}
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True Client Pro – Simplified Business Management
True Client Pro software helps Wedding & Event Professionals, like you, achieve amazing organization. It is an extremely user-friendly platform that was developed to help small businesses and entrepreneurs simplify their operations and successfully grow their brand. From contracts, online payments, custom quote creation, e-signature, and design boards, True Client Pro has everything you need to succeed for your wedding and event planning clients.
True Client Pro Top Features:
What is your client’s vision for their wedding? Do you know where they are getting married? The web-based contact us form allows you to quickly and efficiently obtain detailed answers on the event logistics, such as dates, milestones, and the location the wedding will be hosted at.
If you are looking to organize your vendor and venue data and easily store it in a safe place, then this feature will make you smile. Along with this, you also can expand your contacts as your business grows.
Who is the client’s chosen photographer? Is there an event planner involved? The great thing about the notepad feature is that you can jot down critical information about the event to get the full picture of the end goal and keep the notes in your client’s account for future reference.
Need a place to share and store inspirational wedding design ideas for your client? With True Client Pro, you and your clients can share photos that will inspire the design and feel of their event.
What are your client’s favorite flowers? What about their favorite colors? Do they prefer modern simplistic or vintage eclectic? The design board allows you to continuously add updated aspects, such as flower colors and design details to help align with your client’s wedding.
The recipe building tool gives you the ability to present accurate quotes to your clients easily and quickly. Furthermore, you can add or modify the recipe library to reflect any changes in the client’s needs as you move through the event planning process.
Within True Client Pro, you can track the number of tables, meal-type, and other essential components that will aid in the number and design of centerpieces and arrangements. The worksheet also reflects event logistics such as the time and location, so that you can keep an eye on your deadlines.
The client reports host all the information you need about each particular project or event. It collects every data point so you can achieve a complete organizational business system that will enable smooth event executions.
Collect payments directly from True Client Pro. No need for multiple platforms. Collect, remind, and update all in one place.
It is no secret that as an event planner, you have the complicated task of planning, organizing, setting up, and much more for all types of events. You need to work and collaborate with an array of people, from the wedding photographer to the venue, florist, and the clients themselves to accomplish the project impeccably.
You must fully understand your client’s vision and transfer that into actionable plans to bring their ideas to life. True Client Pro provides all the right tools to maximize client satisfaction. We will happily assist you in answering any questions or addressing any concerns to solidify your confidence that this is the best choice for you and your business.
If you are ready to take your event planning business to an entirely new level, then sign up today for your 30-day free trial and use the code PLTCP2020 to get 25% off an annual plan purchase!
*This post is sponsored by True Client Pro
A complete set of templates, checklists, and tools for professional wedding planners.
Business
Wedding Planning
Marketing
Day in the Life
Self Development
Friday Favorites
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