181: Personalizing your automated client check-ins to surprise and delight, with Charlotte Isaac

Hi (First Name), Welcome to the (insert podcast here) Podcast! Are you wondering how to personalize some of your automated touch points with your (insert industry here) clients to make them feel more natural so you can connect with your clients more authentically? Business Operations Consultant and lifelong ease-seeker Charlotte Isaac tells us how.

This episode is brought to you by The Planner's Vault, my online membership site for wedding planners who are hungry to grow, ready to hustle, and actively seeking community and education. In the vault, there are guest experts on many topics relevant to growing and cultivating a successful event planning business with new content added consistently, plus all of my templates that I have built out over the years, like How to Get on Preferred Vendor Lists, The Client Experience, and more. The mission with the vault is to elevate the industry (along with some amazing experts and fellow entrepreneurs) and I want it to be affordable so it's possible to stay invested in the community and yourself for the long haul.

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Hosted by Megan Gillikin, Weddings for Real is presented by The Planner's Vault, and is produced by Earfluence.