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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