Wedding & Events snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

Lesson 1 of 6

Install the Snapshot and Make It Feel Like Your Brand

Load the snapshot and match every message to your style and services.

Go to Agency view > Account Snapshots and load the OBMC Wedding & Events snapshot
Open Settings > Business Profile and set business name, address, and time zone
Go to Settings > Custom Values and fill in owner name, phone, links, and offers
Set Appointment Type to 'venue tour' or 'consultation' and Customer Term to 'couple' or 'client'
Upload your logo and brand colors so forms and emails match your aesthetic

Agency → Snapshots → Load

Lesson 2 of 6

Get inquiries from your website, directories, and social into one fast follow-up.

Open Sites > Forms > Builder and confirm Event Date, Event Type, and Guest Count on the inquiry form
Embed the form on your website and Instagram link-in-bio
Connect Facebook and Instagram in Settings > Integrations so DMs arrive in Conversations
Route The Knot and WeddingWire lead emails into GHL so they trigger workflow 01
Submit a test inquiry and confirm the text, email, and New Inquiry opportunity appear

Conversations

Lesson 3 of 6

Fill your calendar with prepared couples who show up.

Go to Calendars > Calendar Settings and open Tour & Consultation
Block event days and set availability, buffers, and in-person and video options
Paste the calendar link into Settings > Custom Values > Booking Link
Open workflow 04 and confirm the prep questions fit your business
Mark a test appointment as no-show and confirm workflow 05 offers a video option

Workflow 04 · Booking Confirmations

Lesson 4 of 6

Move every couple from tour to signed contract or a clear decision.

Open Opportunities > Pipelines > Sales Pipeline and review stages from New Inquiry to Booked
Move a test deal to Proposal & Contract Sent and confirm workflow 07 begins
Set workflow 18 to alert you about proposals with no response after 3 days
Connect Stripe in Payments > Integrations so retainers and installments trigger workflows 15 and 16
Move a test deal to Booked and confirm workflow 08 sends the welcome

Opportunities → Pipelines

Lesson 5 of 6

Turn delivered events into reviews and introductions and revive couples still planning.

Go to Reputation > Settings, connect Google Business Profile, and add the review link to Custom Values
Open workflow 11 and set your private alert for 1-3 star feedback
Set the Referral Reward value and share your referral link with preferred vendors
Import past inquiries in Contacts > Import and tag them 'reactivation'
Enroll the tagged list in workflow 14 in small daily batches

Reputation

Lesson 6 of 6

Get a decision on every date hold and keep past couples coming back.

Add the Date Hold Expires field to your proposal process and fill it on every courtesy hold
Open workflow 21 and set it to trigger 3 days before Date Hold Expires
Import past couples with Event Date and confirm workflow 19 fires before each anniversary
Schedule workflow 20 for late December through February engagement season
Review inquiry response time, tour rate, and proposal-to-booking rate monthly in Opportunities and Reporting

Settings → Custom Fields

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.