CRM Design for Wedding & Creative Professionals
Streamline Your Wedding and Creative Business with Expert CRM Setup:
HoneyBook, Dubsado, Sprout Studi0 (and more)
Hi, I’m Elizabeth Coopersmith. You can call me Liz.
Why Should You Choose Me to Design Your CRM?
Expert Guidance: I was a full-time wedding planner for 15 years and an avid Honeybook user for 10 of those. Since 2018, I’ve set up Honeybook, Dubsado, Sprout Studio, and more for wedding planners, photographers, DJs, and other creative professionals and consultants.
Say Goodbye to Chaos: Eliminate messy docs, spreadsheets, and scattered emails with a customized CRM tailored to your dream client management process. No two businesses run the same way!
Save Time & Boost Efficiency: Automate your routine tasks for every client, create dependable and growing income for your business, and free up your time for the creative magic you love.
Efficient and Effortless Client Communication: Impress your clients with clean and clear communication, automated workflows, and easy online access to contracts & invoices.
Seamless Setup: I’ll analyze your workflow and recommend the perfect CRM for your needs or customize your current CRM to your current business needs.
Beyond CRM Setup: All of my services include ongoing support and training. I’m here to ensure you get the most out of your CRM system.
Stop juggling emails, contracts, and invoices! I’ll help you set up a CRM system like HoneyBook, Dubsado, or Sprout Studio so you can focus on creating excellent experiences and results for your clients and growing your business.
Liz is a HoneyBook SAINT. I desperately needed to upgrade my workflows and automations in order to make more efficient use of the program, but was SO overwhelmed by the thought of doing it myself, not to mention being unable to find the time. Liz came HIGHLY recommended by my Refine Facebook group (when I say highly, I mean tens of people in the group recommended her when I posted about what I was looking for), and thank GOODNESS they did! Liz sat down with me, learned about all of the ways that I wanted to improve efficiency, and then put it right into motion. In just a couple of short weeks, my HoneyBook process was completely overhauled for the better.
Lauren Fitzmaurice, Wild Blooms Bridal, Wappingers Falls, NY
Services:
HoneyBook and Other CRM Set-up
Customize your CRM account to save time for you and your clients. Let’s create a great customer service experience for them and more profit for you!
I hired Liz to help me streamline my workflow on Honeybook and on my website, and she did a great job. She also showed me a way that saved me $4,000 annually in credit card processing fees.
- Brandon Hunter, DJ Bogey, Dallas-Fort Worth, TX
A La Carte Services
Do you need a quick assist for something right now? I have hourly rates for automation and workflow design in Honeybook or three other CRMs - Dubsado, Aisle Planner, and Sprout Studio.
“I worked with Elizabeth as she helped me set up my CRM. She was so helpful in getting things going quickly so I could make the most out of my new system and give my clients a better overall experience. She is knowledgeable and easy to work with! I highly recommend hiring her if you are need of a jump start or refresh!
- Kim Ebeling, Ebeling Events, Malibu, CA
Want more CRM Client management tips?
Be the Most Efficient Creative Entrepreneur You Know!
If you’re like most creatives, you look at your business every once in a while and think, “This could be running better.” If you’re not sure how or you’re worried about how long it’s going to take, sign up for the Efficient Creative Challenge. I’ll send you one easy 25-minute task a day for five days. In less than a week, you’ll be the most efficient creative you know!