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