Never miss a beat in your booking process.
You might be a little punk rock. Your assistant, business partner or favorite local floral designer, on the other hand, might be more folk. Likewise, workflows vary from by pro, event style, and even by specialized service. The desired outcomes for each of them, however, are still the same: work smarter, stay organized and close the deal. No matter your organizational style or differences between each of your individual services or products, our Custom Lead Checklist feature allows you to create workflows that meet your methods while keeping you up to date on where each of your leads are in the booking process.
When it comes to booking new clients, one size does not fit all.
If you’re like many in the industry, you offer an array of services or products that play to your expertise or to appeal to a wider range of prospective clients. Each new event or project comes with its own unique set of deliverables and budgets. Your processes for engaging leads and booking new clients with different needs, likewise, may be as varied as the events themselves. With the Custom Lead Checklist feature, you can build as many unique lead workflows as you need to focus your booking workflow for each. This makes them and, therefore, you, more effective. It saves you that precious time in getting your leads from “Hello!” to “Let’s do this!”
Those sweet flexibility feels.
Having the perfect template ready to plug in for every new client and event style isn’t realistic. Besides, we’re not in this business of “standard”. We work to create every element of beautiful affairs that share the wonderful and rare personalities of each of our clients. Therefore, you require the ability to put solid workflow foundations in place and the flexibility to make adjustments to craft the ideal journey from inquiry to booked. Just like your project checklist templates, you can populate new leads with your own lead checklist templates. Then add, edit or delete tasks as you need. You can also add specific details within tasks and reorder them with a simple drag and drop. You can even set due dates to tasks based on the date your lead first hits your inbox or the date you manually entered them into your lead manager.