Wedding Industry Biz

5 Ways to Leverage Technology to Support Remote Leadership

The industry’s post-pandemic resurgence has brought back everything from live events to in-person networking. With the wedding boom (finally!) starting to quell, many event pros are settling back into their routines. Yet, for many businesses, one underlying shift remains a part of the “new normal”: remote work.

There are countless benefits to remote work. For one, employees are often more productive when provided with flexible arrangements. A better work/life balance also boosts morale across the board. Pair a happy team with the cost savings of a virtual workspace, and it’s hard to argue for the traditional in-person, 9-5 setting.

And with coworking spaces and meeting room rentals on the rise, many event pros have settled into a comfortable hybrid approach to collaborative work.

But doing client work remotely isn’t the same as leading a team remotely. While you might churn out timelines and floorplans on the go, it’s not as simple to oversee shared projects and manage staff from a distance. As your team grows, so does your leadership role — and it’s vital to use technology to support an efficient and supportive work environment for all.

If you (and your team) appreciate the idea of remote work, aim to harness the power of technology in these five ways to keep your employees motivated and engaged.

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Wedding Industry Biz

How to Use Technology to Create a Better Brand Experience

Creating a better brand experience is at the forefront of most business operations. After all, clients who enjoy working with you are more likely to leave five-star reviews and send referrals your way. With the event industry continuously changing, it’s essential to stay on top of the experience you provide clients and use tools that will allow you to do so.

The one thing you need to stay ahead of the curve? Technology.

The COVID-19 pandemic led to an even greater shift into the digital world, with events taking place over Zoom and client communication remaining completely online. As a result, being tech-savvy is no longer a bonus for those looking to work with an event professional. Now, it’s a must-have.

Luckily, you can use technology to create an outstanding brand experience for your clients, from booking to onboarding.

Here are five ways your tech solutions will help you stand out.
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Wedding Industry Biz

3 Workflows to Automate in Your Event Business

Automation this, automation that. We often hear automation touted as the be-all and end-all, but many event pros excitedly sign up for software like Zapier or IFTTT only to realize they don’t know what to automate. When you’ve been in business for so long, your usual routines and processes are just par for the course. Your manual workflows become muscle memory, so you might not even realize that there are easier options.

But with technology rapidly evolving, there are many solutions at your fingertips — you just need to know where to look. And while your first thought may be to head over to Google, your starting place is actually right inside your business.

Here are three key business workflows to automate and how they will free up your bandwidth for work that fills you up.

Sales Workflow

To be clear, you can’t put your whole sales process on autopilot. Prospective clients still expect to meet with a human, so there’s no getting around that. However, there are plenty of transactional touchpoints you don’t have to handle on your own! For instance, if a contract hasn’t been signed, there’s no need for you to open up your inbox and write a follow-up email. Instead, see if your contract software allows for automated follow-up emails and let it do the heavy lifting for you.

Outline your sales workflow and identify any steps that don’t require a human touch. Perhaps your email marketing platform can auto-drip a welcome campaign to every new inquiry. Maybe you can set up a payment schedule template in your invoicing software to send invoices whether you’re at your desk or on the go. Use the tools you have or find new software to support your needs!

Client Onboarding Workflow

New clients come with lots of questions and even more backend to-dos, but that doesn’t mean it’s all on you. You can likely leverage tools you already have—like your website, CRM, or email platform—to save valuable time and treat clients to a consistently impressive onboarding experience.

Think about the steps of your onboarding workflow. What is the first thing that happens after they sign your contract and pay the deposit? Do you send a welcome guide in an email? Is there a kickoff call involved? You can automate most of these steps! 

Don’t worry if none of your systems allow for trigger-based automated emails. You can still leverage good old-fashioned Gmail to save time! Find the emails you send the most and save them as templates in your inbox, so you never have to rewrite them over and over. You can also pre-schedule emails, allowing you to batch a whole set of emails at once. It’s not 100% automated, but it will save you time and energy!

Invoicing Workflow

Nobody likes manual invoicing, but even worse is having to chase down outstanding payments. So don’t do it! Look for invoicing software that supports payment schedules, so you can set it and forget it. Clients will receive invoices like clockwork, and if they’d like, they can even set up auto-payments so nobody has to think about it.

Better yet, find a system that allows for automated reminders. No more awkward email reminders every few days – let the software handle that for you! A streamlined invoicing workflow lets you step away from admin and helps your clients pay quickly and more reliably, so it’s one of the best things you can do for your event business.

Beyond these three workflows, there are likely plenty of other small tasks you can simplify to save more time in your day. And rest assured, once you set up a few automations, you’ll start noticing other tasks you don’t need to do so you can continue offloading all of that unnecessary work! 

 

Elizabeth Sheils is the co-founder of Rock Paper Coin, the first software platform to bring together wedding planners, couples, and vendors into one system for managing and paying contracts and invoices. Elizabeth is also a lead wedding planner with award-winning firm Bridal Bliss, where she manages the Seattle team. In addition to recognition by Special Events in its Top 25 Event Pros to Watch series, she also earned a spot in The BizBash 500 for 2021.