Aisle Planner Set Up
Aisle Planner Set Up
Have you recently subscribed to Aisle Planner but aren’t sure where to begin? I’m here to help! I have completed countless Aisle Planner set up projects and have years of knowledge working in this system.
Don’t worry about spending weeks (or worse, months) trying to learn every single thing just to get started. Let me help you by getting the back end of things running so you can actually use Aisle Planner with your couples right away!
Getting Started
- 60 minute kick off call
Set Up
- Sales: Custom inquiry form with mapping and automated email response
- Migrating form designs and templates (quotes, invoices, contracts, brochures, questionnaires)
- Checklist: Add up to 3 package customized checklist templates
- Timeline: Migrate timeline template
- Layout and Seating: Add up to 10 venue templates (can add on more if needed)
- Contacts: Add up to 25 contacts (can add on more if needed)
- Notes: Migrate and organize up to 20 note templates
Training
- Up to 5 customized training videos via Loom
Support
- 60 minute final closing call
- 30 days support following delivery
Investment
$1,097
Let's get started!
“I had been using Aisle Planner for a couple years before realizing just how much I was underutilizing it! I was about to cancel my subscription when I found Darcy! She acted as my digital assistant / workflow consultant, helping me to not only understand the ins and outs of AP and use it to its fullest potential, but also to help me with all of those tedious tasks to get it to a place where I could really see the benefits and confidently share with clients. Darcy made the process so easy with her instructional videos and she was there anytime I had a question. She’s been a total game changer!”
