Limit your business admin to 15 minutes a day.
With the 4 step Buyer-to-Client Funnel Formula designed for Event Planners
Streamline your processes. Amplify your results.
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.
Imagine this:
✔️ New enquiries land neatly in one place
✔️ Clients book calls, sign contracts, and pay without chasing
✔️ Onboarding happens automatically
✔️ You’re delivering events — not drowning in admin
This isn’t a dream.
It’s what happens when your client journey is designed once and runs on autopilot.
Welcome to The Buyer-to-Client Funnel Formula - the proven system that helps event planners cut admin time to under 15 minutes per day
Does this sound like you?.
Do you feel constantly overwhelmed by admin - juggling emails, contracts, timelines, and follow-ups?
Do you worry you’re missing important details or deadlines because everything lives in your head, inbox, or scattered tools?
Do you feel stuck trading time for money, undercharging, or unable to take on more clients because your systems can’t support growth without burning you out?
The Real Problem Isn’t “Too Many Clients”
It’s too many broken processes.
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
You don’t need to “work harder” or hire help.
You need a smart client funnel.
The 15 Minute Buyer-to-Client Funnel Formula
A step-by-step framework that turns your:
Leads → Bookings → Signed clients → Seamless delivery
…without the admin chaos.
This formula shows you exactly how to build a system once, so every new client moves through your business automatically.
HERE’S HOW TO FIX IT…
The 15 Minute Buyer-to-Client Funnel Formula
The 4 step funnel formula event planners need to convert buyers to clients in less than 15 minutes per day.
So that you can focus on creating iconic events!
This is a fully done-for-you client funnel build where I design, build, and automate your entire client journey so your business runs smoothly behind the scenes.
You focus on planning events.
I build the systems that support it.
Who This Is For
This service is for event planners who:
Are booked but overwhelmed with admin
Want to scale without burning out
Are tired of duct-tape systems and manual follow-ups
Want a premium, professional client experience
Value their time and want systems that actually work
If you’re ready to stop managing clients manually, this is for you.
$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 & Change Management
Automated invoice reminders
Additional service or variation workflows
Payment tracking and status visibility
Outcome:
Gain a fully organised, end-to-end event management system allowing you to confidently manage multiple events at once without burnout. -
Turn completed events into repeat business and referrals.
I build a professional off-boarding and retention system inside your CRM so every client experience ends intentionally — not awkwardly or forgotten.
What I’ll Build For You:
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
Wrap-up communication scheduled
Feedback & Testimonials
Automated feedback form
Testimonial request email
Review platform links included
Retention & Referrals
Client tagged as Past Client
Referral request email
Added to alumni or nurture email list
Anniversary or follow-up reminders scheduled
Outcome:
You maximise every client relationship, increase referrals, and create future revenue — without manually following up or remembering to do it yourself. -
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
Clients experience a smooth, professional journey.
You experience clarity, confidence, and time freedom.
Less admin. Reduce operating costs. More time to grow your business.
Ready to Spend 15 Minutes or Less on Business Admin per day?
👉 Apply for the 15 Minute Client Funnel Formula
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.
