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 to 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 planners gain skills and confidence.
So, what’s the bottom line? I’m here to help you with your wedding planning 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.
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!
STOP THE GLORIFICATION OF BUSY and start using workflows!
