Cielos, Ojai, CA

System Build + Operational Design

Establishing Operational Excellence and Driving Success

Working with the founders from the earliest days of this project, the primary objectives were to establish robust operational processes, recruit and train hospitality teams, develop sales funnels and CRM systems, implement lead management strategies, manage inbound sales, and create comprehensive event management processes and event based financial tracking systems.

The Approach:

• Sales Funnels and CRM Implementation:

  • Designed and implemented a CRM system to manage leads, track customer interactions, and streamline the sales process.

  • Developed lead nurturing strategies to engage prospects and convert them into confirmed bookings.

  • Implemented a structured lead management system to ensure efficient lead tracking, follow-ups, and conversion.

  • Provided training to new sales team to enhance communication and event planning skills, maximizing conversion among event planners.

• Event Management Processes and Documentation:

  • Researched and implemented the most efficient and practical event management solutions with lean teams to create a step-by-step semi-automated process for client event tracking and management.

  • Created detailed event management processes and documentation, covering event planning, logistics, vendor coordination, and client communication.

  • Introduced technology solutions and tools to streamline event management operations, including event registration, materials, food and bar inventory tracking and ticketing.

  • Successfully curated and produced a series of signature events that attracted diverse audiences, increased brand visibility, and generated additional revenue for the venue.

Results and Impact:

1. Operational Excellence:

   • Established efficient operational processes and documentation, leading to unparalleled experiences.

   • Scouted and trained skilled hospitality teams, resulting in exceptional reviews and word of mouth recommendations.

2. Sales and Lead Management:

   • Implemented effective sales funnels and a CRM system, resulting in improved lead tracking, conversion rates, and increased bookings.

   • Streamlined inbound sales processes, resulting in faster response times, higher customer engagement, and increased conversions.

3. Event Management and Financial Tracking:

   • Introduced comprehensive event management processes and documentation, ensuring smooth execution of in house and client-produced events.

   • Implemented financial tracking systems for accurate expense monitoring, revenue tracking, and improved financial decision-making.

Conclusion:

As a team under difficult conditions, we successfully established operational excellence, implemented sales funnels and CRM systems, managed inbound sales, created comprehensive event management processes, and developed financial tracking systems for the remote location. The collaborative efforts resulted in streamlined operations, increased bookings, improved customer satisfaction, and successful events. The venue now stands as a sought-after destination, known for its exceptional service, memorable events, and sustainable growth into a second location.