Description of Business
Sassy Stems is my sister’s floral business that she runs out
of her house. Weddings are her sole business, and each one is time intensive.
She loves the creative part of the business but hates the business side of it
and has a hard time getting herself organized before each wedding. With each
new client, she has to take notes from a consultation with a client, make a
list of all the materials she will need to use and the flower arrangements she
will need to do, and produce an invoice billing the client for the services she
provided. She does each of these in a separate document and then has to copy
everything from the consultation to the other two documents. It is ridiculously
redundant.
My System
I took the three different documents that Sassy Stems was
producing for each client and combined them into one easy Excel file that she
can keep track of the wedding in. I have automated it by introducing a user
form that she fills out during a consultation, highlighting the client’s
preferences and the things that my sister needs to make for them. Once she
fills out the consultation, all she has to do is push Submit and her invoice is
made for her and her materials list is started for her. She can also email the
client the invoice right from the Excel file.
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