Automated Systems: Part 1

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

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