17hats is the single best investment I made in my business because it allows me to give my customers the best and easiest service while making sure nothing or no-one slips through the cracks!
If you are managing dozens of inquiries a month and dozens of weddings a year, I can’t stress how important it is to make sure everyone gets the same treatment, consistent communication, and quick, professional responses. And I’m serious about the quick part - brides will NOT wait more than a day or two before searching for someone else!
There’s a lot of options out there, but the best one out there and the one that I use and love, is 17hats. 17hats can help you keep track of customers, emails, invoices, bookkeeping, contracts, questionnaires, and so much more. You’re really only limited by the amount of set-up work you’re willing to do at the beginning!
Put yourself in your clients’ shoes and think about what information and support you would need through the process of booking and planning your wedding. From there, you can see what steps you can create email templates and forms for.
Or, if you’re ready to make the jump into 17hats, it will make creating your workflow much easier and give you the ability to automate some of the steps that would be the same with every wedding or project.
It took me about 8 hours to set up my full workflow, including all of the price lists, email templates, questionnaires, and more. It’s definitely an investment of your time initially, but it will save you SO much time in the long run when you can be out and about. Get a notification that you have a new lead, and just tap a few buttons (or not if you automate it) to send your client everything they need to know in a matter of minutes.
Put yourself in your clients’ shoes and think about what information and support you would need through the process of booking and planning your wedding. From there, you can see what steps you can create email templates and forms for.
Or, if you’re ready to make the jump into 17hats, it will make creating your workflow much easier and give you the ability to automate some of the steps that would be the same with every wedding or project.
It took me about 8 hours to set up my full workflow, including all of the price lists, email templates, questionnaires, and more. It’s definitely an investment of your time initially, but it will save you SO much time in the long run when you can be out and about. Get a notification that you have a new lead, and just tap a few buttons (or not if you automate it) to send your client everything they need to know in a matter of minutes.
