Feature 01
Catering & Events Landing Page
A branded landing page designed to introduce the catering service and guide visitors toward consultation booking.
← Back to portfolio
Case Study 01
Yashi's Matcha & Bakehouse
Catering & Events CRM
Focus
Event Management + Lead Nurturing
Project Overview
A structured CRM system designed to manage catering and event inquiries from consultation through event completion and post-event follow-up.
The Challenge
The catering inquiry process needed a clear way to move prospects from their initial inquiry to a confirmed event and eventually through post-event follow-up. The challenge was creating a system that could track where each customer was in the process while supporting timely communication along the way.
My Approach
I mapped the customer journey from the initial inquiry through event completion and identified the key points where information, communication, and follow-up needed to be managed. I then translated that journey into a CRM pipeline, booking process, and automated workflows within GoHighLevel.
System components
What I Built
- 01Lead Capture
- 02Booking System
- 03Pipeline
- 04Workflow Automation
- 05Customer Communication
- 06Post-Event Follow-Up
End to end
Customer Journey
- 01Inquiry
- 02Consultation Booked
- 03Consultation Completed
- 04Quote Sent
- 05Event Confirmed
- 06Event Completed
- 07Review / Follow-Up
Inside the system
Screenshots
Feature 02
Consultation Form
A structured inquiry form designed to collect the information needed to understand and manage each event request.
Feature 03
Consultation Booking
A customer-facing booking experience that allows event prospects to select a consultation time directly.
Feature 04
Catering & Events Pipeline
A structured pipeline designed to track event inquiries from initial submission through consultation and proposal.
One system, shown in sequence
1
2Feature 05
Event Confirmation Workflow
An automated workflow designed to trigger timely communication as an event moves into confirmation.
One system, shown in sequence
1
2Feature 06
Automated Event Communication
Branded email communication designed to keep customers informed throughout the event process.
1
2Feature 07
Post-Event Follow-Up
An automated sequence that keeps communication going after an event is completed.
One system, shown in sequence
1
2Skills applied
What This Project Demonstrates
- CRM Architecture
- Pipeline Management
- Workflow Automation
- Customer Journey Mapping
- Email Marketing
- Appointment Scheduling
- Lead Nurturing
Project Takeaway
This project helped me see how a well-defined customer journey can be translated into a practical CRM system. Each stage was designed to give the business a clearer view of its prospects while creating a more organized experience for the customer.