Welcome to the How to Create a Wedding Planner Workflow course!
This is a free course designed to teach you how to set up a workflow in a CRM system.
This course is a quick 30- to 60-minute intro into how to create a workflow. Please be aware that this course does not give you any templates to utilize. It simply guides you through the setup process.
I’m your host, Valerie Pritt, creator of the wedding planner courses Launch Your Wedding Planner Biz Masterclass and Wedding Planner Foundations (in Beta right now).
Engaged Wedding Planner Academy (EWPA) provides a free resource list, business building products, and online training for the inexperienced wedding planner. EWPA is a learning gateway for those researching how to become a wedding planner to those seeking to sharpen their skills and confidence.
This course can be applied to any CRM system such as HoneyBook, 17hats or Dubsado. The content provided will be shown using HoneyBook, but you will not need a HoneyBook account to apply what you’ve learned in this free course. Thinking about purchasing HoneyBook? Get 50% off the first year with this reference code.
I’m so excited you’ve decided to let me help you take your business to the next level with workflows.
WHAT YOU’LL LEARN:
- Understanding the setup features
- Pre-planning suggestions
- How to create a workflow
- How to add a workflow to a client project
Anyone who takes this course is welcome to apply to our Becoming a Wedding Planner Facebook Group. It’s like having a mentor for free! See what’s going on this month in our community.
STOP THE GLORIFICATION OF BUSY and start using workflows!
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I’m your host, Valerie Pritt, wedding planner educator and content director for Engaged Wedding Planner Academy.
Engaged Wedding Planner Academy (EWPA) provides a free resource list, business building products, and online training for the inexperienced wedding planner. We are a learning gateway for those researching how to become a wedding planner to those seeking to sharpen their skills and confidence.
By the time you have completed this course, you will know everything and anything when it comes to creating and optimizing a blog post. This will help you to market your company as a local expert which will improve your income.
DISCLOSURES:
Affiliate links and suggested products are included throughout this course.
This course provides information only and does not provide any financial, legal, medical, or psychological services or advice. Engaged Wedding Planner Academy disclaims any liability for your reliance on any opinions or advice contained in this course.
By signing up for this course, you will automatically be signed up for our email list.
TERMS OF USE:
All course materials are copyrighted to Fleur de Lis Event Consulting, Engaged Wedding Planner Academy, and Valerie Pritt. You may not copy or redistribute any portion of this course without my written approval. Please do not share your course login with anyone else.
CONFIDENTIAL AND PROPRIETARY
Please remember that all documents, lessons, email templates, worksheets, and checklists are confidential and proprietary to Engaged Wedding Planner Academy. Do not share any information with a third party. If you know someone who could benefit from our lessons and documents, please refer them to our course. Be sure to sign up for our referral program after you’ve completed the course. We would love to reward you with a 20% commission!
My Office
Please know that if you have any questions at any time, you can email me at vpritt14@gmail.com.
Office hours are Tuesday-Thursday, 8 am–4 pm PT.
Thank you for being a student and have fun learning!
Valerie Pritt