Case Study: How Walters Hospitality Unified Operations & Gained Real-Time Visibility Across 40+ Venues with Tripleseat

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.

The Challenge: Running a Multi-Venue Wedding Business Without Adding Chaos

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

Without a centralized system to manage custom event timelines, F&B, vendor details, and staffing, information lived in silos. Walters Hospitality struggled with disjointed workflows and fragmented communication across clients and partners. Lead capture and follow‑up varied by person or venue. Logistics and documentation took extra time to assemble and verify, which increased the risk of misses as volume grew.

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

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 has profoundly impacted the day-to-day work life for the team at Walters Hospitality, fostering greater organization and reducing stress. “Tripleseat has allowed us to organize our client life cycle from start to finish all in one place,” she explains. “It has created efficiencies that we didn’t have before and that are critical to the success of our events.”

Provides a Deeper Understanding of Business Health

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

Is Your Multi-Venue Operation Slowing You Down?

If your current system is rigid, disconnected, or time-consuming, it is likely holding back bookings and guest experience.

Walters Hospitality runs 40+ venues on one Tripleseat platform. The team saves hours, keeps documents consistent, and sees performance by location in real time with Tripleseat Insights. The result is faster quotes, fewer misses, and confident growth.

Request a demo today today to see how Tripleseat can streamline your event operations across every venue. Interested in Tripleseat Insights for amplified event data and actionable reporting? Tell us what you want to achieve and we will show you how it fits into your Tripleseat platform.