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I believe that entrepreneurs who lead with their purpose are more successful, less likely to burn out, and deeply connected to why they do what they do. 

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Growing a Business

6 Reasons Why I Recommend Asana for Wedding Planners

February 24, 2023

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I'm candice!

I'm Candice, your new tell-it-like-it-is BFF (and purpose cheerleader). Are you ready to grow and scale a profitable business with purpose–and one that gives back to your meaningful life? Thought so!

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*cues up to the bar* Let's start the tab, shall we? Take the quiz and find your brand cocktail for success.

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 below, why I recommend Asana for wedding planners, keep an open mind.

Okay, now let’s get into it!

bride holds bouquet in post about using Asana for wedding planners

1. Asana Offers a Luxury 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 with Other Tools Seamlessly

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 (let me cut to the chase – go ahead and cancel Aisle Planner). 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.

Asana is one of the top tools I recommend for wedding planners

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. If you sign up between February 27th-28th, you’ll be given a one-time chance to purchase my ENTIRE asana templates bundle for wedding planners for $295. One time. Lifetime access. No more expensive software subscriptions you don’t use. Plus, you’ll be inside The Planner’s Playbook, and let me just tell you – you will love that too. 

Skipped to the bottom? Let’s recap why I always recommend Asana for wedding planners!

Asana:

  1. Offers a luxury experience for your clients
  2. Makes it easy for you to communicate with (and train) your team
  3. Keeps you on track to hit your business goals
  4. Integrates with other tools you might be using in your business
  5. Has a PHENOMENAL cost-to-value ratio (hint: there is a free version)
  6. 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

For More Wedding Planner Business Secrets Follow Me On Instagram

Soooooo what’s your price look like? 😳🤔

To all my wedding pros, don’t do this! Comment CONSULT and I’ll send you a link to my consultation cheat sheet with the right questions to ask during a consult 😉

#weddingmeme #weddingmemes #weddingindustry #weddingfun #weddingfunny #weddingplanning
✨ Spend the day with me and see what a very busy day is like for me as a business coach and content creator! 

Yesterday was definitely a full day of coaching calls with the women in my mastermind and a lot of teaching and content creation. Here’s how I spent my day:

Coaching calls with @ininkweddings @afamilyaffairmaine @itssimplyaddy @wild.smile.events @nicoledaniellestudios @laceandbowbridalnm @atouchofgrayevents @letterpressmade 
Teaching a workshop with @honeybook 
Recording an episode of my podcast (premiering next week!)
Trying to get my steps in and taking the smallest of breaks between meetings

Not everyday looks like yesterday, but I definitely love when I get to spend my time with the women and communities I serve!

Would you like to see more content like this from me? I’d really like to hear from you! This was a lot of fun to make. ❤️

#candicecoppola #dayinthelife #weddingindustry #weddingpro #businesscoach #podcaster #adayinthelife #thepowerinpurposepodcast #weddingpros #weddingindustryeducation
Let’s create a quarterly business strategy together! ✨

For years, I’ve set goals and created business plans every single quarter. I love working in 90 day chunks because it’s short enough to take quick action but long enough to make progress. 

Each quarter I:

👉🏻 Review the previous quarter, celebrate wins, and acknowledge what got left behind or didn’t work 

👉🏻 Make decisions about where I want to focus my time and energy for this quarter 

👉🏻 Set sales goals 

👉🏻 Take it to my big white board calendar and create a plan, assigning due dates to big projects while managing my schedule 

👉🏻 I put everything into Asana and start creating more concrete to do lists and plans!

I LOVE doing this and loved getting the chance to share it with you! 

Tomorrow I’m leading a 90 day goal setting sesh inside my 1:1 coaching mastermind, WeddingPro Insiders and later this month I MIGHT be doing a special workshop in the Honeybook community 👀 

Stay tuned!!

#goalsetting #weddingindustry #weddingplannereducation #weddingbusiness #weddingpros #quarterlygoals #businessowner #businessstrategy #businesscoach #candicecoppola #weddingproinsiders #weddingpodcast #vlog #businessvlogger #comewithme
Is your copy CATFISHING people?

Be honest, does “premier wedding planner” hang out on your homepage? Because GIRL, I hate to break it to you, but what does that even MEAN?

Every wedding pro I know is on the struggle bus this season with sales… And sure, most of what we’re experiencing is part of the ‘wedding gap’ (and an election year), but could your website copy also be the problem? 

Copywriter to wedding pros @andreashahcopy joins me in this episode to talk about the four biggest mistakes she sees wedding pros making with their website copy and how to fix it.

(number three was definitely my personal favorite)

She breaks this shit DOWN and gives you actionable steps and quick fixes that will work.

Listen everywhere you get podcasts (and on YouTube because why TF not post there, too?!)

#weddingindustry #weddingpro #candicecoppola #thepowerinpurposepodcast #weddingindustryeducation #weddingindustryexpert #copywritingtips #digitalmarketing #weddingpros

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Each week, we explore how to build a profitable business with purpose—and the stories behind successful entrepreneurs who have. Get ready to dig in and have meaningful conversations about business and life, as we explore the strategies and techniques that build the kind of business you want. 

I believe entrepreneurs who lead with their purpose are more successful, less likely to burn out, and deeply connected to why they do what they do. 

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