CASE STUDY
Pellegrini Design
Interior Design Firm · Owner & Principal, Melanie Pellegrini NCIDQ
Wix Workflows Setup
PLATFORM
Wix Workflows
Already in her tech stack
OFFERS CONFIGURED
2 offers
Full design + designer for a day
TRAINING DELIVERED
90 min
Melanie + assistant Mackenzie
THE CHALLENGE
Melanie was running her entire client journey manually — from discovery calls through contracting — and had been for years. She'd tried Dubsado a few years back but got overwhelmed by the implementation and abandoned it. She wanted streamlined automations, but not the burden of learning yet another platform.
“She didn’t need a new CRM. She needed someone who would actually work within the one she already had — and make it usable.”
She needed automations that could handle scheduling, appointment confirmations, contracting, invoicing, and payment reminders — all integrated with the tools her team was already using day to day.
Wix Studio
Wix Bookings
QuickBooks Online
Zoom
THE APPROACH
After researching Melanie's existing setup, we identified that Wix Workflows — already included in her Wix account — could handle everything she needed without adding any new tools. We scoped the entire build around her existing platform and kept her tech stack intact.
01
Audit & scope
Researched Wix Workflows capabilities and mapped them to Melanie's ideal client journey
02
Configure workflows
Set up workflows and booking reminders for both offers with labeling and tagging system
03
Integrate the stack
Triggers and sequences to keep the journey moving without manual effort
04
Train the team
90-min session with Melanie and Mackenzie — both leave empowered to manage and update
THE RESULT
Melanie and her assistant now run their entire client pipeline inside one platform they were already comfortable with. No new software to learn. No more manual process rebuilding every time a lead converts. Clear visibility into where every lead and client sits in the workflow — for both of them.
BEFORE
Fully manual from discovery to contract
AFTER
End-to-end automated inside Wix — one platform, whole team
KEY WIN
Zero new tools added — built within what they already had
“I was excited that you could figure out how to use my Wix account to do everything through the one provider!
I really enjoyed working with Ilana with IM Business Solutions to help me with my automation. She was very knowledgable and flexible from the start. She took the time to research the platform I was using and had no issues working with it, though it was her first time. I found her to be very organized, professional, and responsive. She delivered exactly what I was expecting and made the whole process easy and enjoyable. I highly recommend Ilana for any business seeking support in making their processes more streamlined and effective!”
-Melanie Pellegrini, NCIDQ | Owner & Principal | Pellegrini Design LLC
READY WHEN YOU ARE
Already have the tools. Need someone to make them work?
You shouldn't have to switch platforms to get a system that functions. Let's build within what you already have.