Automated Systems: Part 1
- Track: Automated Systems
- Tags: 17hats, Best Practice, Client Communication, Client Experience, CRM
- Air Date: July 20, 2020
In part one of this webinar, Sal and Alissa lay out the process of a high-end customer experience from initial inquiry, through the booking process and shoot to post-sale using a CRM system like 17hats. Learn what’s automated and what’s manual, and what to say.
- Responding to initial inquiries for portraits and weddings
- When we place leads into a CRM like 17hats
- The Quote/Contract/Invoice workflow
- Should you automate your calendar and let clients select dates?
- Housekeeping in 17hats: projects vs contracts, tags, templates
- Wedding workflows in our CRM system
Sign up for 17hats to purchase Sal’s workflow templates
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