I have been using Asana in my own business for years. As a business coach in the wedding industry, I’m often asked what tools and resources I recommend, and today, I want to share with you 6 reasons why I always recommend Asana for wedding planners.
By the way, if you are reading this right now and have tried Asana in the past (and didn’t love it), I want to encourage you to keep reading. Asana isn’t a flash-in-the-pan project management system. It’s not the newest, sexiest thing. But it has made MAJOR improvements over the last few years and is continuing to become a stronger and stronger platform. Quite frankly, I’m not sure my business could function without it. As you read why I recommend Asana for wedding planners, keep an open mind.
Okay, now let’s get into it!
1. Asana Offers A Better Experience For Your Wedding Planning Clients
I’m the last person to tell you that you have to hop on every “trend,” but the days of collaborating with your wedding planning couples over email and a Google drive folder are over, friends. After all, we all get too many emails (nope – it’s not just you – it’s your customer, too!). Now more than ever, you want to find a way to take your couples out of their inbox and into a space just for them to plan their wedding with you.
The catch? It also needs to be easy to use and functional AF.
Enter Asana.
Not only is Asana incredibly customizable and easy to brand to your unique business, but there is also almost nothing it can’t do within your wedding planning process. Yes, you still might need a CRM like Honeybook (we will address that more later!), but once your clients have paid their first bill, Asana will be your best friend.
As a coach for wedding planners, I recommend wedding planners use Asana WITH their clients for:
- Event planning and management
- Daily, weekly, and monthly task management
- Questionnaires and forms
- And to house all of their client communication and conversations
Want to try it for free for 30 days and see why I’m obsessed? Click here!
2. Using Asana for Wedding Planners is Not JUST for Your Clients – it Also Makes it Easy for You to Communicate With Your Team
Whether your “team” consists of 15 full-time staff or an independent wedding planner you work with occasionally, you will never regret investing in proper systems from the very beginning (trust me). If you have an established wedding planning team (or hope to one day), you can use Asana for your team onboarding, ongoing communication, and scheduling. You can add your team members to your couple’s boards so that everyone is on the same page if somebody has to step in and help at a moment’s notice. And that’s a really beautiful thing.
In my own business, I have my OBM, VA, Podcast Manager, and Marketing Manager in Asana, and we communicate daily inside. I love that everything has a dedicated space, and nothing gets lost in somebody’s inbox.
An extra tip? You can create a “hub” for your team so that everyone has access to business assets they might need
On top of adding your team to clients’ projects, you can also create a “hub” for your business assets so that everyone can access what they need when they need it. Nobody likes a bottleneck or waiting on something like a logo file when they are trying to make a graphic.
At a minimum, you should have:
- Your mission, vision, purpose, and core values are outlined so that everyone on your team remains on the same page about the work you do.
- Access to brand assets and marketing materials (if needed)
- An outline of each product or service you offer
You may also want to consider adding things like:
- Your business goals (even if you don’t share numbers, magic happens when your team feels like they are working towards something with you.
- A central hub for your preferred vendors
- A place for fresh ideas. I always love a “things to do” better board and “future ideas” board for myself and my team to brain dump when something isn’t a “fix right now” task or idea.
3. I Recommend Asana For Wedding Planners Because It Keeps You On Track To Hit Your Business Goals
In case nobody has told you yet, you are kind of a big deal. Your goals and dreams for your business are worthy of being pursued. Asana can help get you there. So, while we have talked about the other people in your business, I want to switch the conversation to YOU for a second.
How long have you been jotting down the same goals in your notebook?
You’ve likely heard that “what gets measured gets managed,” and in Asana, you can create a project just for you to keep your ideas (big AND small) organized in one place. I like to have a central board with “everything” and then move things into 90-day chunks in my business when I’m ready to sprint. When something moves from a big/general goal to a “this is what I am getting done this quarter” I get really specific with to-do lists and deadlines. It’s therapeutic, I swear.
If you are like most wedding planners I know, you never miss a deadline with your clients. I want you to apply that same accountability to your own business. Seeing a deadline approaching in Asana is a great way to get those things that have been nagging you actually done.
If you’ve never heard me talk about goal setting, this is a good place to start.
4. Asana Integrates Seamlessly With Other Tools
You’ve likely tried new software that has promised to change your life before, right? One of the biggest hesitations I hear about Asana from wedding planners is that they don’t want to sign up for yet another thing. Even if it has a free version (which it does). Who wants to log in to 85 things when they step into their home office every morning?
While I can’t solve all your problems, I am here to tell you this: one of the reasons I love Asana in my own business is that it integrates with other tools I’m already using. Here are just a few of my favorite integrations:
- Gmail & Google Business
- Google Drive
- Slack
- Zoom
- Vimeo
- Dropbox
- Adobe Creative Cloud
- Jotform
- Typeform
And for everything else (like Honeybook, for example!), there is always Zapier!
These integrations with Asana help to increase productivity and automate your work – an absolute must in my books!
5. The Cost-To-Value Ratio is HIGH
Listen, I know there is some pricy wedding planning software to choose from. I’m a “more money in your pocket” kind of business coach for wedding planners, and while Asana does have a few different pricing tiers to choose from, they also have a FREE version if that’s all you need right now.
As your business grows and it’s time to upgrade, you can select a plan for under $30 USD monthly and unlock incredible additional features.
6. I have Asana Templates For Wedding Planners That Will Change How You Do Business (for good).
Mic Drop. I may have saved the best for last with this one. Although I hope I have shared more than enough reasons to have you set up a free Asana account, I’m going to hit you with one last benefit. I’ve done the heavy lifting to set up your Asana for you.
Inside my membership for wedding planners (The Planner’s Playbook!), I’ve been dropping done-for-you Asana templates for the last 90 days covering everything from my full wedding planning workflow to day of coordination to vendor management to the questionnaires I ask my couples and team. EVERYTHING.
If you’ve been considering joining The Planner’s Playbook but have been waiting for the right time, I want to encourage you to get on the waitlist now.
Did you skip to the bottom? Let’s recap why I always recommend Asana for wedding planners! Asana:
- Offers a luxury experience for your clients
- Makes it easy for you to communicate with (and train) your team
- Keeps you on track to hit your business goals
- Integrates with other tools you might be using in your business
- Has a PHENOMENAL cost-to-value ratio (hint: there is a free version)
- You can purchase Asana templates for wedding planners to elevate your process NOW.
Ready to Join Me in My Community For Wedding Planners?
When you are finished signing up for Asana, I would love to welcome you to the Planner’s Playbook. If you are on the fence, let me just say this: Struggle is not required. It doesn’t have to be hard. While it’s “normal” to feel like you are “winging it” sometimes, it doesn’t have to be your reality. If you are ready to elevate your wedding planning business for your clients and your life, you know what to do next.
Explore More Wedding Industry Resources
- Why You Need to Create a Customer Journey in Your Wedding Planning Business
- Are You a Disorganized Wedding Planner? Let’s Fix That With These Organized Wedding Planner Tips!
- The 5 Systems Wedding Pros MUST Have In Their Business
- Top Business Books For Wedding Planners to Read
- How Do I Write A Wedding Planner Business Plan?
- Honeybook Review: Is Honeybook Worth It And What You Need To Know Before You Sign Up
- 7 Ways to use Honeybook as a Wedding Planner
- The Best Wedding Planner Onboarding Workflow: 5 Things You Need
For More Wedding Planner Business Secrets Follow Me On Instagram
It’s Friday Introductions, but today I’m not introducing myself. I want to introduce you to my friend @marthabitar!
Martha is the co-founder of @flodesk, the founder of @buildwithstencil, and someone I have admired for a very long time. But over the last four months, I’ve had the opportunity to build Cue alongside her and see her brilliance in action—and I have learned more about business, building, leadership, and what’s actually possible than I could ever fit into an Instagram caption.
But what I admire most about her has very little to do with what she has built! She is one of the most generous people I have ever met. And I don’t just mean with her time, knowledge, or resources. Martha builds for generosity. She thinks about what she can give people, what she can unlock for them, and how she can make them feel like they, too, are larger than life.
She also might disagree with me on this, but Martha is fearless.
I have brought her ideas that felt enormous. I’ve watched other women bring her ideas that felt almost impossible. And I have never once heard Martha say, “No, we can’t do that.”
Instead, it’s: Anything is possible. Yes, let’s build that. Yes, let’s do that. Of course we can do that. Let’s figure out how.
And when you spend enough time around someone who believes that way, something starts to change in you, too. Things you thought were too big start to feel buildable. Things you thought were reserved for other people start to feel available to you. You start challenging the status quo, building things you never thought you were capable of building, and becoming more of the person you always knew you were.
Martha has done that for me. And I’ve watched her do it for so many other women over these last four months.
She cares deeply about people. She believes in people. She makes people feel capable. And somehow, while building enormous things of her own, she still makes room to help other people build theirs.
Everybody needs a Martha in their corner.
I feel incredibly lucky to have this Martha in mine.
And now I’m crying. So, happy Friday!!!
What’s the best wedding planning software out there?
This is question I’ve been asked at least 10x a week for the last 10 years— and I never had an answer— because most planning software sucks.
So, after all these years of not having the right place to point people, I decided to do something about it.
In just a few weeks you’ll get the chance to already join the 100 planners who are using my new software, Cue! I can’t wait for you to see what we built!
Comment CUEWAITLIST below and I’ll send you the link to grab your spot in line!
The more I watch wedding planners use Cue, the more I realize how much wedding planning software has forced planners to work around the technology they use every day.
We’re deep in beta testing Cue right now, and watching real wedding planners use something we’ve built from the ground up has been incredibly gratifying.
But there’s something I can’t stop thinking about.
The number of tools, tabs, spreadsheets, documents, emails, and workarounds planners are using to manage ONE wedding is kind of wild.
And some of the feature requests we’re getting are so logical that my first thought is sometimes, Wait… wedding planning software doesn’t already do that?!
Our beta testers are helping us see exactly where existing tools create more work instead of less. And it’s reinforcing why we’re building Cue differently.
There’s one request in particular that has sent us down a VERY interesting rabbit hole. 👀 More on that soon.
In the meantime, I want to hear from you:
What’s a no-brainer feature you think wedding planning software should have that somehow… still doesn’t?
Drop it in the comments. I’m listening. 👇🏻
All, Getting Down to Business, Goal Setting, Growing a Business, Tech Tools, The Client Experience, Wedding Planning Advice
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