Case Study:
How Walters Hospitality Unified Operations & Gained Real-Time Visibility Across 40+ Venues with Tripleseat
The Challenge:
Running a Multi-Venue Wedding Business Without Adding Chaos
- Revenue loss due to “phone tag,” as guests were unable to book events or pay deposits outside of standard business hours.
- Manual “double work” caused by disconnected systems, requiring staff to enter event data into both Tripleseat and proprietary gaming software.
- Capped growth for social events, with manual booking processes limiting the team to 50 kids’ birthday parties per week across all venues.
Walters Hospitality owns and operates 40+ wedding venues across Texas and Georgia. They handle everything from venue space and catering to bar packages and curated vendors, including florals, baked goods, stationery, photography, and even luxury vehicles. With hundreds of weddings and private events moving at once, it’s a high‑stakes, detail‑heavy operation. Abigail James, Project Specialist, champions cross‑team coordination so sales, planning, and operations can stay aligned.
Before any platform change, the team was stretched across too many tools and too much manual work. Quotes took longer than they should. Documents looked different from venue to venue. Communication with clients and partners lived in separate threads. Leadership lacked clean, real‑time visibility by location, which made staffing, pricing, and forecasting harder.
Walters Hospitality needed a way to operate at scale without sacrificing quality or control. They required a single place to manage leads, proposals, contracts, banquet event orders (BEOs), timelines, tasks, vendor coordination, and reporting as well as access accurate, venue‑level visibility to guide decisions.
A System That Didn’t Match the Model
Before implementing Tripleseat, Walters Hospitality faced a major challenge: finding an event management solution that could support their unique business needs. “We are not a hotel or restaurant,” James explained. Their previous system, designed for yoga studios, highlighted just how ill-equipped traditional tools were for managing multi-venue wedding operations. It lacked the depth and flexibility needed for complex, high-touch events.
Disjointed Event Management Across Teams & Vendors
Data Gaps & Limited Visibility
Without access to accurate, real-time data, the Walters Hospitality team lacked clear visibility into what was driving success and what was holding them back. Questions like event volume by venue, pipeline health, task completion, and billing changes were harder to answer than they should have been. Without this information, making informed decisions and pinpointing opportunities to improve sales performance remained a constant challenge.
I would highly recommend Tripleseat to other businesses. It has allowed our business to run efficiently and has improved our client experience in so many ways! Tripleseat is efficient, collaborative, and helps drive results!
Abigail James
Project Specialist at Walters Hospitality
Why Walters Hospitality Chose Tripleseat
Walters Hospitality evaluated several options to support a complex, multi‑venue wedding business. They needed a platform that could standardize how work gets done across 40+ venues while staying flexible for high‑touch events. The team prioritized a single place to manage sales, planning, documents, timelines, and vendor coordination paired with clean visibility into performance by location.
After comparing event management and customer relationship management (CRM) platforms, the decision came into focus: The tool had to match their model, not the other way around. Walters Hospitality looked for depth in templates and documents, structured tasks and communication, and reporting that could be trusted at the leadership level and useful at the venue level.
“We considered several other CRM and event management systems and found that Tripleseat was the best fit for us,” James confirmed.
What tipped the decision:
- Built for multi‑venue complexity with centralized data and venue‑level organization
- Template Docs that standardize proposals, contracts, BEOs, planning documents, and bakery BEOs
- Structured tasks and discussions to align owners, timelines, and communication
- Lead capture and follow‑up that move inquiries to booked events with fewer handoffs
- Tripleseat Insights for leadership‑ready, real‑time visibility into revenue, pipeline, and operations
- A single source of truth for leads, proposals, contracts, BEOs, timelines, vendor coordination, and reporting
- Configurable fields, documents, and workflows that fit a high‑touch wedding business
- Repeatable processes that enable consistent operations and faster onboarding across 40+ venues
The Solution:
One Platform That Standardizes Work & Provides Venue-Level Visibility
Tripleseat became the single place for Walters Hospitality to manage sales and operations across 40+ venues. Leads, proposals, contracts, BEOs, timelines, tasks, vendor coordination, and reporting now live together, which means faster quoting, fewer misses, and consistent execution across locations.
The transition to Tripleseat also unified the way work gets done so every venue team follows the same process from inquiry to event day. Templates gave the organization a common language for proposals, contracts, and BEOs. Tasks and discussions created clear ownership and kept communication in context. Insights provided reliable, venue‑by‑venue reporting so leaders could see performance and act quickly.
“Tripleseat has allowed us to organize our client life cycle from start to finish all in one place,” James explained. “It has created efficiencies that we didn’t have before and that are critical to the success of our events.”
With one platform in place, Walters Hospitality moved away from scattered tools and manual effort and toward a system that scales with quality intact.
Standardized Documents & Workflows
Template Docs became the foundation for consistent, accurate paperwork across the portfolio. Proposals, contracts, BEOs, planning documents, and bakery BEOs follow the same structure so teams move faster and reduce risk. “This allows us to build proposals, contracts, BEOs, planning documents, bakery BEOs—everything we need to run our business,” James said.
Clear Coordination for Timelines, Vendors, & Clients
Tasks and the new discussions format brought accountability to daily work. “Tripleseat allows us to quickly build quotes and contracts for our clients.” This efficiency directly translates to an enhanced customer experience, which, in turn, helps drive sales and revenue. Timelines, vendor details, and client communication are organized in one place so every stakeholder knows what is due, by whom, and by when. The result is smoother handoffs and fewer surprises as volume grows.
Clear Coordination for Timelines, Vendors, & Clients
Tasks and the new discussions format brought accountability to daily work. “Tripleseat allows us to quickly build quotes and contracts for our clients.” This efficiency directly translates to an enhanced customer experience, which, in turn, helps drive sales and revenue. Timelines, vendor details, and client communication are organized in one place so every stakeholder knows what is due, by whom, and by when. The result is smoother handoffs and fewer surprises as volume grows.
The Results:
Consistent Execution & Clearer Decision-Making Across 40+ Venues
Tripleseat gave Walters Hospitality the clarity and control needed to manage rapid growth while maintaining the high‑touch experience their events are known for. Processes that were once manual and inconsistent are now standardized, measurable, and scalable. As James said, “We have been very happy with our decision as Tripleseat has allowed us to grow and scale our company faster!”
- Consistent templates and workflows cut manual work and eliminate costly errors across 40+ venues.
- Every location delivers a uniform, high‑quality client experience thanks to standardized processes.
- Tripleseat Insights gives leadership real‑time visibility into revenue, pipeline, and event performance.
- Teams are more organized and collaborative, reducing stress and improving day‑to‑day coordination.
- Walters Hospitality now scales faster and enters new markets with confidence, supported by one reliable system.
Excels in a Unique Business Environment
Walters Hospitality is a powerful example of how Tripleseat can flex to meet the demands of even the most specialized operations. With 42 wedding venues and a nontraditional setup, their needs are anything but typical. When asked which feature she couldn’t operate without, James doesn’t hesitate: Tripleseat’s Template Docs. “This allows us to build proposals, contracts, BEOs, planning documents, bakery BEOs—everything we need to run our business,” she explains, emphasizing just how essential this functionality is in streamlining their complex paperwork.
Increases Operational Efficiencies
Tripleseat’s impact on results is undeniable. From a sales perspective, it has dramatically improved efficiency: “Tripleseat allows us to quickly build quotes and contracts for our clients.” This efficiency directly translates to an enhanced customer experience, which, in turn, helps “drive sales and revenue.”
Lessons for Other Wedding & Event Venues
Walters Hospitality shows how a purpose built events platform can standardize work and deliver real time visibility at scale. With Tripleseat, venues gain:
- Faster sales cycles: Templates and centralized quoting move inquiries to signed contracts quickly
- Consistent execution: Standardized proposals, contracts, BEOs, and timelines reduce errors across 40+ venues
- Venue-level visibility: Tripleseat Insights surfaces revenue, pipeline, tasks, and billing changes for quicker decisions
- Unified coordination: Tasks and discussions keep vendors, clients, and on site teams aligned in one place
- Trusted by Starr, Stoney Creek Hospitality, Tao Group, and 20,000 more venues worldwide.
Let’s Grow Your Events Business
The best event teams in hospitality run their business on Tripleseat. See what it can do for yours.