Automated Workflow for Wedding Vendors
The Workflow is a tool created to help Wedding Vendors run their businesses successfully and efficiently, without compromising on what matters most - the time and freedom to be creative.
The Workflow is the step-by-step process of how to deliver the service you’re selling. It’s a path to follow, from when a Client first enquires via your website, to the moment you finish the job they booked you for. It’s a structured timeline that will allow you to navigate all client communication with confidence and ease.
Once you’ve implemented The Workflow, you can expect to refine your time management, enhance your communication and give your clients the support, education and inspiration they need, without them ever having to ask.
Do the most and be your best, go on!
So, what’s included?
A base workflow suitable for any wedding vendor, purpose built to elevate every client’s experience. The Workflow will help to ensure clear and consistent communication throughout the entire wedding planning journey, set expectations and keep yourself accountable, manage boundaries and deadlines, build trust and strengthen your relationships, add abundant value to your service and build your community.
Each step in The Workflow comes with custom Notes, Tips and Examples on how to run your business effectively, outlining exactly what to do and when.
Custom and adjustable email templates for each step of the process. Most email templates indicate where to add personality, with helpful prompts on how to speak in the voice of your own brand.
Thoughtful recommendations on why the use of tailored resources, notes of advice and questionnaires are an unmissable opportunity to gain your client’s trust and when to send them in order to increase the value of your service.
10 bonus templates, outlining tried and tested examples on how to best navigate your business and relationships through sticky situations.
A discount code to score 50% off your first year of Studio Ninja.
The Workflow is a tool created to help Wedding Vendors run their businesses successfully and efficiently, without compromising on what matters most - the time and freedom to be creative.
The Workflow is the step-by-step process of how to deliver the service you’re selling. It’s a path to follow, from when a Client first enquires via your website, to the moment you finish the job they booked you for. It’s a structured timeline that will allow you to navigate all client communication with confidence and ease.
Once you’ve implemented The Workflow, you can expect to refine your time management, enhance your communication and give your clients the support, education and inspiration they need, without them ever having to ask.
Do the most and be your best, go on!
So, what’s included?
A base workflow suitable for any wedding vendor, purpose built to elevate every client’s experience. The Workflow will help to ensure clear and consistent communication throughout the entire wedding planning journey, set expectations and keep yourself accountable, manage boundaries and deadlines, build trust and strengthen your relationships, add abundant value to your service and build your community.
Each step in The Workflow comes with custom Notes, Tips and Examples on how to run your business effectively, outlining exactly what to do and when.
Custom and adjustable email templates for each step of the process. Most email templates indicate where to add personality, with helpful prompts on how to speak in the voice of your own brand.
Thoughtful recommendations on why the use of tailored resources, notes of advice and questionnaires are an unmissable opportunity to gain your client’s trust and when to send them in order to increase the value of your service.
10 bonus templates, outlining tried and tested examples on how to best navigate your business and relationships through sticky situations.
A discount code to score 50% off your first year of Studio Ninja.
The Workflow is a tool created to help Wedding Vendors run their businesses successfully and efficiently, without compromising on what matters most - the time and freedom to be creative.
The Workflow is the step-by-step process of how to deliver the service you’re selling. It’s a path to follow, from when a Client first enquires via your website, to the moment you finish the job they booked you for. It’s a structured timeline that will allow you to navigate all client communication with confidence and ease.
Once you’ve implemented The Workflow, you can expect to refine your time management, enhance your communication and give your clients the support, education and inspiration they need, without them ever having to ask.
Do the most and be your best, go on!
So, what’s included?
A base workflow suitable for any wedding vendor, purpose built to elevate every client’s experience. The Workflow will help to ensure clear and consistent communication throughout the entire wedding planning journey, set expectations and keep yourself accountable, manage boundaries and deadlines, build trust and strengthen your relationships, add abundant value to your service and build your community.
Each step in The Workflow comes with custom Notes, Tips and Examples on how to run your business effectively, outlining exactly what to do and when.
Custom and adjustable email templates for each step of the process. Most email templates indicate where to add personality, with helpful prompts on how to speak in the voice of your own brand.
Thoughtful recommendations on why the use of tailored resources, notes of advice and questionnaires are an unmissable opportunity to gain your client’s trust and when to send them in order to increase the value of your service.
10 bonus templates, outlining tried and tested examples on how to best navigate your business and relationships through sticky situations.
A discount code to score 50% off your first year of Studio Ninja.
Reviews are in! Here’s what wedding vendors are saying about The Workflow:
“I have been running my business solo for four years, and I am ashamed to say I have had zero workflows set up - UNTIL NOW. This guide is truly a game changer for people like me, who are juggling 12,000 things at once, with multiple clients, hundreds of vendors, and need a way to organise their life (other than in their own head). The biggest positive I saw come out of using Loz’s workflow is the trust it builds with my clients. They feel supported, seen and heard throughout the entire planning process, without me having to drain my mental battery for each and every one of them. From my perspective, it creates clear boundaries for my clients, so that they know when they can expect to hear from me and they can relax knowing the timeline of communication.”
Chloe, Your Day by Chloe - Planner and Stylist
“Oh my god, give me Lauren in every lifetime. After reading through her Automated Workflow Guide (bible) I’m now convinced I can take on the entire wedding industry (world).
I’ve been in the industry for 10 years however, learning new ways to constantly help my business, is a must. I love the way this guide is extremely easy to navigate and understand. As someone that’s a massive visual learner, I had no issues adding some of Savour’s templates and communication tactics into my Workflow. The “thanks for booking” template I found especially helpful to outline to all clientele how things would move forward. I love the way the Recommended Vendor List is tastefully done and helps you work with those you love!!! This is a brilliant way to be included.
The Bonus Templates align with my business perfectly. I find communicating some of these topics difficult and find it hard to say “no” so having the email template guide to help put difficult topics into respectful and graceful replies is a massive weight off my shoulders.
If you’re unsure whether you should purchase this guide. This is your sign. Moving forward I will have clients that align better with my brand. I will have more intimate conversations with clientele and will have a better understanding of each wedding day moving forward.
Thank you Lauren. You are a godsend.”
Kerri Mcauley, Photographer
“I am a seasoned celebrant who considers herself pretty darn savvy and strategic. Even with everything I have already established, opening The Workflow was like uncovering a hidden treasure chest. Blowing my mind with little tidbits of info I hadn’t considered and helping me to really see my Workflow from a different perspective. I love that Loz provides you with email templates you can adjust to make your own. You may have already noticed Loz has a special way with words and her templates are no exception. It’s clear the language and tone for each email has been thoughtfully considered. So now I’m overhauling all my emails and I have no doubt this will help me build rapport with my clients and better convert.”
Sarah Marie, Marriage Celebrant
“LIFE CHANGING! I’ve been a Celebrant for 6 years and used Studio Ninja for 4. I thought I was using it pretty well, but I was not. If you’re brand new to the industry, don’t muck around, just purchase this guide and follow it. It’ll save you SO many hours and dollars in the long run. If you’re an old hat in the industry, I was blown away with how much I didn’t know, I didn’t know. It’s absolutely worth the investment in your business. Do it.”
Jeremy, That Altar Guy, Marriage Celebrant
“I recently started to incorporate some points from this workflow and I couldn't be more impressed. The focus on enhancing the client's experience is evident from the get-go. The included email templates are a game-changer for those who struggle with what to say or how to articulate messages effectively. I thought I had all of this covered after 11 years in the industry but I learn something new everyday.
What stood out for me is how this product doesn’t just offer a generic solution but actively supports you in maintaining the unique voice of your own personal brand or service. Consistency is key in any business, and this workflow ensures that every interaction with clients aligns perfectly with your brand’s tone and style giving you tips along the way. It is thorough guide in communication which is what I love. I wish I had this information when I first started so I felt on top of communication from the get-go.”
Keegan Cronin, Photographer
“The Workflow has not only helped me inject personality and professionalism into my client communications, it has made the whole process of setting up my CRM system a breeze because I was able to use it as a guide to know all the key steps I needed to do. I’ve implemented The Workflow and my emails are now so much easier! I can now get back to clients faster and with more relevant information, so it’s not just better for me its better for my clients too!”
Celeste, Butter Bakery, Cake Artist
“The Workflow has been beyond a blessing for my business! As a small business owner, wearing so many hats, it’s very easy to lose sight of the processes that work most effectively for the business, for myself, and for my clients. The whole entire Workflow + canned emails have crystallised my very overwhelmed brain and has brought so much peace to my process, allowing me to focus on what truly matters – hands on flowers for my clients.”
Krysta Smith, Floral Designer
“Whether you've been in the industry for a long time, like myself, or are a complete newbie you will find that this (very detailed) document's value is immeasurable. Personally, I found The Workflow as a very reassuring document that let me know that (mostly) I was doing all the right things. but it also highlighted those little things that I have missed in my processes. I'm a big believer that there is always room for improvement no matter where you are in business and this highlighted any improvements needed but also reminded me why what I am currently doing is also so important. If I had this earlier I can guarantee I would have progressed more rapidly within my business with less question and working things out for myself. If you're just starting out, do not miss this one.”
Ashleigh, The Naked Florist
“As a new business owner in the wedding and events industry, The Workflow has been the biggest tool get my business from where it was – to where it’s heading! It has been invaluable in keeping me focused, on track to reach my goals and most importantly LOCK IN my target clients.”
Hayley, Your BTS Haus, Content Creator
“When you’re running a business, you wear so many different hats. There’s so many elements to think about and so many things you have to do. In saying that, you’re probably an expert in whatever service you provide. You’re probably not an expert in running a business, especially on your own. I know how to talk to people, I know how to interview them, I know how to bring out their emotions and make them feel safe to speak. What I don’t know how to do, is manage emailing all my clients as regularly as I should be or sing the praises of my talented friends to help my couple’s find great vendors. This Workflow has helped make my business as efficient and effective as it can be. If you want your business to be as successful as you’re dreaming it will be, you just need a little bit of help. That’s what this is! A little bit of help getting your processes in place. I know I wouldn’t have the time or freedom to be so creative with what I’m doing, without the time saving help of this Workflow.”
Tommy, Wedding Chats - Video Guestbook
“I have great faith in my writing skills, creating the ceremony of my couple’s dreams and putting on a great show for all their guests. However, there’s a lot more that contributes to their overall wedding experience, including all the communication in the lead up to their big day. Lauren’s workflow ensures that communication is constant and no important steps will be missed! Instead of me scribbling out notes and setting reminders on my phone, Lauren has laid out a process that works, in one beautiful document. Lauren’s workflow has equipped me with templates for every response I could possibly want, and many I hadn’t even considered I could need. I love that the language Lauren has used is professional yet friendly and personal. Rather than googling frantically when I’m unsure how to respond to an email, all the information I need is right there in front of me and I feel confident in my replies. I am so grateful for Lauren sharing her skills, knowledge and experience through this workflow, especially how much thought she’s put into every single step and email template to go with it. So much so, that there are multiple options for how you can interact with your clients, based on your end goal. The workflow document itself was so easy to navigate and integrate with my own Studio Ninja. It’s a godsend and that’s all I can really say about it!”
Jess Farchione - Civil Marriage Celebrant
“This workflow has so much great content, it’s like a little business bible for communication. If you’re illiterate like me, or just find writing and communicating through emails hard, you need this amazing workflow and all the templates that come with it. It’ll help you get your replies on track and keep your head in places you’d rather be i.e. in the flowers.”
Stephen, The Abstract Florist
“I would have killed for a resource like this when I was setting up my business. Instead I had to stumble my way through it. Having a step-by step template to streamline your client communications is so helpful to allow you the maximum time to work ON your business not IN it. Loz has mastered the art of client communications and you would be mad not to invest in this for your business.”
Amy, Insignia Ceremonies - Civil Marriage Celebrant
“Our business is Video. We’re great at filming and editing, but words aren’t our strong point. I often see our email list build up over a weekend and when I finally get into the office on a Monday morning it can be a bit overwhelming. I think people underestimate how long it takes to write back to emails, especially if you want to add some personality to them. Having Lauren’s workflow available as a base template, using her emails as a starting point and then being able to add our own little spice and personality is such a time saver. It makes our Monday morning so much more efficient. We’ve sat across from Loz in the office for many years and during that time we’ve asked her for writing advice numerous times. We’ve been so lucky to have her right there, always happy to help us. Not many people have a Loz in their life, and for those who don’t, this workflow will be priceless. She’s put absolutely everything into it.”
John and Chelsea, Morelife Films - Filmmakers
“As a new Celebrant in the Wedding Industry, this tool is invaluable for me! The download includes a full end to end automated workflow timeline, countless templates and tips to not only help establish my workflows and client communications but refine and perfect them from the beginning. This will enable me to manage my time more efficiently, freeing up space to focus on what I am most passionate about - the creative side of my work and creating great client experiences. The workflow includes all of the critical touch points of the client journey and considers the needs of the business owner while also providing flexibility and suggestions on how to adjust and tailor it to your own needs, depending on the specific service or product that you cater to within the Wedding Industry. The templates within the download cover every client touch point to enable consistent and clear communication, a smooth process flow and ultimately support you to provide exceptional client experience, building credibility and trust. The templates include multiple options to really tailor the communication to the specific scenario which makes this really valuable as the templates can be applied to many situations. I particularly love that the templates have helpful prompts to consider how you incorporate your own brand voice and values to communicate genuinely and truly speak to your dream client in an authentic way. No cookie cutter approach here! The Bonus Templates really are an incredible bonus and cover a number of common situations and scenarios that arise within the industry, giving practical suggestions and solutions so that you can communicate clearly and consistently. This download is like having an experienced industry expert walk you through their best practices, tips and tricks to really help you to fast track through a lot of common challenges when starting out in a new industry and I am confident it will help me to achieve my business goals. I'd recommend to anyone who is looking to perfect their workflows, improve their time management and truly refine their communications to talk to and attract their dream clients!”
Laura, Love by Looie - Civil Marriage Celebrant
“If you're a wedding vendor looking for the ultimate guide to streamlining your workflow from start to finish, you simply cannot afford to not use this guide! As someone who switched to a CRM after already having numerous weddings and future bookings - I was completely overwhelmed and didn't even know where to start. This guide would have saved me sooooo much procrastination and Lozzy couldn't have made it any easier to implement her tips - the templates are an absolute GAME CHANGER!! As an experienced Celebrant who has been using Studio Ninja for a while now, I want to immediately scrap everything I've been doing, and start from scratch with this guide, because let me tell you...this process is silky smooth. There's a reason Lozzy is the best in the biz - she knows what the hell she's doing! BRB, off to follow Lozzy's advice to a T!!”
April, We Chose April Rose - Civil Marriage Celebrant
“This is an absolute game changer for anyone in the Wedding Industry! If you are new to the industry, this will change your life and set you up for success. I have an established business with automated workflows already set up, but after reading this there are SOOOOOO many things I want to change and add to it! This guide is full of so many little details that you don't think about! Details that will help take your business to the next level. I think it is so important for every business to always be improving and reviewing their systems, it's so easy to get stuck in your ways and never evolve! Setting aside time to set up these automations may seem like a big task but in the end it will save so much time and help your business run seamlessly! Thank you for sharing all of your knowledge Loz!”
Alexandra, The Vow - Civil Marriage Celebrant
FAQ’s
Will I have to add any extra steps or emails to this workflow?
The answer is likely, yes. I designed this workflow specifically for the use of creatives operating within the Wedding Industry, based on my personal experience. It is a base template that can be applied to many different services, however specific tasks and emails will need to be added to meet the needs of each vendor category and your own unique business model.
Can I use this workflow even if I don’t have a CRM?
Of course! The automation aspect of this workflow requires the use of a CRM. The CRM I personally use and recommend is Studio Ninja. You can find out more about Studio Ninja on their website. If you’re interested in using Studio Ninja, I’ve provided a discount code of 50% OFF your first year, within the workflow. If you choose not to use a CRM, the tasks and emails marked as ‘AUTO EMAIL’ will need to be sent manually.
Is Studio Ninja the only CRM this workflow can be applied too?
You can apply this workflow to any CRM. I recommend Studio Ninja because that’s what I use and I LOVE IT.
Will this workflow teach me how to use Studio Ninja?
No. This workflow is a timeline of actions to take and emails to send to reduce your admin time, increase the value of your service and improve your clients experience. There is no explanation of how to use Studio Ninja or any CRM platform. If you would like to know more about Studio Ninja, you can visit their website.
Are the templates included something I can copy and paste to my own clients?
Almost! Text highlighted in RED must be changed. Text highlighted in ORANGE are suggestions and examples only. While you can use this text, I highly recommend altering it to reflect your branding and unique tone of voice, whilst emphasising your own personality. Choosing not to change this text could have a negative effect on your business and client relationships if the tone is not consistent with the rest of your marketing. Remember, other creatives may use these templates and it is therefore in your best interest to change them.
What if I don’t write the same way you do?
The templates provided are suggestions of how and when to communicate with your couples, for the best possible Client Experience. I’ve given specific examples of where to add personality and I highly recommend you adapt what I’ve written to reflect your own Brand Identity and personality.
There are points in the workflow where adding resources are suggested. Do you sell them separately?
Watch this space, resources are coming soon!
What is your Return Policy?
Due to the nature of digital products, I do not offer returns or refunds. Once the product is delivered, it is considered final. I encourage you to review the product description and system requirements thoroughly before making a purchase to ensure it meets your needs.