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.***
Trashanda –
Thank you. This was very helpful and easy to understand.
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.
vpritt14@gmail.com (store manager) –
Yes, perfect for new wedding planners! Thank you for spending the time to write a review.
Tamisha –
It is great to help you manage all your emails and work. It’s very informative.
vpritt14@gmail.com (store manager) –
Thank you!
Ilcia Velez –
Great and easy breakdown of the workflow building process.Thank you!
vpritt14@gmail.com (store manager) –
Thank you!
Christine Kennedy –
Great tool to have to keep yourself organized.
vpritt14@gmail.com (store manager) –
Thank you!