Find Your Focus
You poured your heart into creating magical wedding experiences, not wrestling with endless admin, chaotic workflows, and confusing tech. Feeling overwhelmed and stuck in the daily grind? Imagine a business where streamlined systems handle the busywork, freeing you to focus on your passion and growth.
Streamlining Systems for Wedding Professionals & Creatives
From Overwhelmed to Organized: Streamline Your Wedding Business and Reclaim Your Time.
What Does It Mean to Streamline Your Business?
Streamlining isn’t just about organization—it’s about building systems that work for you.
As your Operations Manager and Systems Strategist, I specialize in developing customized workflows and backend tools that simplify your day-to-day operations and set you up for long-term success.
At the heart of my work is the BODA Framework, a proven approach I developed to help overwhelmed wedding professionals turn chaos into clarity:
B – Build Business Systems:
Create customized workflows and tools that simplify tasks like invoicing, contracts, and client communication.
O – Optimize Operations:
Streamline daily processes and automate repetitive tasks to make your business run like clockwork.
D – Delegate with Confidence:
Implement strategies to hand off tasks and lighten your load, freeing up your time to focus on what you love.
A – Achieve Accountability:
Set actionable goals and track progress to ensure your systems align with your long-term business growth.
Whether you’re looking to declutter your workflows or create scalable structures for growth, the BODA Framework ensures we transform chaos into clarity.
Streamline Your Operations:
I design customized workflows and systems that eliminate stress and make your daily tasks seamless and efficient. By simplifying your operations, you can focus on what truly matters—serving your clients and growing your business.
Enhance Client Experiences:
Your clients deserve the best, and so do you. I build systems that ensure every touchpoint feels intentional, professional, and effortless. These tools will help you deliver the high-touch experience your clients expect while making the process simpler for you.
Empower Your
Growth:
I create scalable systems that grow with your business. Whether you’re expanding your services, taking on more clients, or building a team, you’ll have the tools and structure to handle it all with confidence.
How We Support Wedding Pro Like You:
Ditch the Overwhelm: Systems and Strategic Support Built for Creatives Who Are Ready to Lead, Not Chase.
I’ve designed a clear and collaborative process to help you shift from patchwork fixes to purpose-built systems. Whether you’re looking for a streamlined CRM setup, smart workflow automation, or high-level support from an OBM or Fractional COO, we’ll build project management systems that align with how you work and where you're headed. Ready to take the first step? Here’s how we’ll get started:
Let’s Make Your Business Work for You
3-Step To Get Started
1. Tell Us About Your Business:
Share your current challenges, goals, and vision so I can understand where you are and what you need.
2. Discovery Call
We'll talk through your vision and map out the right CRM, project management tools, or OBM-level support to get you there.
3. Let’s Get Started!
Once you’re ready, you’ll get a proposal. From there, we’ll get to work streamlining your operations, building smart workflows, and supporting your growth.
Here's how we roll in just 1, 2, 3:
Scalable
Systems Setup
This full-service package combines project management and CRM setups to give you one powerful, integrated business hub.
Operations (OBM) Manager
You stay in your CEO role. I’ll run the backend. From team leadership to systems strategy, this retainer gives you high-level support for sustainable growth and day-to-day relief.
How we can work together:
Explore how Boda Bliss can support you with custom setups, workflow upgrades, or ongoing OBM support.
Retainer Service
CRM System
Setup
Your client experience starts with how organized you are behind the scenes.
I’ll set up or overhaul your CRM so it works with your workflow—not against it.
Project Management System Setup
I’ll build a streamlined project management system using Asana, Trello, or Google Workspace—complete with templates, automations, and clarity.
Business
System Audit
Not sure where to start?
Let’s figure out what’s working, what’s not, and what needs fixing across your systems and workflows.
Business Systems Audit
Feeling stuck in your systems or unsure if the tools you're using are actually helping your business run smoothly? You don’t always need a full rebuild. Sometimes, you just need a second set of eyes to figure out what’s working, what’s not, and what to do next.
The Business Systems Audit is a strategy-first service for creative business owners who want clarity and a practical plan. You'll get expert insight on your current workflows, customized recommendations, and a clear next step for moving forward with confidence.
- Comprehensive Workflow Review: A deep dive into the systems and tools you're using, how you're using them, and what's slipping through the cracks.
- Tool and Platform Comparison: A custom list of recommended platforms based on your business needs, including pros and cons so you can make confident decisions.
- Step-by-Step Action Plan:
- A personalized roadmap outlining exactly what to fix or improve, whether you choose to do it yourself or get additional support.
- Walkthrough Video Tutorials: Easy-to-follow screen recordings that show you how to use the tools and apply the recommendations.
- Trusted Partner List: A curated list of vetted tech pros and service providers in case you need help with setup or implementation.
Services included:
- Clarity and Confidence: Understand exactly where your systems stand, what’s working, and what needs to be improved. With a clear roadmap, you can make decisions that support growth instead of guessing your way through backend tasks.
- Workflow Optimization: Identify inefficiencies, spot gaps, and uncover opportunities to improve how your business operates behind the scenes. Save time and energy by simplifying the way your tasks and tools work together.
- Stronger Client Experience: A well-organized backend leads to smoother client interactions.
The impact on your business:
Investment: $495
Optimize Your Business Operations with a Clear Plan
Project Management System Setup
This service helps you clean up or build out a system inside a platform that fits your brain. I’ll help you get a clear, customized setup with the workflows and templates you need to manage your clients, content, and to-dos.
- Strategy Session: We’ll talk through your current process, where things are falling apart, and what you need your system to do for you.
- Custom System Build: A fully tailored setup inside Asana, Trello, or Google Workspace, designed to match your real business—not a one-size-fits-all template.
- Workflow Automation: Key automations are set up to keep your tasks moving without you having to remember every step.
- Reusable Templates and Boards: Templates for recurring tasks, client projects, and internal operations so you can stop recreating the wheel.
- Personalized Video Walkthrough: A recorded demo walking you or your team through how to use everything with confidence.
- Light Post-Support: Up to 14 days of email support to answer questions or make small tweaks as you start using your new system.
Services included:
- A Project Management System That Fits You: No more trying to squeeze your business into someone else's template. You’ll have a setup that reflects how you actually work, making it easier to stay on top of tasks without the overwhelm.
- Workflows That Run Without You Babysitting Them: With workflow automation in place, things move forward even when you're off the clock. Less clicking around. More getting things done.
- A System That Grows With Your Business: You won’t outgrow this setup in three months. You'll have a scalable system that supports your day-to-day now and makes space for whatever comes next.
The impact on your business:
Investment starts at: $895
A Smoother, More Organized Way To Run Your Business Starts Here
Signature CRM Setup
Your client experience should feel organized, not overwhelming. With the Signature CRM Setup, I’ll build a custom system in HoneyBook, Aisle Planner, or Dubsado that fits your services and your workflow. You’ll get a setup that saves you time, keeps you on track, and supports your business behind the scenes.
- Strategy Session: We’ll walk through your full client experience from inquiry to offboarding and outline exactly what your CRM setup needs to support your services, offers, and workflow.
- Custom CRM Build: You’ll get a fully built system inside HoneyBook, Aisle Planner, or Dubsado with forms, templates, pipelines, and tools that match how you actually run your business.
- Workflow Automation Setup: Key workflows like inquiry to booking and offboarding will be built out with automation so you can reduce repetitive tasks and save time every week.
- Branded Forms and Client-Facing Docs: Includes up to four custom forms or smart files such as a contact form, pricing guide, proposal, and welcome guide—branded and written for your voice.
- Email Templates and Canned Responses: Ready-to-use emails for key moments in your client journey so you can respond faster and create a more consistent experience.
- 14 Days of Post-Support: Light email support after your setup is complete to answer questions, offer guidance, or make small edits as you get comfortable in your new system.
What's included:
- A Custom Workflow That Works Behind the Scenes: With workflow automation in place, you can stop micromanaging every step and let your CRM handle the follow-up, scheduling, and reminders for you.
- A Seamless, Professional Client Experience: From inquiry to offboarding, your system is built to enhance the client experience with branded forms, emails, and an organized process that feels intentional from start to finish.
- A System Built for Growth: Whether you're using HoneyBook, Aisle Planner, or Dubsado, this setup gives you the best CRM tools for small businesses so you can stay organized and scale with confidence.
- Less Time in Your Inbox: Branded CRM emails and canned responses keep communication consistent and save you hours every month.
- Confidence in Your Process: With a clean CRM workflow and clear automation in place, you’ll finally feel like the backend of your business is working for you—not the other way around.
The impact on your business:
Investment starts at: $1195
A Custom Client Management System That Supports You Behind the Scenes
Scalable Systems Setup
You’ve built a successful business, but now things are shifting. Maybe you're growing, hiring, rebranding, or building something entirely new. Whatever the transition, your systems need to keep up.
- Systems Audit and Strategy: We’ll assess your current tools and workflows to identify what’s working, what needs upgrading, and how to build a scalable backend that supports your next stage of growth.
- Custom Multi-Platform Build: Full setup or refinement of up to five core platforms—like your CRM, project management tool, client portal, file system, or email platform—based on what your business actually needs to run smoothly.
- Workflow Setup (Up to 4): I’ll build four done-for-you workflows such as onboarding, offboarding, delivery, or internal processes, designed for automation and easy delegation.
- SOP Creation (Up to 6): Clear, easy-to-follow standard operating procedures for your recurring tasks so your systems stay consistent even as your team or offers evolve.
- Delegation Strategy: We’ll outline what can be handed off, when, and how to make sure your team has what they need to step in and support you without confusion.
- Team-Ready Templates: Includes task checklists, internal forms, and shared docs built for collaboration, so your systems grow with your team.
- Tool Integration or Automation Mapping: I’ll connect your tools where possible or map out integrations so everything runs together efficiently behind the scenes.
- Project Management Access: Your project will be tracked in Asana or Notion so you can easily follow progress, view deliverables, and stay up to date.
- 60 Days of Post-Support: Light support to make small tweaks, answer questions, or guide you through using and expanding your systems as needed.
What's included:
- Scalable Backend Systems: Your operations will finally support the growth you’re planning for—with the structure, workflows, and tools to handle more clients, more offers, or a bigger team.
- Time-Saving Workflow Automation: Clear, automated systems will reduce busywork, cut down on manual tasks, and give you back time to focus on what actually moves the business forward.
- Simplified Delegation: With SOPs, templates, and mapped-out workflows, your team will know exactly what to do and how to do it—so you can delegate with confidence.
- Long-Term Sustainability: Your business will feel less chaotic and more organized, making it easier to maintain momentum without burning out.
- Centralized Operations: Everything from logins to workflows will live in one accessible place, so nothing slips through the cracks and you’re not rebuilding every time you hire or shift gears.
The impact on your business:
Investment starts at $1995
Payment plans available.
Build Streamlined Business Systems That Grow With You
Operations Manager (OBM) Retainer
- Backend Systems Oversight: I’ll keep your business systems organized, up to date, and running smoothly so you can focus on the front-facing work.
- Workflow and SOP Optimization: We’ll clean up what’s messy, map out what’s missing, and document your recurring processes so your team can follow through without extra hand-holding.
- Project and Team Management: From launch timelines to internal projects, I’ll assign tasks, keep things moving, and make sure your team stays aligned without needing your constant input.
- Weekly or Biweekly Strategy Check-Ins: These calls keep us aligned on priorities, progress, and the big-picture goals driving your business forward.
- Delegation and Hiring Support: I’ll help you identify what to take off your plate, how to delegate it, and when it’s time to bring in support. I can also assist with onboarding contractors or freelancers when needed.
- KPI and Metrics Tracking: You’ll get monthly reports on what’s working and what needs adjusting so you always know where your time and energy are best spent.
- Inbox and Client Flow Management: I’ll support your client communication process and help manage inquiries so things don’t fall through the cracks.
- Workflow Automation and Tool Support: I’ll handle backend updates, integrations, and automations so your systems stay efficient as your business grows.
3–6 month commitment required.
Services included:
You’re not just hiring an OBM—you’re bringing on a Fractional COO who can manage the backend of your business while keeping an eye on the big picture. I’ll handle the daily systems, workflows, and team coordination, but I’m also here to support your growth, map out your goals, and make sure your business runs like the brand you’re building. This is steady, strategic support so you can lead with clarity and finally get out of the weeds.
- More Time in Your Zone of Genius: With someone managing the backend and keeping your systems tight, you’ll finally have space to focus on your clients, creativity, and bigger ideas.
- Clarity and Confidence in Operations: You’ll know exactly what’s happening behind the scenes, what’s getting done, and what needs your attention—no more guessing or checking in constantly.
- Support That Grows With You: Your systems, team, and tools will adapt as your business grows. This isn’t about keeping up. It’s about being ready.
- Stronger Team and Delegation Flow: With documented SOPs, clear assignments, and better communication, you’ll be able to hand things off and actually trust they’ll get done right.
- A Business That Can Run Without You: The goal isn’t to build something that depends on you for every little thing. It’s to build something that supports your vision whether you’re in the weeds or not.
- Big-Picture Strategy With Day-to-Day Follow-Through: You won’t just be dreaming up your next move—you’ll have someone helping you plan it, implement it, and actually finish it.
The impact on your business:
Investment starts at $1550/month
Strategic Systems and Leadership Support for the CEO You’re Becoming
Client Testimonials
- Lauren at Lakeshore in Love
I run two businesses, so oftentimes, I don't have all the time to dedicate to the daily tasks. Cinthia helped me with my social media management and my daily tasks that I just didn't have time to dedicate to."
