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Live WeddingWire Training Session

Discover The NEW Clients Tab


The NEW Clients Tab

Welcome to our Tools Training Session! Brought to you by:

Brendan McClellan Manager, Customer Success Team

Allison Stone Product Manager, Vendor Tools


The NEW Clients Tab

Welcome to our Tools Training Session! • Specifically for our premium members • Please ask questions!  Send questions to ‘Organizers and Panelists’  We’ll try to answer questions at the end

• We will send you a copy of the recording and post in the Education Center


The NEW Clients Tab

What is the NEW Clients Tab?

The NEW Clients Tab, designed for event professionals, is the easiest way for Pros, like you, to manage your clients ‌ so that you can focus on what you love!


The NEW Clients Tab

How Can the NEW Clients Tab Help You? You now have access to a suite of industry leading tools that allow you to manage your client relationships from end to end; effectively moving customers from prospect to payment.


The NEW Clients Tab

Send Digital Contracts for eSignature

Contracts


The NEW Clients Tab

Get Paid Faster

Payments


The NEW Clients Tab

Create a Secure, Branded Site for Each Client

Client Sites


The NEW Clients Tab

Ask Your Clients Questions You Need Answered

Questionnaire


The NEW Clients Tab

Manage Your “To-Do” List

Tasks


Live Demo


Did you know? Premium Members have access to a dedicated Customer Success Did you know? Management Teamto a Premium Members (CSM) have access dedicated Customer Success Management (CSM) Team


How to Get In Touch: 1. Leave a comment in the questions section of today’s training session to have your dedicated CSM reach out to schedule time to discuss the Clients Tab and how to get started 2. Email our team at success@weddingwire.com


Questions?

Brendan McClellan Manager, Customer Success Team bmcclellan@weddingwire.com

Discover the NEW Client Tab  

Discover the NEW Client Tab

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