Booking season is officially here and as many of you are sitting down to make sure that you are ready to start fielding all of those wedding leads, we thought it would be a great time to run through how the Aisle Planner business management tools will help you streamline your booking process.
1) Easily Capture Leads
When a client is excited to learn more about your wedding planning services and wants to get in touch, it is important to make that first contact is easy – for both you and them! When you start by linking your Aisle Planner Lead Capture form on your website, your potential couples can quickly complete the form and get you the basic information you need. The bonus for you? When they complete the form, a lead record will automatically be created in your account – and you’ll receive a notification.
Bonus: We recently added Lead Inquiry Auto-Responders so each of your inquiring couples will receive a customized message within moments of completing the form! And, since you can attach things like your brochure to the message, you can make a great first impression!
2) Stay Organized With Lead Management
When that inquiry is sent, it’ll land in your Lead Management tool. After you’ve received notification that a new lead has been created, you can use the Lead Management tool to:
- Reference all of the event information that was provided in the initial inquiry
- Track notes about the potential clients
- Assign the team member responsible for different leads
- Track the status and dates you last contacted them
Bonus: Send your brochures, proposals, quotes, contracts, and invoices from within the Lead Record to keep them organized and easy to reference!
3) Quickly Send Quotes, Proposals, and Contracts
As you learn more about what your potential couples need and envision for their wedding, you can customize one of your Quote or Proposal templates to make it clear that you are the right person for the job. Share details about how you are customizing your services and quickly send them off to those eager-to-sign-clients! Once your potential clients are ready to become official clients (cue the confetti), simply pull up your Contract template, customize it with the details for that particular wedding, and send it off for signature!
Bonus: We recently added the ability to have multiple signers on a contract so, the MOB who is paying the bills can easily be included in addition to the couple!
4) Send Invoices To Secure Deposits and Get Paid Quickly With Online Payments
As you wait to receive notification that the contract has been signed you can prepare an invoice to send to your newly booked clients. And, there’s no need to build an invoice from scratch! If you sent a quote, you can create an invoice directly from an accepted one in just one click – and it will automatically include all of the selections they made. Your other option is to use one of your invoice templates. Either way, you can make the necessary revisions as well as set up a payment schedule and set up automatic payment reminders.
Bonus: When you set up your Online Payments account, your couples can pay you quickly and easily with a credit card!
Don’t use Aisle Planner yet and want to experience how their wedding planning and business management tools can help you streamline your business? Use the code “plannerslounge” for a FREE 30-day trial and 25% off your first 3 months! Click here to sign up!
*this is a sponsored post from Aisle Planner