Being a wedding planner requires you to wear many different hats. From wrangling multiple clients, coordinating endless details, to constant client communication, you shouldn’t be manually doing every single step. Which is why a tool like Honeybook is essential to running a successful wedding planning business. Honeybook workflows for wedding planners can automate your entire client journey, saving you hours every week while creating a polished, professional experience. In this post, I’ll walk through my top three essential Honeybook workflows that will transform how you manage clients from inquiry to final delivery.
Workflow #1 : Inquiry to Booked Client
What to Include:
Embedded HoneyBook contact form on your website → automated email response → pricing guide → discovery call with the HoneyBook scheduler → proposal with contract and invoicing schedule
Why it Matters:
This workflow is important because it establishes your first impression and transitions them from the “I’m just looking” phase to signed client without the wild goose chase. Let Honeybook do the heavy lifting while you focus on those dream weddings.
Interested in diving deeper to set up automations? Check out my post on how to streamline your client process with HoneyBook here.
Pro Tip:
The beauty of this automated workflow? I’ve literally received an inquiry when out to dinner with friends, and by the time our entrees arrived, they’d already booked a discovery call with the HoneyBook scheduler. No interrupted conversations to scramble to see when I’ll be free to chat. Just a seamless process that worked without me having to lift a finger.
Workflow #2 : Client Onboarding
What to Include:
Contract signed → automated welcome email → welcome guide with onboarding questionnaire sent → customized wedding timeline brochure → final planning meeting scheduled via HoneyBook scheduler
Why it Matters:
Client onboarding is essential for wedding planners. This workflow allows you to set crystal-clear expectations from day one, gathering all the information you need upfront to make your clients feel at ease and taken care of. Starting off with seamless communication sets the precedent for what their entire experience will be like.
Pro Tip:
Personalize a wedding timeline template based on their questionnaire responses to fit your couple’s unique wedding. Small intentions like this show you’re already thinking about their specific wedding, not just providing cookie-cutter timeline options. My customizable wedding planner timeline template is designed specifically for this purpose.
Workflow #3 : Gratitude & Offboarding
What to Include:
Wedding day complete → automated thank you email → client thank you gift sent → testimonial and feedback request → stay in touch email (1-2 months post-wedding)
Why it Matters:
This workflow is the cherry on top of your luxury wedding planning experience. Letting them know you’re thankful with a thoughtful email and client gift is an extra special touch. Cultivating an intentional process through the end of the wedding is how you establish a strong reputation in the industry and encourage glowing testimonials and reviews.
Pro Tip:
Capture reviews while the excitement is still high. This also keeps you top of mind for referrals, which is an incredible way to get clients.
Time to Streamline Your Wedding Planning Business with HoneyBook
From inquiry to the planning process and past the wedding day, these three Honeybook workflows handle the bulk of your client communication to establish an impressive wedding planning experience. Set up your own unique automations that feel authentic to both you and your clients. Setting up systems isn’t about being cold or impersonal; it’s about creating a process that frees up time for you to do the actual creative work you love.
Don’t have the time or desire to build these out? My HoneyBook templates for wedding planners are the perfect tools to take your automations to the next level. I offer a pricing guide, proposal, welcome guide, wedding day questionnaire, and timeline template – all professionally designed and ready to customize for your brand.
