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
Before touching a single template, we mapped Dr. Claire's full client workflow — from the moment a lead comes in all the way through offboarding. That gave us a clear picture of what HoneyBook needed to hold, and exactly how to build it.
01
Map the workflow
Lead capture → onboarding → delivery → offboarding, end to end
02
Build
SmartFiles
Lead capture, proposal, and contract templates — all in her voice
03
Set up automations
Triggers and sequences to keep the journey moving without manual effort
04
Train &
hand over
90-min recorded walkthrough so she owns it fully going forward
THE RESULT
Dr. Claire walked away from this engagement with a fully operational HoneyBook — configured to her workflow, written in her voice, and running automations she can trust. The tool she'd been paying for and dreading finally became an asset instead of a source of overwhelm.
BEFORE
CRM paid for, sitting unused for 1–2 years
AFTER
Fully set up, trained, and running on automations
KEY SHIFT
Cognitive load lifted — she owns her system
READY WHEN YOU ARE
Ready for a backend that actually works?
Whether you're starting from scratch or have a tool you've been avoiding — let's build something that fits how you actually work.