How to Create a Workflow

Name: How to Create a Workflow
SKU: 8841
Availability: InStock
Rating: 4.75 (9 reviews)

Rated 4.75 out of 5 based on 8 customer ratings

$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.***

9 reviews for How to Create a Workflow

Rated 5 out of 5

Trashanda – January 24, 2020

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