Personalized Client Workflows

CRMs are a big part of any successful business. They help organize information, get contracts signed, collect payments, build a database of potential referrers, and streamline workflows.

But I see too many wedding pros take CRMS to the extreme, especially when it comes to automation.

What’s easy and convenient for you, the business owner, often feels impersonal and generic to the couple. Even worse, you might create a “workspace” through your CRM that requires people to operate the way you want without considering it from their perspective. 

Clearly, no one wants that kind of client experience - so how do you balance automation with personalization?

That’s why I brought Sara Kinkaid on the podcast today. She’s VP of Operations at Aisle Planner, one of the most popular CRMs for wedding planners, and now any field in the wedding industry.

I want to be super upfront about this episode. I do not get ANY money or commission or favors from Aisle Planner for bringing Sara on. In fact, I ran her through the ringer for 30 minutes before formally inviting her to the show. Why? I wanted to make sure their approaches aligned with what we recommend on the podcast, other content we share, and coaching advice I offer clients.

Knowing that, I hope you enjoy the discussion and find a way to leverage the power of a CRM without sacrificing the all-important client experience.