Setting Boundaries & Achieving Goals: Q&A With Dallas Roy

The Wedding Pro CEO Podcast: Episode 176

With Brandee Gaar and Dallas Roy

Today I am being interviewed by Dallas Roy of, Details by Dallas Marketing Firm. This is such a fun conversation!!!

She reached out and asked if she could actually interview me, I thought it would be great and we decided to air it on the podcast!!

This was such a fun time, and I think that there were some really tangible tips that our listeners will really take away from this episode. I hope that you love it!

This is a totally different kind of episode than we normally publish, but I think it was a lot of fun and yields great value!

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Dallas has a group of mostly seasoned wedding planners that submit questions to her. She then interviews wedding pros, asking them the questions and then publishes the answers to teach her audience all about building successful wedding industry businesses.

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Dallas Roy, a digital marketing expert who has been serving the wedding and event industry. Dallas runs a digital marketing boutique that helps wedding pros save time and provide a luxury experience to their clients. Dallas is passionate about helping her clients, and her goal is to equip them with the skills and resources needed to build a successful business.

Here are 3 questions of the 6 questions I was asked from #176 of the Wedding Pro CEO podcast:

1. What are your recommendations for planners, on how to set clear and healthy boundaries with their clients and couples, going above and beyond in that service while not affected by scope creep?
2. What is the one thing you recommend doing every day to get your business a step ahead?
3. What’s been the most valuable educational investment for your business or for wedding businesses that you recommend?

1. What are your recommendations for planners, on how to set clear and healthy boundaries with their clients and couples, going above and beyond in that service while not affected by scope creep?

Yeah, this is always such a challenge, especially for planners. I think that we get this all the time because a lot of what we do is service.

And what you have to remember is that every time you allow a client who, let’s say, books your event management service, to scope creep into now things that you include in your partial planner, or you full service??? You’re really taking that time away from the clients who paid you to do that, and that’s so unfair to those clients who chose and paid for that higher level package or its time away from your family.

It’s also doing a disservice to yourself, and I think we forget that every time we say yes to something, there’s a complete and opposite, “no.” involved as well.

So that “no” could be, that you allowed a client to take more of your time than they purchased, and so now you’re saying no to your kids or your family or brunch with friends, or even just getting some CEO work done, like growing your company or networking. It’s really, really important that you first understand that.

So I think the mindset of understanding that, you’ve got to really stick to what those packages are that you sold them is so important. 

The second piece of that is actually detailing what’s included in your packages and being super, super clear about what you do and what you don’t do in each of your services. If we don’t detail that out, if we’re not clear about what they purchased, you can’t get updset at them about asking, “Can you do this for me?”Because they might just not know.

They see the movie, “the Wedding Planner” and they think you’re doing all the things, not realizing that’s not included in your event management service, but that’s not really fair to them if you haven’t been incredibly clear about it.

So I think it’s just a matter of when someone does reach out and say, ” Hey, can you, let’s say assemble and mail all of my invitations for me?” “I’m super overwhelmed.”

If they only purchased your event management package, I think it’s just a matter of saying, “We can absolutely do that. Here’s the cost.” Instead of being angry that they even bothered asking, right?

It’s like, no, here’s the cost. Let them know what the cost is. Agree to the service addition or recommend another option. Server the client.

I think scope creep is 99% of the time the provider’s fault. I believe it’s our fault that our clients either don’t understand or we allowed them to do that instead of giving them a price.

“They see the movie, “the Wedding Planner” and they think you’re doing all the things, not realizing that’s not included in your event management service, but that’s not really fair to them if you haven’t been incredibly clear about it.”

2. What is the one thing you recommend doing every day to get your business a step ahead?

What I would tell any of my students, anybody in my community, would be to really focus on what makes you money, and do something with that every single day.

We get into the industry and it’s like, “Oh, but I just wanna make people’s day amazing.” and “I just wanna make it so stress free.”

If you are running a business and your plan is to have a successful business, the only way for you to be able to continue serving clients is if you’re still in business.

So know what it is, in your business, that actually brings money in. Study and do more of that!

If social media brings money in: sales through your dms, new engagement, through reels… then every single day you need to be doing more of that.

If networking and going to venues is bringing you dollars, hit the street and enjoy the journey!

You need to know where your dollars are coming from. And you as the CEO, be moving the needle every single day.

“You need to know where your dollars are coming from. And you as the CEO, be moving the needle every single day.”

3. What’s been the most valuable educational investment for your business or for wedding businesses that you recommend?

I would say for me as a wedding pro, personally, it was, really two books that I read by Mike Michalowicz.

The first is Profit First which emphasizes the importance of how to manage profit and how to create a profitable business. Now it’s so much of what I teach!

And then the other book by Mike Michalowicz is Clockwork. That book was probably the biggest mindset shift I needed to have.

Your business thrives when you know your role as the CEO of your business. And it’s a really difficult mindset shift to get, out of the day-to-day and stop being a player and to start becoming a coach and CEO. When you understand that your business has to be able to run well without you in it.

Boldly ask yourself, If you fell off the face of the planet tomorrow, would your business look any different? It shouldn’t. your business should not look any different. And in the wedding industry, that’s very rare.

“One way to find people outside of the wedding industry is to look at the accounts of people who have shared your content, or who you have interacted with in the past.“

Listen to the podcast for the rest of the questions Dallas asks! The link is above or subscribe to the Podcast where you listen to podcasts!

Share with me your favorite question and answer with me!

DM me on Instagram or post your thoughts in the facebook group! (links are below)

Bye for now!!! 🙂

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