Running a wedding business means juggling a million little details—and it’s easy to get stuck in your inbox instead of doing the work you actually love. The good news? A few simple automations can take hours off your plate and make your client experience feel seamless.
Here are three you can set up right away:
1. Automatic Inquiry Response
Don’t leave potential clients waiting. Set up your CRM to instantly send a warm, branded reply as soon as an inquiry comes in. This keeps you top of mind and reassures them that you’ll be in touch soon.
2. Proposal + Contract + Invoice in One Step
Instead of sending these pieces separately, bundle them into one smooth smart file or workflow. Clients can review your package, sign, and pay in one sitting—making it easier for them to book you on the spot.
3. Payment Reminders
Chasing down payments is no fun. Automate reminders that go out before a due date (and again if needed). It keeps your cash flow steady without the awkward “just checking in” emails.
These quick automations are simple to implement but make a huge difference in your day-to-day. Start with one, and you’ll see how much lighter your workload feels. Want more ideas tailored to your business? I’d love to chat!
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