier post “Kicking Off Your 2015 Reflection Session" and have spent some time answering the questions in her six specific areas of focus. From this information, you should have been able to compile some goals and changes for your business. Perhaps it’s just a jumble of phrases and suggestions jotted in a notebook or a long list of items to be accomplished in the coming year. Having a list is great but now how do you implement it? Sure, you can just reference the list periodically and check off the items that you accomplish (this is exactly what I did the first year) but where do you start and when will a specific task be most effective? How will you hold yourself accountable and what happens if your goals change mid-year? I will answer all these questions with a few suggestions I’ve compiled to help tame your list and get you headed in the right direction for 2016.

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Planning for Success: The Big Planner Roundup!

Planning for Success: The Big Planner Roundup!

Today's post is going up a little late, but I guess that's a perfect tie-in to the topic: planning! Planning our goals, our commitments, our schedules. We all have to do it, and there are (almost) literally a bazillion resources out there to help us do it better.

December is a perfect time to choose the tools we'll use for managing our time and moving toward our goals with intention in the New Year. We've touched on plenty of digital tools and tricks for time management on this blog before, so this post is going to cover another approach: paper-based planners!

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Friday Five: 5 Things to Have on Hand For Your Reflection Session

Friday Five: 5 Things to Have on Hand For Your Reflection Session

So, did you block a day over the next few weeks to reflect on your business' operations in 2015? I hope so, because in today's post, I'm sharing five important pieces of information you'll want to gather so that you can really take stock of how your year has gone.

Hopefully, all of this data is already at your fingertips, although - as is the case with many creatives - wedding pros aren't always the most organized when it comes to business stuff. That's why I'm using this post to give you a heads-up of what you'll need to make the most of your reflection session later this month. Remember, you'll only get out of this session what you put into it, so you'll want to be prepared.

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