The problem
Couples often inquire with several planners at once and book a call with whoever replies first. If a planner busy on a wedding weekend replies a day late to 6 inquiries a month and that loses 1 booking every 2 months, at a $3,990£3,000€3,570A$5,760C$5,640 planning fee, that's $1,995£1,500€1,785A$2,880C$2,820 a month of work going elsewhere.
What the AI does
Dubsado's lead capture forms go on your website, and its homepage describes branded forms that reply for you and discovery calls that book themselves. On Premier, a workflow triggered by a new inquiry can send your welcome guide and pricing and schedule a follow-up call, and you can review important emails before they send. Proposals, contracts and invoices can then go out together for the couple to accept. Workflows, the scheduler, public proposals and unlimited lead forms are Premier features.
A worked example
A one-person wedding planner in the Cotswolds gets about 6 inquiries a month, many on Saturdays while running a wedding. Dubsado now replies within minutes with a welcome guide and a link to book a discovery call.
Before
6 inquiries a month answered a day or two late, after the weekend's wedding
After
Every inquiry answered within minutes; if that wins 1 more booking every 2 months at $3,990£3,000€3,570A$5,760C$5,640 about $1,995£1,500€1,785A$2,880C$2,820 a month in fees
What it's worth
About $599£450€536A$864C$846 a month in profit, at an assumed 30% margin on $1,995£1,500€1,785A$2,880C$2,820 a month of extra fees (1 more $3,990£3,000€3,570A$5,760C$5,640 booking every 2 months). That is against $55 (about $55£41€49A$79C$77) a month for Premier, or $525 a year (about $44£33€39A$63C$62 a month) on annual billing.
How to set it up
- Start the free trial and build your inquiry form with the questions you always ask: date, venue, guest numbers and budget.
- Write your welcome guide and pricing in your own words as a document Dubsado can send.
- Set up a Premier workflow for new inquiries that sends the reply and a discovery call booking link, and choose which emails you want to approve before they send.
- Put the form on your website and the link on your Instagram profile, and test it with a friend's inquiry.
- Check the first month's inquiries to make sure each reply went out and fitted what the couple asked.
What goes wrong
- Workflows, the scheduler and public proposals are Premier only. Starter at $35 (about $35£26€31A$50C$49) has one lead form and no workflows, so it won't do this job.
- An instant reply that ignores the couple's question feels cold. Keep it short and say when you'll reply personally.
- Inquiries sent by email or Instagram message won't trigger the workflow. Point people to the form.
- Prices are in dollars, so the sterling cost moves with the exchange rate.