Fractional Operations Partner
This is an ongoing, behind-the-scenes partnership designed to keep your operations running smoothly, your client experience consistent, and your systems working as intended. Think of this as having a trusted Operations Lead without hiring full-time.
Ongoing Support & Maintenance
What is a fractional operations partner?
This is a monthly retainer where we act as an embedded part of your team, proactively managing and maintaining your systems. Instead of reacting to problems as they arise, we focus
→ Keeping workflows clean and functional
→ Ensuring nothing slips through the cracks
→ Improving systems as your business evolves
→ Supporting your clients through inquiry to follow-up
This service is all about bringing calm, consistency, and confidence to your behind the scenes process.
This is ideal for you if:
This service is designed for:
→ High-volume venues and event professionals
→ Growing business that need operational support
→ Teams that want consistency without hiring full time
→ Business owners who are tired of being the bottleneck
If your business supports events and you need reliable systems to support that, then this service is for you.
Why this works
→ You get consistent, proactive systems support from an event professional
→ Your team isn't reinventing the wheel each week
→Clients experience clarity and professionalism at every touchpoint
→ Your business operates with less stress and fewer surprises
what's included?
lead management
→ Prompt, professional, and personal inquiry responses
→ Scheduling consultations and/or tours
→ Friendly follow-up to non-responses
→ Track inquires & conversions
booking management
→ Send proposals, contracts, and invoices
→ Track signed documents & deposit status
→ Work with clients to setup payments and send friendly reminders
→ Create seamless booking flow using your CRM
→ Answer client questions about the booking process
Client onboarding
→ Send a beautiful, branded welcome email
→ Share any welcome packets, guides, preferred lists
→ Outline next steps
Admin Support
→ Manage contract and file organization
→ Update client portals & dashboards
→ Filter inbox and flag important items
crm management
→ CRM setup & training
→ Build & optimize workflows
→ Automate processes while maintaining a personal touch
ongoing client support
→ Send reminder emails before walkthroughs and meetings
→ Check in at milestone dates
→ Review timeline
→ Gather final details
→ Send updates
→ Act as primary contact for questions
Event week prep
→ Provide a weekly brief highlighting important details for that week's weddings
follow-up
→ Send thank-you notes to clients and vendors
→ Gather testimonials and feedback
→ Organize files and photos
client facing collateral
→ Design welcome packet, service deck, and other client facing materials
→ Create email templates
→ Manage an organized and accessible template library with all of the items created that you will have access to forever
Stay up to date with newest technology
→ Stay up to date as new technology is built and features are released
→ Continue to update and improve operations
→ Share trainings and support with your team
Your admin & client experience team ⎯ without the overhead
All the perks of an in-house team without the cost or hassle.
✗ No hiring
✗ No training
✗ No managing
✗ No payroll
✗ No turnover
Instead, you get:
✓ A client experience expert who lives and breathes weddings
✓ Full admin and communication support
✓ Systems that keep your business running smoothly
✓ Strategic partnership that scales with you
Which service is right for your business?
Includes | Systems Audit | Systems & Process Design | Fractional Operations Partner |
|---|---|---|---|
Workflow Audit | ✓ | ✓ | ✓ |
Client Journey Mapping | ✓ | ✓ | ✓ |
CRM Review & Evaluation | ✓ | ✓ | ✓ |
Actional Recommendations | ✓ | ✓ | ✓ |
CRM Setup & Optimization | 𝘹 | ✓ | ✓ |
Workflow & Automation | 𝘹 | ✓ | ✓ |
Email Templates & Sequences | 𝘹 | ✓ | ✓ |
SOP Creation & Documentation | 𝘹 | ✓ | ✓ |
AI Integration | 𝘹 | ✓ | ✓ |
Client Experience Refinement | 𝘹 | ✓ | ✓ |
Ongoing Workflow Maintenance | 𝘹 | 𝘹 | ✓ |
Inbox & Inquiry Oversight | 𝘹 | 𝘹 | ✓ |
Ongoing Team Support | 𝘹 | 𝘹 | ✓ |
Monthly Check-in's | 𝘹 | 𝘹 | ✓ |
Process Management | 𝘹 | 𝘹 | ✓ |
Keep Systems up to Date with Newest Technology | 𝘹 | 𝘹 | ✓ |