I made the attached video a few weeks ago for http://get-it-together.co.uk online summit created and hosted by a fellow patreon supporter here, Michaela! Now that the event is over, I asked her if it would be okay to share my entire presentation for everyone here, and she graciously said yes. If you find it help, then I hope you go check out all the other presentations she had at the event. If you ever wondered about any layer of my client/admin workflow, then this is it… in its entirety. Initial inquiry reply, how I setup my CRM, various email tools including superhuman, when and how I send contracts, followup, pre-wedding questionnaires, delivery emails, and more.
Follow us






