Inquiry-to-Proposal Automation System
A done-for-you wedding and event planning automation built for the Lead Planner, connecting Mailchimp and Google Calendar so the work below happens on its own.
What this automation does, step by step
The moment a couple submits an inquiry through the website form, this automation checks the requested date against the studio's live calendar and immediately sends a warm response with available dates and a starter package overview, typically within minutes instead of the next business day.
If the couple confirms interest in a specific date, it pulls their guest count and selected services into a proposal template and generates a customized, branded quote automatically, ready for the planner to review and send.
What used to take a planner 45 minutes of manual quote-building between client calls now lands in the couple's inbox before they've even closed the tab.
- HoneyBook or Dubsado
- Zapier or Make.com
- Google Calendar
- Mailchimp or email
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a lead planner re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. It's the kind of work that quietly eats hours every week.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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