In this free online course, you will learn how to utilize workflows in Honeybook. Improve your client experience with automation. Create a Wedding Planner Workflow, easy workflow templates, Honeybook, how to become a wedding planner, how to save time when communicating with clients, Wedding Business Coach, wedding planner business, Wedding Planner Class, Wedding planner course, wedding planner education, wedding planner tools, Workflow, workflow for wedding planner

In this free online course, you will learn how to utilize workflows in Honeybook. Improve your client experience with automation. Create a Wedding Planner Workflow, easy workflow templates, Honeybook, how to become a wedding planner, how to save time when communicating with clients, Wedding Business Coach, wedding planner business, Wedding Planner Class, Wedding planner course, wedding planner education, wedding planner tools, Workflow, workflow for wedding plannerAre 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! Without any obligations, check out what’s actually involved in creating a workflow.

Wedding Planner Workflow Course

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 workflows can help your wedding planner business:

    • Automate client onboarding + process
    • Automate forms and intro packets
    • Automate invoicing and contracts
  • Automate canned email responses

Your Time is Worth Something 

Just think about how much time you spend doing the same task over and over in your wedding planning business. Doing the same repeated task for only 15 minutes a day adds up to 1 hour and 15 minutes a week, which adds up to 5 hours a month! 5 hours!! Let the robots take care of it so you can network more or spend your time being creative!

In this free online course, you will learn how to utilize workflows in Honeybook. Improve your client experience with automation. Create a Wedding Planner Workflow, easy workflow templates, Honeybook, how to become a wedding planner, how to save time when communicating with clients, Wedding Business Coach, wedding planner business, Wedding Planner Class, Wedding planner course, wedding planner education, wedding planner tools, Workflow, workflow for wedding planner

What You’ll Learn

Workflows are magical! Creating them, not so much. In this FREE course, you’ll learn how to set up workflows within your CRM system.

WHAT YOU’LL LEARN:

    • Understanding the setup features: We give a little intro to the features you’ll be using to set up your workflows.
    • Pre-planning suggestions: Going into a workflow without a plan is like climbing Mount Everest without any training. Don’t do it!
    • How to create a workflow: Learn how to implement those repeated tasks so you no longer need to waste brain cells on them.
  • How to add a workflow to a client project: The final step in creating a workflow is adding it to a client’s project.

Finding Value

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

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.

Like this article?

Share on Facebook
Share on Twitter
Share on Linkdin
Share on Pinterest
Valerie Pritt

Valerie Pritt

4 Responses

  1. The Engaged Wedding Planner Academy offered great information in an engaging and interesting way. I definitely recommend for anyone that is getting into event planning or looking to gain more experience.

Leave a Reply

Your email address will not be published. Required fields are marked *

how to become a wedding planner

Hi, I'm Valerie

It’s an absolute pleasure to have you here! I want you to feel inspired and encouraged to pursue your wedding planner dreams with your heart and soul. Don’t let the fear of the unknown stop you. You have been gifted with passion and determination, so use it to your advantage. Believe in yourself the way I believe in you! Let’s make it happen!

Categories

Becoming A Wedding Planner

Marketing Ideas

Wedding Planner Business

Wedding Planner Toolbox

Event Wedding Assistant

The Welcome Package Checklist

Welcome new clients in style! Check out the checklist we’ve prepared and let’s get the ball rolling!

Recent Posts