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How to Create a Workflow

How to Create a Workflow

Rated 4.75 out of 5 based on 8 customer ratings
(9 customer reviews)

$0.00

Are you wondering what in the world the workflow hype is all about? Or maybe you’re thinking about purchasing a CRM system but aren’t sure what kind of learning curve you’re up against. This is the place for you!

This course is for you if…

  • You’re paying for a CRM system but not utilizing workflows
  • You feel overwhelmed with your current workload
  • You’re afraid of forgetting an important client task
  • You want to be more efficient and stop wasting precious time in your business
Category: Wedding Planner Courses
  • Description
  • Reviews (9)

Description

When does the course start and finish?

The course starts now and never ends! It is a completely self-paced online course – you decide when you start and when you finish. This course is a quick 30- to 60-minute intro to creating a CRM workflow. Through this course, you will learn how you can improve your client experience with automation.

How long do I have access to the course?

How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like – across any and all devices you own.

Does it matter what type of CRM I use?

No matter what CRM system you’re using (HoneyBook, 17hats, Dubsado, etc.), this course will give you a better understanding of how to automate your systems. We do show our example using HoneyBook though.

What will be provided?

****Please be aware that this course does not give you any templates to utilize. It simply guides you through the setup process.***

Related

9 reviews for How to Create a Workflow

  1. Rated 5 out of 5

    Trashanda – January 24, 2020

    Thank you. This was very helpful and easy to understand.

  2. Rated 4 out of 5

    Jayme Galanos – January 31, 2020

    I would say this is helpful for a new planner just starting to work in HoneyBook. I think more detail would be needed for it to be helpful for a more seasoned planner. But, being a free course I would say it is worth the time to go through this course.

    • vpritt14@gmail.com – February 4, 2020

      Yes, perfect for new wedding planners! Thank you for spending the time to write a review.

  3. Rated 5 out of 5

    Tamisha – February 1, 2020

    It is great to help you manage all your emails and work. It’s very informative.

    • vpritt14@gmail.com – June 18, 2020

      Thank you!

  4. Rated 5 out of 5

    Ilcia Velez – March 15, 2020

    Great and easy breakdown of the workflow building process.Thank you!

    • vpritt14@gmail.com – June 18, 2020

      Thank you!

  5. Rated 5 out of 5

    Christine Kennedy – June 18, 2020

    Great tool to have to keep yourself organized.

    • vpritt14@gmail.com – June 18, 2020

      Thank you!

  6. Rated 4 out of 5

    Alice – July 11, 2020

    This is a good place to start for new wedding planners.

    • vpritt14@gmail.com – July 11, 2020

      Thank you!

  7. Ambra – November 28, 2020

    I’ve used HoneyBooks for years but always knew I wasn’t using the system to its full advantages. This course helped to make sense of the major functions of HoneyBooks. Understanding how to setup and execute a workflow is going to be a game changer for me!

    • vpritt14@gmail.com – November 28, 2020

      Thanks Ambra! I love hearing this!

  8. Rated 5 out of 5

    Mikaela Garrison – February 11, 2021

    I found this course to be extremely helpful! So amazing that she offers some of her wisdom for FREE! I’m so excited to learn more and create a better client experience through workflow!

    • vpritt14@gmail.com – February 13, 2021

      Workflows are the best! Can’t wait to see what you do with them!

  9. Rated 5 out of 5

    Louise Jex – February 11, 2021

    Thank you its help me a lot as I’m only just starting out in this business

    • vpritt14@gmail.com – February 13, 2021

      LOVE hearing this! Thank you.

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