Wedding Planner Styled Shoot Workflow + Email Templates

Description

There are countless tasks involved in pulling off a styled shoot, and staying on top of them all can be challenging if you don’t have established systems in place. If you want to streamline your styled wedding shoot processes but don’t know where to start, look no further! The Styled Shoot Workflow guide will help you set up a seamless workflow in your client management system, or CRM, of choice.

Workflows change the way you do business, making you more efficient and less stressed. You can use the Styled Shoot Workflow to send emails and contracts, collect contact information, manage timelines, and more, taking the overwhelm out of running your styled shoot and ensuring it runs smoothly from start to finish.

Once your styled shoot workflow is set up, your CRM will automatically send emails and questionnaires on your behalf to your client. This means no more thinking about doing it—it just gets done. Can you say efficient?!

The Styled Shoot Workflow guide will help you easily implement and manage a styled wedding shoot workflow. The guide includes a comprehensive workflow schedule, a pre-planning checklist, email templates, a vendor questionnaire, and additional resources. For your styled shoot to be successful, you not only need to have an aesthetic plan, you also need to be meticulously organized. This plug-and-play workflow works with any CRM and helps eliminate the overwhelm from planning your styled shoot.

Manage an awe-inspiring styled shoot with this free workflow!

Styled shoot pre-planning checklist:

The pre-planning is where the magic happens. It’s also the essential first step before you start contacting vendors and venues. Use this checklist to nail down your vision for an awe-inspiring shoot.

Sample workflow schedule:

This sample workflow can be used with any client management system and can be modified to fit your timeline. It will help you stay on top of email communications, contracts, invoices, and more so nothing gets lost in the shuffle.

Vendor email templates:

Good communication is key to keeping all vendors in the loop and ensuring the styled shoot runs smoothly. The email templates included in this kit can be used as is or modified to fit your individual needs.

Vendor questionnaire:

You’ll be working with a number of vendors for your styled shoot. Use this questionnaire to keep their contact information organized.

Additional resources:

Get a better understanding of how a client management system can streamline your workflow with our free How to Create a Workflow course. You’ll also get a discount on our vendor contract for styled shoots.