Workflow template · Venues
Wedding venue booking workflow
From inquiry to walk-through: a thank-you email right away, a check-in after 3 days, then tour, hold, deposit, planning and deposit return 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
- Send the tour and inquiry form
- Check the date and offer a tour
- Place a courtesy hold
Checklist stage
Book
- Send the contract
- Collect the deposit
Checklist stage
Plan
- Hold the planning meeting
- Collect vendor insurance certificates
Checklist stage
After the event
- Do the walk-through
- Return the security deposit
- Ask for a review
Related templates
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.