Wed 2 You The Systems Mastermind

You might be ready for this mastermind if:

Your workflows live in your head or a bajillion different other places

You know your client experience could use a facelift, but you’re not exactly sure where to start

You’re feeling burnt out and need to grow your team, but the idea of growing a team feels so exhausting to even think about

You’re constantly reinventing the wheel with every client and want to stop being the hamster

You're over the scope creep, feeling taken advantage of, and ready to get off the love-hate relationship ride with your clients

You’re not sure what’s actually working because you’re too busy putting out fires to figure it out

Once you’ve onboarded the client, it shouldn’t feel like a jigsaw puzzle you’re constantly reassembling. The Systems Mastermind helps you finally clean up the chaos and build workflows that actually support your business, not drain it.

We’ll tackle everything from onboarding to off-boarding, streamline your client touch-points, and refine the tools that keep your business running smoothly and efficiently behind the scenes.

Expect plug-and-play templates, industry-specific insights, and real-time coaching tailored for planners, florists, and photographers who are ready to stop patching things together and start operating like the amazing business owners they are.

No fluff, no filler! It’s just strategy you can implement right away. Whether you’re a few years in or scaling to the next level, this mastermind gives you the systems, structure, and sanity your business deserves.

Onboarding is just as important as the proposal because first impressions matter! In this module, we’ll walk through how to create a thoughtful, streamlined welcome process that builds trust from day one. You’ll learn how to craft a warm but informative Welcome Letter that covers everything from communication boundaries to timelines and next steps. Then, we’ll dive into backend systems: setting up your client portal, organizing shared folders through iCloud storage, and integrating with your preferred CRM or project management tool, like Dubsado, HoneyBook, or Aisle Planner. We’ll explore how to setup a “Getting to Know You” questionnaire to start collecting key details and managing expectations.

The final stretch of planning shouldn’t feel chaotic, but rather it should feel confident and clear. This module walks you through how to lead final logistics meetings that bring all the moving parts together without forgetting anything. From timelines and walkthroughs to vendor communications and final check-ins, you’ll have a system to streamline every step of the way. You’ll learn how to prep polished wedding packets, send week-of communications, and finalize all wedding details with ease. Regardless of your niche, this process ensures you show up fully prepared. With these tools, you'll avoid last-minute surprises and step into event day with structure and zen.

Off-boarding is more than just tying up loose ends! It’s your final chance to leave a lasting impression. This module guides you through a smooth and intentional close-out process, from sending thank-yous to vendors and clients to requesting reviews and finalizing any outstanding documents. You’ll learn how to close out each client experience with grace, all while protecting your proprietary infrastructure. You’ll get a system for checking in with clients a few months later to keep relationships warm and encourage long-term referrals. With this off-boarding workflow, you’ll stay top of mind long after the wedding day and build a reputation for service that goes beyond the timeline.

A wedding business coach, strategist, and your go-to systems expert. With over a decade in the wedding industry with a background in planning, operations, and hospitality, I’ve seen firsthand how easy it is for talented creatives to get buried in the chaos. That’s why I help planners, florists, photographers, and other wedding professionals build businesses that feel organized, aligned, and scalable. My mission is to help you build a business that runs smoothly, reflects your values, and allows you to get back to doing what you love.

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