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 –
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 –
Thank you!
Ilcia Velez –
Great and easy breakdown of the workflow building process.Thank you!
vpritt14@gmail.com –
Thank you!
Christine Kennedy –
Great tool to have to keep yourself organized.
vpritt14@gmail.com –
Thank you!
Alice –
This is a good place to start for new wedding planners.
vpritt14@gmail.com –
Thank you!
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!
vpritt14@gmail.com –
Thanks Ambra! I love hearing this!
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!
vpritt14@gmail.com –
Workflows are the best! Can’t wait to see what you do with them!
Louise Jex –
Thank you its help me a lot as I’m only just starting out in this business
vpritt14@gmail.com –
LOVE hearing this! Thank you.