Say yes to 3, 5, or Even 10 New Clients a Month
Without Working Longer Hours or Hiring a Team
Freelance Operations Manager For Event Planners & Wedding Professionals (Without hiring of a Full-Time COO)
Hi! I’m Sarah Carroll
My vision is to help event planners spend less time buried in admin and more time growing their revenue.
When your backend systems are organised and automated, business owners are finally free to focus on what actually generates more income, without working longer hours or needing to hire a team.
Are you currently:
Experiencing analysis paralysis choosing “the right” software — so you keep adding more to your toolkit
Spending hours trying to learn and set up systems instead of delivering events
Feeling stressed and guilty saying no to enquiries because you’re already at capacity
Welcome to the Revenue Roadmap
A simple 4 step framework that:
Operates your entire business with only two softwares (yes, you heard that right!)
Limits your business admin to less than 15 mins per day so that you can say YES to more clients.
The Reality:
You’re booked, in demand, and successful on paper…
But behind the scenes, your business feels heavier than it should.
You don’t have a lead or demand problem.
You have a capacity problem being caused by disorganised systems.
You’re in the right place if you’re:
Manually replying to enquiries
Sending proposals one-by-one
Chasing contracts and payments
Repeating the same onboarding steps for every client
Copying and pasting emails and checklists
The Dream:
You want:
To confidently say yes to new clients
To take on 3, 5, or even 10 more clients per month without chaos
A business that runs smoothly without you managing every detail
Less than 15 minutes a day of admin
Clear, repeatable processes that work in the background
To scale your income without working more hours or hiring a team
You want a business that feels organised, and in control — even when it’s busy.
INTRODUCING…
The Revenue Roadmap
The 4 step funnel formula event planners need to free up time to say yes to more clients.
A done-for-you operating system that turns:
Leads → Bookings → Signed Clients → Seamless Delivery
So your business can grow without growing your workload.
This is a simple 3-step system build that streamlines and automates your entire client journey using just two softwares — no tech overwhelm, no unnecessary tools.
Step 1: Capture
A clear, automated lead capture process so enquiries are organised, qualified, and responded to without manual effort.
Step 2: Convert
A seamless sales system that handles proposals, contracts, and payments — without chasing or back-and-forth emails.
Step 3: Coordinate
A structured service delivery system that runs your projects, timelines, and client communication — without you reinventing the wheel every time..
$1,495 + GST
Payment plans available
What I Build For You
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Automatically convert more enquiries into booked clients.
I design and build a fully mapped lead capture and sales system inside your CRM so every enquiry is tracked, followed up, and converted professionally.
What I’ll Build for You:
Lead Capture Form
Branded enquiry / contact form with custom fields for your needs:
event date, location, event type, estimated budget
Service type selection (full planning, coordination, styling, etc.)
Automatic lead record creation in CRM
Lead Management & Qualification
Lead status pipeline (New → Qualified → Consult Booked → Proposal Sent → Won / Lost)
Event date availability tracking
Budget qualification rules or tags
Lead scoring or priority tags
Automated Lead Communication
Instant enquiry confirmation email
Next steps email explaining the process
Automated follow-ups if no call is booked
Re-engagement emails for cold leads
Sales Call Booking
Appointment booking link connected to your calendar
Sales call confirmation email
Automated reminder emails/texts
Intake questions prior to the call
Proposals & Payments
Proposal or quote template
Service agreement / contract template
E-signature setup
Invoice or payment link (credit card / payment plans)
Automation triggered when payment is received
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Set expectations, reduce friction, and start every project organised
Once a client books, I build an end-to-end onboarding system inside your CRM so nothing is missed and clients feel supported from day one.
What I’ll Build For you:
Client Conversion
Automatic status change from Lead → Active Client
Client folder or workspace created
Client record tagged by service + event type
Onboarding Automation
Welcome email sent automatically
Client onboarding timeline explained
Key contact details shared
Expectations and communication boundaries set
Client Intake & Details
Client onboarding questionnaire
Event vision and priorities captured
Budget by category collected
Guest count and venue details logged
Key dates and milestones recorded
Internal Setup
Tasks auto-generated for your team
Event date added to CRM calendar
Notes, files, and documents attached to client record
Outcome:
Clients feel confident, informed, and excited, and you stay completely organised, in control, and ahead of every project. -
Bring structure, visibility, and control to every stage of your events by centralising your tasks, communications, documents, and payments into one streamlined system.
What I’ll Build For You:
Project Management & Tracking
Tasks and subtasks created per event
Due dates aligned to event timeline
Responsibility assigned (if team-based)
Client Communication
Pre-scheduled milestone emails
Progress update emails
Meeting scheduling links
Call notes logged in CRM
Document & Asset Management
Design documents uploaded
Budgets tracked and updated
Vendor contracts stored
Floor plans and run sheets saved
Payment Management
Automated invoice reminders
Additional service or variation workflows
Payment tracking and status visibility
Event Completion
Status change to Event Complete / Project Closed
Final checklist completed
Outstanding payments confirmed
Off-Boarding Automation
Thank you email sent automatically
Final deliverables shared
Automated feedback form
Testimonial request email
Client tagged as Past Client
Added to alumni or nurture email list
Anniversary or follow-up reminders scheduled
Outcome:
Gain a fully organised, end-to-end event management system allowing you to confidently manage multiple events at once without burnout. -
Learn how to confidently use the system that’s been built for you.
Once your systems are fully built inside your CRM, we move into implementation — so you don’t just have systems, you actually know how to use them.
This step includes:
Private Implementation Session (Live Video Call)
A guided walkthrough of your entire CRM setup
Clear explanation of how each workflow, automation, and pipeline works
How leads move through your system from enquiry to offboarding
How to manage clients day-to-day without feeling overwhelmed
Real-World Usage Scenarios
How to respond when a new enquiry comes in
What to do when a client books
How onboarding, delivery, and offboarding run automatically
Where to check statuses, tasks, and next actions
System Ownership & Confidence
Best practices for using your CRM efficiently
How to make simple updates without breaking automations
How to keep your systems clean as your business grows
Outcome:
You walk away feeling confident, in control, and fully equipped to run your business inside your CRM — without second-guessing or relying on trial and error.
The Outcome
Less admin. Reduce operating costs. More time to grow your business.
I act as your Ad-Hoc Operations Manager to:
Build simple, streamlined operating systems using only two core platforms
Reduce admin to less than 15 minutes a day
Book more clients without working more hours
Scale without hiring staff
Ready to reduce your admin and start saying yes to more clients?
👉 Apply for the Revenue Roadmap today!
Spots are limited to ensure quality and hands-on support.
Frequently Asked Questions
Still have questions? Take a look at the FAQ or book in a free Systems Strategy call.
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Carroll Consulting is a business operations and OBM consultancy that helps event planners streamline their sales, client onboarding, service delivery, and off-boarding processes so they can save time, reduce stress, and grow revenue.
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We work primarily with event and wedding planners, as well as other small service-based businesses looking to simplify their workflows and systems.
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We help you identify inefficiencies, implement practical systems, and create repeatable workflows that save time, reduce mistakes, and improve the client experience — without you feeling overwhelmed by complicated software or processes.
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We offer business systems audits, workflow mapping, CRM setup, process automation, and ongoing business operations consulting.
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Yes! We help you set up, integrate, and optimise your existing tools to reduce admin, automate tasks, and improve visibility across your projects.
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Full system build takes 2 weeks once the client provides us with all relevant business details.
You will then be invited to an implementation video call where I teach you how to use your new system.
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That’s fine! We focus on your biggest pain points first and build solutions that are relevant to you — you only pay for what you actually need.
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Start with a free Systems Strategy Call where we review your current workflows, identify inefficiencies, and discuss potential solutions.
From there, we create a tailored proposal, with scope of work and timelines.
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Yes! We can create training documentation, guides, and sessions to ensure your team knows exactly how to follow new systems and workflows.
Not sure if you need my services?
Next Steps
Step 1: Book in a free Systems Strategy Call
Complete the contact form and book a time that suits you.
During this video call, we’ll map your current bottlenecks, identify opportunities, and confirm whether we’re the right fit.
Step 2: Secure Your Spot
If we decide to move forward, you’ll receive a service agreement to sign along with your payment link.
Step 3: Onboarding
Once your payment is complete, you’ll receive a client onboarding questionnaire so I can gather everything needed to build your system.
Step 4: System Build
Sit back, relax and focus on doing what you’re great at, while I design and build your complete CRM system behind the scenes.
Step 5: Implementation & Training
Once your system is ready, we’ll meet for a private implementation and training call so you feel confident using it day-to-day.
Maddy - Wedding Celebrant & MC - I Do By MW
Sarah was an absolute game-changer for my business. She held space to understand my business problems and re-engineered not only my back-end, but my packages in a way that reduced my workload by 6 hours a week, and increased my revenue by 15%.
The Feed.
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