Enquiry-to-Booking Management

Turn every enquiry into a confirmed booking faster by automating follow-ups, proposals, and contract collection.

34 hrs
Time saved/month
7
Companies have mapped
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About This Automation

Enquiry-to-booking management turns a wedding enquiry into a signed contract and paid deposit. Handling it manually means repeating research, drafting, and follow up for every couple, which slows responses and risks lost interest.

Automating the process captures enquiries, checks availability, and drafts responses and proposals without manual re-entry. The result is a faster, more consistent path from first enquiry to confirmed booking.

Key features
Captures new enquiries automatically into one central record
Checks calendar availability before any reply goes out
Drafts personalized response emails with pricing and next steps
Sends automatic follow up nudges to enquiries that go unanswered
Builds tailored proposals from discovery call details without starting from scratch
Updates booking status and onboarding records once a deposit clears

How The Automation Works

The full workflow, from trigger to completion.

1. New Enquiry Receivedtrigger

Captures the enquiry from web form, DM, or email and checks it against the booking calendar automatically.

2. Draft And Send Personalized Reply

The automation drafts a tailored reply with availability and pricing and sends it within minutes.

3. Auto-Schedule Discovery Call

Offers open slots to the couple and confirms the discovery call without any manual back-and-forth.

4. Generate Custom Proposal

The automation builds the proposal using the discovery call notes and package selections.

5. Send Contract For Signature

The signed-off proposal triggers a contract sent automatically.

6. Send Deposit Invoice

Once the contract is signed, generates and sends the deposit invoice.

7. Update Booking Status And Notify Team

Status updates to Booked and notifies the planning team the wedding is confirmed.

8. Flag Unqualified Lead For Manual Follow-up

If the call notes show the lead isn't ready to book, the system flags it for the planner to handle personally.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
34hrs/month
Process pain:8.2/10
Mapped by:7 Companies

Map this to your business to get your exact numbers.

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