Our job as a wedding planner is to organize and manage every detail throughout the wedding planning process. If you are only working with a few clients, you may remember most details in your head and with some paper notes. As your business grows, it is harder to keep track of the details and stay on top of the hundreds of tasks you provide for each client.

Implementing systems with tools and technology is the key to delivering on the expectations of your clients. Systems create a business structure that you follow while technology gives you tools to put those systems in place.

For example, when a new client inquires, what is your system for the inquiry and booking process?

It may include the following:

1) Respond to the new inquiry with information about your services and price ranges

2) Request a quick phone consultation to screen the inquiry and learn more details about the event

3) If they are a good potential client, schedule an in-person consultation or Skype chat

4) Create and send a proposal to the potential client

5) Follow up with the potential client to check in and answer questions

6) Send the contract and invoice for the retainer

7) Countersign the contract

8) Add their retainer and future payment schedule to your financial worksheet or accounting program

9) Add their event date and relevant reminders to your calendar

10) Add the client to your planning software

11) Send the new client your welcome packet

When you implement tech tools such as Aisle Planner, you can breathe easier knowing that you have the technology in place to EASILY implement business processes and successfully manage the many details of event planning for your clients.

In our booking process example, you can use Aisle Planner to keep track of leads, send proposals, schedule follow-up reminders, send the contract for signature, invoice the client, accept an online payment, and set the new client up in Aisle Planner to manage the details of the planning process. Talk about efficient and effective systems!

Not only is technology important for getting your systems in place, tools like Aisle Planner are a selling point for you as a planner. It helps to demonstrate your value and show that you’re up-to-date with technology and as savvy as they come.

Ready to streamline your planning business with Aisle Planner?

Try it out for free for 30 days AND receive 25% off your first three months of paid subscription using this link or by using the code plannerslounge when registering your account.

*this is a sponsored post from Aisle Planner