Inquiries
- Acknowledges every inquiry from your website form, checks your date and tells you
- Turns inquiries forwarded from your inbox into jobs
- Drafts your first reply, in your voice
- Follows up with couples who go quiet, on day 3 and day 7
- Lets couples book, move or cancel their consultation themselves
Proposals and agreements
- Follows up on a proposal the client hasn't answered, on day 3 and day 7
- Writes the agreement from the accepted proposal
- Reminds the couple to sign, on day 3 and day 7
Getting paid
- Sends the retainer invoice from your QuickBooks once the agreement is signed
- Books the job when the retainer is paid: confirmation, calendar, folders
- Raises the final balance invoice 28 days before the day
- Drafts a reminder when a payment is late, and checks it's still owed before it goes
Crew
- Lines up crew offers, with the rate on them, when a job books
- Offers the job to the next person on your list when someone passes
- Puts the job on their calendar when they say yes
- Sends crew their call times two days before
Venues and insurance
- Asks your agent for the venue's certificate 60 days out
- Chases your agent until the certificate comes back
- Reads the certificate and checks it against what the venue requires
- Sends it on to the venue
Planning and the wedding week
- Reminds couples about planning forms they haven't finished
- Locks the wedding details four weeks out and asks the couple to confirm
- Sends the couple their week-before note
- Prepares the schedule confirmation and the day-before checklist
After the wedding
- Asks for a review after the gallery goes out
- Reminds the couple to choose their album photos
Will never
- Signs anythingAgreements are signed by people.
- Records a paymentThat comes from QuickBooks, or from you.
- Changes who can see whatPermissions are yours alone.
- Marks a job readyFixed rules decide, never an AI guess.
- Touches your photosCue runs the office. The pictures are yours.