How to Create A Wedding Planner Workflow Course

(10 customer reviews)


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


You want to quickly and confidently organize your back office by keeping your daily to-do list to a minimum, but you’re not sure how to make that happen without a huge headache and a few tears. Does this sound familiar? If so, you can finally stop wasting time trying to Google workflows, CRMs, and time management tips. I’ve got everything you need right here!

My Wedding Planner Workflow Course will teach you how to streamline your business processes so you can stop feeling like you’re forgetting something when working on a client’s wedding. With this course, you can learn the fundamental steps of a workflow in as little as ONE hour. You have nothing to lose and everything to gain!

Key Features:

How to Create a Wedding Planner Workflow is a quick 30- to 60-minute intro to creating a CRM workflow. Through this course, you will learn how automation can help you improve your client experience. 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. However, please note that we show our examples using HoneyBook.

The How to Create a Wedding Planner Workflow Course will allow you to take control of your wedding business systems once and for all so you can enjoy the freedom that only automation can bring.

What you’ll get from this course:

  • A full understanding of the setup features
  • Suggestions for pre-planning
  • How to create a workflow
  • How to add a workflow to a client project

By the time you finish this valuable course, you’ll know all the ins and outs of creating a workflow. And what’s more, you’ll be able to start implementing everything you learned right away in your own wedding planner business! Go ahead, enroll for FREE today. 

10 reviews for How to Create A Wedding Planner Workflow Course

  1. Trashanda

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

  2. Jayme Galanos

    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.


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

  3. Tamisha

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


      Thank you!

  4. Ilcia Velez

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


      Thank you!

  5. Christine Kennedy

    Great tool to have to keep yourself organized.


      Thank you!

  6. Alice

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


      Thank you!

  7. Ambra

    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!


      Thanks Ambra! I love hearing this!

  8. Mikaela Garrison

    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!


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

  9. Louise Jex

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


      LOVE hearing this! Thank you.

  10. Sandra Gordon

    I’ve used Honeybook for almost a year and have stayed away from Workflow because it looked difficult. After taking this course it cleared up any hesitation that I might have had.


      I love hearing this feedback. Thank you!

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