+ (808) 935-3870

+ (808) 935-3870

Follow Us:

Well Told Weddings Achieves 2X Faster Process Speed and Replaces Four Employees with Automation

Case Study


Well Told Weddings is a full service wedding boutique offering clients an exceptional hands on approach toward wedding photography, videography, and DJ services. They use a team based approach among their wedding photographers, videographers, and DJs to create the most memorable wedding day experience for their clients.


Problem: Well Told Weddings, a full-service wedding boutique, faced a challenge in managing their clients and the associated tasks manually. This included managing client communications, scheduling, and other tasks related to providing their services. The manual process was time-consuming and inefficient, leading to delays and errors, which was impacting the company’s ability to deliver outstanding results .

The company sought a solution that could help them manage their clients more effectively and reduce manual tasks. With the goal of providing better services to their clients and improving their internal processes, the company wanted to find a platform that could automate their client management and enable them to offer a unique and unforgettable wedding experience.



To overcome their manual process challenges, Well Told Weddings hired an Automation Engineer from UpSurge, a company that specializes in providing automation solutions. They found UpSurge through social media and brought in the Automation Engineer to assist them with automating their client management process.

The Automation Engineer utilized various tools and technologies, such as Integromate, Zapier, Trello, and Cognito Form, to automate the entire process. The first step was to set up different automations related to email communication. This helped in streamlining the communication process and enabled the company to respond quickly to their clients.

Next, the Automation Engineer built Cognito Forms to categorize each service offered by Well Told Weddings. This made the process of managing each service more organized and efficient. There was a separate section for each service, such as photography, videography, and DJ services.

Integromate and Zapier were used to integrate the different tools and technologies used in the process. This enabled the company to automate various tasks such as scheduling appointments, sending reminders, and managing client data.

Trello was used to manage the overall project and ensure that all tasks were completed on time.


By automating their client management process with the help of Upsurge, Well Told Weddings was able to achieve significant benefits. The entire process was automated from start to end, which made it more efficient and streamlined.

The company experienced a 2X increase in their process speed, enabling them to serve more clients in less time. Additionally, automation replaced the work of four employees, including one for lead generation, one for data compilation, one for sending emails, and one for managing different services. This saved the company a lot of money and allowed them to allocate their resources more effectively.

The automated process also helped in lead generation, resulting in a 50% increase in lead generation. The categorization of different services on Cognito Forms made it easy for clients to choose the services they needed, resulting in a better user experience.

With the automation of the entire process, there were no mistakes, and the process was more reliable and consistent. The company was able to provide a more personalized and efficient service to their clients, resulting in greater customer satisfaction and repeat business.

Case Study


Well Told Weddings’ success story demonstrates the transformative power of automation in streamlining business processes and boosting efficiency. By implementing automation tools, the company achieved a 2X increase in process speed, a 50% increase in lead generation, and cost savings by replacing four employees’ work. Other businesses looking to improve their operations should consider analyzing their processes and identifying areas that could benefit from automation. Working with experienced automation service providers can help businesses achieve these benefits and provide better services to their clients.

“Let us help you dominate in your industry by automating and managing your business processes and operations.”

© 2023 Up Surge  – All Rights Reserved