Wedola Set Up support
I’m a trusted Wedola partner, supporting business owners who are either setting up a CRM for the first time or transitioning from an existing platform, and want the process to feel straightforward and manageable.
CRM systems are powerful, but they can also feel overwhelming when you’re trying to configure everything yourself - automations, forms, emails. It’s a lot.
My role is to bridge the gap between the tech and your actual business by offering structured CRM Set Up Days that help you move from “I know I need this” to “this is working for me.”
My Role as Your Set-Up Partner
While the Wedola team supports the platform itself, I support you in making sure your new system reflects how your business actually works.
Before we start anything, we’ll jump on a call together to:
Understand your business
Map your client journey
Identify bottlenecks or unnecessary steps
Simplify your workflow
Define what actually needs automating (and what doesn’t)
By the end of your CRM Set-Up Day, you’ll have:
All of your existing clients inputted in the system
Automations that support (but don’t complicate) your process
Easy to use email templates preloaded and ready to send
Reduced manual admin
A system you understand and can confidently use
Who This Is For
This is ideal if you:
Are currently juggling spreadsheets and manual processes
Feel like your business has grown but your systems haven’t caught up
Are moving from another CRM and want a clean, intentional transition
Want to upgrade your client experience with a tailored system
01
We’ll jump on a call together to talk through your process, your needs and what you already have in place. If you decide to go ahead, we’ll pick a date, you don’t need to be with me all day but I do need you around for verification codes and any quick questions!
02
You spend some time gathering all of the information I need, I’ll send you a complete list but this usually includes log ins, a map of your process start to finish (this can be as messy as you need!) your packages, terms and conditions, branding and photos etc.
03
On the agreed day, I set up or transfer all of your clients, your documents and set up the automations to help things flow smoothly for you. I’ll test that everything is working and then I’ll send you a video walk through explaining exactly where to find everything and how to make any edits you might need to in the future.
Wedola is designed specifically for wedding industry professionals who want clarity and control over their client journey, without unnecessary complexity.
My husband is a wedding videographer and I’ve seen first hand how tailored and efficient the system is without offering endless features that he would never use. I don’t just recommend it because of my partnership with them, I recommend it because I used it and loved it.
Why Wedola?
It allows you to:
Manage leads and clients in one place
Automate key communications
Auto generate invoices and contracts specific to the chosen package
Send contracts, forms, and emails
Reduce manual admin
If you’ve not already joined Wedola, you can use the code ‘OFMOONANDSTARS’ to get 20% off a lifetime subscription - simply use the link above and my discount code when you sign up.