01Map the Booking-to-Performance JourneyReview how enquiries become quotes, confirmed dates, show briefs and settled invoices. Identify repeated data entry, missing handoffs and decisions that must remain with the performer, manager or qualified adviser.
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02Define Records, Rules and ApprovalsAgree the required booking fields, status definitions, message templates and responsible owners. Assess access to existing tools before selecting connections, and define which actions require approval before anything is sent or changed.
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03Test Against Real Performance ScenariosPilot selected workflows using representative cases such as an incomplete wedding enquiry, a festival rider revision and a disputed balance. Check duplicate handling, date interpretation, permissions and exception routing before wider use.
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04Launch with Exception MonitoringStart with a limited set of approved workflows and review failed actions, unresolved questions and overdue tasks. Refine the rules as booking patterns change, while retaining human control over commitments and high-stakes professional decisions.