How I Manage ALL THE THINGS as a Wedding Stationery Designer

Are you sick of digging through old Emails or your contract for the miscellaneous information about this or that client? So was I...until I created this little cheat sheet! Now it’s my “secret weapon” to handling “all-of-the-things” as a wedding st…

After a few years as a wedding stationery designer (I won’t tell you how many because I just had a birthday and am feeling a little like an old lady! haha), I have come a long way in my confidence and even in the way I run things here in the Blushed Studio.

The addition of a baby-now-toddler into the mix while still working from home has made the process even more interesting and I started to automate everything. Everything has a system, everything is a formula, so that I can serve my clients well without having to spend time reinventing the wheel or trying to re-solve a problem that I tackled with a previous client. I know you’ve been there, and it’s not very much fun!

I currently do not use a booking system or a Customer Relationship Management (CRM) software. Mostly because I don’t need to yet (more on that in a moment)—and partly because I hesitate to do anything that requires a monthly or annual fee. But in order to stay organized while still giving my clients the best service possible, I developed a few organizational systems over the past two years that I have fallen in love with.

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The wedding stationery designer's Client Checklist is my secret to successful CRM (Customer Relationship Management)! This two page, printable checklist helps me to keep track of all of the details for my Brides—from details about the primairy cont…
The Complete Client Checklist is my secret to successful CRM (Customer Relationship Management)! This two page, printable checklist helps me to keep track of all of the details for my Brides—from details about the primairy contact to a reminder to …
The Complete Client Checklist is my secret to successful CRM (Customer Relationship Management)! This two page, printable checklist helps me to keep track of all of the details for my Brides—from details about the primairy contact to a reminder to …

Introducing, My Complete Client Checklist.

AKA, my “secret weapon” to handling “all-of-the-things”.

The latest addition to my arsenal of weapons, this small but mighty list helps me to keep each one of my clients organized and helps me to stay sane. I was sick of digging around in old Emails or glancing through my contracts every time I started working with a specific bride.
Have you been there? Don’t lie to me, I know you’ve done this too—especially if you’ve had more than one client at a time! haha

I tried a system where I wrote down all of the information in a designated section of my planner, but that quickly grew messy and I almost always forgot something important and had to dig through the archives once again! UGH.

Finally, I created my little index. I included everything that I thought I might need on it and tested it out with a current bride. I noticed some holes and reworked the entire piece to fit my needs and to allow for more customization between my offerings. I’m over the tweaking stage (for now) and this has truly become a lifeline for my business as a wedding stationery designer.

Then, I started hearing other stationers talk about how they struggle to stay organized or keep their brides straight. I kept quiet for a little while but I’ve decided to stop holding all of my secrets in and actually share. Community Over Competition, right?

Are you sick of digging through old Emails or your contract for the miscellaneous information about this or that client? And don’t get me started on Customer Relationship Management (CRM)! I was so frustrated… until I created this little cheat she…

The Checklist is now available for purchase as a digital download. I usually print off a fresh copy when I book a bride and fill in the necessary information during our design meeting. Then, when it’s time to actually design or assemble for that bride, I simply need to pull out her checklist and I’m ready to roll! As an added feature, the checklist that you will receive is an editable PDF document! So if you prefer to go paperless (something I’m considering for my 2019 wedding season), simply open the file in Adobe, click and fill in the information, and then save the new file in your client’s folder! So easy.

To checkout this tool, and browse my other stationery designer secrets, take a little stroll to the shop!

BusinessKatrina CrouchWedding Stationery Designer, Customer Relationship Management, CRMComment