This 3 hour video walks through how to build an automation, common automation setups, our personal favorites, and requests from users who watched the live broadcast.

Automations that include:

  • Invoice Reminders

  • Out of Office Replies

  • New Lead Auto-Responders

  • Contact Anniversary Reminders

  • Session, Meeting and Call Reminders

  • Following Up with Leads

  • Introducing Clients to the Client Portal

  • Quote Expiration Reminders

  • Instagram Handle and Hashtag Building for Weddings

  • Referral Thank You Emails

  • Consultation Reminders and Thank You's

  • Alerting Yourself of Certain Responses in a Client Questionnaire

  • Sending Tips to Clients Before an Engagement Session

  • Sending the Event Timeline to Your Team

  • And more!

Check out the rest of The Wedding School's In-Depth Táve Setup Guide!

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