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!