Aisle Planner CRM Set up
GET STARTED
to streamline your systems, unleash your creativity, and reclaim your time.
LET'S GET STARTED
Aisle Planner is the ultimate CRM for event planners and wedding coordinators. This all-in-one solution combines project management, client communication, and payment processing to make managing events seamless.
Let Aisle Planner handle the workload!
If your to-do list is spiraling out of control, client responses are piling up, and you have countless ideas waiting in the wings, it might be time to give your operations a facelift.
Why Aisle Planner?
I'M READY
Ready to ditch the chaos and embrace a system that works with you? Let us stock your perfect AISLE PLANNER setup and get your business running like a well-oiled machine!
With Aisle Planner, you can create smooth, organized client experiences from start to finish. Plan events, manage schedules, collaborate with and stay on top of every detail—all while keeping your business running efficiently.
Imagine:
What You Can Accomplish with
Aisle Planner
Streamlined client communication, from contracts to emails
Simplified invoicing and payment tracking
Seamless project and scheduling management
GET STARTED
Fourteen (14) days of email support immediately following delivery
Thirty (30) days of access to our custom training resources
One (1) custom training video on your new CRM
One (1) round of revisions/edits
Inclusions:
Questionnaires and form templates
Contact form for potential clients
Contract, service packages, and invoice
Template Creation, including:
Email templates for different stages of client communication
Customized branded email signature
Customized event portal with brand colors, fonts, and logo
Branding and Customization, including
Adding preferred vendors with contact information
Initial setup and customization with imported contacts & client data
What's INCLUDED:
One (1) CRM account setup from materials designed around your brand for up to one (1) revenue stream with (always non-coded) form design.
What We Build
Project Timeline:
Approximately 3-4 weeks
Payment Schedule:
50% due at booking
Balance due at kick-off
What's NOT included:
Automations
Disclaimer:
While this is a done-for-you service, the client will be responsible for paying for all chosen software and providing content as requested by the contractor (including branding, fonts, photos, contract, packages & pricing, questionnaires, etc). Unless otherwise noted by the contractor, all decision-makers must be present at all meetings. Timelines are estimates only and will be determined based on the team's availability and turnaround time for content.
FAQ
Streamline your operations and start using your Aisle Planner CRM system with ease!
I'M READY
Let's Rebel Together!
The REBEL Framework Process
We provide initial support to help you launch smoothly, ensuring you feel confident using your optimized CRM.
L = Launch
You’ll receive a custom Loom video to educate you on your new setup, walking you through each feature.
E = Educate
We’ll build and stock your CRM using your existing content.
B = Build
On your kick-off date, we’ll engage with you to gather your CRM login and finalize details.
E = Engage
After booking, complete a questionnaire so we can review your current CRM setup and needs.
R = Review
Want to Do-It-Yourself?
Visit the Training Shop for Aisle Planner resources, courses, and more!
New to Aisle Planner?
Full disclosure: I will earn a small commission if you sign up using my link.
