WE ARE HAVING A GIVEAWAY!!!
First things first…
A few weeks ago, I shared some of my favorite tools to help wedding pros get a handle on client management. Well – I have one more tool to add: Wedding Workbook Pro. Recently I geeked out over this fabulous tool with my gal pal Terrica Skaggs of Cocktails & Details (aka “Chic Wedding Geek”). Terrica is the go-to woman for anything technology related in our industry and she raved about how helpful the online tool is for her business. These are some of the features of Wedding Workbook Pro that Terrica cannot live without as a wedding planner:
- Tasks Lists that have already been populated with “wedding-related” tasks but that you can customize to your own business
- Tasks can be synced to your business and your clients’ calendars
- Budget tools for you and your clients to collaborate on together
- Budget tools that show projected and actual costs
- Database of all your vendor-partners so that when the client needs a referral, you can just click on the file and share the vendor’s contact information with them in an instant
- Ability for the client to upload their guest list and track RSVPs (which can also be exported to Excel)
- Timelines with all vendor contact information that can be shared with the client and with your staff
- Automated email can be set up to send your client deadline reminders for important dates, such as payment deadlines
Wedding Workbook Pro can be used by all wedding professionals to streamline their businesses, but the core features are designed for wedding planners and consultants. The greatest feature is that it’s online so multiple users can access the information. When you update the budget, your clients have access to that information in an instant. (No more emailing files back and forth with 100 versions of edits.) This is also a great way to communicate a lot of information to a team of staff. Because Wedding Workbook Pro is very user-friendly and has a “wedding themed” interface the client is serviced in a fun way, rather than in a “project management” (read: “WORK”) way.
AND Now… the fun stuff!
Sooooooo… we’re having a giveaway. The kind people over at Wedding Workbook Pro have given us a 6 month subscription of the software to pass on to our readers. (This has a value of up to $414!) So here is how you enter the contest:
Simply comment below on how Wedding Workbook Pro would help you improve your business for a chance to win.
These are the rules of our contest:
1 – Comment below and tell us how Wedding Workbook Pro would improve your business.
2 – You must not currently be enrolled as a subscriber in Wedding Workbook Pro to enter the giveaway.
3 – All people who comment will be entered in a random drawing. One winner will be selected. The winner will be given a code to register with Wedding Workbook Pro for 6 months at no cost.
4 – The deadline to enter the giveaway is Monday, March 28th at 11:59pm EST.
5 – You must be 18 years or older to play.
6 - Wedding Workbook Pro is an English software. We recommend that you be an English speaker. However, anyone worldwide can enter the contest.
7 – You must have fun!
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by Michelle Loretta
show hide 49 comments
Denise - How could a Letterpress Printer NOT have an improved business workflow by winning the giveaway!! Thanks for the great giveaway.
Tail wags,
~moose
Jordan Ames - Wow, this looks like a wonderful product! My business partner and I maintain separate home offices, and we’re constantly emailing files back and forth to each other. I’ve thought about using Basecamp, but I love the idea of using something geared for our particular needs.
Jordan Ames - This looks like a wonderful product! My business partner and I maintain separate home offices, and we’re constantly emailing files back and forth to each other. I’ve thought about using Basecamp, but I love the idea of using something geared for our particular needs.
Amber Housley - Sounds like a great product! I’ve been looking for a project management tool such as this that is web based so as I bring on more employees, we can all work virtually with sharing files!
Brittney - I just started my business last year, and this year I need to be ORGANIZED. I’m getting a lot more business so far this year and I want to be on top of things!
Sarah - I have heard so many good things about this product!! I am a new planner and this would help me SO much with staying organized!! EXCELLENT giveaway, good luck to everyone!!
MrFrostings - A Organizational web based tool made for the Wedding Professional? What a genius idea! Can’t wait to learn more.
Nicole Keesler - Currently I do not have any software like that to stay organized. I am working on updating my record keeping and this would be a great asset!
rebecca ellison - I’ve been looking for a great client mgmt software for EVER!!! Totally going to look into wedding workbook pro, whether I win or not!
Becca
Brenda Moore - My biggest problem is organization….if this would help with that, it would make my life sooooo much better!! Thanks for the chance at it!
tami brown - I was just telling someone the other day on Twitter that I only use old school worksheets, spreadsheets and lists. The reason is that I haven’t found a program that was easy to use and didn’t make me feel overwhelmed. It looks like this is the answer to my prayers and perhaps could be the end of the paper trail in my office. This tool would help me tremendously and my clients would LOVE it.
Aimee Wendell - We’ve been using this since late last year. We love it! You can also offer your clients a free wedding web site through this tool, which our clients love!
Marjorie Flores - Wow- Thanks for this information. I could definitely use this software. Our business has been booming lately and getting a little out of control. This software seems like it can definitely help me with my tasks: when to order new linens for my rentals, when to ship out a particular order. For my brides in wedding planning: tools for both of us to use in budgets and for me to know how much it’ll cost me and how much profit I’ll make. This can be so hard to keep track of as items add on to orders. There are so many ways that it seems like it can help me to have at least a few extra minutes to myself… and now my expecting baby
PS.- I just met Terrica(via email) she’s renting my linens
Dionisa - Wow!! This is exactly what I have been looking for! Business has been slowly picking up but I have been using the old way to manage my clients and business – paper files! Papers everywhere and it scared me that sometimes I can’t find what I need. I need a system that I can access easily and have everything in one place so I am not overwhelmed! This would be such a blessing! I defnintely need help organizing!
Alexandra Rembac | Sterling Engagements - Love this! Would love to see what it could do for me. We all know we have our own system but I’m all about streamlining the process! Can’t wait to check it out!
Jennifer @EsqEvents - I keep playing around with various options and I am never able to commit. This would help with that..theoretically
Shafonne Myers - I am really getting into being green and helping the environment by streamlining things with my company so anything that can alleviate all the paper trail that is being left behind from all the papers, checklists, worksheets, etc. I’m all for!!
Annie Byrne - Wow that sounds fantastic!! Although just a year in business things have picked up quite a lot. In fact I feel as if I am working at maximum capacity! While I am an organized person keeping track of all the paperwork is catching up with me and I am still really just finding my own rhythm. This would totally set the beat! please please pick me.
Jane Skarosi MBC,MWV - Wow, I can see using this at the store and keeping in contact with our over 300 brides with updates on their gowns delivery, and alteration appointment coordinated with their bridesmaidsand helping them find the vendors they are looking for, including wedding consultants that would fit their needs and budgets. This type of communication would make my brides and my life less stressfull. I would also be able to use it for my consulting business since I am now between wedding planning software and not sure what I want to use.
Wedding Wishes,
Jane
Becky Simpson, No Ordinary Affair - This would be an amazing tool that would streamline the organization of my business. Not only would everything be organized at my fingertips (a godsend!!), but there would also be wonderful tools to share with my brides. I would LOVE to win!!!
Diana - I’m a wedding cinematographer and I think this would be a great tool to get all my clients and vendors organized and quick to access.
Jessica - Wow! Well, my current project management system involves one yearly planner, two large dry erase boards and daily to-do lists scrawled on notepads. An efficient management system? Not so much. Additionally, I’ve been struggling with how to work with employees when they’re not in the studio with me. This sounds like a pretty great solution.
whitney elizabeth - oh fun! i love giveaways!
the wedding workbook pro would dramatically help my business because a big thing i struggle with is organization and this would allow me to keep all kinds of information at a moments grasp!
Nicole - This would be great!! My husband and I are just starting a new business! Thanks for the opportunity to win this great prize!!!
Leslie Banke, Bellissimo Design and Events - As a brand new business owner this software would be extremely beneficial as I start to grow! I am an extremely organized person and having this available from the beginning would help not only be a necessity to keep myself in line but something I can feature throughout all of my client interactions. I would feel very blessed to win this useful tool!
Jennifer - I just started my wedding photography business officially last year, and I’m having such a hard time staying organized. I LIKE organization, I’m just no good at it! This would be so incredibly helpful!
Linda Boatman - I have emailed and have a paper overflow to keep organized. Like many other planners I am a new business trying to stay afloat as well as professional to my clients. I have spreadsheets and microsoft word forms galore. The Wedding Pro has the tools, built in reminders,and does allow clients the privledge to communicate and receive updates, this is answer to my prayers.
Thank you!
Lai - I’ve been researching this product since last year. I’ve looked at several others, but keep coming back to this one. It would be beneficial not only for us, but also our clients. As planners we’re constantly on the go making it easily accessible for us and our brides. Great way to keep them organized & informed. Will allow us to communicate, share and manage easier. Keeping my fingers crossed…
Latrice Cushenberry - What an awesome tool! I’ve been in search of a PM tool that will allow me to streamline communication but can also sync with my iPhone & iPad calendars. Right now I use several tools to do what this software does all in one program!
Paola - This sounds amazing….I’ve been looking for something to specifically revamp my client budgets, and this looks like just the thing!
Sarah Shore - For years, we’ve been searching for the right management tool for our client and vendor information. I found out about Wedding Workbook and would love to incorporate a system like this to increase our work flow and allow us to WORK SMARTER not HARDER and continue to grow our thriving business.
Cydne Grobri - Someone mentioned Wedding Workbook Pro to me earlier, but I briefly browsed through their website because I just didn’t have time to do the research. As a fairly new wedding design company, I’m learning how much I DON’T KNOW – LOL! Wedding Workbook Pro looks to be my savior so I can become more organized with my tasks and the “homework” that I give my brides as well as giving them a fun way to stay connected to me. (Word of mouth is that they also offer couples a free wedding website which would be an AWESOME feature to offer my couples!!) Wedding Workbook Pro was created just for me!!
Cydne Grobri - Not to mention, that I’m doing all of this with 3 children, all under 5, that I’m managing at the same time. Lawd, help me!! LOL!
Andrea Scatuccio - Wow! What a sweet giveaway, Michele. Tammy and I work sometimes out of two locations and are constantly sharing files. Although we currently use “I DO” to help keep us with some wedding organizational issues, it isn’t a complete program like this one. Thank you for allowing ‘one’ of us here to win this amazing product.
Gina Newberry - I have been looking at this program and wanting it for quite some time now. I really think it would help me to take my business to the next level. Thank you for offering this great opportunity to win a subscription. I am so happy I found this blog… SO much great information!
CindiMladenka - I would LOVE to have the Wedding Workbook Pro, to help me get organized! I need all the help I can get, and this one definitely looks like a great business tool!
Enjoyed meeting you girls at the Sage business workshop last week in Dallas! Keep up the good work!
Cheers!
Pink Party Girl
Wendy - WOW….a very generous item! With my business just getting started, seems a wonderful way to get going on the right track, with all systems in place from the get-go! Thank you for sharing this wonderful program!
Sharon - Wow! This sounds like amazing software and I can’t wait to check it out. I am still new to the industry and trying to figure out the best way to do things. Having some ready made software for these types of tasks is exactly what I need to keep organized, stay on track and better manage my wedding clients.
Thanks for this great giveaway contest!
Tiffany - I used to work with a planner who started using this program right before I left. I got to see a little bit as to how it works, and it is great. Now, I’m in the process of starting my own business and this would be a wonderful tool for me… one that would save a lot of time in these beginning stages.
kelly - I have TWO wedding businesses and could totally use this. Since I run them all by myself having anything to keep me on target is much needed.
johari coc - Wedding workbook Pro would help me greatly.as a new planner in the industry having the essentials to maximize my client base and build upon my business all while staying on top of technology.
Briar Johnston - As a start up company – I am finally in the stages of growing my staff and business operations! A program to help keep files organized and tracked with out having a stationary office would be amazing. Waiting for you to be on the West coast to hear you speak sometime!
Terrilynn Cook - Can someone say “Heaven Sent”! I’ve definitely been looking for a PM program that will take me out of the stone age of paper trails. I can save so many trees AND become much more efficient with this program! Drop my name in the hat for the drawing! This is awesome!!!
Cathy Crumley - As a wedding floral designer who is somewhat older than my younger clients, I’m constantly looking for ways I can adapt to their more tech-savvy communication and organization styles. The Wedding Workbook Pro, combined with my recently purchased ipad, sounds like it would be a great tool to benefit both my clients and my business.
Heather pile - How could this help me? I just hired my first full time event planner, which means I have to create everything in my head into a template so she can work independently. How awesome would this be?!!!!
Faith O. Folayan - I would LOVE to win the Wedding Workbook Pro! With my company growing it will help me with my brides and their guests! It will of course help with my time management as well. Thank you!
Tessy Windle - I have put my passion of event planning on hold after having my two kids. I did very well before my son and even managed after he arrived. I am currently back on track to making my passion more of a reality and going into full force. I am currently working on my website and know that my lifetime clients and future clients will appreciate a better organized coordinator. Having a tool such as the Wedding Workbook Pro will give me the confidence in managing the many clients i forsee!
Lisa Sanders - I would love to have this. I am just starting out and would like to start out on the right foot. I have been looking at other programs but the idea that this is accessible by the client I think is great. Hopefully I am that random person that gets to try this program. Thanks for the opportunity.
Nicole - Wedding Workbook Pro would inprove my bottom line! It would allow me to spend time in the correct areas I should be focusing on and not the five different forms I jugle with from couple to couple. One place for all my information! Starting out in the business an already bogged down with excel,word, and databases. PRospects, Budgets, past clients…How wounderful it would be to open ONE program and have everything at my fingure tips. Even if not selected I will become a client. NO BRAINER!