Dana, wedding planner and founder of DWD Travel and Destination Weddings, realized she needed a better way to onboard and manage her destination wedding couples. She turned to Dubsado as her CRM of choice. But while she had a vision for the perfect workflow, she struggled to bring it to life. That’s where my Done-With-You Dubsado program came in—helping her go from scattered processes to a seamless client experience that both she and her couples love.
Before Working Together: This Wedding Planner Was Struggling to Streamline the Wedding Planning Process Without a CRM
As a destination wedding travel planner, Dana had been helping couples book travel for their dream weddings. But about a year before working with me, she expanded her services to include wedding planning. She quickly realized her onboarding and planning process needed an upgrade, ideally with a wedding planner CRM.
“I wanted a much better process for onboarding destination wedding couples as well as throughout the planning process. I had a vision, but I just didn’t know how to articulate it into a workflow that actually worked.”
(In fact, she had an incredible vision that she mapped out in sticky notes all over her office wall. I saw the picture, it was a thing of beauty!)
Before Dubsado, Dana was juggling multiple tools, emails, and spreadsheets, making it challenging to keep everything organized. She struggled with providing the experience that she wanted. Because she was doing everything by hand, it meant she serve as many wedding couples. She needed a centralized system where she could manage contracts, forms, and communication seamlessly—while also creating a stress-free experience for her couples. Not only that, but she needed to automate everything so she could focus on creating amazing destination weddings for her couples.
Finding the Right Support: Why Dana Chose My Done-With-You Dubsado Program
Dana found me through a Dubsado blog post and immediately felt confident in my ability to help her.
“I found Amy through a blog on Dubsado’s website, and I thought—if she’s good enough for Dubsado, she’s good enough for me. And she absolutely was.”
She knew she didn’t want to set up Dubsado alone but also wanted to be involved in the process so she could fully understand how everything worked. My Done-With-You program was the perfect fit because it allowed her to map out her ideal client journey while I guided her through bringing it to life inside Dubsado and made sure everything was set up correctly, making it an ideal wedding planner CRM solution.
Dana Lewis – Destination Wedding & Travel Planner
What is Done With You Dubsado?
Most of my clients love turning their Dubsado over to me to set up in my Done For You Dubsado setup. However, some clients really like to be involved in setting up their Dubsado so they understand their CRM from the inside out. That was the case for our wedding planner Dana. She didn’t want to just hand it over and have me tell her how to use the finished product. She wanted to build it herself, but she didn’t want to figure it all out on her own. My Done With You Dubsado was the perfect fit for her as a wedding planner needing a CRM.
My Done With You Dubsado setup includes:
My Master your Dubsado course (lifetime access.)
90 Minute 1:1 System Strategy Session with Amy to map out your workflows.
The opportunity to add as much or as little 1:1 support as you build your set-up, as you want.
The Transformation: A Seamless, Automated Client Experience
Together, we built an automated, intuitive workflow that: ✅ Simplifies onboarding with clear steps for couples to follow. ✅ Automates key touchpoints so Dana doesn’t have to manually send reminders or emails. ✅ Keeps everything organized in one place—forms, contracts, timelines, and communication. ✅ Creates a better client experience by giving couples exactly what they need, when they need it, including a packing list so they don’t forget anything important as they get ready to leave.
The result? Dana has now onboarded 10–15 destination wedding couples using her new system. The first couple has already gone through the entire workflow—with incredible results. Clearly, using a CRM for a wedding planner was the key.
“It was SO good. Everything was completely organized, all in one place, and the forms helped my couples think through all the important details. The process was seamless, and my clients loved it.”
The Impact: More Time, Less Stress, Happier Clients
With her Dubsado workflow in place, Dana now feels more in control of her wedding planning business. She can see everything in one place inside of her CRM, specifically tailored for a wedding planner’s needs. She has a well thought out client journey from lead through offboarding. Instead of piecing things together manually, she can focus on delivering an amazing experience. (Without the stress of managing everything behind the scenes.)
“You helped me bring my vision to life and make all the pieces work together. I’m so happy with it, and my clients love it too. That’s the most important thing.”
Final Thoughts: Would She Recommend It? Absolutely.
For any destination wedding planner considering Dubsado as their CRM, Dana has one piece of advice: Get help setting it up the right way from the start.
Dana’s success story is exactly why I do what I do. I love helping creative entrepreneurs like her work less, make more, and WOW their clients. If you’re ready to transform your client experience with Dubsado, let’s chat about setting up your own wedding planner CRM.
📅 Book a free discovery call. See how I can help you create a seamless, automated client experience just like Dana did.
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