Case Study: Ditching the DIY Chaos with Iron & Fern
The Client
David and Caitlin are the creative duo behind Iron & Fern, a wedding videography studio rooted in artistry, emotion, and intentional storytelling. But while their client work was growing fast (and beautifully), their behind-the-scenes operations were nonexistent.
They used HoneyBook for contracts and payments, and…that was it. No project management tool. Not even Google Calendar. Everything lived in inboxes, iPhone notes, and their brains.
“We were doing our ‘best’ on the back end of the business, but it wasn’t good enough—we wanted our life and our peace back.”
The Challenge
The business had grown faster than their systems could keep up. Without clear workflows or shared structure, everything felt reactive and overwhelming, especially since they run the business as a couple.
“A lack of clarity, documentation, and communication led to a chaotic work culture. Things fell through the cracks. It was exhausting.”
They didn’t need a complicated solution. They needed a supportive partner who could lead the way, speak in plain language, and build systems that made sense for them and their unique business process.
Enter Hey Rachael :)
The Solution
We started from the ground up. Through deep listening, collaboration, and even a few honest tears on the kickoff call, we built a full backend ecosystem designed around simplicity, peace, and long-term sustainability.
“Rachael created the space and safety for us to be honest about how things were really going. She never pushed us too far, but still encouraged us to grow.”
What we implemented:
✓ A full HoneyBook rebuild with cleaned-up forms, proposals, canned emails, and automations, that felt perfectly aligned with their personal touch
✓ ClickUp set up from scratch so they could get all those floating tasks and ideas out of their heads and into a shared collaborative system
✓ Google Calendar and event visibility so they could finally stop double-booking and running their schedule from memory
The Results
“We feel so much more confident and ready to expand our team in the future.”
✓ Complete clarity around their client journey and back-end workflows
✓ A seamless sales and onboarding process with timely follow-ups and no more dropped balls
✓ Improved collaboration and communication between the two of them
✓ A huge leap in work-life balance: more peace, less burnout, and way more time for the creative work they love most
What They Said💛
“Rachael has a keen awareness of how our businesses affect our lives and well-being. She’s communicative, empowering, and genuinely committed to helping you succeed…not just during the project, but long after it’s done.”
Ready to build a business that supports your life?
Let’s build systems that support your creativity, protect your peace, and actually make sense for your real life.