Owning your own business is a lot of stinkin' work, okay? All small business owners have to wear a lot of hats, but trying to do it all, and do it all WELL? That's another story! I know all of the behind-the-scenes work that no one sees. You're trying to manage clients and give them the same top-notch experience, while also trying to be the accountant, graphic designer, social media strategist, etc. The list goes on and on. And it is SOOO overwhelming!
Having a detailed and refined client workflow will help ensure a streamlined process for every single client and for your future team as you scale and grow.
Memorable client experiences = rave reviews and referrals = more amazing clients. Never guess what you should be doing next again! Stay on top of your client workload and breathe a little sigh of relief!
Literally every step of my wedding planning business from pre-booking to post-wedding, with screenshots of my actual workflow set up in Dubsado (the CRM I use).
- Pre-Booking/Inquiry Workflow
- Onboarding Process
- Planning Stages
- Phase-Based Planning Process Overview
- Post-Wedding Process
This purchase pairs perfectly with the client email templates and questionnaire templates in our shop. This works best with a CRM (Customer Relationship Manager) system.
These templates mention workflows and forms that are NOT included in this purchase. You can get the email templates and forms/questionnaires in our shop. But if you want an even better deal, you can get it all-in-one with the Wedding Planner Business bundle and save $62!
All sales are final and non-refundable.