Engaged Wedding Planner Academy

education for inexperienced wedding planners

How to Create a Workflow

$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
Sold By: Engaged Wedding Planner Academy
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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.***

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