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 many online courses and digital products that help the newer wedding planner gain skills and confidence.

So, what’s the bottom line? I’m here to help you with your wedding planner journey. It’s not always going to be all sunshine and rainbows when it comes to getting your business off the ground, but I want you to know I’m your personal cheerleader! 🙂

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 20% 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.


  • 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!

STOP THE GLORIFICATION OF BUSY and start using workflows!


To do



I’m your host, Valerie Pritt. I’m a dream conqueror, confidence booster, strategic business cheerleader, and the founder of Engaged Wedding Planner Academy. For the last decade I’ve helped dreamers like you launch a wedding planning business without the messy, self-deprecating, mental chaos-inducing, failure psychosis new entrepreneurs are so often accustomed to. 

You deserve more! You deserve to be successful because wedding planning is your passion! You deserve to be paid for your time and the services you provide. You deserve to enjoy the life you’ve been dreaming about because it lives and breathes inside of you. It is who you are. Your DNA. Your makeup. 

I’m here to help you achieve that dream. By the time you have completed this course, you will be one step closer to becoming a professional wedding planner! Congrats!!! I can’t wait to see what you with these new skills.


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.



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.



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