The challenge
A premium wedding planner ran pipelines on Trello, production on WhatsApp, and vendor management on email. Events routinely went over-budget because no one saw the full picture.
Our approach
- Per-event dashboard: pipeline stage, budget vs actual, vendor list.
- Production checklist templates per event type.
- Vendor portal for quotes + invoices.
- Budget burn alerts at 70% / 90% / 100%.
Outcomes
Events over-budget
60% → 8%
Production checklist adoption
92%
Vendor invoice cycle
21 days → 8 days
Profit margin per event
+14 pp