Workflow template · Officiants & Celebrants
Officiant booking workflow
From inquiry to license: a thank-you email right away, a check-in after 3 days, then story questionnaire, ceremony draft, rehearsal and license steps.
Preview
Applies to: Leads. Applying it sends the first email right away and the check-in 3 days later. Task stages move forward as you check items off.
Right away
Email: Thanks for reaching out to [Your business]
Hi [First name],
Thanks for getting in touch! Your message came through and I will reply with details within one business day.
Talk soon, [Your business]
Day 3
Email: Checking in from [Your business]
Hi [First name],
Just checking in to see if you have any questions. If you would like to talk it through, reply to this email and we can find a time.
[Your business]
Checklist stage
Respond
- Check the date
- Schedule a meet-and-greet call
Checklist stage
Book
- Send the contract
- Collect the retainer
Checklist stage
Write
- Send the story questionnaire
- Send the ceremony draft for approval
Checklist stage
Ceremony
- Run the rehearsal
- Sign and return the marriage license
Checklist stage
After the ceremony
- Send a thank-you
- Ask for a review
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Questions
When do the emails send?
When you apply the workflow to a lead, the thank-you email sends right away and the check-in sends 3 days later. Nothing runs until you apply it.
Can I change the steps and timing?
Yes. You can edit the emails, the delay, and the task stages, or add your own steps.
Is this template free?
Yes. You can read and copy the full template on this page without an account. To send it to clients from Semuko, start a free trial. No credit card is needed.
Can I change the wording?
Yes. Every template is a starting point. In Semuko you can edit the text, rename it and save your own version for future clients.