ChecklistSales
Weddings and events: Lead follow-up and sales process
48 items from inquiry intake to the post-contract handoff: response time, CRM fields, tours, quote and hold follow-up, no-shows, and re-engagement.
48 items6 groups18 minOctober 15, 2026
- lead follow-up
- sales process
- crm
- checklist
A step-by-step check of the sales process, from the moment an inquiry arrives to the handoff to the coordinator after signing. Once a month, pick a few records and trace them backward against this list; any item you can't check off is the weak link in your process.
Inquiry intake and first reply
- Form, WhatsApp, Instagram DM, phone, and Google profile messages all land in one inbox or one CRM.
- A target time for the first human reply during business hours is written down, and the average is measured every week.
- Inquiries that arrive outside business hours get an automatic greeting, and the person who replies first thing in the morning is named.
5 items more in this group for members.
45 items more for members
This item has 48 items in total. With a membership you see all of it and copy any line in one click.
- 02CRM fields and record keeping8 items
- 03Tour booking and tour day8 items
- 04Quote, hold, and follow-up rhythm8 items
- 05No-shows, lost leads, and re-engagement8 items
- 06Contract, handoff, and after the event8 items
Already have an account? Log in
The same item for other industries
This item has a separately written version for 31 other industries. If you work with them too, open their version.
- Dental clinics
- Plastic and cosmetic surgery
- Hair transplant
- Medical tourism
- Aesthetic medicine
- Psychologists and therapy
- Dietitians and nutrition
- Physiotherapy
- Veterinary clinics
- Gyms and personal training
- Hair and beauty salons
- Real estate
- Interior design and renovation
- Automotive
- Restaurants and cafés
- Hotels and stays
- Tours and travel agencies
- Photo and video studios
- Local services
- Schools and courses
- Fashion e-commerce
- Cosmetics and personal care
- Furniture and home decor
- Food brands
- Retail stores
- Online courses and coaching
- Consulting and B2B services
- SaaS and software
- Insurance and financial advice
- Agencies and freelancers
- Personal brands and creators
More for Weddings and events
Weddings and events page45 hooks for wedding venues and planners
If we marry on a weekday, will guests still come? Here's the real answer.
45 hooks · 5 groupsMembers only
15 copy and message templates for wedding businesses
Venue tour Reels captionFrom the parking lot to the bridal suite: the path your guests will walk. {HALL_NAME}: dinner seating for up to {CAPACITY} guests, {INDOOR_AREA} for rain, a bridal suite, and a separate service entrance. Want to pick a day and time for a tour? DM us 'TOUR' and {REP} will get back to you.
15 templates · 6 groupsMembers only
8 video and call scripts for wedding businesses
Venue tour, setup day, tasting, henna night setup, winter wedding, planner talk, corporate walk-through, and the first call to a form lead. Second by second, ready to shoot.
8 scriptsMembers only
WhatsApp and DM replies
Inquiry from an ad formHi {FIRST_NAME}, this is {REP} from {VENUE}. Your form came through: {DATE_RANGE}, about {GUEST_COUNT} guests. I checked the calendar, and {OPEN_DATES} look open in that range. Are you thinking of a seated dinner or a cocktail setup? Based on your answer, I'll send the right room and a written quote today.
20 templates · 5 groupsMembers only
A 36-point marketing checklist for wedding venues
- The Google Business Profile has a current category, address, visiting hours, and phone number.
- The profile has at least 10 new photos from the last 30 days: hall, bridal suite, parking, rain area.
36 items · 6 groupsMembers only
Reels and short-video openers
Chairs are lined up, linens still in the box: doors open in four hours.
50 hooks · 5 groupsMembers only