WeddingWire How To: Transform Your Sales Process

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Presented By:

Brendan McClellan

Kyle Mihalcoe

Manager, Customer Success Team

Senior Customer Success Manager


How Can the NEW Client Tools Help You?


The NEW Client Tools

Live Demo Here New Updates to Client Tools! You asked, we listened!


New Updates to Client Tools! • • • • • • • •

Create Multiple Questionnaires Ask Yes/No, Multiple Choice, Image, Free Response Questions Type in Signature Allowed Export Contracts, Questionnaires, and Invoices Edit Invoice Numbers to match your record keeping Save your signature for easy countersigning Archive old contracts Indicate Time Zone


The NEW Client Tools

Live Demo Here

Where do I start?


1. Customize your Client Site 2. Personalize your Business Settings 3. Create a Inquiry Using your Own Information 4. Take a Virtual Walkthrough


Customize Your Client Site


Personalize Your Business Settings


Test Out Your Client Tools


Take a Virtual Walkthrough


Take a Virtual Walkthrough


Download Quick Start Guides Text QSG2 + Your Email Address to 69979


The NEW Client Tools

Want to know more?

Live Demo Here

1. Schedule time to speak with a Customer Success Rep today! 2. Email our team at success@weddingwire.com

3. Contact your Customer Success Rep through your WW Account


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