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!